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CIK: 0001756485
Total reported value
$248.9M
$248.9M
71 檔
39.7%
At the close of Q4 2024, Independent Family Office, LLC disclosed equity holdings valued at approximately $248.9M, spread across 71 reported holdings.
In Q4 2024, Independent Family Office, LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 3 holdings to manage risk exposure.
| # | 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 | 14.48% | +1.49% | +0.16% | |
| 2 | PTC | Ptc Inc | Stock-Tech | 12.53% | -1.56% | -5.81% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 10.79% | -2.16% | -1.53% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 8.20% | +0.95% | +3.96% | |
| 5 | TOST | Toast Inc-class A | Stock-Tech | 5.40% | +0.06% | -14.74% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.41% | +0.61% | -2.29% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.07% | +1.27% | -2.07% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.96% | -0.72% | -0.51% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.98% | +0.38% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.68% | +0.11% | -12.76% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.80% | +0.05% | +0.59% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.77% | +0.43% | -0.25% | |
| 13 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 1.73% | -0.03% | — | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.13% | -0.58% | -0.02% | |
| 15 | SMG | Scotts Miracle-gro Co | Stock-Materials | 1.01% | +0.07% | — | |
| 16 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.99% | +0.03% | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.96% | -0.11% | +10.93% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.02% | — | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.90% | -0.12% | -43.61% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.89% | +0.55% | -2.69% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.83% | +0.28% | +32.75% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.80% | -0.07% | -35.60% | |
| 23 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.79% | -0.10% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.10% | -7.33% | |
| 25 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.72% | -0.13% | — | |
| 26 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 0.72% | -0.04% | +27.84% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.71% | +0.01% | -33.33% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.15% | — | |
| 29 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.62% | -0.01% | -18.37% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.61% | -0.01% | — | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.60% | +0.24% | +4.46% | |
| 32 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.59% | -0.04% | -72.42% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.57% | +0.06% | — | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.56% | +0.09% | — | |
| 35 | VPU | Vanguard Utilities ETF | ETF-Other | 0.51% | -0.02% | -2.71% | |
| 36 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.50% | +0.03% | — | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | +0.05% | — | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.48% | -0.20% | -2.82% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.08% | — | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.41% | -0.09% | +24.58% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.07% | -44.55% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.34% | -0.05% | — | |
| 43 | HGV | Hilton Grand Vacations Inc | Stock-Other | 0.33% | -0.20% | EXIT | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.31% | -0.25% | EXIT | |
| 45 | AXP | American Express Co | Stock-Financials | 0.30% | +0.02% | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.14% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.13% | -6.81% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.25% | -0.01% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.01% | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.04% | -37.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INFL | Horizon Kinetics Infl Benef | +1.7% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +0.16% | Add |
| 3 | TOST | Toast Inc-class A | +0.7% | -14.74% | Trim |
| 4 | IWD | Ishares Russell 1000 Value E | +0.4% | +3.96% | Add |
| 5 | HGV | Hilton Grand Vacations Inc | +0.3% | NEW | New buy |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +32.75% | Add |
| 7 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +24.58% | Add |
| 8 | IAU | Ishares Gold Trust | +0.2% | -1.53% | Trim |
| 9 | DCRE | Dbl Comm Real Est Debt | +0.2% | +27.84% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | -2.07% | Trim |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +10.93% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | NEW | New buy |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.69% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 15 | GLD | Spdr Gold Shares | +0.1% | -0.51% | Trim |
| 16 | IWM | Ishares Russell 2000 ETF | +0.1% | -2.29% | Trim |
| 17 | IWN | Ishares Russell 2000 Value E | +0.1% | — | Unchanged |
| 18 | MSTR | Strategy Inc | 0% | -75.61% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | -6.81% | Trim |
| 20 | AXP | American Express Co | 0% | — | Unchanged |
| 21 | TMUS | T-mobile US Inc | 0% | — | Unchanged |
| 22 | TIP | Ishares Tips Bond ETF | — | -0.02% | Trim |
| 23 | VPU | Vanguard Utilities ETF | 0% | -2.71% | Trim |
| 24 | TECK | Teck Resources Ltd-cls B | 0% | — | Unchanged |
| 25 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 26 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 27 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 28 | NEM | Newmont CORP | 0% | — | Unchanged |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | -24.19% | Trim |
| 30 | GCOW | Pacer Global Cash Cows Divid | -0.1% | -16.21% | Trim |
| 31 | GDX | Vaneck Gold Miners ETF | -0.1% | -2.82% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | -37.31% | Trim |
| 33 | SHW | Sherwin-williams Co/the | -0.1% | — | Unchanged |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | Unchanged |
| 35 | PTC | Ptc Inc | -0.1% | -5.81% | Trim |
| 36 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.25% | Trim |
| 37 | WOOD | Ishares Global Timber & Fore | -0.1% | -35.06% | Trim |
| 38 | PFF | Ishares Preferred & Income S | -0.1% | EXIT | Sold out |
| 39 | VDC | Vanguard Consumer Staple ETF | -0.1% | -18.37% | Trim |
| 40 | ITA | Ishares U.s. Aerospace & Def | -0.2% | EXIT | Sold out |
| 41 | JNJ | Johnson & Johnson | -0.2% | -48.54% | Trim |
| 42 | IHI | Ishares U.s. Medical Devices | -0.2% | EXIT | Sold out |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -44.55% | Trim |
| 44 | SMG | Scotts Miracle-gro Co | -0.3% | — | Unchanged |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.3% | -47.29% | Trim |
| 46 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -12.76% | Trim |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | -33.33% | Trim |
| 48 | IEF | Ishares 7-10 Year Treasury B | -0.5% | -35.60% | Trim |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | -0.7% | -43.61% | Trim |
| 50 | RLY | Ss Multi-asset Real Ret ETF | -1.6% | -72.42% | 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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, PTC, IAU) accounted for 39.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
INFL
市值: $3.3M
Top Position Liquidated / Trimmed
IHI
前期市值: $352.0K
During Q4 2024, Independent Family Office, LLC's top holdings by market value included SPY (14.5%)、PTC (12.5%)、IAU (10.8%). The largest single position, SPY, represented 14.5% of total portfolio value.
In Q4 2024, Independent Family Office, LLC made 38 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 26 holdings, and fully liquidating 3 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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