Independent Family Office, LLC Top Holdings and 13F Report (2024) About Independent Family Office, LLCInvestment ActivityIndependent Family Office, LLC has $199.23 million in total holdings as of September 30, 2024.Independent Family Office, LLC owns shares of 71 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.40% of the portfolio was purchased this quarter.About 2.67% of the portfolio was sold this quarter.This quarter, Independent Family Office, LLC has purchased 69 new stocks and bought additional shares in 31 stocks.Independent Family Office, LLC sold shares of 7 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $27,238,682PTC $25,165,938iShares Gold Trust $21,155,271iShares Russell 1000 Value ETF $15,568,535Toast $9,463,325 Largest New Holdings this Quarter VanEck Gold Miners ETF $1,102,815 HoldingDoubleline Commercial Real Estate ETF $1,087,578 HoldingISHARES BITCOIN TRUST ETF $429,947 HoldingIllinois Tool Works $333,091 HoldingNEW GOLD INC CDA $242,248 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 5,322 shares (about $3.05M)SPDR Gold Shares 6,569 shares (about $1.60M)VanEck Gold Miners ETF 27,805 shares (about $1.10M)Doubleline Commercial Real Estate ETF 20,923 shares (about $1.09M)iShares Gold Trust 16,827 shares (about $835.91K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 9,100 shares (about $1.58M)PTC 3,858 shares (about $696.99K)Scotts Miracle-Gro 7,118 shares (about $617.13K)Thermo Fisher Scientific 896 shares (about $554.24K)Walmart 3,900 shares (about $314.93K) 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$27,238,682$3,053,551 ▲12.6%47,47413.7%FinancePTCPTC$25,165,938$696,986 ▼-2.7%139,30012.6%Computer and TechnologyIAUiShares Gold Trust$21,155,271$835,914 ▲4.1%425,85710.6%FinanceIWDiShares Russell 1000 Value ETF$15,568,535$402,186 ▲2.7%82,0267.8%ETFTOSTToast$9,463,3250.0%334,2754.7%Computer and TechnologyIWMiShares Russell 2000 ETF$8,681,474$781,114 ▲9.9%39,3114.4%FinanceVOOVanguard S&P 500 ETF$7,789,992$737,657 ▲10.5%14,8483.9%ETFGLDSPDR Gold Shares$7,691,634$1,596,661 ▲26.2%31,6453.9%FinanceVIGVanguard Dividend Appreciation ETF$5,937,978$426,308 ▲7.7%30,1423.0%ETFIWNiShares Russell 2000 Value ETF$5,836,1980.0%34,9852.9%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$4,398,817$409,547 ▲10.3%153,3452.2%ETFVEAVanguard FTSE Developed Markets ETF$3,760,540$198,754 ▲5.6%71,4631.9%ETFBRK.BBerkshire Hathaway$3,484,862$457,724 ▲15.1%7,5831.7%FinanceSHYiShares 1-3 Year Treasury Bond ETF$3,122,163$91,464 ▲3.0%37,5491.6%ManufacturingSMGScotts Miracle-Gro$2,543,951$617,131 ▼-19.5%29,3421.3%Basic MaterialsIEFiShares 7-10 Year Treasury Bond ETF$2,525,836$559,187 ▲28.4%25,8011.3%ETFTIPiShares TIPS Bond ETF$2,248,382$552 ▲0.0%20,3541.1%ETFSHWSherwin-Williams$2,149,565$69,464 ▲3.3%5,6321.1%Basic MaterialsBRK.ABerkshire Hathaway$2,058,570$686,190 ▲50.0%31.0%FinanceMSFTMicrosoft$1,869,746$716,164 ▲62.1%4,3600.9%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,647,741$71,721 ▲4.6%26,7650.8%ETFAAPLApple$1,562,667$411,276 ▲35.7%6,8240.8%Computer and TechnologyIEOiShares U.S. Oil & Gas Exploration & Production ETF$1,559,780$436,676 ▲38.9%17,0560.8%ETFTSMTaiwan Semiconductor Manufacturing$1,550,005$1,580,397 ▼-50.5%8,9250.8%Computer and TechnologyVDCVanguard Consumer Staples