FF

Family Firm, Inc.

13F
Family Firm, Inc.
Last update 2024-10-17 211 Stocks (0 new)
Value $457.00 Mil Turnover 3 %
Countries:
Top Holdings: IWV(14.41%)VEA(7.47%)BND(5.11%)IVV(3.19%)STIP(3.14%)
Portfolio Report
Summary Stock Picks Current Portfolio
Family Firm, Inc. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWV 		iShares Russell 3000 ETF
898,345
65814.080
+4.91%
14.410
+0.67%
1.960
+6.85%
+20.46%
15151.744
 
VEA 		Vanguard FTSE Developed Markets ETF
770,698
34126.970
+0.07%
7.470
+0.01%
0.030
+1.50%
+5.78%
134382.670
 
BND 		Vanguard Total Bond Market ETF
623,067
23348.280
+0.65%
5.110
+0.03%
0.040
+1.13%
-0.33%
110744.683
 
IVV 		iShares Core S&P 500 ETF
196,178
14579.020
+6.29%
3.190
+0.19%
0.020
+6.95%
+21.86%
533929.080
 
STIP 		iShares 0-5 Year TIPS Bond ETF
141,604
14347.350
-0.90%
3.140
-0.03%
0.180
+1.36%
+2.23%
7811.294
 
IGE 		iShares North American Natural Resources ETF
495,443
13220.190
+2.90%
2.890
+0.08%
4.310
+1.83%
+10.58%
517.816
 
VTHR 		Vanguard Russell 3000 Index Fund
39,545
10031.500
+0.36%
2.200
+0.01%
0.410
+7.10%
+20.49%
2474.135
 
TIP 		iShares TIPS Bond ETF
186,407
9645.400
-9.13%
2.110
-0.19%
0.110
+1.65%
+1.00%
18042.870
 
SCHB 		Schwab U.S. Broad Market ETF
421,350
9486.010
+3.16%
2.080
+0.06%
0.090
+6.83%
+20.53%
31643.488
 
AAPL 		Apple Inc
38,260
8914.580
+2.39%
1.950
+0.05%
0.000
+5.63%
+20.21%
3505617.866
Hardware

Family Firm, Inc.'s Historical Top Holdings Breakdowns

Family Firm, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWV 		iShares Russell 3000 ETF2024-09-30Add
+0.67%
●
294.75 ($314.76) 326.73
$329.74
4.76%
Add 4.91%
898,345
42,009
AVGO 		Broadcom Inc2024-09-30Add
+0.61%
●
136.27 ($160.32) 178.09
$171.35
6.88%
Add 239.69%
22,657
15,987
BRK.B 		Berkshire Hathaway Inc2024-09-30Reduce
-0.23%
●
405.19 ($442.18) 478.57
$457.77
3.53%
Reduce -93.59%
2,680
-39,144
IGOV 		iShares S&P/Citigroup International Treasury Bond2024-09-30Reduce
-0.20%
●
38.52 ($40.66) 42.09
$40.33
-0.81%
Reduce -14.62%
165,656
-28,374
TIP 		iShares TIPS Bond ETF2024-09-30Reduce
-0.19%
●
105.92 ($108.65) 110.83
$108.56
-0.08%
Reduce -9.13%
186,407
-18,730
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.19%
●
520.18 ($556.01) 576.82
$582.03
4.68%
Add 6.29%
196,178
11,610
QCOM 		Qualcomm Inc2024-09-30Add
+0.15%
●
156.12 ($176.57) 209.64
$168.10
-4.80%
Add 611.89%
4,670
4,014
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+0.13%
●
92.67 ($96.67) 99.14
$95.10
-1.62%
Add 26.5%
28,436
5,957
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.10%
●
70.09 ($74.86) 78.74
$74.65
-0.28%
Add 142.84%
9,779
5,752
IGE 		iShares North American Natural Resources ETF2024-09-30Add
+0.08%
●
42.07 ($44.06) 45.59
$45.03
2.20%
Add 2.9%
495,443
13,972

Family Firm, Inc. Total Holding History ($B)

To

Family Firm, Inc.'s Asset Allocation

To

Family Firm, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Family Firm, Inc.'s Hypothetical Growth since 2024-09-30

Family Firm, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Family Firm, Inc.'s Holdings Heat Map

Size field:

Family Firm, Inc.'s Holdings Bubble Chart

Family Firm, Inc. News

  • 1

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