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