Independent Family Office

Independent Family Office as of Dec. 31, 2024

Portfolio Holdings for Independent Family Office

Independent Family Office holds 71 positions in its portfolio as reported in the December 2024 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) 14.5 $28M 48k 586.08
Ptc (PTC) 12.5 $24M 131k 183.87
Ishares Gold Tr Ishares New (IAU) 10.8 $21M 419k 49.51
Ishares Tr Rus 1000 Val Etf (IWD) 8.2 $16M 85k 185.13
Toast Cl A (TOST) 5.4 $10M 285k 36.45
Ishares Tr Russell 2000 Etf (IWM) 4.4 $8.5M 38k 220.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.1 $7.8M 15k 538.81
Spdr Gold Tr Gold Shs (GLD) 4.0 $7.6M 32k 242.13
Ishares Tr Rus 2000 Val Etf (IWN) 3.0 $5.7M 35k 164.17
Vanguard Specialized Funds Div App Etf (VIG) 2.7 $5.1M 26k 195.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $3.5M 7.6k 453.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $3.4M 71k 47.82
Listed Fd Tr Horizon Kinetics (INFL) 1.7 $3.3M 87k 38.08
Ishares Tr Tips Bd Etf (TIP) 1.1 $2.2M 20k 106.55
Scotts Miracle-gro Cl A (SMG) 1.0 $1.9M 29k 66.34
Sherwin-Williams Company (SHW) 1.0 $1.9M 5.6k 339.93
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.8M 30k 62.31
Microsoft Corporation (MSFT) 1.0 $1.8M 4.4k 421.50
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $1.7M 21k 81.98
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $1.7M 8.7k 197.49
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.6M 14k 115.22
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.8 $1.5M 17k 92.45
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.8 $1.5M 17k 89.63
Apple (AAPL) 0.8 $1.5M 6.3k 241.51
Sprott Physical Gold Tr Unit (PHYS) 0.7 $1.4M 68k 20.14
Doubleline Etf Trust Commercial Real (DCRE) 0.7 $1.4M 27k 51.46
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.4M 2.00 680920.00
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.3M 6.8k 190.44
Vanguard World Consum Stp Etf (VDC) 0.6 $1.2M 5.6k 211.38
Thermo Fisher Scientific (TMO) 0.6 $1.2M 2.3k 520.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $1.2M 15k 77.27
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.6 $1.1M 42k 27.02
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $1.1M 10k 108.61
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $1.1M 26k 41.82
Vanguard World Utilities Etf (VPU) 0.5 $972k 6.0k 163.42
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $969k 8.4k 115.13
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $930k 16k 58.93
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $916k 27k 33.91
Ishares Tr Core S&p500 Etf (IVV) 0.4 $844k 1.4k 588.68
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $787k 15k 53.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $734k 1.4k 511.23
Metropcs Communications (TMUS) 0.3 $662k 3.0k 220.73
Hilton Grand Vacations (HGV) 0.3 $627k 16k 38.95
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $588k 5.5k 106.84
American Express Company (AXP) 0.3 $573k 1.9k 296.79
Costco Wholesale Corporation (COST) 0.3 $522k 570.00 916.27
Alphabet Cap Stk Cl A (GOOGL) 0.3 $500k 2.5k 203.13
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $479k 9.4k 50.88
Meta Platforms Cl A (META) 0.2 $447k 763.00 585.51
JPMorgan Chase & Co. (JPM) 0.2 $403k 1.7k 239.59
Ishares Tr Gl Timb Fore Etf (WOOD) 0.2 $382k 5.0k 76.34
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $360k 15k 23.76
Pacer Fds Tr Globl Cash Etf (GCOW) 0.2 $348k 10k 33.74
Agnico (AEM) 0.2 $334k 4.3k 78.21
UnitedHealth (UNH) 0.2 $331k 655.00 505.86
Illinois Tool Works (ITW) 0.2 $322k 1.3k 253.56
Oracle Corporation (ORCL) 0.2 $314k 1.9k 166.64
Automatic Data Processing (ADP) 0.2 $310k 1.1k 292.73
Johnson & Johnson (JNJ) 0.2 $307k 2.1k 144.62
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $294k 3.0k 96.90
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $294k 2.4k 124.96
Microstrategy Cl A New (MSTR) 0.2 $290k 1.0k 289.62
Wal-Mart Stores (WMT) 0.1 $282k 3.1k 90.35
Pepsi (PEP) 0.1 $264k 1.7k 152.06
Ishares Msci Cda Etf (EWC) 0.1 $250k 6.2k 40.30
Ameriprise Financial (AMP) 0.1 $228k 428.00 532.43
Teck Resources CL B (TECK) 0.1 $223k 5.5k 40.53
Tri-Continental Corporation (TY) 0.1 $221k 7.0k 31.69
New Gold Inc Cda (NGD) 0.1 $209k 84k 2.48
Newmont Mining Corporation (NEM) 0.1 $208k 5.6k 37.22
Amazon (AMZN) 0.1 $205k 933.00 219.39