$336 Million is the total value of Family Firm, Inc.'s 166 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 19.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWV | Buy | ISHARES TRrussell 3000 etf | $52,899,000 | +17.8% | 233,544 | +1.8% | 15.77% | -2.0% |
VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $26,826,000 | +28.6% | 556,289 | +9.1% | 8.00% | +7.0% |
BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $23,625,000 | +12.1% | 270,468 | +13.2% | 7.04% | -6.8% |
IVV | Sell | ISHARES TRcore s&p500 etf | $11,381,000 | +8.9% | 30,179 | -2.9% | 3.39% | -9.4% |
STIP | Buy | ISHARES TR0-5 yr tips etf | $9,830,000 | +1.8% | 93,829 | +1.1% | 2.93% | -15.3% |
TIP | Buy | ISHARES TRtips bd etf | $9,685,000 | +2.7% | 76,157 | +2.2% | 2.89% | -14.5% |
IGE | Buy | ISHARES TRnorth amern nat | $7,439,000 | +44.0% | 294,763 | +13.0% | 2.22% | +19.8% |
TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $6,379,000 | +10.5% | 129,603 | +10.7% | 1.90% | -8.1% |
SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $6,288,000 | +3.5% | 68,225 | -10.6% | 1.87% | -13.9% |
VTHR | Buy | VANGUARD SCOTTSDALE FDSvng rus3000idx | $6,286,000 | +28.0% | 35,655 | +10.6% | 1.87% | +6.5% |
AGG | Sell | ISHARES TRcore us aggbd et | $6,269,000 | -3.3% | 53,469 | -2.6% | 1.87% | -19.6% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $6,093,000 | +49.3% | 68,759 | +106.2% | 1.82% | +24.2% |
FLTR | Sell | VANECK VECTORS ETF TRinvt grade fltg | $5,750,000 | 0.0% | 226,837 | -0.5% | 1.71% | -16.8% |
IGOV | Buy | ISHARES TRintl trea bd etf | $5,749,000 | +7.0% | 104,733 | +3.1% | 1.71% | -11.0% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $5,229,000 | +16.3% | 61,800 | +8.5% | 1.56% | -3.3% |
WIP | Buy | SPDR SER TRftse int gvt etf | $4,650,000 | +9.0% | 80,057 | +1.8% | 1.39% | -9.3% |
PBW | Sell | INVESCO EXCHANGE TRADED FD Twilderhil clan | $4,595,000 | +81.8% | 38,606 | -7.2% | 1.37% | +51.2% |
VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $4,027,000 | +15.0% | 31,833 | -1.0% | 1.20% | -4.4% |
EFA | Sell | ISHARES TRmsci eafe etf | $3,678,000 | +4.9% | 49,438 | -10.3% | 1.10% | -12.8% |
VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,616,000 | +31.8% | 68,877 | +8.5% | 1.08% | +9.7% |
SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $3,586,000 | +32.8% | 37,549 | -5.0% | 1.07% | +10.4% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $3,569,000 | +11.3% | 56,616 | +308.1% | 1.06% | -7.4% |
VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $3,396,000 | +25.7% | 27,581 | +7.5% | 1.01% | +4.5% |
IJR | Sell | ISHARES TRcore s&p scp etf | $3,245,000 | +32.2% | 32,591 | -6.7% | 0.97% | +10.0% |
IEV | Buy | ISHARES TReurope etf | $3,025,000 | +17.2% | 62,059 | +0.7% | 0.90% | -2.5% |
AAPL | Buy | APPLE INC | $3,009,000 | +11.6% | 23,664 | +1.6% | 0.90% | -7.1% |
GIM | Buy | TEMPLETON GLOBAL INCOME FD | $2,772,000 | +19.1% | 499,498 | +14.8% | 0.83% | -1.0% |
IXC | Sell | ISHARES TRglobal energ etf | $2,681,000 | +28.8% | 118,796 | -6.4% | 0.80% | +7.1% |
RMT | Sell | ROYCE MICRO-CAP TR INC | $2,628,000 | +31.7% | 242,240 | -6.9% | 0.78% | +9.5% |
IWB | Buy | ISHARES TRrus 1000 etf | $2,597,000 | +50.4% | 12,156 | +31.7% | 0.77% | +25.0% |
