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:

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Walmart Inc.

WMT|931142103

Shares:3.1K

Value:$273.9K

% of Portfolio:0.1% ($273.9K/$190.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.6K

Value:$273.5K

% of Portfolio:0.1% ($273.5K/$190.1M)

NEWMONT Corp /DE/

NEM|651639106

Shares:5.6K

Value:$270.0K

% of Portfolio:0.1% ($270.0K/$190.1M)

ORACLE CORP

ORCL|68389X105

Shares:1.9K

Value:$263.4K

% of Portfolio:0.1% ($263.4K/$190.1M)

PEPSICO INC

PEP|713448108

Shares:1.7K

Value:$260.1K

% of Portfolio:0.1% ($260.1K/$190.1M)

464286509

Shares:6.2K

Value:$252.7K

% of Portfolio:0.1% ($252.7K/$190.1M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:778

Value:$220.2K

% of Portfolio:0.1% ($220.2K/$190.1M)

TRI-CONTINENTAL Corp

TY|895436103

Shares:7.0K

Value:$214.3K

% of Portfolio:0.1% ($214.3K/$190.1M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:428

Value:$207.2K

% of Portfolio:0.1% ($207.2K/$190.1M)

878742204

Shares:5.5K

Value:$200.4K

% of Portfolio:0.1% ($200.4K/$190.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	3.1K	QoQ 0.00% (-0) YoY -59.05% (-4.5K)	All Managers (Combined)	$273.9K	0.1% ($273.9K/$190.1M)	QoQ -2.83% (-$8.0K) YoY -40.25% (-$184.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.6K	QoQ -22.21% (-471) YoY -59.99% (-2.5K)	All Managers (Combined)	$273.5K	0.1% ($273.5K/$190.1M)	QoQ -10.80% (-$33.1K) YoY -58.06% (-$378.6K)
NEWMONT Corp /DE/(NEMcusip651639106)	5.6K	QoQ 0.00% (+0) YoY -1.75% (-100)	All Managers (Combined)	$270.0K	0.1% ($270.0K/$190.1M)	QoQ +29.71% (+$61.9K) YoY +32.34% (-$66.0K)
ORACLE CORP(ORCLcusip68389X105)	1.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$263.4K	0.1% ($263.4K/$190.1M)	QoQ -16.10% (-$50.5K) YoY +11.30% (+$26.8K)
PEPSICO INC(PEPcusip713448108)	1.7K	QoQ 0.00% (-0) YoY -3.18% (-57)	All Managers (Combined)	$260.1K	0.1% ($260.1K/$190.1M)	QoQ -1.39% (-$3.7K) YoY -17.05% (-$53.5K)
(cusip464286509)✕	6.2K	QoQ 0.00% (+0) YoY -47.19% (-5.5K)	All Managers (Combined)	$252.7K	0.1% ($252.7K/$190.1M)	QoQ +1.11% (+$2.8K) YoY -43.79% (-$196.8K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	778	QoQ NEW(+778) YoY NEW(+778)	All Managers (Combined)	$220.2K	0.1% ($220.2K/$190.1M)	QoQ NEW(+$220.2K) YoY NEW(+$220.2K)
TRI-CONTINENTAL Corp(TYcusip895436103)	7.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$214.3K	0.1% ($214.3K/$190.1M)	QoQ -3.21% (-$7.1K) YoY -0.42% (-$909)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	428	QoQ 0.00% (-0) YoY NEW(+428)	All Managers (Combined)	$207.2K	0.1% ($207.2K/$190.1M)	QoQ -9.07% (-$20.7K) YoY NEW(+$207.2K)
(cusip878742204)✕	5.5K	QoQ 0.00% (-0) YoY -50.67% (-5.7K)	All Managers (Combined)	$200.4K	0.1% ($200.4K/$190.1M)	QoQ -10.11% (-$22.6K) YoY -60.74% (-$310.1K)