$267 Million is the total value of Family Firm, Inc.'s 134 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $226,000 | – | 5,663 | +100.0% | 0.08% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $207,000 | – | 842 | +100.0% | 0.08% | – |
| JXI | New | ISHARES TRglob utilits etf | $208,000 | – | 4,250 | +100.0% | 0.08% | – |
| SYY | New | SYSCO CORP | $204,000 | – | 2,981 | +100.0% | 0.08% | – |
| PSX | New | PHILLIPS 66 | $205,000 | – | 1,826 | +100.0% | 0.08% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $205,000 | – | 1,765 | +100.0% | 0.08% | – |
| SLB | New | SCHLUMBERGER LTD | $202,000 | – | 3,019 | +100.0% | 0.08% | – |
| AMGN | New | AMGEN INC | $202,000 | – | 1,094 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-03
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.