EMF | Buy | TEMPLETON EMERGING MKTS FD | $2,578,000 | +41.0% | 131,522 | +10.6% | 0.77% | +17.3% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,299,000 | +36.8% | 25,365 | +103.5% | 0.68% | +13.8% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $2,278,000 | +0.3% | 26,379 | +0.5% | 0.68% | -16.6% |
IYG | Buy | ISHARES TRu.s. fin svc etf | $2,196,000 | +30.2% | 14,157 | +2.4% | 0.66% | +8.4% |
IEF | Buy | ISHARES TRbarclays 7 10 yr | $2,155,000 | +20.1% | 18,195 | +23.5% | 0.64% | -0.2% |
IFGL | Buy | ISHARES TRintl dev re etf | $2,130,000 | +15.1% | 79,221 | +2.4% | 0.64% | -4.2% |
ICF | Buy | ISHARES TRcohen steer reit | $2,015,000 | +8.7% | 37,732 | +107.6% | 0.60% | -9.5% |
BHK | Sell | BLACKROCK CORE BD TR | $1,946,000 | -6.1% | 121,571 | -8.1% | 0.58% | -21.8% |
IBB | Buy | ISHARES TRnasdaq biotech | $1,904,000 | +22.0% | 11,771 | +2.1% | 0.57% | +1.4% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,829,000 | +38.8% | 14,886 | +99.2% | 0.54% | +15.5% |
VDE | Sell | VANGUARD WORLD FDSenergy etf | $1,758,000 | +40.3% | 29,776 | -4.2% | 0.52% | +16.7% |
IDU | Buy | ISHARES TRu.s. utilits etf | $1,722,000 | +0.3% | 22,054 | +87.6% | 0.51% | -16.6% |
IWC | Buy | ISHARES TRmicro-cap etf | $1,678,000 | +99.1% | 12,828 | +37.7% | 0.50% | +65.6% |
PICK | Buy | ISHARES INCmsci gbl etf new | $1,570,000 | +65.6% | 39,806 | +12.4% | 0.47% | +37.6% |
IWM | Buy | ISHARES TRrussell 2000 etf | $1,513,000 | +62.7% | 7,178 | +15.6% | 0.45% | +35.4% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $1,502,000 | +20.7% | 6,217 | -7.4% | 0.45% | +0.4% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $1,466,000 | +23.5% | 26,982 | +0.3% | 0.44% | +2.8% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,412,000 | +166.4% | 9,363 | +95.3% | 0.42% | +121.6% |
SCZ | Buy | ISHARES TReafe sml cp etf | $1,369,000 | +17.9% | 19,818 | +0.7% | 0.41% | -1.9% |
FAX | Buy | ABERDEEN ASIA-PACIFIC INCOME | $1,360,000 | +26.5% | 312,614 | +16.0% | 0.40% | +5.2% |
IXJ | Buy | ISHARES TRglob hlthcre etf | $1,358,000 | +11.4% | 17,338 | +2.2% | 0.40% | -7.3% |
EWC | Sell | ISHARES INCmsci cda etf | $1,340,000 | +14.6% | 42,103 | -1.3% | 0.40% | -4.8% |
FFC | Sell | FLAHERTY & CRUMRINE PFD SECS | $1,338,000 | -0.6% | 60,524 | -5.8% | 0.40% | -17.2% |
IWN | Buy | ISHARES TRrus 2000 val etf | $1,314,000 | +73.6% | 9,256 | +21.4% | 0.39% | +44.6% |
IVE | Buy | ISHARES TRs&p 500 val etf | $1,296,000 | +17.3% | 9,892 | +0.6% | 0.39% | -2.5% |
IUSG | Buy | ISHARES TRcore s&p us gwt | $1,208,000 | +14.7% | 13,745 | +4.4% | 0.36% | -4.5% |
ISHG | Sell | ISHARES TR3yrtb etf | $1,155,000 | +1.3% | 13,710 | -1.9% | 0.34% | -15.7% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,101,000 | +29.8% | 5,359 | -2.8% | 0.33% | +7.9% |
IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,079,000 | -11.6% | 14,207 | +178.6% | 0.32% | -26.3% |
IAT | Buy | ISHARES TRus regnl bks etf | $1,004,000 | +80.9% | 20,131 | +18.7% | 0.30% | +50.3% |
RING | Buy | ISHARES INCmsci gbl gold mn | $1,000,000 | +31.1% | 34,196 | +46.3% | 0.30% | +9.2% |
XME | Sell | SPDR SER TRs&p metals mng | $990,000 | +50.2% | 28,049 | -1.1% | 0.30% | +25.0% |
