$296 Million is the total value of Independence Advisors, LLC's 76 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SUB | New | ISHARES TRshrt nat mun etf | $19,696,000 | – | 187,814 | +100.0% | 6.65% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $5,243,000 | – | 109,425 | +100.0% | 1.77% | – |
| CL | New | COLGATE PALMOLIVE CO | $898,000 | – | 11,901 | +100.0% | 0.30% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $719,000 | – | 687 | +100.0% | 0.24% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $680,000 | – | 646 | +100.0% | 0.23% | – |
| TRV | New | TRAVELERS COMPANIES INC | $309,000 | – | 2,278 | +100.0% | 0.10% | – |
| TFX | New | TELEFLEX INC | $276,000 | – | 1,108 | +100.0% | 0.09% | – |
| IBMI | New | ISHARES TRibonds sep20 etf | $252,000 | – | 9,950 | +100.0% | 0.08% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $214,000 | – | 969 | +100.0% | 0.07% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $208,000 | – | 569 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 18 | Q3 2020 | 13.7% |
| ISHARES TR | 18 | Q3 2020 | 13.6% |
| VANGUARD INDEX FDS | 18 | Q3 2020 | 13.5% |
| ISHARES TR | 18 | Q3 2020 | 12.4% |
| VANGUARD BD INDEX FDS | 18 | Q3 2020 | 10.6% |
| ISHARES TR | 18 | Q3 2020 | 7.3% |
| ISHARES TR | 18 | Q3 2020 | 6.5% |
| ISHARES TR | 18 | Q3 2020 | 4.2% |
| VANGUARD TAX-MANAGED INTL FD | 18 | Q3 2020 | 3.3% |
| VANGUARD INTL EQUITY INDEX F | 18 | Q3 2020 | 2.8% |
View Independence Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-04 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-02-07 |
| 13F-HR | 2019-11-01 |
| 13F-HR | 2019-08-12 |
| 13F-HR | 2019-05-03 |
| 13F-HR | 2019-01-31 |
| 13F-HR | 2018-10-23 |
| 13F-HR | 2018-07-12 |
View Independence Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.