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CIK: 0001756485
Total reported value
$248.9M
$248.9M
71 檔
39.6%
As reported in its official Q3 2024 Form 13F filing, Independent Family Office, LLC's tracked investment portfolio stood at $248.9M with 71 total positions.
In Q3 2024, Independent Family Office, LLC displayed an active expansion posture, initiating 7 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, PTC, IAU) accounted for 39.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
GDX
市值: $1.1M
Top Position Liquidated / Trimmed
MPC
前期市值: $297.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.67% | +1.49% | +12.63% | |
| 2 | PTC | Ptc Inc | Stock-Tech | 12.63% | -1.56% | -2.69% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 10.62% | -2.16% | +4.11% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.81% | +0.95% | +2.65% | |
| 5 | TOST | Toast Inc-class A | Stock-Tech | 4.75% | +0.06% | — | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.36% | +0.61% | +9.89% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.91% | +1.27% | +10.46% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.86% | -0.72% | +26.20% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.98% | +0.11% | +7.73% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.93% | +0.38% | — | |
| 11 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 2.21% | -0.04% | +10.27% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.89% | +0.43% | +5.58% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.75% | +0.05% | +15.12% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.57% | -0.12% | +3.02% | |
| 15 | SMG | Scotts Miracle-gro Co | Stock-Materials | 1.28% | +0.07% | -19.52% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.27% | -0.07% | +28.43% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.13% | -0.58% | +0.02% | |
| 18 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.08% | +0.03% | +3.34% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.03% | +0.01% | +50.00% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.02% | +62.08% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | -0.11% | +4.55% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.10% | +35.72% | |
| 23 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.78% | -0.10% | +38.88% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.78% | +0.55% | -50.49% | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.76% | -0.01% | — | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.01% | -28.42% | |
| 27 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.70% | -0.13% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.07% | +6.28% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.28% | +3.87% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.59% | +0.09% | — | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.59% | -0.25% | EXIT | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.15% | +28.57% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.56% | +0.24% | +26.37% | |
| 34 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.55% | -0.20% | — | |
| 35 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 0.55% | -0.04% | — | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.54% | +0.06% | — | |
| 37 | VPU | Vanguard Utilities ETF | ETF-Other | 0.53% | -0.02% | — | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.51% | +0.05% | — | |
| 39 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.48% | +0.03% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.08% | — | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | — | +24.85% | |
| 42 | WOOD | Ishares Global Timber & Fore | ETF-Other | 0.33% | — | — | |
| 43 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.31% | -0.05% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.04% | +3.08% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.26% | +0.02% | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.14% | +14.00% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.24% | -0.01% | — | |
| 48 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.23% | -0.02% | +19.34% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.01% | +27.17% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.13% | +6.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.8% | +26.20% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +12.63% | Add |
| 3 | GDX | Vaneck Gold Miners ETF | +0.6% | NEW | New buy |
| 4 | DCRE | Dbl Comm Real Est Debt | +0.6% | NEW | New buy |
| 5 | IAU | Ishares Gold Trust | +0.4% | +4.11% | Add |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | +0.3% | +50.00% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +62.08% | Add |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +9.89% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +15.12% | Add |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | New buy |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +28.43% | Add |
| 12 | AAPL | Apple Inc | +0.2% | +35.72% | Add |
| 13 | ITW | Illinois Tool Works | +0.2% | NEW | New buy |
| 14 | SHW | Sherwin-williams Co/the | +0.2% | +3.34% | Add |
| 15 | NGDN | New Gold Inc | +0.1% | NEW | New buy |
| 16 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 17 | AMP | Ameriprise Financial Inc | +0.1% | NEW | New buy |
| 18 | IEO | Ishares U.s. Oil & Gas Explo | +0.1% | +38.88% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.46% | Add |
| 20 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +7.73% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +24.85% | Add |
| 22 | BSV | Vanguard Short-term Bond ETF | +0.1% | +26.37% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +27.17% | Add |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | +31.00% | Add |
| 25 | GCOW | Pacer Global Cash Cows Divid | 0% | +19.34% | Add |
| 26 | PEP | Pepsico Inc | 0% | +37.85% | Add |
| 27 | RLY | Ss Multi-asset Real Ret ETF | 0% | +10.27% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +28.57% | Add |
| 29 | VPU | Vanguard Utilities ETF | 0% | — | Unchanged |
| 30 | PHYS | Sprott Physical Gold Trust | — | — | Unchanged |
| 31 | IJR | Ishares Core S&p Small-cap E | — | +3.87% | Add |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +5.58% | Add |
| 33 | IJH | Ishares Core S&p Midcap ETF | 0% | +4.55% | Add |
| 34 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | Unchanged |
| 35 | VDC | Vanguard Consumer Staple ETF | 0% | — | Unchanged |
| 36 | SMG | Scotts Miracle-gro Co | -0.1% | -19.52% | Trim |
| 37 | PFF | Ishares Preferred & Income S | -0.1% | -33.60% | Trim |
| 38 | IWN | Ishares Russell 2000 Value E | -0.1% | — | Unchanged |
| 39 | NVDA | Nvidia CORP | -0.1% | EXIT | Sold out |
| 40 | VBR | Vanguard Small-cap Value ETF | -0.1% | EXIT | Sold out |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | +3.02% | Add |
| 42 | IWD | Ishares Russell 1000 Value E | -0.1% | +2.65% | Add |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.1% | EXIT | Sold out |
| 44 | WMT | Walmart Inc | -0.1% | -55.56% | Trim |
| 45 | BAC | Bank Of America CORP | -0.2% | EXIT | Sold out |
| 46 | TOST | Toast Inc-class A | -0.2% | — | Unchanged |
| 47 | MPC | Marathon Petroleum CORP | -0.2% | EXIT | Sold out |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.3% | -28.42% | Trim |
| 49 | TSM | Taiwan Semiconductor-sp Adr | -1% | -50.49% | Trim |
| 50 | PTC | Ptc Inc | -2.2% | -2.69% | Trim |
According to official SEC Form 13F filings, Independent Family Office, LLC reported a total U.S. public equity portfolio value of $248.9M across 71 disclosed positions in Q3 2024.
During Q3 2024, Independent Family Office, LLC's top holdings by market value included SPY (13.7%)、PTC (12.6%)、IAU (10.6%). The largest single position, SPY, represented 13.7% of total portfolio value.
In Q3 2024, Independent Family Office, LLC made 44 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 6 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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