Independent Family Office, LLC
91 holdingsFiling period: 2026-03-31Current AUM: $255.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 373.6K | $32.9M | $28.5M | 11.13% | -13,238 | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 46.2K | $30.1M | $34.5M | 13.50% | -7 | 2026-03-31 |
| 3 | IWD | ISHARES TR | 84.7K | $18.1M | $21.3M | 8.34% | -2,246 | 2026-03-31 |
| 4 | PTC | PTC INC | 113.5K | $16.2M | $15.6M | 6.09% | -5,450 | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 26.0K | $15.6M | $17.9M | 6.99% | +2.0K | 2026-03-31 |
| 6 | GLD | SPDR GOLD TR | 27.2K | $11.7M | $10.1M | 3.95% | -2,641 | 2026-03-31 |
| 7 | IWM | ISHARES TR | 33.0K | $8.2M | $9.6M | 3.76% | -- | 2026-03-31 |
| 8 | INFL | LISTED FDS TR | 149.9K | $7.8M | $7.7M | 3.01% | -11,367 | 2026-03-31 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 114.2K | $7.3M | $8.1M | 3.15% | +8.0K | 2026-03-31 |
| 10 | TOST | TOAST INC | 250.0K | $6.6M | $8.1M | 3.15% | -- | 2026-03-31 |
| 11 | IWN | ISHARES TR | 34.4K | $6.5M | $7.6M | 2.98% | -194 | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 12.2K | $5.9M | $5.9M | 2.29% | +907 | 2026-03-31 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | 24.7K | $5.3M | $5.9M | 2.31% | -- | 2026-03-31 |
| 14 | DCRE | DOUBLELINE ETF TRUST | 73.1K | $3.8M | $3.8M | 1.48% | +3.9K | 2026-03-31 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.3K | $3.5M | $4.2M | 1.63% | +1.7K | 2026-03-31 |
| 16 | IJR | ISHARES TR | 22.7K | $2.8M | $3.3M | 1.29% | +1.4K | 2026-03-31 |
| 17 | GDX | VANECK ETF TRUST | 26.5K | $2.4M | $2.0M | 0.77% | -275 | 2026-03-31 |
| 18 | AAPL | APPLE INC | 9.0K | $2.3M | $2.8M | 1.08% | +1.3K | 2026-03-31 |
| 19 | STIP | ISHARES TR | 20.6K | $2.1M | $2.1M | 0.82% | +500 | 2026-03-31 |
| 20 | TIP | ISHARES TR | 16.5K | $1.8M | $1.8M | 0.70% | -- | 2026-03-31 |
| 21 | PHYS | SPROTT ASSET MANAGEMENT LP | 51.3K | $1.8M | $1.6M | 0.61% | -- | 2026-03-31 |
| 22 | SHW | SHERWIN WILLIAMS CO | 5.6K | $1.8M | $1.9M | 0.75% | -56 | 2026-03-31 |
| 23 | SMG | SCOTTS MIRACLE-GRO CO | 29.3K | $1.8M | $1.9M | 0.75% | -- | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 4.7K | $1.8M | $2.2M | 0.86% | -27 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 6.0K | $1.7M | $2.1M | 0.84% | +600 | 2026-03-31 |
← Scroll →
Page 1 of 4