$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 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $18,135,152 | +5.0% | 44,298 | -2.0% | 10.46% | +0.8% |
| IAU | Sell | ISHARES GOLD TRishares new | $16,225,194 | +8.0% | 434,177 | -0.1% | 9.36% | +3.7% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $7,409,309 | +1.1% | 41,532 | -1.2% | 4.28% | -2.9% |
| TIP | Sell | ISHARES TRtips bd etf | $5,436,207 | +3.2% | 49,308 | -0.3% | 3.14% | -0.9% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,555,375 | +20.4% | 48,972 | -3.5% | 2.63% | +15.7% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $2,598,438 | +0.6% | 31,627 | -0.6% | 1.50% | -3.4% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,999,478 | +2.9% | 50,671 | -1.2% | 1.15% | -1.1% |
| WOOD | Sell | ISHARES TRgl timb fore etf | $1,871,864 | -9.6% | 26,147 | -8.2% | 1.08% | -13.2% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $1,250,428 | -66.7% | 24,815 | -66.8% | 0.72% | -68.1% |
| PKW | Sell | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $827,817 | -1.9% | 9,731 | -1.4% | 0.48% | -5.7% |
| CEF | Sell | SPROTT PHYSICAL GOLD & SILVEtr unit | $286,297 | -20.0% | 15,140 | -24.1% | 0.16% | -23.3% |
| AEM | Sell | AGNICO EAGLE MINES LTD | $206,174 | -77.4% | 4,045 | -76.9% | 0.12% | -78.3% |
| CSCO | Exit | CISCO SYS INC | $0 | – | -8,909 | -100.0% | -0.26% | – |
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.