Independent Family Office

Latest statistics and disclosures from Independent Family Office's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, IAU, GLD, FLOT, IWD, and represent 68.27% of Independent Family Office's stock portfolio.
  • Independent Family Office was a net seller of stock by $0.
  • Independent Family Office has $160.71M in assets under management (AUM), dropping by 0.00%.

Portfolio Holdings for Independent Family Office

Companies in the Independent Family Office portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P 500 ETF (SPY) 48.60 303.05k 257.75
iShares Gold Trust (IAU) 6.77 722.20k 15.07
SPDR Gold Trust (GLD) 4.60 49.99k 148.04
Ishares Tr fltg rate nt (FLOT) 4.23 139.57k 48.74
iShares Russell 1000 Value Index (IWD) 4.06 65.76k 99.18
iShares Barclays TIPS Bond Fund (TIP) 4.03 54.89k 117.92
iShares Russell 2000 Index (IWM) 3.96 55.64k 114.45
iShares Russell 2000 Value Index (IWN) 1.77 34.58k 82.04
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.73 22.48k 123.50
Ishares Tr s^p gtfidx etf (WOOD) 1.69 56.81k 47.74
Invesco Buyback Achievers Etf equities (PKW) 1.61 53.37k 48.45
iShares Lehman 1-3 Year Treas.Bond (SHY) 1.60 29.62k 86.66
Vanguard Dividend Appreciation ETF (VIG) 1.55 24.05k 103.40
iShares MSCI Emerging Markets Indx (EEM) 1.41 66.40k 34.12
Vaneck Vectors Gold Miners mutual (GDX) 0.95 66.04k 23.05
Vanguard Consumer Staples ETF (VDC) 0.66 7.73k 137.79
iShares Dow Jones US Real Estate (IYR) 0.64 14.85k 69.57
SPDR S&P Dividend (SDY) 0.56 11.37k 79.84
Berkshire Hathaway (BRK.B) 0.55 4.83k 182.85
iShares S&P US Pref Stock Idx Fnd (PFF) 0.53 26.85k 31.84
Berkshire Hathaway (BRK.A) 0.51 3 272000.00
Vanguard Utilities ETF (VPU) 0.46 6.12k 121.98
iShares Russell Midcap Index Fund (IWR) 0.44 16.32k 43.19
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.41 15.77k 41.97
Trans World Entmt Corp (TWMC) 0.39 189.47k 3.32
Microsoft Corporation (MSFT) 0.35 3.57k 157.70
Paypal Holdings (PYPL) 0.35 5.88k 95.67
Intuitive Surgical (ISRG) 0.34 1.12k 495.52
Johnson & Johnson (JNJ) 0.32 3.96k 131.06
iShares S&P SmallCap 600 Value Idx (IJS) 0.31 5.04k 100.00
Kirkland Lake Gold (KL) 0.31 17.00k 29.59
iShares MSCI Canada Index (EWC) 0.28 20.34k 21.83
Edwards Lifesciences (EW) 0.28 2.35k 188.43
Novo Nordisk A/S (NVO) 0.26 6.86k 60.25
Pepsi (PEP) 0.24 3.27k 120.00
Invesco Qqq Trust Series 1 (QQQ) 0.23 1.90k 190.53
MasterCard Incorporated (MA) 0.23 1.50k 241.33
Apple (AAPL) 0.22 1.40k 254.48
Cisco Systems (CSCO) 0.22 8.92k 39.35
iShares Lehman Aggregate Bond (AGG) 0.21 2.98k 115.22
Ecolab (ECL) 0.21 2.18k 155.65
Alphabet Inc Class C cs (GOOG) 0.19 260 1161.54
Spdr Ser Tr s&p oilgas exp (XOP) 0.19 9.16k 32.87
Sprott Physical Gold & S (CEF) 0.18 20.24k 14.62
Newmont Mining Corporation (NEM) 0.17 5.91k 45.21
Agnico (AEM) 0.16 6.54k 39.73
Walt Disney Company (DIS) 0.15 2.57k 96.50
JPMorgan Chase & Co. (JPM) 0.15 2.68k 89.93
Tractor Supply Company (TSCO) 0.15 2.85k 84.59
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.15 1.96k 121.24
iShares Dow Jones US Medical Dev. (IHI) 0.14 1.00k 225.00
Boeing Company (BA) 0.13 1.40k 149.29
iShares MSCI Australia Index Fund (EWA) 0.10 10.70k 15.51
New Gold Inc Cda (NGD) 0.04 112.19k 0.51
Alliance Resource Partners (ARLP) 0.02 10.00k 3.10

Past Filings by Independent Family Office

View past SEC 13F filings by Independent Family Office

View all filings