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CIK: 0001602603
Total reported value
$414.9M
$414.9M
212 檔
36.1%
According to the latest 13F quarterly dataset, Family Firm, Inc. managed an equity portfolio of $414.9M at the end of Q4 2024, spanning 212 distinct U.S. exchange-listed positions.
During Q4 2024, Family Firm, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 14.63% | — | -78.10% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.16% | — | -8.88% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.10% | — | -1.30% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.22% | — | +1.61% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.19% | — | -87.57% | |
| 6 | IGE | Ishares North American Natur | ETF-Other | 2.83% | — | -0.53% | |
| 7 | VTHR | Vanguard Russell 3000 | ETF-Other | 2.32% | — | +1.50% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.15% | — | +65.50% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.09% | — | +0.52% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.00% | — | -6.05% | |
| 11 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.81% | — | -37.56% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.79% | — | -0.36% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | — | +7.05% | |
| 14 | IGOV | Ishares International Treasu | ETF-Other | 1.44% | — | +1.90% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.32% | — | +0.46% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.24% | — | +2.86% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | — | +10.58% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.18% | — | +1.09% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | — | +0.49% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | — | -1.45% | |
| 21 | WIP | State Street Spdr Ftse Inter | ETF-Other | 1.14% | — | +1.44% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.08% | — | +0.43% | |
| 23 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.05% | — | +6.19% | |
| 24 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.02% | — | -3.69% | |
| 25 | IXC | Ishares Global Energy ETF | ETF-Other | 0.99% | — | +0.09% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.97% | — | -0.59% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | — | +2.46% | |
| 28 | VDE | Vanguard Energy ETF | ETF-Other | 0.78% | — | +4.89% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.78% | — | -0.57% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.75% | — | +1.05% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 0.69% | — | +0.01% | |
| 32 | EHC | Encompass Health CORP | Stock-Healthcare | 0.67% | — | — | |
| 33 | IEV | Ishares Europe ETF | ETF-Other | 0.66% | — | +5.82% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.64% | — | +99.91% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.64% | — | +8.65% | |
| 36 | EMF | Templeton Emerging Markets | Stock-Other | 0.59% | — | +0.30% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.57% | — | +12.23% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.55% | — | +0.44% | |
| 39 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.55% | — | -7.79% | |
| 40 | RMT | Royce Micro-cap Trust Inc | Stock-Other | 0.54% | — | -0.28% | |
| 41 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.52% | — | -0.56% | |
| 42 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.52% | — | -2.08% | |
| 43 | BHK | Blackrock Core Bond Trust | Stock-Other | 0.51% | — | -2.05% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | — | +3.25% | |
| 45 | IDU | Ishares US Utilities ETF | ETF-Other | 0.49% | — | -0.76% | |
| 46 | IFGL | Ishares International Develo | ETF-Other | 0.47% | — | +2.23% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.46% | — | +12.46% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.46% | — | -0.44% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | — | +0.55% | |
| 50 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.43% | — | -2.05% |
According to official SEC Form 13F filings, Family Firm, Inc. reported a total U.S. public equity portfolio value of $414.9M across 212 disclosed positions in Q4 2024.
During Q4 2024, Family Firm, Inc.'s top holdings by market value included IWV (14.6%)、VEA (7.2%)、BND (5.1%). The largest single position, IWV, represented 14.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IWV, VEA, BND) accounted for 36.1% of total reported equity market value during Q4 2024.
In Q4 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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