IGM | Sell | ISHARES TRexpnd tec sc etf | $991,000 | +6.7% | 2,876 | -4.3% | 0.30% | -11.4% |
NVDA | Buy | NVIDIA CORPORATION | $965,000 | -2.8% | 1,860 | +1.4% | 0.29% | -19.1% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $914,000 | +93.6% | 21,378 | +35.5% | 0.27% | +60.9% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $908,000 | -1.5% | 5,984 | +6.0% | 0.27% | -17.9% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $884,000 | +12.9% | 5,334 | +0.1% | 0.26% | -6.4% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $882,000 | +14.5% | 3,134 | -12.5% | 0.26% | -4.7% |
IYZ | Buy | ISHARES TR | $830,000 | +21.2% | 26,387 | +4.8% | 0.25% | +0.8% |
CABO | Sell | CABLE ONE INC | $814,000 | +0.9% | 410 | -4.2% | 0.24% | -15.9% |
MRK | Buy | MERCK & CO. INC | $814,000 | +6.1% | 9,762 | +5.5% | 0.24% | -11.6% |
EWZ | Buy | ISHARES INCmsci brazil etf | $807,000 | +41.1% | 21,872 | +5.8% | 0.24% | +17.6% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $762,000 | +34.6% | 8,081 | +15.1% | 0.23% | +11.8% |
ITB | Sell | ISHARES TRus home cons etf | $743,000 | -7.9% | 13,052 | -8.4% | 0.22% | -23.5% |
IHE | Sell | ISHARES TRu.s. pharma etf | $706,000 | +9.1% | 3,843 | -2.8% | 0.21% | -9.5% |
EWU | Buy | ISHARES TRmsci uk etf new | $687,000 | +62.8% | 22,483 | +35.8% | 0.20% | +35.8% |
MSFT | Buy | MICROSOFT CORP | $661,000 | +7.5% | 3,111 | +6.5% | 0.20% | -10.5% |
COST | Sell | COSTCO WHSL CORP NEW | $652,000 | -1.8% | 1,799 | -3.8% | 0.19% | -18.5% |
JPXN | Buy | ISHARES TRjpx nikkei 400 | $648,000 | +16.1% | 8,788 | +0.7% | 0.19% | -3.5% |
BOND | Buy | PIMCO ETF TRactive bd etf | $640,000 | +58.4% | 5,697 | +58.3% | 0.19% | +31.7% |
LRCX | Buy | LAM RESEARCH CORP | $618,000 | +66.1% | 1,128 | +0.6% | 0.18% | +38.3% |
IYK | Buy | ISHARES TRu.s. cnsm gd etf | $612,000 | +18.6% | 3,470 | +0.4% | 0.18% | -1.6% |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $598,000 | +9.7% | 2,560 | 0.0% | 0.18% | -8.7% | |
EWA | Buy | ISHARES INCmsci aust etf | $570,000 | +25.0% | 23,296 | +0.9% | 0.17% | +4.3% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $566,000 | +11.2% | 4,842 | +0.4% | 0.17% | -7.1% |
IXG | Sell | ISHARES TRglobal finls etf | $560,000 | +24.7% | 8,254 | -2.6% | 0.17% | +3.7% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $556,000 | +21.1% | 2,616 | +0.4% | 0.17% | +1.2% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $551,000 | +20.0% | 319 | +1.9% | 0.16% | 0.0% |
ILF | Sell | ISHARES TRlatn amer 40 etf | $551,000 | +15.0% | 18,604 | -18.2% | 0.16% | -4.7% |
BA | Buy | BOEING CO | $540,000 | +35.0% | 2,642 | +9.1% | 0.16% | +12.6% |
WLTW | Sell | WILLIS TOWERS WATSON PLC LTD | $530,000 | -30.0% | 2,567 | -29.2% | 0.16% | -41.7% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $529,000 | +12.3% | 1,409 | +0.2% | 0.16% | -6.5% |
MMM | Sell | 3M CO | $524,000 | -14.2% | 3,163 | -17.1% | 0.16% | -28.8% |
IXP | Sell | ISHARES TR | $522,000 | +10.8% | 7,073 | -1.0% | 0.16% | -7.7% |
IYE | Buy | ISHARES TRu.s. energy etf | $506,000 | +44.6% | 22,176 | +1.0% | 0.15% | +20.8% |
JPM | Buy | JPMORGAN CHASE & CO | $503,000 | +49.3% | 3,626 | +3.5% | 0.15% | +24.0% |
