Independent Family Office, LLC Top Holdings and 13F Report (2024) → CEO of Biggest AI Chipmaker Just Dropped a Bombshell… (From Banyan Hill Publishing) (Ad) About Independent Family Office, LLCInvestment ActivityIndependent Family Office, LLC has $186.34 million in total holdings as of March 31, 2024.Independent Family Office, LLC owns shares of 74 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.87% of the portfolio was purchased this quarter.About 5.63% of the portfolio was sold this quarter.This quarter, Independent Family Office, LLC has purchased 73 new stocks and bought additional shares in 18 stocks.Independent Family Office, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $25,458,801PTC $24,675,564iShares Gold Trust $17,271,025iShares Russell 1000 Value ETF $14,786,426iShares Russell 2000 ETF $8,782,759 Largest New Holdings this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $1,182,384 HoldingiShares U.S. Medical Devices ETF $351,540 HoldingOracle $236,649 HoldingAmazon.com $208,880 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 12,880 shares (about $1.18M)iShares Core S&P Mid-Cap ETF 12,088 shares (about $734.22K)Berkshire Hathaway 1,193 shares (about $501.68K)Vanguard FTSE Developed Markets ETF 7,974 shares (about $400.06K)iShares Russell 2000 ETF 1,788 shares (about $376.02K) Largest Sales this Quarter PTC 17,400 shares (about $3.29M)iShares TIPS Bond ETF 21,900 shares (about $2.35M)Toast 40,725 shares (about $1.01M)iShares Gold Trust 22,427 shares (about $942.16K)SPDR Gold Shares 4,000 shares (about $822.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$25,458,801$2,092 ▲0.0%48,67213.7%FinancePTCPTC$24,675,564$3,287,556 ▼-11.8%130,60013.2%Computer and TechnologyIAUiShares Gold Trust$17,271,025$942,158 ▼-5.2%411,1179.3%FinanceIWDiShares Russell 1000 Value ETF$14,786,4260.0%82,5557.9%ETFIWMiShares Russell 2000 ETF$8,782,759$376,016 ▲4.5%41,7634.7%FinanceTOSTToast$8,330,133$1,014,867 ▼-10.9%334,2754.5%Computer and TechnologyGLDSPDR Gold Shares$7,067,922$822,880 ▼-10.4%34,3573.8%FinanceIWNiShares Russell 2000 Value ETF$5,555,9680.0%34,9853.0%ETFVOOVanguard S&P 500 ETF$4,986,782$214,873 ▲4.5%10,3742.7%ETFVIGVanguard Dividend Appreciation ETF$4,427,9270.0%24,2482.4%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$3,458,393$17,189 ▲0.5%123,7351.9%ETFBRK.BBerkshire Hathaway$3,238,004$501,680 ▲18.3%7,7001.7%FinanceTIPiShares TIPS Bond ETF$2,937,556$2,352,279 ▼-44.5%27,3491.6%ETFTSMTaiwan Semiconductor Manufacturing$2,855,0090.0%20,9851.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,757,945$400,056 ▲17.0%54,9721.5%ETFSMGScotts Miracle-Gro$2,719,5510.0%36,4601.5%Basic MaterialsSHYiShares 1-3 Year Treasury Bond ETF$2,692,407$48,740 ▲1.8%32,9231.4%ManufacturingSHWSherwin-Williams$2,493,4820.0%7,1791.3%ConstructionIEFiShares 7-10 Year Treasury Bond ETF$2,302,321$26,505 ▲1.2%24,3221.2%ETFBRK.ABerkshire Hathaway$1,903,3200.0%31.0%FinanceMSFTMicrosoft$1,873,8870.0%4,4541.0%Computer and TechnologyIEOiShares U.S. Oil & Gas Exploration & Production ETF$1,854,753$59,903 ▼-3.1%17,3391.0%ETFTMOThermo Fisher Scientific$1,832,5550.0%3,1531.0%MedicalGBDCGolub Capital BDC$1,588,1650.0%95,5000.9%FinanceVDCVanguard Consumer Staples ETF$1,410,4030.0%6,9090.