# EDGAR Filing Document

**Accession Number:** 0001756485
**File Stem:** 0001845250-23-000002
**Filing Date:** 2023-2
**Character Count:** 10442
**Document Hash:** e903053608e7616c077a16f66f3ba8ae
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001845250-23-000002.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001845250-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Independent Family Office, LLC
- **CENTRAL INDEX KEY:** 0001756485
- **IRS NUMBER:** 202160539
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19927
- **FILM NUMBER:** 23606969

**BUSINESS ADDRESS:**
- **STREET 1:** 677 BROADWAY, 7TH FLOOR
- **CITY:** ALBANY
- **STATE:** NY
- **ZIP:** 12207
- **BUSINESS PHONE:** (518) 452-8050

**MAIL ADDRESS:**
- **STREET 1:** 677 BROADWAY, 7TH FLOOR
- **CITY:** ALBANY
- **STATE:** NY
- **ZIP:** 12207

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Independent Family Office LLC<br>**Address:** 677 BROADWAY 7TH FLOOR<br>ALBANY, NY 12207

**Form 13F File Number:** 028-19927

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** W. MICHAEL REICKERT<br>**Title:** MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER<br>**Phone:** (518) 452-8050

**Signature, Place, and Date of Signing:**

W. MICHAEL REICKERT  ALBANY, NY  02-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 68

**Form 13F Information Table Value Total:** $166451698

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| PTC INC | COM | 69370C100 |  | 24613602 | 205045 | SH |  | SOLE |  | 0 | 0 | 205045 |
| SPDR S 500 ETF | TR UNIT | 78462F103 |  | 17278234 | 45180 | SH |  | SOLE |  | 0 | 0 | 45180 |
| ISHARES GOLD TRUST | ISHARES NEW | 464285204 |  | 15029390 | 434501 | SH |  | SOLE |  | 0 | 0 | 434501 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 13057672 | 86104 | SH |  | SOLE |  | 0 | 0 | 86104 |
| TOAST INC | CL A | 888787108 |  | 7573682 | 420060 | SH |  | SOLE |  | 0 | 0 | 420060 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 7328700 | 42032 | SH |  | SOLE |  | 0 | 0 | 42032 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 7003418 | 41284 | SH |  | SOLE |  | 0 | 0 | 41284 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 5301909 | 38234 | SH |  | SOLE |  | 0 | 0 | 38234 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 5265267 | 49467 | SH |  | SOLE |  | 0 | 0 | 49467 |
| SSGA ACTIVE ETF TR | MULT ASS RLRTN | 78467V103 |  | 4081841 | 148215 | SH |  | SOLE |  | 0 | 0 | 148215 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 3782006 | 50772 | SH |  | SOLE |  | 0 | 0 | 50772 |
| ISHARES TR | ISHARES TR FLTG RATE NT ETF | 46429B655 |  | 3757688 | 74661 | SH |  | SOLE |  | 0 | 0 | 74661 |
| VANGUARD DIVIDEND APPRECIATION | DIV APP ETF | 921908844 |  | 3647741 | 24022 | SH |  | SOLE |  | 0 | 0 | 24022 |
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 |  | 2987751 | 61489 | SH |  | SOLE |  | 0 | 0 | 61489 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 2582550 | 31817 | SH |  | SOLE |  | 0 | 0 | 31817 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2444975 | 6959 | SH |  | SOLE |  | 0 | 0 | 6959 |
| ISHARES TR | GL TIMB FORE ETF | 464288174 |  | 2071193 | 28470 | SH |  | SOLE |  | 0 | 0 | 28470 |
| ISHARES TR | BARCLAYS 7 10 YR | 464287440 |  | 1961383 | 20478 | SH |  | SOLE |  | 0 | 0 | 20478 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1942981 | 51266 | SH |  | SOLE |  | 0 | 0 | 51266 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 1744376 | 7350 | SH |  | SOLE |  | 0 | 0 | 7350 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1736326 | 3153 | SH |  | SOLE |  | 0 | 0 | 3153 |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 |  | 1659271 | 57895 | SH |  | SOLE |  | 0 | 0 | 57895 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 1624360 | 15407 | SH |  | SOLE |  | 0 | 0 | 15407 |
| VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 |  | 1480645 | 7729 | SH |  | SOLE |  | 0 | 0 | 7729 |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 |  | 1472643 | 35088 | SH |  | SOLE |  | 0 | 0 | 35088 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 1446047 | 17176 | SH |  | SOLE |  | 0 | 0 | 17176 |
| BERKSHIRE HATHAWAY A(HLDG CO) | CL A | 084670108 |  | 1406133 | 3 | SH |  | SOLE |  | 0 | 0 | 3 |
