0001951757-23-000254.txt : 20230504 0001951757-23-000254.hdr.sgml : 20230504 20230504152937 ACCESSION NUMBER: 0001951757-23-000254 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 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: 23888281 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 X0202 13F-HR LIVE false false false 0001756485 XXXXXXXX 03-31-2023 03-31-2023 Independent Family Office, LLC

677 BROADWAY, 7TH FLOOR ALBANY NY 12207

13F HOLDINGS REPORT 028-19927 N WILLIAM REICKERT 5185428050 WILLIAM REICKERT ALBANY NY 05-04-2023 0 70 173334076 false INFORMATION TABLE 2 F_13F_IFO_Q12023.xml AGNICO EAGLE MINES LTD COM 008474108 206174 4045 SH SOLE 0 0 4045 AMERICAN EXPRESS CO COM 025816109 318683 1932 SH SOLE 0 0 1932 APPLE INC COM 037833100 900354 5460 SH SOLE 0 0 5460 AUTOMATIC DATA PROCESSING IN COM 053015103 235543 1058 SH SOLE 0 0 1058 BANK AMERICA CORP COM 060505104 206463 7219 SH SOLE 0 0 7219 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1396800 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1339753 4339 SH SOLE 0 0 4339 BOEING CO COM 097023105 212430 1000 SH SOLE 0 0 1000 ILLINOIS TOOL WKS INC COM 452308109 309425 1271 SH SOLE 0 0 1271 ISHARES GOLD TR ISHARES NEW 464285204 16225194 434177 SH SOLE 0 0 434177 ISHARES INC MSCI CDA ETF 464286509 401342 11742 SH SOLE 0 0 11742 ISHARES TR TIPS BD ETF 464287176 5436207 49308 SH SOLE 0 0 49308 ISHARES TR CORE US AGGBD ET 464287226 302108 3032 SH SOLE 0 0 3032 ISHARES TR MSCI EMG MKT ETF 464287234 1999478 50671 SH SOLE 0 0 50671 ISHARES TR IBOXX INV CP ETF 464287242 1688761 15407 SH SOLE 0 0 15407 ISHARES TR 7-10 YR TRSY BD 464287440 2039691 20578 SH SOLE 0 0 20578 ISHARES TR 1 3 YR TREAS BD 464287457 2598438 31627 SH SOLE 0 0 31627 ISHARES TR CORE S&P MCP ETF 464287507 456542 1825 SH SOLE 0 0 1825 ISHARES TR RUS 1000 VAL ETF 464287598 13283924 87245 SH SOLE 0 0 87245 ISHARES TR RUS 2000 VAL ETF 464287630 5238823 38234 SH SOLE 0 0 38234 ISHARES TR RUSSELL 2000 ETF 464287655 7409309 41532 SH SOLE 0 0 41532 ISHARES TR U.S. REAL ES ETF 464287739 1458242 17176 SH SOLE 0 0 17176 ISHARES TR SP SMCP600VL ETF 464287879 943387 10080 SH SOLE 0 0 10080 ISHARES TR GL TIMB FORE ETF 464288174 1871864 26147 SH SOLE 0 0 26147 ISHARES TR PFD AND INCM SEC 464288687 447976 14349 SH SOLE 0 0 14349 ISHARES TR US AER DEF ETF 464288760 230160 2000 SH SOLE 0 0 2000 ISHARES TR U.S. MED DVC ETF 464288810 323880 6000 SH SOLE 0 0 6000 ISHARES TR US OIL GS EX ETF 464288851 1227771 14308 SH SOLE 0 0 14308 JOHNSON & JOHNSON COM 478160104 607910 3922 SH SOLE 0 0 3922 KASPIEN HOLDINGS INC COM NEW 485837108 437790 716514 SH SOLE 0 0 716514 MICROSOFT CORP COM 594918104 1226428 4254 SH SOLE 0 0 4254 NEW GOLD INC CDA COM 644535106 92525 84114 SH SOLE 0 0 84114 NEWMONT CORP COM 651639106 289512 5906 SH SOLE 0 0 5906 PEPSICO INC COM 713448108 308452 1692 SH SOLE 0 0 1692 RPM INTL INC COM 749685103 216966 2487 SH SOLE 0 0 2487 SCOTTS MIRACLE-GRO CO CL A 810186106 4288243 61489 SH SOLE 0 0 61489 SHERWIN WILLIAMS CO COM 824348106 1652060 7350 SH SOLE 0 0 7350 T-MOBILE US INC COM 872590104 362100 2500 SH SOLE 0 0 2500 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4555375 48972 SH SOLE 0 0 48972 TECK RESOURCES LTD CL B 878742204 406975 11150 SH SOLE 0 0 11150 THERMO FISHER SCIENTIFIC INC COM 883556102 1817295 3153 SH SOLE 0 0 3153 TOAST INC CL A 888787108 7456065 420060 SH SOLE 0 0 420060 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3751222 24357 SH SOLE 0 0 24357 VANGUARD STAR FDS VG TL INTL STK F 921909768 870883 15774 SH SOLE 0 0 15774 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 648406 8477 SH SOLE 0 0 8477 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1937251 42888 SH SOLE 0 0 42888 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3326339 8845 SH SOLE 0 0 8845 WALMART INC COM 931142103 374523 2540 SH SOLE 0 0 2540 INVESCO QQQ TR UNIT SER 1 46090E103 653093 2035 SH SOLE 0 0 2035 ALPHABET INC CAP STK CL C 02079K107 669760 6440 SH SOLE 0 0 6440 COSTCO WHSL CORP NEW COM 22160K105 283216 570 SH SOLE 0 0 570 GOLUB CAP BDC INC COM 38173M102 1294980 95500 SH SOLE 0 0 95500 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 827817 9731 SH SOLE 0 0 9731 ISHARES TR FLTG RATE NT ETF 46429B655 1250428 24815 SH SOLE 0 0 24815 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 659382 13294 SH SOLE 0 0 13294 JPMORGAN CHASE & CO COM 46625H100 445921 3422 SH SOLE 0 0 3422 MARATHON PETE CORP COM 56585A102 230964 1713 SH SOLE 0 0 1713 OLO INC CL A 68134L109 269786 33062 SH SOLE 0 0 33062 PTC INC COM 69370C100 26292920 205045 SH SOLE 0 0 205045 PACER FDS TR GLOBL CASH ETF 69374H709 413985 12310 SH SOLE 0 0 12310 REGIONS FINANCIAL CORP NEW COM 7591EP100 754631 40659 SH SOLE 0 0 40659 SPDR S&P 500 ETF TR TR UNIT 78462F103 18135152 44298 SH SOLE 0 0 44298 SPDR GOLD TR GOLD SHS 78463V107 7564054 41284 SH SOLE 0 0 41284 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 4260007 154460 SH SOLE 0 0 154460 SPROTT PHYSICAL GOLD TR UNIT 85207H104 1057325 68391 SH SOLE 0 0 68391 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 286297 15140 SH SOLE 0 0 15140 VANECK ETF TRUST GOLD MINERS ETF 92189F106 1872903 57895 SH SOLE 0 0 57895 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1495716 7729 SH SOLE 0 0 7729 VANGUARD WORLD FDS UTILITIES ETF 92204A876 902232 6116 SH SOLE 0 0 6116 LIBERTY LATIN AMERICA LTD COM CL A G9001E102 378465 45819 SH SOLE 0 0 45819