0001756485-20-000007.txt : 20200813
0001756485-20-000007.hdr.sgml : 20200813
20200813093454
ACCESSION NUMBER: 0001756485-20-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200813
DATE AS OF CHANGE: 20200813
EFFECTIVENESS DATE: 20200813
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Independent Family Office, LLC
CENTRAL INDEX KEY: 0001756485
IRS NUMBER: 202160539
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19927
FILM NUMBER: 201097578
BUSINESS ADDRESS:
STREET 1: 677 BROADWAY, 7TH FLOOR
CITY: ALBANY
STATE: NY
ZIP: 12207
BUSINESS PHONE: (518) 452-8050
MAIL ADDRESS:
STREET 1: 677 BROADWAY, 7TH FLOOR
CITY: ALBANY
STATE: NY
ZIP: 12207
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001756485
XXXXXXXX
06-30-2020
06-30-2020
Independent Family Office, LLC
677 BROADWAY, 7TH FLOOR
ALBANY
NY
12207
13F HOLDINGS REPORT
028-19927
N
W. Michael Reickert
CHIEF COMPLIANCE OFFICER
(518) 452-8050
W. Michael Reickert
Albany
NY
08-13-2020
0
63
193026
false
INFORMATION TABLE
2
13FIFO2020Q2.xml
AGNICO EAGLE MINES LTD
COM
008474108
419
6545
SH
SOLE
0
0
6545
ALLIANCE RES PARTNER L P
UT LTD PART
01877R108
33
10000
SH
SOLE
0
0
10000
ALPHABET INC
CAP STK CL C
02079K107
395
280
SH
SOLE
0
0
280
APPLE INC
COM
037833100
524
1435
SH
SOLE
0
0
1435
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
801
3
SH
SOLE
0
0
3
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
850
4764
SH
SOLE
0
0
4764
BOEING CO
COM
097023105
257
1400
SH
SOLE
0
0
1400
CISCO SYS INC
COM
17275R102
416
8920
SH
SOLE
0
0
8920
DISNEY WALT CO
COM DISNEY
254687106
287
2570
SH
SOLE
0
0
2570
ECOLAB INC
COM
278865100
449
2258
SH
SOLE
0
0
2258
EDWARDS LIFESCIENCES CORP
COM
28176E108
487
7053
SH
SOLE
0
0
7053
EXXON MOBIL CORP
COM
30231G102
207
4620
SH
SOLE
0
0
4620
GENERAL ELECTRIC CO
COM
369604103
84
12305
SH
SOLE
0
0
12305
ILLINOIS TOOL WKS INC
COM
452308109
222
1271
SH
SOLE
0
0
1271
INTUITIVE SURGICAL INC
COM NEW
46120E602
636
1116
SH
SOLE
0
0
1116
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
3063
53373
SH
SOLE
0
0
53373
INVESCO QQQ TRUST SERIES 1
UNIT SER 1
46090E103
432
1900
SH
SOLE
0
0
1900
ISHARES GOLD TRUST
ISHARES
464285105
12550
738723
SH
SOLE
0
0
738723
ISHARES INC
MSCI AUST ETF
464286103
206
10700
SH
SOLE
0
0
10700
ISHARES INC
MSCI CDA ETF
464286509
526
20337
SH
SOLE
0
0
20337
ISHARES TR
TIPS BD ETF
464287176
6752
54892
SH
SOLE
0
0
54892
ISHARES TR
CORE US AGGBD ET
464287226
356
3005
SH
SOLE
0
0
3005
ISHARES TR
MSCI EMG MKT ETF
464287234
2761
69002
SH
SOLE
0
0
69002
ISHARES TR
IBOXX INV CP ETF
464287242
2733
20317
SH
SOLE
0
0
20317
ISHARES TR
