0001756485-21-000001.txt : 20210216
0001756485-21-000001.hdr.sgml : 20210216
20210212204137
ACCESSION NUMBER: 0001756485-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210216
DATE AS OF CHANGE: 20210212
EFFECTIVENESS DATE: 20210216
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: 21631408
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
12-31-2020
12-31-2020
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
02-12-2021
0
65
239382
false
INFORMATION TABLE
2
13FIFO2020Q4.xml
AGNICO EAGLE MINES LTD
COM
008474108
461
6545
SH
SOLE
0
0
6545
ALLIANCE RESOURCE PARTNERS L
UT LTD PART
01877R108
45
10000
SH
SOLE
0
0
10000
ALPHABET INC CL C
CAP STK CL C
02079K107
517
295
SH
SOLE
0
0
295
ALPHABET INC CL A
CAP STK CL A
02079K305
163
93
SH
SOLE
0
0
93
AMERICAN EXPRESS CO
COM
025816109
234
1932
SH
SOLE
0
0
1932
APPLE INC
COM
037833100
757
5705
SH
SOLE
0
0
5705
BERKSHIRE HATHAWAY A(HLDG CO)
CL A
084670108
1043
3
SH
SOLE
0
0
3
BERKSHIRE HATHAWAY CL-B NEW
CL B NEW
084670702
1131
4879
SH
SOLE
0
0
4879
BOEING CO
COM
097023105
300
1400
SH
SOLE
0
0
1400
CISCO SYS INC
COM
17275R102
399
8920
SH
SOLE
0
0
8920
COSTCO WHOLESALE CORP NEW
COM
22160K105
215
570
SH
SOLE
0
0
570
DISNEY WALT CO
COM DISNEY
254687106
466
2570
SH
SOLE
0
0
2570
ECOLAB INC
COM
278865100
504
2328
SH
SOLE
0
0
2328
EDWARDS LIFESCIENCES CORP
COM
28176E108
643
7053
SH
SOLE
0
0
7053
GENERAL ELECTRIC CO
COM
369604103
133
12305
SH
SOLE
0
0
12305
GENERAL MTRS CO
COM
37045V100
208
5000
SH
SOLE
0
0
5000
ILLINOIS TOOL WKS INC
COM
452308109
259
1271
SH
SOLE
0
0
1271
INVESCO QQQ TRUST, SERIES 1
UNIT SER 1
46090E103
596
1900
SH
SOLE
0
0
1900
INTUITIVE SURGICAL INC
COM NEW
46120E602
913
1116
SH
SOLE
0
0
1116
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
3914
53373
SH
SOLE
0
0
53373
ISHARES GOLD TRUST
ISHARES
464285105
13347
736210
SH
SOLE
0
0
736210
ISHARES INC
MSCI CDA ETF
464286509
384
12466
SH
SOLE
0
0
12466
ISHARES TR
TIPS BD ETF
464287176
6312
49451
SH
SOLE
0
0
49451
ISHARES TR
CORE US AGGBD ET
464287226
358
3032
SH
SOLE
0
0
3032
ISHARES TR
MSCI EMG MKT ETF
464287234
3565
69002
SH
SOLE
0
0
69002
ISHARES TR
IBOXX INV CP ETF
464287242
2806
20317
SH
SOLE
0
0
20317
ISHARES TR
BARCLAYS 7 10 YR
464287440
235
1963
SH
SOLE
0
0
1963
ISHARES TR
1 3 YR TREAS BD
464287457
2969
34372
SH
SOLE
0
0
34372
ISHARES TR
RUS MID CAP ETF
464287499
423
6166
SH
SOLE
0
0
6166
ISHARES TR
RUS 1000 VAL ETF
464287598
9726
71135
SH
SOLE
0
0
71135
ISHARES TR
RUS 2000 VAL ETF
464287630
5425
41174
SH
SOLE
0
0
41174
ISHARES TR
RUSSELL 2000 ETF
464287655
11329
57784
SH
SOLE
0
0
57784
ISHARES TR
U.S. REAL ES ETF
464287739
1563
18244
SH
SOLE
0
0
18244
ISHARES TR
SP SMCP600VL ETF
464287879
820
10080
SH
SOLE
0
0
10080
ISHARES TR
GL TIMB FORE ETF
464288174
4407
55356
SH
SOLE
0
0
55356
ISHARES TR
PFD AND INCM SEC
464288687
1034
26849
SH
SOLE
0
0
26849
ISHARES TR
US OIL GS EX ETF
464288851
538
15000
SH
SOLE
0
0
15000
ISHARES US MEDICAL DEV ETF
U.S. MED DVC ETF
464288810
327
1000
SH
SOLE
0
0
1000
ISHARES TR
FLTG RATE NT ETF
46429B655
6901
136055
SH
SOLE
0
0
136055
JPMORGAN CHASE & CO
COM
46625H100
395
3105
SH
SOLE
0
0
3105
JOHNSON & JOHNSON
COM
478160104
623
3960
SH
SOLE
0
0
3960
KASPIEN HOLDINGS INC
COM NEW
485837108
10506
718114
SH
SOLE
0
0
718114
KIRKLAND LAKE GOLD LTD
COM
49741E100
702
17000
SH
SOLE
0
0
17000
MASTERCARD INCORPORATED
CL A
57636Q104
575
1610
SH
SOLE
0
0
1610
MICROSOFT CORP
COM
594918104
833
3745
SH
SOLE
0
0
3745
MONSTER BEVERAGE CORP NEW
COM
61174X109
222
2400
SH
SOLE
0
0
2400
NEW GOLD INC CDA
COM
644535106
246
112189
SH
SOLE
0
0
112189
NEWMONT CORP
COM
651639106
354
5906
SH
SOLE
0
0
5906
NOVO-NORDISK A S
ADR
670100205
479
6855
SH
SOLE
0
0
6855
PAYPAL HLDGS INC
COM
70450Y103
1411
6025
SH
SOLE
0
0
6025
PEPSICO INC NC
COM
713448108
263
1775
SH
SOLE
0
0
1775
PFIZER INC
COM
717081103
261
7085
SH
SOLE
0
0
7085
SPDR S&P 500 ETF
TR UNIT
78462F103
117581
314489
SH
SOLE
0
0
314489
SPDR GOLD TR
GOLD SHS
78463V107
7796
43707
SH
SOLE
0
0
43707
SPDR SER TR
S&P DIVID ETF
78464A763
875
8257
SH
SOLE
0
0
8257
SPROTT PHYSICAL GOLD TR
UNIT
85207H104
945
62624
SH
SOLE
0
0
62624
T-MOBILE US INC COM
COM
872590104
270
2000
SH
SOLE
0
0
2000
TRACTOR SUPPLY CO
COM
892356106
401
2849
SH
SOLE
0
0
2849
TRI CONTL CORP
COM
895436103
206
6987
SH
SOLE
0
0
6987
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
2293
63653
SH
SOLE
0
0
63653
VANECK VECTORS ETF TR
HIGH YLD MUN ETF
92189H409
248
4035
SH
SOLE
0
0
4035
VANGUARD DIVIDEND APPRECIATION
DIV APP ETF
921908844
3395
24052
SH
SOLE
0
0
24052
VANGUARD STAR FDS
VG TL INTL STK F
921909768
949
15774
SH
SOLE
0
0
15774
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
1344
7729
SH
SOLE
0
0
7729
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
839
6116
SH
SOLE
0
0
6116