Independent Family Office

Independent Family Office as of March 31, 2025

Portfolio Holdings for Independent Family Office

Independent Family Office holds 70 positions in its portfolio as reported in the March 2025 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) 14.0 $27M 48k 559.39
Ishares Gold Tr Ishares New (IAU) 12.9 $25M 417k 58.96
Ptc (PTC) 10.3 $20M 126k 154.95
Ishares Tr Rus 1000 Val Etf (IWD) 8.5 $16M 86k 188.16
Toast Cl A (TOST) 5.0 $9.5M 285k 33.17
Spdr Gold Tr Gold Shs (GLD) 4.8 $9.1M 31k 288.14
Ishares Tr Russell 2000 Etf (IWM) 4.0 $7.7M 38k 199.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $7.4M 14k 513.91
Ishares Tr Rus 2000 Val Etf (IWN) 2.8 $5.3M 35k 150.98
Vanguard Specialized Funds Div App Etf (VIG) 2.7 $5.0M 26k 193.99
Listed Fd Tr Horizon Kinetics (INFL) 2.3 $4.3M 105k 40.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $4.0M 7.6k 532.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $3.7M 72k 50.83
Ishares Tr Tips Bd Etf (TIP) 1.0 $2.0M 18k 111.09
Sherwin-Williams Company (SHW) 1.0 $2.0M 5.6k 349.19
Doubleline Etf Trust Commercial Real (DCRE) 1.0 $1.9M 38k 51.87
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.7M 30k 58.35
Sprott Physical Gold Tr Unit (PHYS) 0.9 $1.6M 68k 24.06
Microsoft Corporation (MSFT) 0.9 $1.6M 4.4k 375.39
Scotts Miracle-gro Cl A (SMG) 0.8 $1.6M 29k 54.89
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $1.6M 2.00 798441.50
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.5M 14k 106.31
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $1.5M 18k 82.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $1.4M 8.7k 166.00
Apple (AAPL) 0.7 $1.4M 6.3k 222.13
Vanguard World Consum Stp Etf (VDC) 0.6 $1.2M 5.6k 218.82
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $1.2M 27k 45.97
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.6 $1.2M 42k 28.54
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.2M 12k 95.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $1.1M 15k 78.28
Thermo Fisher Scientific (TMO) 0.6 $1.1M 2.3k 497.60
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 6.8k 156.23
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $1.1M 23k 46.81
Vanguard World Utilities Etf (VPU) 0.5 $1.0M 6.0k 170.81
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.5 $1.0M 11k 94.58
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $983k 10k 97.48
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $980k 16k 62.10
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $948k 8.4k 112.67
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $904k 21k 43.70
Ishares Tr Core S&p500 Etf (IVV) 0.5 $878k 1.6k 561.90
Metropcs Communications (TMUS) 0.4 $800k 3.0k 266.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $673k 1.4k 468.92
Hilton Grand Vacations (HGV) 0.3 $602k 16k 37.41
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $598k 5.5k 108.69
Costco Wholesale Corporation (COST) 0.3 $525k 555.00 945.78
American Express Company (AXP) 0.3 $520k 1.9k 269.05
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $481k 9.4k 51.05
Agnico (AEM) 0.2 $464k 4.3k 108.41
Meta Platforms Cl A (META) 0.2 $440k 763.00 576.36
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $430k 15k 28.41
JPMorgan Chase & Co. (JPM) 0.2 $412k 1.7k 245.30
Alphabet Cap Stk Cl A (GOOGL) 0.2 $409k 2.6k 154.64
Pacer Fds Tr Globl Cash Etf (GCOW) 0.2 $381k 10k 36.98
Automatic Data Processing (ADP) 0.2 $323k 1.1k 305.53
Illinois Tool Works (ITW) 0.2 $315k 1.3k 248.01
New Gold Inc Cda (NGD) 0.2 $312k 84k 3.71
UnitedHealth (UNH) 0.2 $309k 590.00 523.75
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $300k 3.0k 98.92
Microstrategy Cl A New (MSTR) 0.2 $288k 1.0k 288.27
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $281k 2.4k 119.73
Wal-Mart Stores (WMT) 0.1 $274k 3.1k 87.79
Johnson & Johnson (JNJ) 0.1 $274k 1.6k 165.84
Newmont Mining Corporation (NEM) 0.1 $270k 5.6k 48.28
Oracle Corporation (ORCL) 0.1 $263k 1.9k 139.81
Pepsi (PEP) 0.1 $260k 1.7k 149.94
Ishares Msci Cda Etf (EWC) 0.1 $253k 6.2k 40.75
Progressive Corporation (PGR) 0.1 $220k 778.00 283.01
Tri-Continental Corporation (TY) 0.1 $214k 7.0k 30.67
Ameriprise Financial (AMP) 0.1 $207k 428.00 484.11
Teck Resources CL B (TECK) 0.1 $200k 5.5k 36.43