$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TRs&p 500 grwt etf | $2,552,000 | +4.9% | 15,691 | 0.0% | 0.96% | +1.1% | |
| IJK | ISHARES TRs&p mc 400gr etf | $878,000 | +2.9% | 3,908 | 0.0% | 0.33% | -0.9% | |
| IUSG | ISHARES TRcore s&p us gwt | $814,000 | +4.8% | 14,231 | 0.0% | 0.30% | +0.7% | |
| GUNR | FLEXSHARES TRmornstar upstr | $508,000 | +3.9% | 15,000 | 0.0% | 0.19% | +0.5% | |
| IGM | ISHARES TRn amer tech etf | $436,000 | +7.7% | 2,259 | 0.0% | 0.16% | +3.8% | |
| CABO | CABLE ONE INC | $319,000 | +6.7% | 435 | 0.0% | 0.12% | +3.4% | |
| MSEX | MIDDLESEX WATER CO | $295,000 | +14.8% | 7,000 | 0.0% | 0.11% | +11.0% | |
| GHC | GRAHAM HLDGS CO | $255,000 | -2.7% | 435 | 0.0% | 0.10% | -5.9% | |
| IWD | ISHARES TRrus 1000 val etf | $247,000 | +1.2% | 2,035 | 0.0% | 0.09% | -2.1% |
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.