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CIK: 0001602603
Total reported value
$414.9M
$414.9M
211 檔
36.7%
In Q3 2024, Family Firm, Inc.'s U.S. equity holdings reached a combined market value of $414.9M, distributed across 211 disclosed stock positions.
During Q3 2024, Family Firm, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWV, VEA, BND) accounted for 36.7% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 14.41% | — | +4.91% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.47% | — | +0.07% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.11% | — | +0.65% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.19% | — | +6.29% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.14% | — | -0.90% | |
| 6 | IGE | Ishares North American Natur | ETF-Other | 2.89% | — | +2.90% | |
| 7 | VTHR | Vanguard Russell 3000 | ETF-Other | 2.20% | — | +0.36% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.11% | — | -9.13% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.08% | — | +3.16% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.95% | — | +2.39% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.76% | — | +0.01% | |
| 12 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.71% | — | +2.87% | |
| 13 | IGOV | Ishares International Treasu | ETF-Other | 1.52% | — | -14.62% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | — | +2.35% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.39% | — | +1.01% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.26% | — | +0.68% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.20% | — | -2.79% | |
| 18 | WIP | State Street Spdr Ftse Inter | ETF-Other | 1.20% | — | +4.27% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.19% | — | +1.21% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.11% | — | +1.15% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.08% | — | +0.14% | |
| 22 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.07% | — | +0.09% | |
| 23 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.06% | — | -5.43% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.06% | — | +1.74% | |
| 25 | IXC | Ishares Global Energy ETF | ETF-Other | 1.04% | — | +3.45% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | — | +3296.85% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | — | +0.42% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.76% | — | -2.24% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.75% | — | -3.55% | |
| 30 | VDE | Vanguard Energy ETF | ETF-Other | 0.74% | — | +2.04% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 0.73% | — | +0.01% | |
| 32 | IEV | Ishares Europe ETF | ETF-Other | 0.69% | — | -4.02% | |
| 33 | EHC | Encompass Health CORP | Stock-Healthcare | 0.69% | — | — | |
| 34 | EMF | Templeton Emerging Markets | Stock-Other | 0.66% | — | +2.73% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.62% | — | +1.45% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.61% | — | +26.50% | |
| 37 | BHK | Blackrock Core Bond Trust | Stock-Other | 0.59% | — | -2.33% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.55% | — | +8.50% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.54% | — | +3.37% | |
| 40 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.54% | — | -4.34% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.54% | — | +0.96% | |
| 42 | IFGL | Ishares International Develo | ETF-Other | 0.53% | — | +1.69% | |
| 43 | RMT | Royce Micro-cap Trust Inc | Stock-Other | 0.53% | — | +13.58% | |
| 44 | IDU | Ishares US Utilities ETF | ETF-Other | 0.51% | — | -0.47% | |
| 45 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.50% | — | +0.60% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.48% | — | +1.84% | |
| 47 | FAX | Abrdn Asia-pacific Income | Stock-Other | 0.48% | — | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | — | +2.79% | |
| 49 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.46% | — | +7.20% | |
| 50 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.46% | — | +0.48% |
According to official SEC Form 13F filings, Family Firm, Inc. reported a total U.S. public equity portfolio value of $414.9M across 211 disclosed positions in Q3 2024.
During Q3 2024, Family Firm, Inc.'s top holdings by market value included IWV (14.4%)、VEA (7.5%)、BND (5.1%). The largest single position, IWV, represented 14.4% of total portfolio value.
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In Q3 2024, Family Firm, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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