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Disclosery

13F-HR filed by Independent Family Office, LLC

Independent Family Office, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-10, with 71 holding rows worth $192,495,782.

Accession
0001951757-25-000227
Filer
CIK 1756485
Filed
2025-02-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 71 entries on the cover page, a total value of $192,495,782 stated on the cover page (in dollars after the unit check, H1), rows summing to $192,495,782 with VALUE read as dollars as filed, 13F file number 028-19927. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS47,550$27,868,104dollars as filed
PTC INC COM69370C100Stock131,209$24,125,399dollars as filed
iShares Gold Trust464285204COM419,357$20,762,365dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF85,276$15,787,146dollars as filed
TOASTINCCLASSCLASSA888787108STOK285,000$10,388,250dollars as filed
iShares Russell 2000 ETF464287655SHS38,411$8,487,294dollars as filed
Vanguard S&P 500 ETF922908363COM14,540$7,834,297dollars as filed
SPDR GOLD TR78463V107GOLD SHS31,485$7,623,463dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF34,985$5,743,487dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS26,297$5,149,742dollars as filed
Berkshire Hathaway Inc084670702COM7,628$3,457,620dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS71,283$3,408,753dollars as filed
LISTED FD TR53656F623HORIZON KINETICS87,301$3,324,422dollars as filed
iShares TIPS Bond ETF464287176SHS20,349$2,168,186dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A29,342$1,946,548dollars as filed
SHERWIN WILLIAMS CO824348106COM5,632$1,914,486dollars as filed
IJH464287507COM29,690$1,849,984dollars as filed
Microsoft Corp594918104COM4,360$1,837,740dollars as filed
ISHARES TR464287457COM21,174$1,735,808dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS8,685$1,715,201dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS13,823$1,592,686dollars as filed
ISHARES TR4642874407-10 YR TRSY BD16,615$1,536,057dollars as filed
iShares U.S. Oil & Gas Exploration & Production ETF464288851SHS17,056$1,528,738dollars as filed
Apple Inc037833100COM6,324$1,527,313dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT68,391$1,377,395dollars as filed
DOUBLELINE ETF TRUST25861R303COMMERCIAL REAL26,748$1,376,452dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,361,840dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,840$1,302,610dollars as filed
Vanguard Consumer Staples ETF92204A207SHS5,640$1,192,183dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,257$1,174,159dollars as filed
Vanguard Short-Term Bond ETF921937827SHS14,979$1,157,427dollars as filed
SPDR SSgA Multi-Asset Real Return ETF78467V103SHS42,296$1,142,838dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS10,080$1,094,789dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF25,754$1,077,032dollars as filed
Vanguard Utilities ETF92204A876SHS5,950$972,349dollars as filed
INVESCO EXCHANGE TRADED FD T46137V308BUYBACK ACHIEV8,414$968,704dollars as filed
VANGUARD STAR FDS921909768COM15,774$929,562dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF27,020$916,248dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,434$844,167dollars as filed
IShares Bitcoin Trust Registered46438F101SHS14,825$786,466dollars as filed
INVESCO QQQ TR46090E103COM1,435$733,615dollars as filed
T-Mobile US,Inc.872590104COM3,000$662,190dollars as filed
HILTON GRAND VACATIONS INC COM43283X105Stock16,085$626,511dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS5,500$587,620dollars as filed
American Express Company025816109COM1,932$573,398dollars as filed
Costco Wholesale Corporation22160K105COM570$522,274dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,463$500,320dollars as filed
iShares Floating Rate Bond ETF46429B655SHS9,420$479,289dollars as filed
META PLATFORMS INC CL A30303M102COM763$446,744dollars as filed
JPMorgan Chase & Co46625H100COM1,680$402,513dollars as filed
ISHARES TR464288174GL TIMB FORE ETF5,000$381,700dollars as filed
SPROTT ASSET MANAGEMENT LP85208R101PHYSICAL GOLD AN15,140$359,726dollars as filed
PACER FDS TR69374H709GLOBL CASH ETF10,315$348,028dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock4,275$334,348dollars as filed
UnitedHealth Group Inc91324P102COM655$331,338dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,271$322,275dollars as filed
Oracle Corporation68389X105COM1,884$313,950dollars as filed
Automatic Data Processing,Inc.053015103COM1,058$309,708dollars as filed
Johnson & Johnson478160104COM2,120$306,594dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS3,032$293,801dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS2,350$293,656dollars as filed
STRATEGY INC CL A NEW594972408Stock1,000$289,620dollars as filed
Walmart Inc.931142103COM3,120$281,892dollars as filed
PepsiCo,Inc.713448108COM1,735$263,824dollars as filed
ISHARES INC464286509MSCI CDA ETF6,200$249,860dollars as filed
AMERIPRISE FINL INC COM03076C106Stock428$227,880dollars as filed
TECK RESOURCES LTD CL B878742204Stock5,500$222,915dollars as filed
TRI CONTL CORP895436103COM6,987$221,418dollars as filed
NEW GOLD INC CDA644535106COM84,114$208,603dollars as filed
NEWMONT CORP651639106COM5,593$208,171dollars as filed
Amazon.com, Inc023135106COM933$204,691dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000227this filing2025-02-10acceptance time not in the bulk data set