| ISHARES TR | US OIL GS EX ETF | 464288851 |  | 1328641 | 14308 | SH |  | SOLE |  | 0 | 0 | 14308 |
| GOLUB CAP BDC INC COM | COM | 38173M102 |  | 1256780 | 95500 | SH |  | SOLE |  | 0 | 0 | 95500 |
| MICROSOFT CORP | COM | 594918104 |  | 1020194 | 4254 | SH |  | SOLE |  | 0 | 0 | 4254 |
| SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 |  | 964313 | 68391 | SH |  | SOLE |  | 0 | 0 | 68391 |
| BERKSHIRE HATHAWAY CL-B NEW | CL B NEW | 084670702 |  | 943690 | 3055 | SH |  | SOLE |  | 0 | 0 | 3055 |
| VANGUARD WORLD FDS | UTILITIES ETF | 92204A876 |  | 937950 | 6116 | SH |  | SOLE |  | 0 | 0 | 6116 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 920405 | 10080 | SH |  | SOLE |  | 0 | 0 | 10080 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 911593 | 17534 | SH |  | SOLE |  | 0 | 0 | 17534 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 876608 | 40659 | SH |  | SOLE |  | 0 | 0 | 40659 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 |  | 844135 | 9866 | SH |  | SOLE |  | 0 | 0 | 9866 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 815831 | 15774 | SH |  | SOLE |  | 0 | 0 | 15774 |
| APPLE INC | COM | 037833100 |  | 709418 | 5460 | SH |  | SOLE |  | 0 | 0 | 5460 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 692821 | 3922 | SH |  | SOLE |  | 0 | 0 | 3922 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 |  | 654995 | 13294 | SH |  | SOLE |  | 0 | 0 | 13294 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 605025 | 8037 | SH |  | SOLE |  | 0 | 0 | 8037 |
| ALPHABET INC CL C | CAP STK CL C | 02079K107 |  | 571421 | 6440 | SH |  | SOLE |  | 0 | 0 | 6440 |
| INVESCO QQQ TRUST SERIES 1 | UNIT SER 1 | 46090E103 |  | 541880 | 2035 | SH |  | SOLE |  | 0 | 0 | 2035 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 458890 | 3422 | SH |  | SOLE |  | 0 | 0 | 3422 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 438075 | 14349 | SH |  | SOLE |  | 0 | 0 | 14349 |
| CISCO SYS INC | COM | 17275R102 |  | 424425 | 8909 | SH |  | SOLE |  | 0 | 0 | 8909 |
| TECK RESOURCES LTD | CL B | 878742204 |  | 421693 | 11150 | SH |  | SOLE |  | 0 | 0 | 11150 |
| KASPIEN HOLDINGS INC | COM NEW | 485837108 |  | 397665 | 716514 | SH |  | SOLE |  | 0 | 0 | 716514 |
| ISHARES INC | MSCI CDA ETF | 464286509 |  | 384316 | 11742 | SH |  | SOLE |  | 0 | 0 | 11742 |
| PACER FDS TR | GLOBL CASH ETF | 69374H709 |  | 366438 | 11545 | SH |  | SOLE |  | 0 | 0 | 11545 |
| WALMART INC | COM | 931142103 |  | 360147 | 2540 | SH |  | SOLE |  | 0 | 0 | 2540 |
| SPROTT PHYSICAL GOLD | TR UNIT | 85208R101 |  | 357793 | 19955 | SH |  | SOLE |  | 0 | 0 | 19955 |
| T-MOBILE US INC COM | COM | 872590104 |  | 350000 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| LIBERTY LATIN AMERICA LTD | CL A | G9001E102 |  | 348224 | 45819 | SH |  | SOLE |  | 0 | 0 | 45819 |
| ISHARES US MEDICAL DEV ETF | U.S. MED DVC ETF | 464288810 |  | 315420 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| PEPSICO INC NC | COM | 713448108 |  | 305677 | 1692 | SH |  | SOLE |  | 0 | 0 | 1692 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 294074 | 3032 | SH |  | SOLE |  | 0 | 0 | 3032 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 285453 | 1932 | SH |  | SOLE |  | 0 | 0 | 1932 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 280001 | 1271 | SH |  | SOLE |  | 0 | 0 | 1271 |
| NEWMONT CORP | COM | 651639106 |  | 278763 | 5906 | SH |  | SOLE |  | 0 | 0 | 5906 |
| COSTCO WHOLESALE CORP NEW | COM | 22160K105 |  | 260205 | 570 | SH |  | SOLE |  | 0 | 0 | 570 |
| AUTOMATIC DATA PROCESSING INC | COM | 053015103 |  | 252714 | 1058 | SH |  | SOLE |  | 0 | 0 | 1058 |
| RPM INTL INC | COM | 749685103 |  | 242358 | 2487 | SH |  | SOLE |  | 0 | 0 | 2487 |
| BK OF AMERICA CORP COM | COM | 060505104 |  | 239093 | 7219 | SH |  | SOLE |  | 0 | 0 | 7219 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 223720 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| OLO INC | CLA | 68134L109 |  | 206638 | 33062 | SH |  | SOLE |  | 0 | 0 | 33062 |
| NEW GOLD INC CDA | COM | 644535106 |  | 82432 | 84114 | SH |  | SOLE |  | 0 | 0 | 84114 |

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