ABBV | Buy | ABBVIE INC | $484,000 | +32.6% | 4,378 | +5.0% | 0.14% | +9.9% |
JNJ | Sell | JOHNSON & JOHNSON | $479,000 | -5.0% | 2,990 | -11.8% | 0.14% | -21.0% |
PEP | Buy | PEPSICO INC | $467,000 | +11.5% | 3,301 | +9.3% | 0.14% | -7.3% |
DIS | Buy | DISNEY WALT CO | $463,000 | +69.0% | 2,693 | +22.0% | 0.14% | +40.8% |
EFV | Buy | ISHARES TReafe value etf | $449,000 | +22.3% | 9,211 | +1.4% | 0.13% | +2.3% |
AMZN | AMAZON COM INC | $425,000 | -1.4% | 137 | 0.0% | 0.13% | -17.5% | |
BAC | Sell | BK OF AMERICA CORP | $419,000 | +20.7% | 12,700 | -11.9% | 0.12% | +0.8% |
SUB | Buy | ISHARES TRshrt nat mun etf | $413,000 | +0.2% | 3,822 | +0.3% | 0.12% | -16.9% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $401,000 | +2.8% | 3,147 | -5.9% | 0.12% | -14.3% |
ABT | Buy | ABBOTT LABS | $403,000 | +7.8% | 3,622 | +5.3% | 0.12% | -10.4% |
UNP | Buy | UNION PAC CORP | $380,000 | +18.0% | 1,753 | +7.2% | 0.11% | -1.7% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $375,000 | -10.9% | 5,712 | -13.0% | 0.11% | -25.8% |
HD | Buy | HOME DEPOT INC | $368,000 | +24.3% | 1,334 | +25.4% | 0.11% | +3.8% |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $363,000 | 0.0% | 5,928 | -14.4% | 0.11% | -16.9% |
BDX | Buy | BECTON DICKINSON & CO | $363,000 | +13.8% | 1,388 | +1.3% | 0.11% | -5.3% |
D | Buy | DOMINION ENERGY INC | $357,000 | -8.0% | 4,947 | +0.7% | 0.11% | -23.7% |
VHT | New | VANGUARD WORLD FDShealth car etf | $351,000 | – | 1,512 | +100.0% | 0.10% | – |
IYM | Buy | ISHARES TRu.s. bas mtl etf | $352,000 | +21.4% | 2,951 | +0.4% | 0.10% | +1.0% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $345,000 | -9.9% | 2,690 | -14.5% | 0.10% | -24.8% |
PG | Sell | PROCTER AND GAMBLE CO | $337,000 | -8.2% | 2,504 | -5.2% | 0.10% | -23.7% |
EPP | New | ISHARES INCmsci pac jp etf | $328,000 | – | 6,671 | +100.0% | 0.10% | – |
CSCO | Buy | CISCO SYS INC | $328,000 | +26.6% | 7,213 | +9.9% | 0.10% | +5.4% |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $326,000 | +8.3% | 3,671 | -6.2% | 0.10% | -10.2% |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $327,000 | +42.8% | 2,578 | +4.2% | 0.10% | +18.3% |
GOOG | ALPHABET INCcap stk cl c | $316,000 | +18.4% | 182 | 0.0% | 0.09% | -2.1% | |
IWF | Buy | ISHARES TRrus 1000 grw etf | $315,000 | +9.8% | 1,323 | +0.1% | 0.09% | -8.7% |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $316,000 | – | 1,600 | +100.0% | 0.09% | – |
NEOG | Sell | NEOGEN CORP | $306,000 | -3.8% | 3,658 | -9.9% | 0.09% | -20.2% |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $301,000 | +29.2% | 9,733 | +0.5% | 0.09% | +8.4% |
VNO | Buy | VORNADO RLTY TRsh ben int | $300,000 | +14.5% | 7,791 | +0.1% | 0.09% | -5.3% |
EWJ | Sell | ISHARES INCmsci jpn etf new | $288,000 | -4.3% | 4,186 | -17.7% | 0.09% | -20.4% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $286,000 | +18.2% | 7,776 | +0.8% | 0.08% | -2.3% |
CI | New | CIGNA CORP NEW | $284,000 | – | 1,297 | +100.0% | 0.08% | – |
LOW | Buy | LOWES COS INC | $281,000 | +28.3% | 1,642 | +24.4% | 0.08% | +7.7% |
CVX | New | CHEVRON CORP NEW | $279,000 | – | 3,033 | +100.0% | 0.08% | – |
ACN | Buy | ACCENTURE PLC IRELAND | $272,000 | +31.4% | 1,073 | +17.0% | 0.08% | +9.5% |
