0001951757-22-000012.txt : 20221114
0001951757-22-000012.hdr.sgml : 20221114
20221114100205
ACCESSION NUMBER: 0001951757-22-000012
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221114
DATE AS OF CHANGE: 20221114
EFFECTIVENESS DATE: 20221114
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: 221381559
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
09-30-2022
09-30-2022
Independent Family Office, LLC
677 BROADWAY, 7TH FLOOR
ALBANY
NY
12207
13F HOLDINGS REPORT
028-19927
N
William Reickert
Chief Compliance Officer
(518) 452-8050
William Reickert
Albany
NY
11-14-2022
0
67
202840
false
INFORMATION TABLE
2
13FIFO2022Q3.xml
NEW GOLD INC CDA
COM
644535106
74
84114
SH
SOLE
0
0
84114
ILLINOIS TOOL WKS INC
COM
452308109
230
1271
SH
SOLE
0
0
1271
AUTOMATIC DATA PROCESSING INC
COM
053015103
239
1058
SH
SOLE
0
0
1058
NEWMONT CORP
COM
651639106
248
5906
SH
SOLE
0
0
5906
COSTCO WHOLESALE CORP NEW
COM
22160K105
254
537
SH
SOLE
0
0
537
BK OF AMERICA CORP COM
COM
060505104
256
8469
SH
SOLE
0
0
8469
RPM INTL INC
COM
749685103
259
3107
SH
SOLE
0
0
3107
AMERICAN EXPRESS CO
COM
025816109
261
1932
SH
SOLE
0
0
1932
OLO INC
CLA
68134L109
261
33062
SH
SOLE
0
0
33062
PACER FDS TR
GLOBL CASH ETF
69374H709
276
10315
SH
SOLE
0
0
10315
PEPSICO INC NC
COM
713448108
276
1692
SH
SOLE
0
0
1692
LIBERTY LATIN AMERICA LTD
CL A
G9001E102
282
45819
SH
SOLE
0
0
45819
ISHARES US MEDICAL DEV ETF
U.S. MED DVC ETF
464288810
283
6000
SH
SOLE
0
0
6000
ISHARES TR
CORE US AGGBD ET
464287226
292
3032
SH
SOLE
0
0
3032
SPROTT PHYSICAL GOLD &SILVE
TR UNIT
85208R101
311
19955
SH
SOLE
0
0
19955
WALMART INC
COM
931142103
329
2540
SH
SOLE
0
0
2540
T-MOBILE US INC COM
COM
872590104
335
2500
SH
SOLE
0
0
2500
TECK RESOURCES LTD
CL B
878742204
339
11150
SH
SOLE
0
0
11150
CISCO SYS INC
COM
17275R102
356
8909
SH
SOLE
0
0
8909
JPMORGAN CHASE & CO
COM
46625H100
358
3422
SH
SOLE
0
0
3422
ISHARES INC
MSCI CDA ETF
464286509
361
11742
SH
SOLE
0
0
11742
ISHARES TR
PFD AND INCM SEC
464288687
454
14349
SH
SOLE
0
0
14349
INVESCO QQQ TRUST, SERIES 1
UNIT SER 1
46090E103
544
2035
SH
SOLE
0
0
2035
ALPHABET INC CL C
CAP STK CL C
02079K107
619
6440
SH
SOLE
0
0
6440
JOHNSON & JOHNSON
COM
478160104
641
3922
SH
SOLE
0
0
3922
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
655
13294
SH
SOLE
0
0
13294
VANGUARD STAR FDS
VG TL INTL STK F
921909768
722
15774
SH
SOLE
0
0
15774
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
732
9866
SH
SOLE
0
0
9866
AGNICO EAGLE MINES LTD
COM
008474108
740
17534
SH
SOLE
0
0
17534
APPLE INC
COM
037833100
755
5465
SH
SOLE
0
0
5465
