$276 Million is the total value of Family Firm, Inc.'s 138 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | ALPHABET INC | $2,047,000 | – | 1,696 | +100.0% | 0.74% | – | |
| GOOG | New | ALPHABET INCcap stk cl c | $1,826,000 | – | 1,530 | +100.0% | 0.66% | – |
| PICK | New | ISHARES INCmsci gbl etf new | $240,000 | – | 7,373 | +100.0% | 0.09% | – |
| EBS | New | EMERGENT BIOSOLUTIONS INC | $225,000 | – | 3,415 | +100.0% | 0.08% | – |
| YUM | New | YUM BRANDS INC | $220,000 | – | 2,419 | +100.0% | 0.08% | – |
| EIDO | New | ISHARES TRmsci indonia etf | $206,000 | – | 8,966 | +100.0% | 0.08% | – |
| DWDP | New | DOWDUPONT INC | $201,000 | – | 3,128 | +100.0% | 0.07% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $201,000 | – | 1,116 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-31
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.