JXI | Buy | ISHARES TRglob utilits etf | $273,000 | +9.2% | 4,509 | +1.3% | 0.08% | -10.0% |
VOX | Buy | VANGUARD WORLD FDS | $267,000 | +15.6% | 2,270 | +0.2% | 0.08% | -3.6% |
INTU | Buy | INTUIT | $269,000 | +30.6% | 724 | +14.6% | 0.08% | +8.1% |
ADP | New | AUTOMATIC DATA PROCESSING IN | $266,000 | – | 1,650 | +100.0% | 0.08% | – |
YUM | Buy | YUM BRANDS INC | $262,000 | +29.1% | 2,454 | +10.4% | 0.08% | +6.8% |
TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $262,000 | – | 2,450 | +100.0% | 0.08% | – |
MU | New | MICRON TECHNOLOGY INC | $257,000 | – | 3,187 | +100.0% | 0.08% | – |
PNC | New | PNC FINL SVCS GROUP INC | $257,000 | – | 1,657 | +100.0% | 0.08% | – |
JQC | Buy | NUVEEN CR STRATEGIES INCOME | $259,000 | +12.6% | 40,761 | +4.6% | 0.08% | -6.1% |
SBUX | Buy | STARBUCKS CORP | $255,000 | +19.2% | 2,495 | +0.4% | 0.08% | -1.3% |
XLNX | New | XILINX INC | $248,000 | – | 1,815 | +100.0% | 0.07% | – |
FDX | Sell | FEDEX CORP | $248,000 | -2.4% | 984 | -2.5% | 0.07% | -18.7% |
SASR | New | SANDY SPRING BANCORP INC | $247,000 | – | 6,936 | +100.0% | 0.07% | – |
GHC | New | GRAHAM HLDGS CO | $242,000 | – | 435 | +100.0% | 0.07% | – |
VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $240,000 | +19.4% | 3,886 | +1.0% | 0.07% | 0.0% |
RTX | New | RAYTHEON TECHNOLOGIES CORP | $238,000 | – | 3,434 | +100.0% | 0.07% | – |
MCK | New | MCKESSON CORP | $238,000 | – | 1,288 | +100.0% | 0.07% | – |
MLM | New | MARTIN MARIETTA MATLS INC | $236,000 | – | 777 | +100.0% | 0.07% | – |
IYJ | New | ISHARES TRus industrials | $230,000 | – | 2,361 | +100.0% | 0.07% | – |
V | Buy | VISA INC | $229,000 | +12.8% | 1,135 | +11.9% | 0.07% | -6.8% |
ODFL | New | OLD DOMINION FREIGHT LINE IN | $226,000 | – | 1,092 | +100.0% | 0.07% | – |
TTD | New | THE TRADE DESK INC | $219,000 | – | 283 | +100.0% | 0.06% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $219,000 | – | 1,014 | +100.0% | 0.06% | – |
WFC | New | WELLS FARGO CO NEW | $217,000 | – | 6,787 | +100.0% | 0.06% | – |
COP | New | CONOCOPHILLIPS | $215,000 | – | 4,756 | +100.0% | 0.06% | – |
IYH | Sell | ISHARES TRus hlthcare etf | $216,000 | +4.3% | 849 | -6.9% | 0.06% | -13.5% |
GDX | New | VANECK VECTORS ETF TRgold miners etf | $216,000 | – | 6,259 | +100.0% | 0.06% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $211,000 | – | 3,357 | +100.0% | 0.06% | – |
XLB | New | SELECT SECTOR SPDR TRsbi materials | $208,000 | – | 2,762 | +100.0% | 0.06% | – |
XOM | New | EXXON MOBIL CORP | $205,000 | – | 4,287 | +100.0% | 0.06% | – |
UNH | New | UNITEDHEALTH GROUP INC | $205,000 | – | 583 | +100.0% | 0.06% | – |
MCD | Buy | MCDONALDS CORP | $202,000 | -3.8% | 961 | +0.3% | 0.06% | -20.0% |
IEZ | Sell | ISHARES TRus oil eq&sv etf | $162,000 | +72.3% | 12,512 | -4.3% | 0.05% | +41.2% |
GE | Buy | GENERAL ELECTRIC CO | $122,000 | +82.1% | 10,766 | +0.0% | 0.04% | +50.0% |
IOO | Exit | ISHARES TRglobal 100 etf | $0 | – | -3,987 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
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 | 2024-02-05 |
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 |
13F-HR | 2022-07-29 |
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.