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| Name: |
Independent Family Office LLC |
| City: |
ALBANY |
| State: |
NY |
| Zip: |
12207 |
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data |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PTC |
PTC INC |
2 |
- |
$179.12 |
$24,676,000 |
130,600 |
13.24% |
-1,218,000 |
-17,400 |
0.112 |
Technical & System So... |
|
|
IAU |
iShares COMEX Gold Trust |
3 |
- |
$44.20 |
$17,271,000 |
411,117 |
9.27% |
350,000 |
-22,427 |
0.023 |
Closed - End Fund - E... |
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TOST |
Toast, Inc. |
6 |
- |
$27.02 |
$8,330,000 |
334,275 |
4.47% |
1,482,000 |
-40,725 |
0.078 |
N/A |
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GLD |
streetTRACKS Gold Trust |
7 |
- |
$216.26 |
$7,068,000 |
34,357 |
3.79% |
-265,000 |
-4,000 |
0.008 |
Closed - End Fund - E... |
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TIP |
iShares Lehman TIPS Bond |
13 |
- |
$106.09 |
$2,938,000 |
27,349 |
1.58% |
-2,356,000 |
-21,900 |
0.001 |
Closed - End Fund - E... |
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IEO |
iShares Dow Jones U.S. Oil ... |
22 |
- |
$0.00 |
$1,855,000 |
17,339 |
1% |
187,000 |
-560 |
0.193 |
Closed - End Fund - E... |
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LQD |
iShares Trust Goldman Sachs |
26 |
- |
$106.35 |
$1,338,000 |
12,283 |
0.72% |
-209,000 |
-1,697 |
0.003 |
Closed - End Fund - E... |
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EEM |
iShares MSCI Emrg Mkt Income |
32 |
- |
$42.82 |
$1,082,000 |
26,349 |
0.58% |
-401,000 |
-10,526 |
0 |
Closed - End Fund - E... |
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WOOD |
iShares S&P Global Timber &... |
35 |
- |
$82.92 |
$956,000 |
11,324 |
0.51% |
-86,000 |
-1,496 |
0.32 |
Closed - End Fund - Debt |
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GDX |
VanEck Vectors Gold Miners ETF |
37 |
- |
$34.07 |
$942,000 |
29,804 |
0.51% |
-786,000 |
-25,909 |
0.007 |
Closed - End Fund - E... |
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FLOT |
Ishares Floating Rate Note ... |
46 |
- |
$0.00 |
$481,000 |
9,420 |
0.26% |
-46,000 |
-1,000 |
0.001 |
N/A |
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