13FBOX
Independence Advisors, LLC · 13F Holdings
Options Calculator Rankings

Independence Advisors, LLC

No.11229 Data as of 2020Q4
Latest AUM (Q4 2020)
$439.0M
QoQ Change Q3 2020
-$27.0M-5.8%
Holdings
170
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
170
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2020 ValueQ4 2020 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVTV
13.05%12.3%$57.3M548,263$57.3M548,26300.00%Unchanged
IISHARES RUSSELLIWF
12.77%12.03%$56.1M258,527$56.1M258,52700.00%Unchanged
VVANGUARD INDEX FDSVUG
12.52%11.79%$54.9M241,418$54.9M241,41800.00%Unchanged
IISHARES MSCI EAFE ETFEFA
12.19%11.48%$53.5M840,660$53.5M840,66000.00%Unchanged
VVANGUARD BD INDEX FDSBIV
6.46%6.08%$28.3M303,165$28.3M303,16500.00%Unchanged
IISHARES S&PIVE
3.45%3.25%$15.1M134,559$15.1M134,55900.00%Unchanged
IISHARES TRIWD
3.34%3.14%$14.7M124,033$14.7M124,03300.00%Unchanged
IISHARES TREFV
3.09%2.91%$13.6M336,310$13.6M336,31000.00%Unchanged
IISHARES TRGVI
2.54%2.39%$11.1M103,005$11.1M103,00500.00%Unchanged
IISHARES TRIVW
2.16%7.33%$9.5M147,850$34.2M147,85000.00%Unchanged
IISHARES TRGVI
1.79%1.68%$7.8M67,685$7.8M67,68500.00%Unchanged
VVANGUARD FTSEVEA
1.6%1.51%$7.0M172,171$7.0M172,17100.00%Unchanged
VVANGUARD INDEX FDSVOO
1.54%1.45%$6.8M21,988$6.8M21,98800.00%Unchanged
APPLE INCAAPL
1.46%1.38%$6.4M55,445$6.4M55,44500.00%Unchanged
VVANGUARD MUN BD FDSVTEB
1.41%1.33%$6.2M113,507$6.2M113,50700.00%Unchanged
VVANGUARD SMALLVBR
1.38%1.3%$6.1M54,867$6.1M54,86700.00%Unchanged
VVANGUARD FSTEVWO
1.29%1.21%$5.7M130,833$5.7M130,83300.00%Unchanged
IISHARES MSCI EAFE SMALL-CAP ETFSCZ
1.22%1.15%$5.4M90,989$5.4M90,98900.00%Unchanged
VVANGUARD INDEX FDSVBK
1.13%1.06%$4.9M23,002$4.9M23,00200.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVSS
1.05%0.99%$4.6M43,964$4.6M43,96400.00%Unchanged
MCDONALDS CORPMCD
1.03%0.97%$4.5M20,649$4.5M20,64900.00%Unchanged
IISHARES S&P SMALL-CAP 600 VALUE ETFIJS
0.88%1.25%$3.8M47,444$5.8M47,44400.00%Unchanged
PPG INDS INCPPG
0.84%0.79%$3.7M30,191$3.7M30,19100.00%Unchanged
IISHARES RUSSELL 2000 VALUE ETFIWN
0.73%0.68%$3.2M32,066$3.2M32,06600.00%Unchanged
IISHARES TREEM
0.63%0.59%$2.8M62,850$2.8M62,85000.00%Unchanged
MICROSOFT CORPMSFT
0.61%0.57%$2.7M12,686$2.7M12,68600.00%Unchanged
IISHARES RUSSELLIWM
0.56%0.52%$2.4M16,292$2.4M16,29200.00%Unchanged
SSPDR SERIES TRUSTSHM
0.51%0.48%$2.2M44,850$2.2M44,85000.00%Unchanged
PFIZER INCPFE
0.35%0.33%$1.5M41,374$1.5M41,37400.00%Unchanged
BBRYN MAWR BK CORP
0.34%0.32%$1.5M59,168$1.5M59,16800.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVNQI
0.33%0.31%$1.4M29,668$1.4M29,66800.00%Unchanged
ESSENTIAL UTILS INCWTRG
0.32%0.3%$1.4M34,822$1.4M34,82200.00%Unchanged
VVANGUARD INDEX FDSVNQ
0.28%0.27%$1.2M15,698$1.2M15,69800.00%Unchanged
JOHNSON & JOHNSONJNJ
0.24%0.23%$1.1M7,170$1.1M7,17000.00%Unchanged
VISA INCV
0.23%0.22%$1.0M5,102$1.0M5,10200.00%Unchanged
COLGATE PALMOLIVE COCL
0.23%0.21%$1.0M12,963$1.0M12,96300.00%Unchanged
SSPDR SERIES TRUSTTFI
0.22%0.21%$983,00018,930$983,00018,93000.00%Unchanged
ALPHABET INCGOOGL
0.22%0.21%$959,000654$959,00065400.00%Unchanged
AAlphabet Inc Class CGOOG
0.22%0.21%$957,000651$957,00065100.00%Unchanged
VVANGUARD INDEX FDSVV
0.21%0.2%$916,0005,854$916,0005,85400.00%Unchanged
AMGEN INC COMAMGN
0.19%0.18%$849,0003,340$849,0003,34000.00%Unchanged
MASTERCARD INCORPORATEDMA
0.19%0.18%$826,0002,443$826,0002,44300.00%Unchanged
IISHARES TRIVV
0.17%0.16%$766,0002,279$766,0002,27900.00%Unchanged
AMAZON COM INCAMZN
0.17%0.16%$765,000243$765,00024300.00%Unchanged
CSX CORPCSX
0.15%0.14%$667,0008,592$667,0008,59200.00%Unchanged
MERCK & CO INCMRK
0.14%0.13%$628,0007,567$628,0007,56700.00%Unchanged
VVANGUARD BD INDEX FDSBSV
0.14%0.13%$601,0007,232$601,0007,23200.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.13%0.12%$567,0002,661$567,0002,66100.00%Unchanged
WALMART INCWMT
0.13%0.12%$560,0003,999$560,0003,99900.00%Unchanged
ORACLE CORPORCL
0.11%0.11%$503,0008,428$503,0008,42800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow