Independent Family Office, LLC Diversified Active

CIK: 0001756485 · Show all filings

Period: Q4 2019 (Next →)

Filing Date: Feb 13, 2020

Total Value ($000): $159,271 (100.0% shares, 0.0% debt)

Holdings (53)

SPY SPDR S&P 500 ETF TR 45.5%
Value ($000) $72,547 Shares 225,400 Est. Cost $321.86 Unrealized
ISHARES GOLD TRUST 6.0%
Value ($000) $9,516 Shares 656,306 Est. Cost $14.50 Unrealized
IWD ISHARES TR 5.6%
Value ($000) $8,879 Shares 65,057 Est. Cost $136.48 Unrealized
IWM ISHARES TR 4.8%
Value ($000) $7,617 Shares 45,976 Est. Cost $165.67 Unrealized
TIP ISHARES TR 4.0%
Value ($000) $6,362 Shares 54,579 Est. Cost $116.56 Unrealized
FLOT ISHARES TR 4.0%
Value ($000) $6,292 Shares 123,571 Est. Cost $50.92 Unrealized
GLD SPDR GOLD TRUST 3.5%
Value ($000) $5,653 Shares 39,558 Est. Cost $142.90 Unrealized
IWN ISHARES TR 2.8%
Value ($000) $4,446 Shares 34,580 Est. Cost $128.57 Unrealized
WOOD ISHARES TR 2.3%
Value ($000) $3,699 Shares 55,209 Est. Cost $67.00 Unrealized
VIG VANGUARD GROUP 1.9%
Value ($000) $2,998 Shares 24,052 Est. Cost $124.65 Unrealized
LQD ISHARES TR 1.7%
Value ($000) $2,763 Shares 21,595 Est. Cost $127.95 Unrealized
EEM ISHARES TR 1.7%
Value ($000) $2,717 Shares 60,562 Est. Cost $44.86 Unrealized
SHY ISHARES TR 1.6%
Value ($000) $2,537 Shares 29,977 Est. Cost $84.63 Unrealized
GDX VANECK VECTORS ETF TRUST 1.2%
Value ($000) $1,910 Shares 64,676 Est. Cost $29.53 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,492 Shares 21,636 Est. Cost $68.96 Unrealized
VDC VANGUARD WORLD FDS 0.8%
Value ($000) $1,246 Shares 7,729 Est. Cost $161.21 Unrealized
SDY SPDR SERIES TRUST 0.8%
Value ($000) $1,236 Shares 11,489 Est. Cost $107.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,089 Shares 4,806 Est. Cost $217.17 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,019 Shares 3 Est. Cost $325723.70 Unrealized 0.0%
PFF ISHARES TR 0.6%
Value ($000) $1,009 Shares 26,849 Est. Cost $37.58 Unrealized
IWR ISHARES TR 0.6%
Value ($000) $973 Shares 16,325 Est. Cost $59.60 Unrealized
VPU VANGUARD WORLD FDS 0.5%
Value ($000) $874 Shares 6,116 Est. Cost $142.90 Unrealized
SPDR SERIES TRUST 0.5%
Value ($000) $868 Shares 36,625 Est. Cost $23.70 Unrealized
IJS ISHARES TR 0.5%
Value ($000) $810 Shares 5,040 Est. Cost $160.71 Unrealized
VXUS VANGUARD STAR FD 0.5%
Value ($000) $799 Shares 14,354 Est. Cost $55.66 Unrealized
KIRKLAND LAKE GOLD LTD 0.5%
Value ($000) $749 Shares 17,000 Est. Cost $44.06 Unrealized
IYR ISHARES TR 0.5%
Value ($000) $737 Shares 7,915 Est. Cost $93.11 Unrealized
EWC ISHARES INC 0.4%
Value ($000) $608 Shares 20,337 Est. Cost $29.90 Unrealized
JNJ JOHNSON &JOHNSON 0.4%
Value ($000) $608 Shares 4,167 Est. Cost $114.10 Unrealized 0.0%
MSFT MICROSOFT CORP 0.4%
Value ($000) $563 Shares 3,570 Est. Cost $139.23 Unrealized 0.0%
HYD VANECK VECTORS ETF TR 0.3%
Value ($000) $517 Shares 8,071 Est. Cost $64.06 Unrealized
BA BOEING CO 0.3%
Value ($000) $456 Shares 1,400 Est. Cost $351.04 Unrealized 0.0%
PEP PEPSICO INC 0.3%
Value ($000) $448 Shares 3,275 Est. Cost $112.78 Unrealized 0.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $428 Shares 8,920 Est. Cost $38.56 Unrealized 0.0%
QQQ INVESCO QQQ TRUST SERIES 1 0.3%
Value ($000) $404 Shares 1,900 Est. Cost $212.63 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $380 Shares 1,295 Est. Cost $62.02 Unrealized 0.0%
TRANS WORLD ENTMT CORP 0.2%
Value ($000) $378 Shares 187,865 Est. Cost $2.01 Unrealized
JPM JPMORGAN CHASE &CO 0.2%
Value ($000) $374 Shares 2,680 Est. Cost $108.67 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $348 Shares 260 Est. Cost $64.05 Unrealized 0.0%
AGG ISHARES TR 0.2%
Value ($000) $331 Shares 2,949 Est. Cost $112.24 Unrealized
IHI ISHARES US MEDICAL DEVICES 0.2%
Value ($000) $264 Shares 1,000 Est. Cost $264.00 Unrealized
NEM NEWMONT GOLDCORP CORPORATION 0.2%
Value ($000) $257 Shares 5,906 Est. Cost $32.71 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $249 Shares 4,045 Est. Cost $50.36 Unrealized 0.0%
EWA ISHARES INC 0.2%
Value ($000) $242 Shares 10,700 Est. Cost $22.62 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $241 Shares 1,932 Est. Cost $110.13 Unrealized 0.0%
EWS ISHARES INC 0.1%
Value ($000) $235 Shares 9,725 Est. Cost $24.16 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $228 Shares 1,271 Est. Cost $146.29 Unrealized 0.0%
ITA ISHARES US AEROSPACE AND DEFENSE ETF 0.1%
Value ($000) $222 Shares 1,000 Est. Cost $222.00 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $217 Shares 1,800 Est. Cost $89.68 Unrealized 0.0%
IEF ISHARES TR 0.1%
Value ($000) $216 Shares 1,963 Est. Cost $110.04 Unrealized
ARLP ALLIANCE RES PARTNER L P 0.1%
Value ($000) $108 Shares 10,000 Est. Cost $10.80 Unrealized
NGD NEW GOLD INC CDA 0.1%
Value ($000) $99 Shares 112,189 Est. Cost $0.90 Unrealized 0.0%
ACORN ENERGY INC 0.0%
Value ($000) $13 Shares 25,773 Est. Cost $0.50 Unrealized