BARCLAYS 7 10 YR
464287440
239
1963
SH
SOLE
0
0
1963
ISHARES TR
1 3 YR TREAS BD
464287457
2566
29622
SH
SOLE
0
0
29622
ISHARES TR
RUS MID CAP ETF
464287499
404
7529
SH
SOLE
0
0
7529
ISHARES TR
RUS 1000 VAL ETF
464287598
7934
70440
SH
SOLE
0
0
70440
ISHARES TR
RUS 2000 VAL ETF
464287630
3670
98677
SH
SOLE
0
0
98677
ISHARES TR
RUSSELL 2000 ETF
464287655
8736
61025
SH
SOLE
0
0
61025
ISHARES TR
U.S. REAL ES ETF
464287739
1464
18581
SH
SOLE
0
0
18581
ISHARES TR
SP SMCP600VL ETF
464287879
607
5040
SH
SOLE
0
0
5040
ISHARES TR
GL TIMB FORE ETF
464288174
3104
55938
SH
SOLE
0
0
55938
ISHARES TR
PFD AND INCM SEC
464288687
931
26849
SH
SOLE
0
0
26849
ISHARES TR
FLTG RATE NT ETF
46429B655
6985
138087
SH
SOLE
0
0
138087
ISHARES US MEDICAL DEVICES
U.S. MED DVC ETF
464288810
265
1000
SH
SOLE
0
0
1000
JOHNSON &JOHNSON
COM
478160104
556
3960
SH
SOLE
0
0
3960
JPMORGAN CHASE &CO
COM
46625H100
283
3005
SH
SOLE
0
0
3005
KIRKLAND LAKE GOLD LTD
COM
49741E100
701
17000
SH
SOLE
0
0
17000
MASTERCARD INC
CL A
57636Q104
463
1565
SH
SOLE
0
0
1565
MICROSOFT CORP
COM
594918104
746
3665
SH
SOLE
0
0
3665
NEW GOLD INC CDA
COM
644535106
152
112189
SH
SOLE
0
0
112189
NEWMONT CORP
COM
651639106
364
5906
SH
SOLE
0
0
5906
NOVO-NORDISK A S
ADR
670100205
449
6855
SH
SOLE
0
0
6855
PAYPAL HLDGS INC
COM
70450Y103
1035
5945
SH
SOLE
0
0
5945
PEPSICO INC
COM
713448108
432
3275
SH
SOLE
0
0
3275
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
271
2000
SH
SOLE
0
0
2000
SPDR GOLD TRUST
GOLD SHS
78463V107
7547
45101
SH
SOLE
0
0
45101
SPDR S&P 500 ETF TR
TR UNIT
78462F103
95468
309600
SH
SOLE
0
0
309600
SPDR SER TR
S&P DIVID ETF
78464A763
753
8257
SH
SOLE
0
0
8257
SPDR SER TR
S&P OILGAS EXP
78468R556
478
9156
SH
SOLE
0
0
9156
SPROTT PHYSICAL GOLD &SILVE
TR UNIT
85208R101
342
20240
SH
SOLE
0
0
20240
SPROTT PHYSICAL GOLD TR
UNIT
85207H104
345
24103
SH
SOLE
0
0
24103
STARBUCKS CORP
COM
855244109
240
3260
SH
SOLE
0
0
3260
T MOBILE US INC
COM
872590104
208
2000
SH
SOLE
0
0
2000
TRACTOR SUPPLY CO
COM
892356106
375
2849
SH
SOLE
0
0
2849
TRANS WORLD ENTMT CORP
COM NEW
89336Q209
1300
189465
SH
SOLE
9188
0
180277
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
2423
66041
SH
SOLE
0
0
66041
VANECK VECTORS ETF TR
HIGH YLD MUN ETF
92189H409
239
4035
SH
SOLE
0
0
4035
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2817
24052
SH
SOLE
0
0
24052
VANGUARD STAR FDS
VG TL INTL STK F
921909768
776
15774
SH
SOLE
0
0
15774
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
1156
7729
SH
SOLE
0
0
7729
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
756
6116
SH
SOLE
0
0
6116