Independent Family Office

Independent Family Office as of Dec. 31, 2020

Portfolio Holdings for Independent Family Office

Independent Family Office holds 65 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Unit (SPY) 49.1 $118M 315k 373.88
Ishares Gold Trust Ishares 5.6 $13M 736k 18.13
Ishares Tr Russell 2000 Etf (IWM) 4.7 $11M 58k 196.06
Kaspien Holdings Com New (KSPN) 4.4 $11M 718k 14.63
Ishares Tr Rus 1000 Val Etf (IWD) 4.1 $9.7M 71k 136.73
Spdr Gold Tr Gold Shs (GLD) 3.3 $7.8M 44k 178.37
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.9 $6.9M 136k 50.72
Ishares Tr Tips Bd Etf (TIP) 2.6 $6.3M 50k 127.64
Ishares Tr Rus 2000 Val Etf (IWN) 2.3 $5.4M 41k 131.76
Ishares Tr Gl Timb Fore Etf (WOOD) 1.8 $4.4M 55k 79.61
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 1.6 $3.9M 53k 73.33
Ishares Tr Msci Emg Mkt Etf (EEM) 1.5 $3.6M 69k 51.67
Vanguard Dividend Appreciation Div App Etf (VIG) 1.4 $3.4M 24k 141.15
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $3.0M 34k 86.38
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.2 $2.8M 20k 138.11
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 1.0 $2.3M 64k 36.02
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $1.6M 18k 85.67
Paypal Holdings (PYPL) 0.6 $1.4M 6.0k 234.19
Vanguard World Fds Consum Stp Etf (VDC) 0.6 $1.3M 7.7k 173.89
Berkshire Hathaway Cl-b Cl B New (BRK.B) 0.5 $1.1M 4.9k 231.81
Berkshire Hathaway A Cl A (BRK.A) 0.4 $1.0M 3.00 347666.67
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.0M 27k 38.51
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $949k 16k 60.16
Sprott Physical Gold Tr Unit (PHYS) 0.4 $945k 63k 15.09
Intuitive Surgical Com New (ISRG) 0.4 $913k 1.1k 818.10
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $875k 8.3k 105.97
Vanguard World Fds Utilities Etf (VPU) 0.4 $839k 6.1k 137.18
Microsoft Corporation (MSFT) 0.3 $833k 3.7k 222.43
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $820k 10k 81.35
Apple (AAPL) 0.3 $757k 5.7k 132.69
Kirkland Lake Gold 0.3 $702k 17k 41.29
Edwards Lifesciences (EW) 0.3 $643k 7.1k 91.17
Johnson & Johnson (JNJ) 0.3 $623k 4.0k 157.32
Invesco Qqq Trust, Series 1 Unit Ser 1 (QQQ) 0.2 $596k 1.9k 313.68
Mastercard Incorporated Cl A (MA) 0.2 $575k 1.6k 357.14
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.2 $538k 15k 35.87
Alphabet Inc Cl C Cap Stk Cl C (GOOG) 0.2 $517k 295.00 1752.54
Ecolab (ECL) 0.2 $504k 2.3k 216.49
Novo-nordisk A S Adr (NVO) 0.2 $479k 6.9k 69.88
Disney Walt Com Disney (DIS) 0.2 $466k 2.6k 181.32
Agnico (AEM) 0.2 $461k 6.5k 70.44
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $423k 6.2k 68.60
Tractor Supply Company (TSCO) 0.2 $401k 2.8k 140.75
Cisco Systems (CSCO) 0.2 $399k 8.9k 44.73
JPMorgan Chase & Co. (JPM) 0.2 $395k 3.1k 127.21
Ishares Msci Cda Etf (EWC) 0.2 $384k 13k 30.80
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $358k 3.0k 118.07
Newmont Mining Corporation (NEM) 0.1 $354k 5.9k 59.94
Ishares Us Medical Dev Etf U.s. Med Dvc Etf (IHI) 0.1 $327k 1.0k 327.00
Boeing Company (BA) 0.1 $300k 1.4k 214.29
Metropcs Communications (TMUS) 0.1 $270k 2.0k 135.00
Pepsi (PEP) 0.1 $263k 1.8k 148.17
Pfizer (PFE) 0.1 $261k 7.1k 36.84
Illinois Tool Works (ITW) 0.1 $259k 1.3k 203.78
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $248k 4.0k 61.46
New Gold Inc Cda (NGD) 0.1 $246k 112k 2.19
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $235k 2.0k 119.71
American Express Company (AXP) 0.1 $234k 1.9k 121.12
Monster Beverage Corp (MNST) 0.1 $222k 2.4k 92.50
Costco Wholesale Corporation (COST) 0.1 $215k 570.00 377.19
General Motors Company (GM) 0.1 $208k 5.0k 41.60
Tri-Continental Corporation (TY) 0.1 $206k 7.0k 29.48
Alphabet Inc Cl A Cap Stk Cl A (GOOGL) 0.1 $163k 93.00 1752.69
General Electric Company 0.1 $133k 12k 10.81
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $45k 10k 4.50