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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 $236,338,047
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 46,220 $30,790,840 13.03%
2.
Ishares Trust
 IAU 392,114 $28,534,136 12.07%
3.
Ptc Inc.
 PTC 121,934 $24,755,041 10.47%
4.
Ishares Trust
 IEF 86,911 $17,694,210 7.49%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 23,655 $14,485,849 6.13%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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