FF
| |
Family Firm, Inc.13F | |
Family Firm, Inc. | |
Last update 2024-10-17 | 211 Stocks (0 new) |
Value $457.00 Mil | Turnover 3 % |
Portfolio Report |
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 ETF | 2024-09-30 | Add | +0.67% | 294.75 ($314.76) 326.73 | $329.74 | 4.76% | Add 4.91% | 898,345 | 42,009 | |
AVGO | Broadcom Inc | 2024-09-30 | Add | +0.61% | 136.27 ($160.32) 178.09 | $171.35 | 6.88% | Add 239.69% | 22,657 | 15,987 | |
BRK.B | Berkshire Hathaway Inc | 2024-09-30 | Reduce | -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 Bond | 2024-09-30 | Reduce | -0.20% | 38.52 ($40.66) 42.09 | $40.33 | -0.81% | Reduce -14.62% | 165,656 | -28,374 | |
TIP | iShares TIPS Bond ETF | 2024-09-30 | Reduce | -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 ETF | 2024-09-30 | Add | +0.19% | 520.18 ($556.01) 576.82 | $582.03 | 4.68% | Add 6.29% | 196,178 | 11,610 | |
QCOM | Qualcomm Inc | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +0.13% | 92.67 ($96.67) 99.14 | $95.10 | -1.62% | Add 26.5% | 28,436 | 5,957 | |
IEFA | iShares Core MSCI EAFE ETF | 2024-09-30 | Add | +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 ETF | 2024-09-30 | Add | +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)
Family Firm, Inc.'s Asset Allocation
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