0001756485-22-000003.txt : 20220801
0001756485-22-000003.hdr.sgml : 20220801
20220801164736
ACCESSION NUMBER: 0001756485-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220801
DATE AS OF CHANGE: 20220801
EFFECTIVENESS DATE: 20220801
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: 221125463
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
06-30-2022
06-30-2022
Independent Family Office, LLC
677 BROADWAY, 7TH FLOOR
ALBANY
NY
12207
13F HOLDINGS REPORT
028-19927
N
W. MICHAEL REICKERT
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
518-452-8050
W. MICHAEL REICKERT
ALBANY
NY
08-01-2022
0
66
202655
false
INFORMATION TABLE
2
13FIFO2022Q2.xml
SSGA ACTIVE ETF TR
MULT ASS RLRTN
78467V103
93175
246984
SH
SOLE
0
0
246984
ISHARES GOLD TRUST
ISHARES NEW
464285204
13546
394824
SH
SOLE
0
0
394824
ISHARES TR
RUS 1000 VAL ETF
464287598
10769
74282
SH
SOLE
0
0
74282
ISHARES TR
RUSSELL 2000 ETF
464287655
7461
44055
SH
SOLE
0
0
44055
SPDR S&P 500 ETF
TR UNIT
78462F103
6955
41284
SH
SOLE
0
0
41284
ISHARES TR
TIPS BD ETF
464287176
5794
50867
SH
SOLE
0
0
50867
ISHARES TR
RUS 2000 VAL ETF
464287630
5206
38234
SH
SOLE
0
0
38234
ISHARES TR
ISHARES TR FLTG RATE NT ETF
46429B655
4747
95086
SH
SOLE
0
0
95086
VANGUARD DIVIDEND APPRECIATION
DIV APP ETF
921908844
3511
24469
SH
SOLE
0
0
24469
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
3449
42187
SH
SOLE
0
0
42187
ISHARES TR
1 3 YR TREAS BD
464287457
2820
34060
SH
SOLE
0
0
34060
SPDR GOLD TR
GOLD SHS
78463V107
2813
100575
SH
SOLE
0
0
100575
ISHARES TR
GL TIMB FORE ETF
464288174
2465
33123
SH
SOLE
0
0
33123
ISHARES TR
BARCLAYS 7 10 YR
464287440
2095
20478
SH
SOLE
0
0
20478
ISHARES TR
MSCI EMG MKT ETF
464287234
2056
51266
SH
SOLE
0
0
51266
ISHARES TR
IBOXX INV CP ETF
464287242
1771
16096
SH
SOLE
0
0
16096
KASPIEN HOLDINGS INC
COM NEW
485837108
1770
716514
SH
SOLE
0
0
716514
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1630
4698
SH
SOLE
0
0
4698
ISHARES TR
U.S. REAL ES ETF
464287739
1580
17176
SH
SOLE
0
0
17176
PTC INC
COM
69370C100
1501
14113
SH
SOLE
0
0
14113
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
1432
7729
SH
SOLE
0
0
7729
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
1363
49771
SH
SOLE
0
0
49771
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1284
31477
SH
SOLE
0
0
31477
GOLUB CAP BDC INC COM
COM
38173M102
1238
95500
SH
SOLE
0
0
95500
BERKSHIRE HATHAWAY A(HLDG CO)
CL A
084670108
1227
3
SH
SOLE
0
0
3
ISHARES TR
US OIL GS EX ETF
464288851
1114
14308
SH
SOLE
0
0
14308
MICROSOFT CORP
COM
594918104
1093
4254
SH
SOLE
0
0
4254
SPROTT PHYSICAL GOLD TR
UNIT
85207H104
970
68391
SH
SOLE
0
0
68391
BERKSHIRE HATHAWAY CL-B NEW
CL B NEW
084670702
953
3489
SH
SOLE
0
0
3489
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
947
12317
SH
SOLE
0
0
12317
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
932
6116
SH
SOLE
0
0
6116
ISHARES TR
SP SMCP600VL ETF
464287879
897
10639
SH
SOLE
0
0
10639
VANGUARD STAR FDS
VG TL INTL STK F
921909768
814
15774
SH
SOLE
0
0
15774
AGNICO EAGLE MINES LTD
COM
008474108
802
17534
SH
SOLE
0
0
17534
APPLE INC
COM
037833100
785
5745
SH
SOLE
0
0
5745
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
765
9866
SH
SOLE
0
0
9866
ALPHABET INC CL C
CAP STK CL C
02079K107
704
322
SH
SOLE
0
0
322
JOHNSON & JOHNSON
COM
478160104
696
3922
SH
SOLE
0
0
3922
REGIONS FINANCIAL CORP NEW
COM
7591EP100
674
35922
SH
SOLE
0
0
35922
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
655
13294
SH
SOLE
0
0
13294
INVESCO QQQ TRUST, SERIES 1
UNIT SER 1
46090E103
570
2035
SH
SOLE
0
0
2035
THERMO FISHER SCIENTIFIC INC
COM
883556102
487
896
SH
SOLE
0
0
896
ISHARES TR
PFD AND INCM SEC
464288687
472
14349
SH
SOLE
0
0
14349
JPMORGAN CHASE & CO
COM
46625H100
433
3847
SH
SOLE
0
0
3847
ISHARES INC
MSCI CDA ETF
464286509
420
12466
SH
SOLE
0
0
12466
CISCO SYS INC
COM
17275R102
380
8909
SH
SOLE
0
0
8909
NEWMONT CORP
COM
651639106
352
5906
SH
SOLE
0
0
5906
TECK RESOURCES LTD
CL B
878742204
341
11150
SH
SOLE
0
0
11150
T-MOBILE US INC COM
COM
872590104
336
2500
SH
SOLE
0
0
2500
SPROTT PHYSICAL GOLD &SILVE
TR UNIT
85208R101
336
19955
SH
SOLE
0
0
19955
OLO INC
CLA
68134L109
326
33062
SH
SOLE
0
0
33062
PACER FDS TR
GLOBL CASH ETF
69374H709
318
10315
SH
SOLE
0
0
10315
WALMART INC
COM
931142103
309
2540
SH
SOLE
0
0
2540
ISHARES TR
CORE US AGGBD ET
464287226
308
3032
SH
SOLE
0
0
3032
ISHARES US MEDICAL DEV ETF
U.S. MED DVC ETF
464288810
303
6000
SH
SOLE
0
0
6000
PEPSICO INC NC
COM
713448108
282
1692
SH
SOLE
0
0
1692
AMERICAN EXPRESS CO
COM
025816109
268
1932
SH
SOLE
0
0
1932
CATERPILLAR INC
COM
149123101
267
1492
SH
SOLE
0
0
1492
COSTCO WHOLESALE CORP NEW
COM
22160K105
257
537
SH
SOLE
0
0
537
ALPHABET INC CL A
CAP STK CL A
02079K305
233
107
SH
SOLE
0
0
107
ILLINOIS TOOL WKS INC
COM
452308109
232
1271
SH
SOLE
0
0
1271
UNITEDHEALTH GROUP INC
COM
91324P102
228
443
SH
SOLE
0
0
443
BK OF AMERICA CORP COM
COM
060505104
225
7219
SH
SOLE
0
0
7219
AIR PRODUCTS AND CHEMICALS INC
COM
009158106
215
893
SH
SOLE
0
0
893
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
208
1390
SH
SOLE
0
0
1390
NEW GOLD INC CDA
COM
644535106
90
84114
SH
SOLE
0
0
84114