$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IXJ | ISHARES TRglob hlthcre etf | $798,000 | -1.1% | 7,171 | 0.0% | 0.31% | -2.8% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $633,000 | -0.8% | 8,591 | 0.0% | 0.25% | -2.8% | |
| UNP | UNION PAC CORP | $579,000 | +0.2% | 4,309 | 0.0% | 0.22% | -1.7% | |
| EFV | ISHARES TReafe value etf | $521,000 | -1.1% | 9,542 | 0.0% | 0.20% | -2.9% | |
| GUNR | FLEXSHARES TRmornstar upstr | $489,000 | -2.0% | 15,000 | 0.0% | 0.19% | -4.0% | |
| NVDA | NVIDIA CORP | $456,000 | +19.7% | 1,970 | 0.0% | 0.18% | +17.9% | |
| EPP | ISHARES INCmsci pac jp etf | $398,000 | -2.7% | 8,562 | 0.0% | 0.16% | -4.3% | |
| CABO | CABLE ONE INC | $299,000 | -2.3% | 435 | 0.0% | 0.12% | -4.1% | |
| GHC | GRAHAM HLDGS CO | $262,000 | +7.8% | 435 | 0.0% | 0.10% | +6.2% | |
| MSEX | MIDDLESEX WATER CO | $257,000 | -7.9% | 7,000 | 0.0% | 0.10% | -9.9% | |
| EWA | ISHARES INCmsci aust etf | $238,000 | -5.2% | 10,822 | 0.0% | 0.09% | -7.0% | |
| INTC | INTEL CORP | $229,000 | +12.8% | 4,397 | 0.0% | 0.09% | +9.9% | |
| IGF | ISHARES TRglb infrastr etf | $214,000 | -5.3% | 5,000 | 0.0% | 0.08% | -7.8% |
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.