Independent-Family-Office

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  null,
  "GOOGL",
  "AXP",
  null,
  "HGV",
  null,
  null,
  "ITW",
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  "MSFT",
  "TMUS",
  null,
  null,
  "AMP",
  "IJR",
  "IWD",
  "ORCL",
  "EEM",
  "PEP",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  null,
  "MSTR",
  "SHW",
  "GLD",
  "TMO",
  "NEM",
  null,
  "TY",
  "VIG",
  "TOST",
  "IWN",
  "IEF",
  "TSM",
  "SMG",
  null,
  null,
  null,
  "CEF",
  "VEA",
  "VXUS",
  "BSV",
  "VOO",
  null,
  "WMT",
  "PTC",
  "AEM",
  "NGD",
  "ADP",
  "BRK-A",
  "BRK-B",
  "COST",
  "IJJ",
  "QQQ",
  "IWM",
  "GOOG",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 70
Total Value: 190137058
Accession Number: 0001951757-25-000549
Form Type: 13F-HR
CIK: independent-family-office
Manager Name: Independent-Family-Office

Data Enrichment

73% identified

51 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $190.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:47.6K

Value:$26.6M

% of Portfolio:14.0% ($26.6M/$190.1M)

464285204

Shares:417.4K

Value:$24.6M

% of Portfolio:12.9% ($24.6M/$190.1M)

PTC INC.

PTC|69370C100

Shares:126.1K

Value:$19.5M

% of Portfolio:10.3% ($19.5M/$190.1M)

464287598

IWD|464287598

Shares:86.1K

Value:$16.2M

% of Portfolio:8.5% ($16.2M/$190.1M)

Toast, Inc.

TOST|888787108

Shares:285.0K

Value:$9.5M

% of Portfolio:5.0% ($9.5M/$190.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:31.4K

Value:$9.1M

% of Portfolio:4.8% ($9.1M/$190.1M)

464287655

IWM|464287655

Shares:38.4K

Value:$7.7M

% of Portfolio:4.0% ($7.7M/$190.1M)

922908363

VOO|922908363

Shares:14.4K

Value:$7.4M

% of Portfolio:3.9% ($7.4M/$190.1M)

464287630

IWN|464287630

Shares:35.0K

Value:$5.3M

% of Portfolio:2.8% ($5.3M/$190.1M)

921908844

VIG|921908844

Shares:26.0K

Value:$5.0M

% of Portfolio:2.7% ($5.0M/$190.1M)

53656F623

Shares:105.4K

Value:$4.3M

% of Portfolio:2.3% ($4.3M/$190.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.6K

Value:$4.0M

% of Portfolio:2.1% ($4.0M/$190.1M)

921943858

VEA|921943858

Shares:72.3K

Value:$3.7M

% of Portfolio:1.9% ($3.7M/$190.1M)

464287176

Shares:17.9K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$190.1M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:5.6K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$190.1M)

25861R303

Shares:37.5K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$190.1M)

464287507

IJH|464287507

Shares:29.7K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$190.1M)

85207H104

Shares:68.4K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$190.1M)

MICROSOFT CORP

MSFT|594918104

Shares:4.4K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$190.1M)

