| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 56.4% |
| ISHARES TR | 19 | Q2 2024 | 8.2% |
| ISHARES TR | 19 | Q2 2024 | 4.8% |
| SPDR GOLD TRUST | 19 | Q2 2024 | 4.6% |
| ISHARES TR | 19 | Q2 2024 | 4.0% |
| ISHARES TR | 19 | Q2 2024 | 3.3% |
| ISHARES TR | 19 | Q2 2024 | 4.2% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 2.9% |
| ISHARES TR | 19 | Q2 2024 | 1.7% |
| ISHARES TR | 19 | Q2 2024 | 2.3% |
View Independent Family Office, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-01 |
View Independent Family Office, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.