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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
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19 |
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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 |
|
SPY |
Standard & Poors Depository... |
1 |
- |
$520.91 |
$25,459,000 |
48,672 |
13.66% |
2,326,000 |
4 |
0.001 |
Closed - End Fund - E... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
5 |
- |
$204.74 |
$8,783,000 |
41,763 |
4.71% |
760,000 |
1,788 |
0.001 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
9 |
- |
$478.77 |
$4,987,000 |
10,374 |
2.68% |
651,000 |
447 |
0.001 |
Closed - End Fund - E... |
|
|
RLY |
Spdr Ssga Multi Asset Real ... |
11 |
- |
$28.66 |
$3,458,000 |
123,735 |
1.86% |
107,000 |
615 |
0.533 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
12 |
- |
$411.22 |
$3,238,000 |
7,700 |
1.74% |
917,000 |
1,193 |
0.001 |
Property & Casualty I... |
|
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VEA |
Vanguard Europe Pacific ETF |
15 |
- |
$49.56 |
$2,758,000 |
54,972 |
1.48% |
507,000 |
7,974 |
0.002 |
Closed - End Fund - F... |
|
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SHY |
Ishares Barclays 1-3 Treasu... |
17 |
- |
$81.30 |
$2,692,000 |
32,923 |
1.44% |
40,000 |
596 |
0.004 |
Closed - End Fund - E... |
|
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IEF |
iShares Lehman 7-10 Year Tr... |
19 |
- |
$92.61 |
$2,302,000 |
24,322 |
1.24% |
-15,000 |
280 |
0.009 |
Closed - End Fund - E... |
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QQQ |
Invesco QQQ Trust Series I |
29 |
- |
$443.08 |
$1,149,000 |
2,588 |
0.62% |
152,000 |
153 |
0.001 |
Closed - End Fund - Debt |
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AAPL |
Apple Inc |
30 |
- |
$186.28 |
$1,120,000 |
6,529 |
0.6% |
-90,000 |
244 |
0 |
Personal Computers |
|
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BSV |
Vanguard Short-Term Bond |
34 |
- |
$76.21 |
$1,005,000 |
13,107 |
0.54% |
177,000 |
2,353 |
0.002 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
38 |
- |
$59.78 |
$918,000 |
15,110 |
0.49% |
80,000 |
12,088 |
0.006 |
Closed - End Fund - E... |
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COST |
Costco Wholesale Corp |
48 |
- |
$775.15 |
$459,000 |
626 |
0.25% |
83,000 |
56 |
0 |
Discount, Variety Stores |
|
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WMT |
Wal-Mart Stores Inc |
49 |
- |
$60.24 |
$458,000 |
7,620 |
0.25% |
58,000 |
5,080 |
0 |
Discount, Variety Stores |
|
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IJR |
iShares Core S&P Small-Cap |
50 |
- |
$109.31 |
$456,000 |
4,125 |
0.24% |
177,000 |
1,550 |
0.001 |
Closed - End Fund - E... |
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FB |
Meta Platforms Inc |
53 |
- |
$468.01 |
$439,000 |
905 |
0.24% |
188,000 |
196 |
0 |
Internet Service Prov... |
|
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GOOGL |
Alphabet Inc |
55 |
- |
$169.14 |
$388,000 |
2,572 |
0.21% |
102,000 |
525 |
0 |
Search Engines & Info... |
|
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UNH |
Unitedhealth Group Inc |
56 |
- |
$511.74 |
$379,000 |
766 |
0.2% |
44,000 |
130 |
0 |
Health Care Plans |
|
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IHI |
iShares Dow Jones US Medica... |
58 |
- |
$55.40 |
$352,000 |
6,000 |
0.19% |
352,000 |
6,000 |
0.004 |
Closed - End Fund - E... |
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