$382 Million is the total value of Family Firm, Inc.'s 175 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMD | New | ADVANCED MICRO DEVICES INC COMstock | $359,000 | – | 3,282 | +100.0% | 0.09% | – |
| AMGN | New | AMGEN INC COMstock | $299,000 | – | 1,235 | +100.0% | 0.08% | – |
| ORCL | New | ORACLE CORP COMstock | $274,000 | – | 3,318 | +100.0% | 0.07% | – |
| VUG | New | VANGUARD GROWTH ETFetf | $258,000 | – | 896 | +100.0% | 0.07% | – |
| SYY | New | SYSCO CORP COMstock | $207,000 | – | 2,540 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-11-30
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.