Independent Family Office

Independent Family Office as of Dec. 31, 2019

Portfolio Holdings for Independent Family Office

Independent Family Office holds 53 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 45.5 $73M 225k 321.86
iShares Gold Trust 6.0 $9.5M 656k 14.50
iShares Russell 1000 Value Index (IWD) 5.6 $8.9M 65k 136.48
iShares Russell 2000 Index (IWM) 4.8 $7.6M 46k 165.67
iShares Barclays TIPS Bond Fund (TIP) 4.0 $6.4M 55k 116.56
Ishares Tr fltg rate nt (FLOT) 4.0 $6.3M 124k 50.92
SPDR Gold Trust (GLD) 3.5 $5.7M 40k 142.90
iShares Russell 2000 Value Index (IWN) 2.8 $4.4M 35k 128.57
Ishares Tr s^p gtfidx etf (WOOD) 2.3 $3.7M 55k 67.00
Vanguard Dividend Appreciation ETF (VIG) 1.9 $3.0M 24k 124.65
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.7 $2.8M 22k 127.95
iShares MSCI Emerging Markets Indx (EEM) 1.7 $2.7M 61k 44.86
iShares Lehman 1-3 Year Treas.Bond (SHY) 1.6 $2.5M 30k 84.63
Vaneck Vectors Gold Miners mutual (GDX) 1.2 $1.9M 65k 29.53
Invesco Buyback Achievers Etf equities (PKW) 0.9 $1.5M 22k 68.96
SPDR S&P Dividend (SDY) 0.8 $1.2M 12k 107.58
Vanguard Consumer Staples ETF (VDC) 0.8 $1.2M 7.7k 161.21
Berkshire Hathaway (BRK.B) 0.7 $1.1M 4.8k 226.59
Berkshire Hathaway (BRK.A) 0.6 $1.0M 3.00 339666.67
iShares S&P US Pref Stock Idx Fnd (PFF) 0.6 $1.0M 27k 37.58
iShares Russell Midcap Index Fund (IWR) 0.6 $973k 16k 59.60
Vanguard Utilities ETF (VPU) 0.6 $874k 6.1k 142.90
SPDR S&P Oil & Gas Explore & Prod. 0.5 $868k 37k 23.70
iShares S&P SmallCap 600 Value Idx (IJS) 0.5 $810k 5.0k 160.71
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.5 $799k 14k 55.66
Kirkland Lake Gold 0.5 $749k 17k 44.06
iShares Dow Jones US Real Estate (IYR) 0.5 $737k 7.9k 93.11
Johnson & Johnson (JNJ) 0.4 $608k 4.2k 145.91
iShares MSCI Canada Index (EWC) 0.4 $608k 20k 29.90
Microsoft Corporation (MSFT) 0.3 $563k 3.6k 157.70
Market Vectors Etf High Yield Muni Index etf (HYD) 0.3 $517k 8.1k 64.06
Boeing Company (BA) 0.3 $456k 1.4k 325.71
Pepsi (PEP) 0.3 $448k 3.3k 136.79
Cisco Systems (CSCO) 0.3 $428k 8.9k 47.98
Invesco Qqq Trust Series 1 (QQQ) 0.2 $404k 1.9k 212.63
Apple (AAPL) 0.2 $380k 1.3k 293.44
Trans World Entmt Corp 0.2 $378k 188k 2.01
JPMorgan Chase & Co. (JPM) 0.2 $374k 2.7k 139.55
Alphabet Inc Class C cs (GOOG) 0.2 $348k 260.00 1338.46
iShares Lehman Aggregate Bond (AGG) 0.2 $331k 2.9k 112.24
iShares Dow Jones US Medical Dev. (IHI) 0.2 $264k 1.0k 264.00
Newmont Mining Corporation (NEM) 0.2 $257k 5.9k 43.52
Agnico (AEM) 0.2 $249k 4.0k 61.56
American Express Company (AXP) 0.1 $241k 1.9k 124.74
iShares MSCI Australia Index Fund (EWA) 0.1 $242k 11k 22.62
Ishr Msci Singapore (EWS) 0.1 $235k 9.7k 24.16
Chevron Corporation (CVX) 0.1 $217k 1.8k 120.56
Illinois Tool Works (ITW) 0.1 $228k 1.3k 179.39
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.1 $216k 2.0k 110.04
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.1 $222k 1.0k 222.00
Alliance Resource Partners (ARLP) 0.1 $108k 10k 10.80
New Gold Inc Cda (NGD) 0.1 $99k 112k 0.88
Acorn Energy 0.0 $13k 26k 0.50