$239 Million is the total value of Independent Family Office, LLC's 65 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEO | New | ISHARES TRus oil gs ex etf | $538,000 | – | 15,000 | +100.0% | 0.22% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $461,000 | – | 6,545 | +100.0% | 0.19% | – |
| PFE | New | PFIZER INC | $261,000 | – | 7,085 | +100.0% | 0.11% | – |
| AXP | New | AMERICAN EXPRESS CO | $234,000 | – | 1,932 | +100.0% | 0.10% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $222,000 | – | 2,400 | +100.0% | 0.09% | – |
| COST | New | COSTCO WHOLESALE CORP NEW | $215,000 | – | 570 | +100.0% | 0.09% | – |
| GM | New | GENERAL MTRS CO | $208,000 | – | 5,000 | +100.0% | 0.09% | – |
| TY | New | TRI CONTL CORP | $206,000 | – | 6,987 | +100.0% | 0.09% | – |
| GOOGL | New | ALPHABET INC CL Acap stk cl a | $163,000 | – | 93 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 56.4% |
| ISHARES TR | 16 | Q3 2023 | 8.2% |
| ISHARES TR | 16 | Q3 2023 | 4.8% |
| SPDR GOLD TRUST | 16 | Q3 2023 | 4.6% |
| ISHARES TR | 16 | Q3 2023 | 4.0% |
| ISHARES TR | 16 | Q3 2023 | 3.3% |
| ISHARES TR | 16 | Q3 2023 | 4.2% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 2.4% |
| ISHARES TR | 16 | Q3 2023 | 2.3% |
| ISHARES TR | 16 | Q3 2023 | 1.7% |
View Independent Family Office, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-09 |
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.