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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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

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

464287804

IJR|464287804

Shares:14.4K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$190.1M)

464287457

Shares:17.9K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$190.1M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:8.7K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$190.1M)

Apple Inc.

AAPL|037833100

Shares:6.3K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$190.1M)

92204A207

Shares:5.6K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$190.1M)

92189F106

GDX|92189F106

Shares:26.8K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$190.1M)

78467V103

Shares:42.3K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$190.1M)

464287440

IEF|464287440

Shares:12.3K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$190.1M)

921937827

BSV|921937827

Shares:14.6K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$190.1M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:2.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$190.1M)

Alphabet Inc.

GOOG|02079K107

Shares:6.8K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$190.1M)

46438F101

Shares:22.6K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$190.1M)

92204A876

Shares:6.0K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$190.1M)

464288851

Shares:10.7K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$190.1M)

464287879

Shares:10.1K

Value:$982.6K

% of Portfolio:0.5% ($982.6K/$190.1M)

921909768

VXUS|921909768

Shares:15.8K

Value:$979.6K

% of Portfolio:0.5% ($979.6K/$190.1M)

46137V308

Shares:8.4K

Value:$948.0K

% of Portfolio:0.5% ($948.0K/$190.1M)

464287234

EEM|464287234

Shares:20.7K

Value:$904.1K

% of Portfolio:0.5% ($904.1K/$190.1M)

464287200

IVV|464287200

Shares:1.6K

Value:$878.3K

% of Portfolio:0.5% ($878.3K/$190.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY -33.33% (-1)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$190.1M)	QoQ +17.25% (+$235.0K) YoY -16.10% (-$306.4K)
(IJRcusip464287804)	14.4K	QoQ +4.07% (-563) YoY +248.75% (+10.3K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$190.1M)	QoQ -3.97% (-$63.2K) YoY +235.48% (+$1.1M)
(cusip464287457)✕	17.9K	QoQ -15.46% (-3.3K) YoY -45.63% (-15.0K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$190.1M)	QoQ -14.69% (-$255.1K) YoY -45.00% (-$1.2M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	8.7K	QoQ 0.00% (-0) YoY -58.61% (-12.3K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$190.1M)	QoQ -15.94% (-$273.5K) YoY -49.50% (-$1.4M)
Apple Inc.(AAPLcusip037833100)	6.3K	QoQ 0.00% (-0) YoY -3.13% (-205)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$190.1M)	QoQ -8.02% (-$122.6K) YoY +25.46% (-$285.2K)
(cusip92204A207)✕	5.6K	QoQ 0.00% (+0) YoY -18.36% (-1.3K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$190.1M)	QoQ +3.51% (+$42.0K) YoY -12.49% (-$176.3K)
(GDXcusip92189F106)	26.8K	QoQ -0.83% (-225) YoY -10.09% (-3.0K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$190.1M)	QoQ +34.43% (-$315.5K) YoY +30.70% (-$289.4K)
(cusip78467V103)✕	42.3K	QoQ 0.00% (+0) YoY -65.81% (-81.4K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$190.1M)	QoQ +5.62% (+$64.3K) YoY -65.09% (-$2.3M)
(IEFcusip464287440)	12.3K	QoQ -26.22% (-4.4K) YoY -49.60% (-12.1K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$190.1M)	QoQ -23.89% (-$367.0K) YoY -49.22% (-$1.1M)
(BSVcusip921937827)	14.6K	QoQ -2.80% (-420) YoY +11.07% (+1.5K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$190.1M)	QoQ -1.53% (-$17.7K) YoY +13.41% (+$134.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.3K	QoQ 0.00% (-0) YoY -28.41% (-896)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$190.1M)	QoQ -4.35% (-$51.1K) YoY -38.71% (-$709.5K)
Alphabet Inc.(GOOGcusip02079K107)	6.8K	QoQ 0.00% (-0) YoY -4.20% (-300)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$190.1M)	QoQ -17.96% (-$234.0K) YoY -1.70% (-$18.5K)
(cusip46438F101)✕	22.6K	QoQ +52.27% (+7.8K) YoY NEW(+22.6K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$190.1M)	QoQ +34.36% (+$270.3K) YoY NEW(+$1.1M)
(cusip92204A876)✕	6.0K	QoQ 0.00% (+0) YoY -2.71% (-166)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$190.1M)	QoQ +4.52% (+$44.0K) YoY +16.54% (-$144.3K)
(cusip464288851)✕	10.7K	QoQ -37.04% (-6.3K) YoY -38.07% (-6.6K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$190.1M)	QoQ -33.57% (-$513.2K) YoY -45.24% (-$839.2K)
(cusip464287879)✕	10.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$982.6K	0.5% ($982.6K/$190.1M)	QoQ -10.24% (-$112.2K) YoY -5.13% (-$53.2K)
(VXUScusip921909768)	15.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$979.6K	0.5% ($979.6K/$190.1M)	QoQ +5.37% (+$50.0K) YoY +2.98% (+$28.4K)
(cusip46137V308)✕	8.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$948.0K	0.5% ($948.0K/$190.1M)	QoQ -2.14% (-$20.7K) YoY +4.09% (+$37.3K)
(EEMcusip464287234)	20.7K	QoQ -19.67% (-5.1K) YoY -21.48% (-5.7K)	All Managers (Combined)	$904.1K	0.5% ($904.1K/$190.1M)	QoQ -16.05% (-$173.0K) YoY -16.47% (-$178.4K)
(IVVcusip464287200)	1.6K	QoQ +8.99% (+129) YoY +8.99% (+129)	All Managers (Combined)	$878.3K	0.5% ($878.3K/$190.1M)	QoQ +4.03% (+$34.1K) YoY +16.49% (+$124.4K)