Independent Family Office

Independent Family Office as of June 30, 2020

Portfolio Holdings for Independent Family Office

Independent Family Office holds 63 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 49.5 $96M 310k 308.36
Ishares Gold Trust Ishares 6.5 $13M 739k 16.99
Ishares Tr Russell 2000 Etf (IWM) 4.5 $8.7M 61k 143.15
Ishares Tr Rus 1000 Val Etf (IWD) 4.1 $7.9M 70k 112.63
Spdr Gold Trust Gold Shs (GLD) 3.9 $7.5M 45k 167.34
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.6 $7.0M 138k 50.58
Ishares Tr Tips Bd Etf (TIP) 3.5 $6.8M 55k 123.01
Ishares Tr Rus 2000 Val Etf (IWN) 1.9 $3.7M 99k 37.19
Ishares Tr Gl Timb Fore Etf (WOOD) 1.6 $3.1M 56k 55.49
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 1.6 $3.1M 53k 57.39
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $2.8M 24k 117.12
Ishares Tr Msci Emg Mkt Etf (EEM) 1.4 $2.8M 69k 40.01
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $2.7M 20k 134.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.3 $2.6M 30k 86.62
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 1.3 $2.4M 66k 36.69
Ishares Tr U.s. Real Es Etf (IYR) 0.8 $1.5M 19k 78.79
Trans World Entmt Corp Com New 0.7 $1.3M 190k 6.86
Vanguard World Fds Consum Stp Etf (VDC) 0.6 $1.2M 7.7k 149.57
Paypal Holdings (PYPL) 0.5 $1.0M 5.9k 174.10
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $931k 27k 34.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $850k 4.8k 178.42
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $801k 3.00 267000.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $776k 16k 49.19
Vanguard World Fds Utilities Etf (VPU) 0.4 $756k 6.1k 123.61
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $753k 8.3k 91.20
Microsoft Corporation (MSFT) 0.4 $746k 3.7k 203.55
Kirkland Lake Gold 0.4 $701k 17k 41.24
Intuitive Surgical Com New (ISRG) 0.3 $636k 1.1k 569.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $607k 5.0k 120.44
Johnson & Johnson (JNJ) 0.3 $556k 4.0k 140.40
Ishares Msci Cda Etf (EWC) 0.3 $526k 20k 25.86
Apple (AAPL) 0.3 $524k 1.4k 365.16
Edwards Lifesciences (EW) 0.3 $487k 7.1k 69.05
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.2 $478k 9.2k 52.21
Mastercard Cl A (MA) 0.2 $463k 1.6k 295.85
Ecolab (ECL) 0.2 $449k 2.3k 198.85
Novo-nordisk A S Adr (NVO) 0.2 $449k 6.9k 65.50
Pepsi (PEP) 0.2 $432k 3.3k 131.91
Invesco Qqq Trust Series 1 Unit Ser 1 (QQQ) 0.2 $432k 1.9k 227.37
Agnico (AEM) 0.2 $419k 6.5k 64.02
Cisco Systems (CSCO) 0.2 $416k 8.9k 46.64
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $404k 7.5k 53.66
Alphabet Cap Stk Cl C (GOOG) 0.2 $395k 280.00 1410.71
Tractor Supply Company (TSCO) 0.2 $375k 2.8k 131.63
Newmont Mining Corporation (NEM) 0.2 $364k 5.9k 61.63
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $356k 3.0k 118.47
Sprott Physical Gold Tr Unit (PHYS) 0.2 $345k 24k 14.31
Sprott Physical Gold &silve Tr Unit (CEF) 0.2 $342k 20k 16.90
Disney Walt Com Disney (DIS) 0.1 $287k 2.6k 111.67
JPMorgan Chase & Co. (JPM) 0.1 $283k 3.0k 94.18
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $271k 2.0k 135.50
Ishares Us Medical Devices U.s. Med Dvc Etf (IHI) 0.1 $265k 1.0k 265.00
Boeing Company (BA) 0.1 $257k 1.4k 183.57
Starbucks Corporation (SBUX) 0.1 $240k 3.3k 73.62
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $239k 2.0k 121.75
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $239k 4.0k 59.23
Illinois Tool Works (ITW) 0.1 $222k 1.3k 174.67
Metropcs Communications (TMUS) 0.1 $208k 2.0k 104.00
Exxon Mobil Corporation (XOM) 0.1 $207k 4.6k 44.81
Ishares Msci Aust Etf (EWA) 0.1 $206k 11k 19.25
New Gold Inc Cda (NGD) 0.1 $152k 112k 1.35
General Electric Company 0.0 $84k 12k 6.83
Alliance Res Partner Ut Ltd Part (ARLP) 0.0 $33k 10k 3.30