Independent Family Office, LLC Diversified Active

CIK: 0001756485 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 13, 2020

Total Value ($000): $193,026 (100.0% shares, 0.0% debt)

Holdings (63)

SPY SPDR S&P 500 ETF TR 49.5%
Value ($000) $95,468 Shares 309,600 Est. Cost $305.49 Unrealized
ISHARES GOLD TRUST 6.5%
Value ($000) $12,550 Shares 738,723 Est. Cost $14.61 Unrealized
IWM ISHARES TR 4.5%
Value ($000) $8,736 Shares 61,025 Est. Cost $155.58 Unrealized
IWD ISHARES TR 4.1%
Value ($000) $7,934 Shares 70,440 Est. Cost $134.52 Unrealized
GLD SPDR GOLD TRUST 3.9%
Value ($000) $7,547 Shares 45,101 Est. Cost $143.98 Unrealized
FLOT ISHARES TR 3.6%
Value ($000) $6,985 Shares 138,087 Est. Cost $50.67 Unrealized
TIP ISHARES TR 3.5%
Value ($000) $6,752 Shares 54,892 Est. Cost $116.56 Unrealized
IWN ISHARES TR 1.9%
Value ($000) $3,670 Shares 98,677 Est. Cost $69.21 Unrealized
WOOD ISHARES TR 1.6%
Value ($000) $3,104 Shares 55,938 Est. Cost $66.46 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $3,063 Shares 53,373 Est. Cost $56.76 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.5%
Value ($000) $2,817 Shares 24,052 Est. Cost $124.65 Unrealized
EEM ISHARES TR 1.4%
Value ($000) $2,761 Shares 69,002 Est. Cost $43.77 Unrealized
LQD ISHARES TR 1.4%
Value ($000) $2,733 Shares 20,317 Est. Cost $127.77 Unrealized
SHY ISHARES TR 1.3%
Value ($000) $2,566 Shares 29,622 Est. Cost $84.63 Unrealized
GDX VANECK VECTORS ETF TR 1.3%
Value ($000) $2,423 Shares 66,041 Est. Cost $29.40 Unrealized
IYR ISHARES TR 0.8%
Value ($000) $1,464 Shares 18,581 Est. Cost $81.45 Unrealized
TRANS WORLD ENTMT CORP 0.7%
Value ($000) $1,300 Shares 189,465 Est. Cost $2.01 Unrealized
VDC VANGUARD WORLD FDS 0.6%
Value ($000) $1,156 Shares 7,729 Est. Cost $161.21 Unrealized
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $1,035 Shares 5,945 Est. Cost $110.43 Unrealized +24.9%
PFF ISHARES TR 0.5%
Value ($000) $931 Shares 26,849 Est. Cost $37.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $850 Shares 4,764 Est. Cost $217.17 Unrealized -15.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $801 Shares 3 Est. Cost $325723.70 Unrealized -15.9%
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $776 Shares 15,774 Est. Cost $54.43 Unrealized
VPU VANGUARD WORLD FDS 0.4%
Value ($000) $756 Shares 6,116 Est. Cost $142.90 Unrealized
SDY SPDR SER TR 0.4%
Value ($000) $753 Shares 8,257 Est. Cost $107.58 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $746 Shares 3,665 Est. Cost $140.10 Unrealized +23.5%
KIRKLAND LAKE GOLD LTD 0.4%
Value ($000) $701 Shares 17,000 Est. Cost $44.06 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $636 Shares 1,116 Est. Cost $183.15 Unrealized -2.1%
IJS ISHARES TR 0.3%
Value ($000) $607 Shares 5,040 Est. Cost $160.71 Unrealized
JNJ JOHNSON &JOHNSON 0.3%
Value ($000) $556 Shares 3,960 Est. Cost $114.10 Unrealized +8.9%
EWC ISHARES INC 0.3%
Value ($000) $526 Shares 20,337 Est. Cost $29.90 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $524 Shares 1,435 Est. Cost $63.01 Unrealized +19.2%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $487 Shares 7,053 Est. Cost $71.42 Unrealized -0.5%
XOP SPDR SER TR 0.2%
Value ($000) $478 Shares 9,156 Est. Cost $32.87 Unrealized
MA MASTERCARD INC 0.2%
Value ($000) $463 Shares 1,565 Est. Cost $287.22 Unrealized -4.8%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $449 Shares 6,855 Est. Cost $60.25 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $449 Shares 2,258 Est. Cost $176.53 Unrealized +3.2%
QQQ INVESCO QQQ TRUST SERIES 1 0.2%
Value ($000) $432 Shares 1,900 Est. Cost $212.63 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $432 Shares 3,275 Est. Cost $112.78 Unrealized -1.8%
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $419 Shares 6,545 Est. Cost $48.62 Unrealized +6.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $416 Shares 8,920 Est. Cost $38.56 Unrealized -4.0%
IWR ISHARES TR 0.2%
Value ($000) $404 Shares 7,529 Est. Cost $59.60 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $395 Shares 280 Est. Cost $64.26 Unrealized +4.2%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $375 Shares 2,849 Est. Cost $16.36 Unrealized +22.3%
NEM NEWMONT CORP 0.2%
Value ($000) $364 Shares 5,906 Est. Cost $32.71 Unrealized +52.4%
AGG ISHARES TR 0.2%
Value ($000) $356 Shares 3,005 Est. Cost $112.24 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $345 Shares 24,103 Est. Cost $14.31 Unrealized
CEF SPROTT PHYSICAL GOLD &SILVE 0.2%
Value ($000) $342 Shares 20,240 Est. Cost $14.62 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $287 Shares 2,570 Est. Cost $123.52 Unrealized -12.7%
JPM JPMORGAN CHASE &CO 0.1%
Value ($000) $283 Shares 3,005 Est. Cost $105.76 Unrealized -22.7%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $271 Shares 2,000 Est. Cost $135.50 Unrealized
IHI ISHARES US MEDICAL DEVICES 0.1%
Value ($000) $265 Shares 1,000 Est. Cost $264.00 Unrealized
BA BOEING CO 0.1%
Value ($000) $257 Shares 1,400 Est. Cost $351.04 Unrealized -56.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $240 Shares 3,260 Est. Cost $66.33 Unrealized 0.0%
IEF ISHARES TR 0.1%
Value ($000) $239 Shares 1,963 Est. Cost $110.04 Unrealized
HYD VANECK VECTORS ETF TR 0.1%
Value ($000) $239 Shares 4,035 Est. Cost $59.23 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $222 Shares 1,271 Est. Cost $142.90 Unrealized 0.0%
TMUS T MOBILE US INC 0.1%
Value ($000) $208 Shares 2,000 Est. Cost $92.61 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $207 Shares 4,620 Est. Cost $34.82 Unrealized 0.0%
EWA ISHARES INC 0.1%
Value ($000) $206 Shares 10,700 Est. Cost $22.62 Unrealized
NGD NEW GOLD INC CDA 0.1%
Value ($000) $152 Shares 112,189 Est. Cost $0.90 Unrealized +10.9%
GENERAL ELECTRIC CO 0.0%
Value ($000) $84 Shares 12,305 Est. Cost $6.83 Unrealized
ARLP ALLIANCE RES PARTNER L P 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $10.80 Unrealized