$257 Million is the total value of Family Firm, Inc.'s 133 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IFGL | New | ISHARES TRintl dev re etf | $1,773,000 | – | 59,650 | +100.0% | 0.69% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $647,000 | – | 5,307 | +100.0% | 0.25% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $588,000 | – | 4,320 | +100.0% | 0.23% | – |
| IXG | New | ISHARES TRglobal finls etf | $374,000 | – | 5,409 | +100.0% | 0.15% | – |
| IYE | New | ISHARES TRu.s. energy etf | $265,000 | – | 7,163 | +100.0% | 0.10% | – |
| IYK | New | ISHARES TRu.s. cnsm gd etf | $247,000 | – | 2,080 | +100.0% | 0.10% | – |
| IEZ | New | ISHARES TRus oil eq&sv etf | $244,000 | – | 7,517 | +100.0% | 0.10% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $244,000 | – | 2,035 | +100.0% | 0.10% | – |
| ITB | New | ISHARES TRus home cons etf | $226,000 | – | 5,726 | +100.0% | 0.09% | – |
| ILF | New | ISHARES TRlatn amer 40 etf | $221,000 | – | 5,879 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 36 | Q3 2023 | 9.3% |
| VANGUARD TOTAL BOND MARKET ETF | 36 | Q3 2023 | 8.6% |
| ISHARES TR | 36 | Q3 2023 | 5.0% |
| ISHARES TR | 36 | Q3 2023 | 5.1% |
| ISHARES TR | 36 | Q3 2023 | 4.1% |
| ISHARES TR | 36 | Q3 2023 | 4.4% |
| ISHARES TR | 36 | Q3 2023 | 5.4% |
| ISHARES TR | 36 | Q3 2023 | 2.1% |
| SPDR SER TR | 36 | Q3 2023 | 2.1% |
| ISHARES TR | 36 | Q3 2023 | 2.0% |
View Family Firm, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-11-10 |
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.