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CIK: 0001602603
Total reported value
$414.9M
$414.9M
214 檔
35.7%
As reported in its official Q1 2025 Form 13F filing, Family Firm, Inc.'s tracked investment portfolio stood at $414.9M with 214 total positions.
In Q1 2025, Family Firm, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IWV, VEA, BND) accounted for 35.7% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 13.75% | — | -1.47% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.64% | — | -4.23% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.18% | — | -48.63% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.39% | — | +2.08% | |
| 5 | IGE | Ishares North American Natur | ETF-Other | 3.11% | — | -37.83% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | — | +0.34% | |
| 7 | VTHR | Vanguard Russell 3000 | ETF-Other | 2.22% | — | +0.33% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.20% | — | -52.65% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.06% | — | -38.46% | |
| 10 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.81% | — | -23.55% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.78% | — | +0.02% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.59% | — | -57.70% | |
| 13 | IGOV | Ishares International Treasu | ETF-Other | 1.51% | — | +1.55% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.39% | — | -76.97% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.32% | — | -58.21% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | — | -9.74% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.27% | — | +0.15% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.24% | — | +2.27% | |
| 19 | WIP | State Street Spdr Ftse Inter | ETF-Other | 1.17% | — | -58.35% | |
| 20 | IXC | Ishares Global Energy ETF | ETF-Other | 1.10% | — | -0.07% | |
| 21 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.09% | — | +1.65% | |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.09% | — | -33.17% | |
| 23 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.02% | — | +0.17% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | — | -4.65% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.99% | — | -43.56% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | — | +0.33% | |
| 27 | VDE | Vanguard Energy ETF | ETF-Other | 0.83% | — | -0.95% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.75% | — | +7.87% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.75% | — | +0.06% | |
| 30 | AFL | Aflac Inc | Stock-Financials | 0.74% | — | +0.01% | |
| 31 | IEV | Ishares Europe ETF | ETF-Other | 0.74% | — | -0.34% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | — | -0.31% | |
| 33 | EHC | Encompass Health CORP | Stock-Healthcare | 0.73% | — | — | |
| 34 | EMF | Templeton Emerging Markets | Stock-Other | 0.63% | — | -18.51% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.63% | — | -4.59% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.61% | — | +0.92% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.57% | — | -1.09% | |
| 38 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.56% | — | -0.42% | |
| 39 | BHK | Blackrock Core Bond Trust | Stock-Other | 0.56% | — | +5.27% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | — | +7.00% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.53% | — | -0.02% | |
| 42 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.53% | — | -1.62% | |
| 43 | IFGL | Ishares International Develo | ETF-Other | 0.50% | — | -22.91% | |
| 44 | IDU | Ishares US Utilities ETF | ETF-Other | 0.50% | — | -2.35% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.49% | — | -67.70% | |
| 46 | FAX | Abrdn Asia-pacific Income | Stock-Other | 0.47% | — | +5.00% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.47% | — | +1.24% | |
| 48 | RMT | Royce Micro-cap Trust Inc | Stock-Other | 0.46% | — | -3.01% | |
| 49 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.45% | — | +1.55% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | — | +0.01% |
According to official SEC Form 13F filings, Family Firm, Inc. reported a total U.S. public equity portfolio value of $414.9M across 214 disclosed positions in Q1 2025.
During Q1 2025, Family Firm, Inc.'s top holdings by market value included IWV (13.8%)、VEA (7.6%)、BND (5.2%). The largest single position, IWV, represented 13.8% of total portfolio value.
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Top New Position Initiated
IWV
市值: $61.6M
In Q1 2025, Family Firm, Inc. made 50 total portfolio adjustments, initiating 50 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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