SCOTTS MIRACLE-GRO CO

SMG|810186106

Shares:29.3K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$190.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	47.6K	QoQ +0.17% (-82) YoY -2.13% (-1.0K)	All Managers (Combined)	$26.6M	14.0% ($26.6M/$190.1M)	QoQ -4.38% (-$1.2M) YoY +4.65% (-$1.2M)
(cusip464285204)✕	417.4K	QoQ -0.45% (-1.9K) YoY +1.53% (+6.3K)	All Managers (Combined)	$24.6M	12.9% ($24.6M/$190.1M)	QoQ +18.54% (-$3.8M) YoY +42.50% (+$7.3M)
PTC INC.(PTCcusip69370C100)	126.1K	QoQ -3.88% (-5.1K) YoY -3.43% (-4.5K)	All Managers (Combined)	$19.5M	10.3% ($19.5M/$190.1M)	QoQ -19.00% (-$4.6M) YoY -20.80% (-$5.1M)
(IWDcusip464287598)	86.1K	QoQ +0.92% (+788) YoY +4.25% (+3.5K)	All Managers (Combined)	$16.2M	8.5% ($16.2M/$190.1M)	QoQ +2.57% (+$406.7K) YoY +9.51% (+$1.4M)
Toast, Inc.(TOSTcusip888787108)	285.0K	QoQ 0.00% (-0) YoY -14.74% (-49.3K)	All Managers (Combined)	$9.5M	5.0% ($9.5M/$190.1M)	QoQ -8.99% (-$934.8K) YoY +13.48% (-$1.1M)
SPDR GOLD TRUST(GLDcusip78463V107)	31.4K	QoQ -0.23% (-73) YoY -8.57% (-2.9K)	All Managers (Combined)	$9.1M	4.8% ($9.1M/$190.1M)	QoQ +18.72% (-$1.4M) YoY +28.05% (-$2.0M)
(IWMcusip464287655)	38.4K	QoQ -0.05% (-23) YoY -8.08% (-3.4K)	All Managers (Combined)	$7.7M	4.0% ($7.7M/$190.1M)	QoQ -9.77% (-$829.3K) YoY -12.80% (-$1.1M)
(VOOcusip922908363)	14.4K	QoQ -0.63% (-92) YoY +39.27% (+4.1K)	All Managers (Combined)	$7.4M	3.9% ($7.4M/$190.1M)	QoQ -5.22% (-$409.3K) YoY +48.89% (+$2.4M)
(IWNcusip464287630)	35.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.3M	2.8% ($5.3M/$190.1M)	QoQ -8.03% (-$461.5K) YoY -4.93% (-$273.9K)
(VIGcusip921908844)	26.0K	QoQ -1.14% (-300) YoY +7.21% (+1.7K)	All Managers (Combined)	$5.0M	2.7% ($5.0M/$190.1M)	QoQ -2.06% (-$106.6K) YoY +13.89% (+$615.2K)
(cusip53656F623)✕	105.4K	QoQ +20.68% (+18.1K) YoY NEW(+105.4K)	All Managers (Combined)	$4.3M	2.3% ($4.3M/$190.1M)	QoQ +28.82% (+$958.3K) YoY NEW(+$4.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.6K	QoQ -0.58% (-45) YoY -1.51% (-117)	All Managers (Combined)	$4.0M	2.1% ($4.0M/$190.1M)	QoQ +16.80% (-$580.9K) YoY +24.72% (-$800.5K)
(VEAcusip921943858)	72.3K	QoQ +1.47% (+1.1K) YoY +31.58% (+17.4K)	All Managers (Combined)	$3.7M	1.9% ($3.7M/$190.1M)	QoQ +7.86% (+$267.9K) YoY +33.31% (+$918.7K)
(cusip464287176)✕	17.9K	QoQ -11.85% (-2.4K) YoY -34.41% (-9.4K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$190.1M)	QoQ -8.10% (-$175.7K) YoY -32.17% (-$945.0K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	5.6K	QoQ 0.00% (+0) YoY -21.54% (-1.5K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$190.1M)	QoQ +2.72% (+$52.2K) YoY -21.12% (-$526.8K)
(cusip25861R303)✕	37.5K	QoQ +40.09% (+10.7K) YoY NEW(+37.5K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$190.1M)	QoQ +41.21% (+$567.3K) YoY NEW(+$1.9M)
(IJHcusip464287507)	29.7K	QoQ 0.00% (-0) YoY +96.49% (+14.6K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$190.1M)	QoQ -6.35% (-$117.6K) YoY +88.76% (+$814.6K)
(cusip85207H104)✕	68.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$190.1M)	QoQ +19.46% (+$268.1K) YoY +39.07% (+$462.3K)
MICROSOFT CORP(MSFTcusip594918104)	4.4K	QoQ 0.00% (-0) YoY -2.11% (-94)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$190.1M)	QoQ -10.93% (-$201.0K) YoY -12.65% (-$237.2K)
SCOTTS MIRACLE-GRO CO(SMGcusip810186106)	29.3K	QoQ 0.00% (-0) YoY -19.52% (-7.1K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$190.1M)	QoQ -17.25% (-$336.0K) YoY -40.77% (-$1.1M)