0001756485-22-000002.txt : 20220516 0001756485-22-000002.hdr.sgml : 20220516 20220516153125 ACCESSION NUMBER: 0001756485-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22928158 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 03-31-2022 03-31-2022 Independent Family Office, LLC

677 BROADWAY, 7TH FLOOR ALBANY NY 12207

13F HOLDINGS REPORT 028-19927 N WILLIAM M. REICKERT (518) 452-8050 WILLIAM M. REICKERT ALBANY NY 05-16-2022 0 67 305808 false INFORMATION TABLE 2 13FIFO2022Q1.xml SPDR S&P 500 ETF TR UNIT 78462F103 172424 381773 SH SOLE 0 0 381773 ISHARES TR RUS 1000 VAL ETF 464287598 11488 69214 SH SOLE 0 0 69214 ISHARES TR RUSSELL 2000 ETF 464287655 9226 44946 SH SOLE 0 0 44946 SPDR GOLD TR GOLD SHS 78463V107 8458 46821 SH SOLE 0 0 46821 ISHARES TR ISHARES TR FLTG RATE NT ETF 46429B655 6690 132413 SH SOLE 0 0 132413 ISHARES TR RUS 2000 VAL ETF 464287630 6601 40899 SH SOLE 0 0 40899 ISHARES TR TIPS BD ETF 464287176 6024 48356 SH SOLE 0 0 48356 SCOTTS MIRACLE-GRO CO CL A 810186106 5421 44089 SH SOLE 0 0 44089 KASPIEN HOLDINGS INC COM NEW 485837108 5202 716514 SH SOLE 0 0 716514 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4732 45387 SH SOLE 0 0 45387 VANGUARD DIVIDEND APPRECIATION DIV APP ETF 921908844 4421 23649 SH SOLE 0 0 23649 ISHARES TR GL TIMB FORE ETF 464288174 3759 42089 SH SOLE 0 0 42089 ISHARES TR MSCI EMG MKT ETF 464287234 3047 67487 SH SOLE 0 0 67487 ISHARES TR 1 3 YR TREAS BD 464287457 2881 34560 SH SOLE 0 0 34560 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2608 68000 SH SOLE 0 0 68000 PTC INC COM 69370C100 2527 23460 SH SOLE 0 0 23460 ISHARES TR IBOXX INV CP ETF 464287242 1968 16271 SH SOLE 0 0 16271 ISHARES TR U.S. REAL ES ETF 464287739 1859 17176 SH SOLE 0 0 17176 BERKSHIRE HATHAWAY A(HLDG CO) CL A 084670108 1587 3 SH SOLE 0 0 3 THERMO FISHER SCIENTIFIC INC COM 883556102 1471 2490 SH SOLE 0 0 2490 GOLUB CAP BDC INC COM COM 38173M102 1453 95500 SH SOLE 0 0 95500 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1354 6909 SH SOLE 0 0 6909 ISHARES TR BARCLAYS 7 10 YR 464287440 1334 12416 SH SOLE 0 0 12416 ISHARES TR US OIL GS EX ETF 464288851 1230 14592 SH SOLE 0 0 14592 MICROSOFT CORP COM 594918104 1215 3940 SH SOLE 0 0 3940 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 1098 12136 SH SOLE 0 0 12136 BERKSHIRE HATHAWAY CL-B NEW CL B NEW 084670702 1078 3055 SH SOLE 0 0 3055 MOLINA HEALTHCARE INC COM 60855R100 1075 3223 SH SOLE 0 0 3223 SPROTT PHYSICAL GOLD TR UNIT 85207H104 1051 68391 SH SOLE 0 0 68391 ISHARES TR SP SMCP600VL ETF 464287879 1032 10080 SH SOLE 0 0 10080 VANGUARD WORLD FDS UTILITIES ETF 92204A876 990 6116 SH SOLE 0 0 6116 ISHARES TR PFD AND INCM SEC 464288687 978 26849 SH SOLE 0 0 26849 APPLE INC COM 037833100 953 5460 SH SOLE 0 0 5460 VANGUARD STAR FDS VG TL INTL STK F 921909768 942 15774 SH SOLE 0 0 15774 REGIONS FINANCIAL CORP NEW COM 7591EP100 929 41722 SH SOLE 0 0 41722 ALPHABET INC CL C CAP STK CL C 02079K107 871 312 SH SOLE 0 0 312 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 759 15318 SH SOLE 0 0 15318 JPMORGAN CHASE & CO COM 46625H100 695 3922 SH SOLE 0 0 3922 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 671 13978 SH SOLE 0 0 13978 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 563 18271 SH SOLE 0 0 18271 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 547 1318 SH SOLE 0 0 1318 JOHNSON & JOHNSON COM 478160104 524 3847 SH SOLE 0 0 3847 ISHARES INC MSCI CDA ETF 464286509 501 12466 SH SOLE 0 0 12466 CISCO SYS INC COM 17275R102 497 8909 SH SOLE 0 0 8909 NEWMONT CORP COM 651639106 469 5906 SH SOLE 0 0 5906 OLO INC CLA 68134L109 438 33062 SH SOLE 0 0 33062 WALMART INC COM 931142103 399 2680 SH SOLE 0 0 2680 ISHARES US MEDICAL DEV ETF U.S. MED DVC ETF 464288810 366 6000 SH SOLE 0 0 6000 AMERICAN EXPRESS CO COM 025816109 361 1932 SH SOLE 0 0 1932 CATERPILLAR INC COM 149123101 331 1484 SH SOLE 0 0 1484 ISHARES TR CORE US AGGBD ET 464287226 325 3032 SH SOLE 0 0 3032 T-MOBILE US INC COM COM 872590104 321 2500 SH SOLE 0 0 2500 TRITON INTL LTD CL A G9078F107 316 4505 SH SOLE 0 0 4505 COSTCO WHOLESALE CORP NEW COM 22160K105 309 537 SH SOLE 0 0 537 BOEING CO COM 097023105 306 1600 SH SOLE 0 0 1600 BK OF AMERICA CORP COM COM 060505104 298 7219 SH SOLE 0 0 7219 PEPSICO INC NC COM 713448108 297 1774 SH SOLE 0 0 1774 ILLINOIS TOOL WKS INC COM 452308109 266 1271 SH SOLE 0 0 1271 ALPHABET INC CL A CAP STK CL A 02079K305 248 89 SH SOLE 0 0 89 VANGUARD INDEX FDS SM CP VAL ETF 922908611 245 1390 SH SOLE 0 0 1390 RPM INTERNATIONAL INC COM 749685103 235 2887 SH SOLE 0 0 2887 ISHARES US AEROSPACE AND DEFENSE ETF US AER DEF ETF 464288760 222 2000 SH SOLE 0 0 2000 TRI CONTL CORP COM 895436103 215 6987 SH SOLE 0 0 6987 NEW GOLD INC CDA COM 644535106 202 112189 SH SOLE 0 0 112189 ISHARES GOLD TRUST ISHARES NEW 464285204 13889 377123 SH SOLE 0 0 377123 INVESCO QQQ TRUST, SERIES 1 UNIT SER 1 46090E103 738 2035 SH SOLE 0 0 2035 SHELL PLC SPON ADS 780259305 278 5060 SH SOLE 0 0 5060