Independent Family Office, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IF Independent Family Office, LLC | Institutional Filer | ▲ 1.46% | $243.0M | 90 |
Current Portfolio Holdings
Showing all 90 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | — | 374K | $32.9M | 13.56% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 46K | $30.1M | 12.37% |
| 3 | IWD | ISHARES TR | — | 85K | $18.1M | 7.44% |
| 4 | PTC | PTC Inc. | Technology | 114K | $16.2M | 6.66% |
| 5 | VOO | VANGUARD INDEX FDS | — | 26K | $15.6M | 6.40% |
| 6 | GLD | SPDR GOLD TR | — | 27K | $11.7M | 4.81% |
| 7 | IWM | iShares Russell 2000 ETF | — | 33K | $8.2M | 3.37% |
| 8 | INFL | LISTED FDS TR | — | 150K | $7.8M | 3.21% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | — | 114K | $7.3M | 3.01% |
| 10 | TOST | Toast, Inc. | Technology | 250K | $6.6M | 2.73% |
| 11 | IWN | ISHARES TR | — | 34K | $6.5M | 2.68% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 12K | $5.9M | 2.41% |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | — | 25K | $5.3M | 2.19% |
| 14 | DCRE | DOUBLELINE ETF TRUST | — | 73K | $3.8M | 1.56% |
| 15 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 10K | $3.5M | 1.44% |
Showing 1 to 15 of 90 holdings