ETF$1,509,4780.0%6,9090.8%ETFTMOThermo Fisher Scientific$1,396,112$554,239 ▼-28.4%2,2570.7%MedicalSPROTT PHYSICAL GOLD TR$1,393,8090.0%68,3910.7%UNITQQQInvesco QQQ$1,243,256$73,500 ▲6.3%2,5880.6%FinanceIJRiShares Core S&P Small-Cap ETF$1,206,208$44,945 ▲3.9%10,4130.6%ETFEEMiShares MSCI Emerging Markets ETF$1,181,0780.0%25,7540.6%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,178,833$142,355 ▼-10.8%10,4340.6%FinanceGOOGAlphabet$1,140,961$253,547 ▲28.6%6,8400.6%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,116,676$233,008 ▲26.4%14,3390.6%ETFGDXVanEck Gold Miners ETF$1,102,815$1,102,815 ▲New Holding27,8050.6%ETFDCMBDoubleline Commercial Real Estate ETF$1,087,578$1,087,578 ▲New Holding20,9230.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,085,2130.0%10,0800.5%ETFVPUVanguard Utilities ETF$1,064,4900.0%6,1160.5%ETFVXUSVanguard Total International Stock ETF$1,021,2090.0%15,7740.5%ETFPKWInvesco BuyBack Achievers ETF$963,5710.0%8,4140.5%ETFIVViShares Core S&P 500 ETF$827,1600.0%1,4340.4%ETFJNJJohnson & Johnson$668,512$133,053 ▲24.8%4,1200.3%MedicalWOODiShares Global Timber & Forestry ETF$663,5090.0%7,7000.3%ETFTMUST-Mobile US$610,4100.0%3,0000.3%Computer and TechnologyJPMJPMorgan Chase & Co.$557,009$16,627 ▲3.1%2,6800.3%FinanceAXPAmerican Express$523,9580.0%1,9320.3%FinanceCOSTCostco Wholesale$499,224$61,308 ▲14.0%5700.3%Retail/WholesaleFLOTiShares Floating Rate Bond ETF$478,6770.0%9,4200.2%ETFGCOWPacer Global Cash Cows Dividend ETF$449,192$72,798 ▲19.3%12,3100.2%ETFMETAMeta Platforms$438,512$93,679 ▲27.2%7630.2%Computer and TechnologyGOOGLAlphabet$438,342$26,536 ▲6.4%2,6430.2%Computer and TechnologyISHARES BITCOIN TRUST ETF$429,947$429,947 ▲New Holding11,9000.2%SHS BEN INTUNHUnitedHealth Group$384,685$91,032 ▲31.0%6550.2%MedicalIJJiShares S&P Mid-Cap 400 Value ETF$383,2220.0%3,1000.2%ETFSPROTT PHYSICAL GOLD & SILVE$370,7790.0%15,1400.2%TR UNITIHIiShares U.S. Medical Devices ETF$351,9610.0%6,0000.2%ETFAEMAgnico Eagle Mines$344,3940.0%4,2750.2%Basic MaterialsITWIllinois Tool Works$333,091$333,091 ▲New Holding1,2710.2%Industrial ProductsORCLOracle$321,0340.0%1,8840.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$307,0510.0%3,0320.2%FinancePEPPepsiCo$305,601$83,904 ▲37.8%1,7920.2%Consumer StaplesITAiShares U.S. Aerospace & Defense ETF$300,5800.0%2,0000.2%ETFNEMNewmont$298,9460.0%5,5930.2%Basic MaterialsADPAutomatic Data Processing$292,7800.0%1,0580.1%Business ServicesTECKTeck Resources$287,3200.0%5,5000.1%Basic MaterialsPFFiShares Preferred and Income Securities ETF$265,242$134,216 ▼-33.6%7,9820.1%ETFEWCiShares MSCI Canada ETF$257,4240.0%6,2000.1%ETFWMTWalmart$251,940$314,925 ▼-55.6%3,1200.1%Retail/WholesaleNEW GOLD INC CDA$242,248$242,248 ▲New Holding84,1140.1%COMTYTri-Continental$230,8500.0%6,9870.1%FinanceMSTRMicroStrategy$211,873$211,873 ▲New Holding4,1000.1%Computer and TechnologyAMPAmeriprise Financial$201,079$201,079 ▲New Holding4280.1%FinanceMPCMarathon Petroleum$0$297,171 ▼-100.0%00.0%Oils/EnergyBACBank of America$0$271,033 ▼-100.0%00.0%FinanceCMGChipotle Mexican Grill$0$250,600 ▼-100.0%00.0%Retail/WholesaleNVDANVIDIA$0$228,549 ▼-100.0%00.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$0$222,127 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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