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,337,864$184,837 ▼-12.1%12,2830.7%FinanceSPROTT PHYSICAL GOLD TR$1,183,1640.0%68,3910.6%UNITBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,182,384$1,182,384 ▲New Holding12,8800.6%ETFQQQInvesco QQQ$1,149,098$67,934 ▲6.3%2,5880.6%FinanceAAPLApple$1,119,593$41,841 ▲3.9%6,5290.6%Computer and TechnologyGOOGAlphabet$1,087,1360.0%7,1400.6%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$1,082,417$432,408 ▼-28.5%26,3490.6%FinanceIJSiShares S&P Small-Cap 600 Value ETF$1,035,8210.0%10,0800.6%ETFBSVVanguard Short-Term Bond ETF$1,004,914$180,405 ▲21.9%13,1070.5%ETFWOODiShares Global Timber & Forestry ETF$955,519$126,232 ▼-11.7%11,3240.5%ETFVXUSVanguard Total International Stock ETF$951,1720.0%15,7740.5%ETFGDXVanEck Gold Miners ETF$942,402$819,242 ▼-46.5%29,8040.5%ETFIJHiShares Core S&P Mid-Cap ETF$917,781$734,225 ▲400.0%15,1100.5%ETFPKWInvesco BuyBack Achievers ETF$910,6470.0%8,4140.5%ETFVPUVanguard Utilities ETF$872,0190.0%6,1160.5%ETFIVViShares Core S&P 500 ETF$753,8970.0%1,4340.4%ETFMICROSTRATEGY INC$698,8700.0%4100.4%NOTE 2/1JPMJPMorgan Chase & Co.$685,4270.0%3,4220.4%FinanceJNJJohnson & Johnson$652,0590.0%4,1220.3%MedicalTECKTeck Resources$510,4470.0%11,1500.3%Basic MaterialsTMUST-Mobile US$489,6600.0%3,0000.3%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$480,985$51,060 ▼-9.6%9,4200.3%ETFPFFiShares Preferred and Income Securities ETF$462,4680.0%14,3490.2%ETFCOSTCostco Wholesale$458,626$41,027 ▲9.8%6260.2%Retail/WholesaleWMTWalmart$458,495$305,663 ▲200.0%7,6200.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$455,895$171,306 ▲60.2%4,1250.2%ETFEWCiShares MSCI Canada ETF$449,4840.0%11,7420.2%ETFAXPAmerican Express$439,8970.0%1,9320.2%FinanceMETAMeta Platforms$439,450$95,174 ▲27.6%9050.2%Computer and TechnologyGCOWPacer Global Cash Cows Dividend ETF$427,1570.0%12,3100.2%ETFGOOGLAlphabet$388,192$79,238 ▲25.6%2,5720.2%Computer and TechnologyUNHUnitedHealth Group$378,940$64,311 ▲20.4%7660.2%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$366,6990.0%3,1000.2%ETFIHIiShares U.S. Medical Devices ETF$351,540$351,540 ▲New Holding6,0000.2%ETFMPCMarathon Petroleum$345,1700.0%1,7130.2%Oils/EnergyITWIllinois Tool Works$341,0470.0%1,2710.2%Industrial ProductsPEPPepsiCo$313,6180.0%1,7920.2%Consumer StaplesSPROTT PHYSICAL GOLD & SILVE$307,9480.0%15,1400.2%TR UNITAGGiShares Core U.S. Aggregate Bond ETF$296,9540.0%3,0320.2%FinanceBACBank of America$273,7440.0%7,2190.1%FinanceADPAutomatic Data Processing$264,2250.0%1,0580.1%Business ServicesITAiShares U.S. Aerospace & Defense ETF$263,8600.0%2,0000.1%ETFAEMAgnico Eagle Mines$255,0040.0%4,2750.1%Basic MaterialsORCLOracle$236,649$236,649 ▲New Holding1,8840.1%Computer and TechnologyOLOOLO$235,4940.0%42,8950.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$233,5180.0%1,2170.1%ETFTYTri-Continental$215,2000.0%6,9870.1%FinanceAMZNAmazon.com$208,880$208,880 ▲New Holding1,1580.1%Retail/WholesaleNEMNewmont$204,0370.0%5,6930.1%Basic MaterialsBABoeing$0$260,660 ▼-100.0%00.0%AerospaceNEW GOLD INC CDA$0$122,806 ▼-100.0%00.0%COMPIIIP3 Health Partners$0$15,510 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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