REGIONS FINANCIAL CORP NEW
COM
7591EP100
814
40571
SH
SOLE
0
0
40571
BERKSHIRE HATHAWAY CL-B NEW
CL B NEW
084670702
817
3060
SH
SOLE
0
0
3060
ISHARES TR
SP SMCP600VL ETF
464287879
831
10080
SH
SOLE
0
0
10080
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
870
6116
SH
SOLE
0
0
6116
SPROTT PHYSICAL GOLD TR
UNIT
85207H104
875
68391
SH
SOLE
0
0
68391
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
922
12317
SH
SOLE
0
0
12317
MICROSOFT CORP
COM
594918104
991
4254
SH
SOLE
0
0
4254
KASPIEN HOLDINGS INC
COM NEW
485837108
1089
716514
SH
SOLE
0
0
716514
GOLUB CAP BDC INC COM
COM
38173M102
1183
95500
SH
SOLE
0
0
95500
ISHARES TR
US OIL GS EX ETF
464288851
1192
14308
SH
SOLE
0
0
14308
BERKSHIRE HATHAWAY A(HLDG CO)
CL A
084670108
1219
3
SH
SOLE
0
0
3
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1276
35088
SH
SOLE
0
0
35088
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
1328
7729
SH
SOLE
0
0
7729
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
1396
57895
SH
SOLE
0
0
57895
ISHARES TR
U.S. REAL ES ETF
464287739
1398
17176
SH
SOLE
0
0
17176
SHERWIN WILLIAMS CO
COM
824348106
1505
7350
SH
SOLE
0
0
7350
THERMO FISHER SCIENTIFIC INC
COM
883556102
1599
3153
SH
SOLE
0
0
3153
ISHARES TR
IBOXX INV CP ETF
464287242
1649
16096
SH
SOLE
0
0
16096
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1736
5287
SH
SOLE
0
0
5287
ISHARES TR
MSCI EMG MKT ETF
464287234
1788
51266
SH
SOLE
0
0
51266
ISHARES TR
GL TIMB FORE ETF
464288174
1870
28585
SH
SOLE
0
0
28585
ISHARES TR
BARCLAYS 7 10 YR
464287440
1966
20478
SH
SOLE
0
0
20478
SCOTTS MIRACLE-GRO CO
CL A
810186106
2629
61489
SH
SOLE
0
0
61489
ISHARES TR
1 3 YR TREAS BD
464287457
2707
33332
SH
SOLE
0
0
33332
VANGUARD DIVIDEND APPRECIATION
DIV APP ETF
921908844
3178
23512
SH
SOLE
0
0
23512
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
3481
50772
SH
SOLE
0
0
50772
SSGA ACTIVE ETF TR
MULT ASS RLRTN
78467V103
3661
141198
SH
SOLE
0
0
141198
ISHARES TR
ISHARES TR FLTG RATE NT ETF
46429B655
4106
81672
SH
SOLE
0
0
81672
ISHARES TR
RUS 2000 VAL ETF
464287630
4930
38234
SH
SOLE
0
0
38234
ISHARES TR
TIPS BD ETF
464287176
5336
50867
SH
SOLE
0
0
50867
SPDR GOLD TR
GOLD SHS
78463V107
6385
41284
SH
SOLE
0
0
41284
ISHARES TR
RUSSELL 2000 ETF
464287655
7065
42836
SH
SOLE
0
0
42836
ISHARES TR
RUS 1000 VAL ETF
464287598
9326
68579
SH
SOLE
0
0
68579
ISHARES GOLD TRUST
ISHARES NEW
464285204
13439
426224
SH
SOLE
0
0
426224
TOAST INC
CL A
888787108
14012
838060
SH
SOLE
0
0
838060
PTC INC
COM
69370C100
23991
229359
SH
SOLE
0
0
229359
SPDR S&P 500 ETF
TR UNIT
78462F103
58538
163889
SH
SOLE
0
0
163889