Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Independent Family Office, Llc > Profile

Instuitional Investor - Independent Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Independent Family Office, Llc
Portfolio Value $248,940,932
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 46,203 $34,503,014 13.86%
2.
Ishares Trust
 IAU 375,916 $28,385,417 11.4%
3.
Ishares Trust
 IEF 86,163 $20,888,496 8.39%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 27,796 $19,090,571 7.67%
5.
Ptc Inc.
 PTC 111,808 $12,702,507 5.1%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.