$173 Million is the total value of Independent Family Office, LLC's 70 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | Buy | ISHARES TRrus 1000 val etf | $13,283,924 | +1.7% | 87,245 | +1.3% | 7.66% | -2.3% |
| RLY | Buy | SSGA ACTIVE ETF TRmult ass rlrtn | $4,260,007 | +4.4% | 154,460 | +4.2% | 2.46% | +0.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,751,222 | +2.8% | 24,357 | +1.4% | 2.16% | -1.2% |
| VOO | Buy | VANGUARD INDEX FDS | $3,326,339 | +36.0% | 8,845 | +27.1% | 1.92% | +30.6% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $2,039,691 | +4.0% | 20,578 | +0.5% | 1.18% | -0.1% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,937,251 | +31.5% | 42,888 | +22.2% | 1.12% | +26.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,339,753 | +42.0% | 4,339 | +42.0% | 0.77% | +36.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $648,406 | +7.2% | 8,477 | +5.5% | 0.37% | +3.0% |
| IJH | New | ISHARES TRcore s&p mcp etf | $456,542 | – | 1,825 | +100.0% | 0.26% | – |
| GCOW | Buy | PACER FDS TRglobl cash etf | $413,985 | +13.0% | 12,310 | +6.6% | 0.24% | +8.6% |
| MPC | New | MARATHON PETE CORP | $230,964 | – | 1,713 | +100.0% | 0.13% | – |
| BA | New | BOEING CO | $212,430 | – | 1,000 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-04
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 | 2024-01-30 |
| 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 |
| 13F-HR | 2021-11-04 |
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.