Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD TAX-MANAGED INTL FD | 39 | Q2 2024 | 9.3% |
VANGUARD TOTAL BOND MARKET ETF | 39 | Q2 2024 | 8.6% |
ISHARES TR | 39 | Q2 2024 | 5.0% |
ISHARES TR | 39 | Q2 2024 | 5.1% |
ISHARES TR | 39 | Q2 2024 | 4.1% |
ISHARES TR | 39 | Q2 2024 | 4.4% |
ISHARES TR | 39 | Q2 2024 | 5.4% |
ISHARES TR | 39 | Q2 2024 | 2.1% |
ISHARES TR | 39 | Q2 2024 | 2.0% |
SPDR SER TR | 39 | Q2 2024 | 2.1% |
View Family Firm, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-24 |
13F-HR | 2024-05-01 |
13F-HR | 2024-02-05 |
13F-HR | 2023-10-19 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-01 |
13F-HR | 2023-02-07 |
13F-HR/A | 2022-12-01 |
13F-HR/A | 2022-11-30 |
13F-HR/A | 2022-11-15 |
View Family Firm, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.