Independent Family Office

Independent Family Office as of Dec. 31, 2021

Portfolio Holdings for Independent Family Office

Independent Family Office holds 59 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Unit (SPY) 55.8 $148M 311k 474.96
Ishares Gold Trust Ishares New (IAU) 4.9 $13M 372k 34.81
Ishares Tr Rus 1000 Val Etf (IWD) 4.3 $11M 67k 167.93
Ishares Tr Russell 2000 Etf (IWM) 3.8 $10M 45k 222.45
Spdr Gold Tr Gold Shs (GLD) 3.0 $8.0M 47k 170.97
Kaspien Holdings Com New (KSPN) 2.8 $7.5M 717k 10.44
Ishares Tr Ishares Tr Fltg Rate Nt Etf (FLOT) 2.6 $7.0M 138k 50.73
Ishares Tr Rus 2000 Val Etf (IWN) 2.6 $6.8M 41k 166.04
Ishares Tr Tips Bd Etf (TIP) 2.4 $6.2M 48k 129.19
Ishares Tr Gl Timb Fore Etf (WOOD) 1.5 $3.9M 43k 91.99
Vanguard Dividend Appreciation Div App Etf (VIG) 1.4 $3.7M 22k 171.74
Ishares Tr Msci Emg Mkt Etf (EEM) 1.2 $3.3M 68k 48.85
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $3.0M 35k 85.53
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.8 $2.2M 68k 32.03
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $2.2M 16k 132.53
Ishares Tr U.s. Real Es Etf (IYR) 0.8 $2.0M 17k 116.15
Vanguard World Fds Consum Stp Etf (VDC) 0.6 $1.5M 7.7k 199.90
Golub Capital BDC (GBDC) 0.6 $1.5M 96k 15.45
Berkshire Hathaway A Cl A (BRK.A) 0.5 $1.4M 3.00 450666.67
Microsoft Corporation (MSFT) 0.5 $1.3M 3.9k 336.29
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.4 $1.2M 12k 96.49
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.4 $1.1M 21k 49.95
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $1.1M 27k 39.44
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $1.1M 10k 104.46
Alphabet Inc Cl C Cap Stk Cl C (GOOG) 0.4 $1.0M 351.00 2894.59
Apple (AAPL) 0.4 $1.0M 5.7k 177.48
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.0M 16k 63.59
Sprott Physical Gold Tr Unit (PHYS) 0.4 $982k 68k 14.36
Vanguard World Fds Utilities Etf (VPU) 0.4 $957k 6.1k 156.47
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.3 $918k 15k 61.22
Invesco Qqq Trust, Series 1 Unit Ser 1 (QQQ) 0.3 $915k 2.2k 415.91
Berkshire Hathaway Cl-b Cl B New (BRK.B) 0.3 $913k 3.1k 298.85
Kirkland Lake Gold 0.3 $713k 17k 41.94
Johnson & Johnson (JNJ) 0.3 $694k 4.1k 170.98
Cisco Systems (CSCO) 0.2 $565k 8.9k 63.37
JPMorgan Chase & Co. (JPM) 0.2 $492k 3.1k 158.45
Olo Cla (OLO) 0.2 $491k 24k 20.83
Ishares Msci Cda Etf (EWC) 0.2 $479k 13k 38.42
Ishares Us Medical Dev Etf U.s. Med Dvc Etf (IHI) 0.1 $395k 6.0k 65.83
Newmont Mining Corporation (NEM) 0.1 $366k 5.9k 61.97
Sprott Physical Gold &silve Unit (CEF) 0.1 $354k 20k 17.74
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $346k 3.0k 114.12
Costco Wholesale Corporation (COST) 0.1 $324k 570.00 568.42
Boeing Company (BA) 0.1 $322k 1.6k 201.25
Teck Resources CL B (TECK) 0.1 $321k 11k 28.79
American Express Company (AXP) 0.1 $316k 1.9k 163.56
Illinois Tool Works (ITW) 0.1 $314k 1.3k 247.05
Pepsi (PEP) 0.1 $308k 1.8k 173.62
Metropcs Communications (TMUS) 0.1 $290k 2.5k 116.00
Alphabet Inc Cl A Cap Stk Cl A (GOOGL) 0.1 $258k 89.00 2898.88
Pfizer (PFE) 0.1 $236k 4.0k 59.10
Tri-Continental Corporation (TY) 0.1 $232k 7.0k 33.20
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $226k 2.0k 115.13
Agnico (AEM) 0.1 $215k 4.0k 53.15
Ishares Us Aerospace And Defense Etf Us Aer Def Etf (ITA) 0.1 $206k 2.0k 103.00
Ishares Tr Msci Eafe Etf (EFA) 0.1 $204k 2.6k 78.83
Ishares Tr Msci Aust Etf (EWA) 0.1 $202k 8.1k 24.83
PNC Financial Services (PNC) 0.1 $201k 1.0k 201.00
New Gold Inc Cda (NGD) 0.1 $168k 112k 1.50