$339 Million is the total value of Family Firm, Inc.'s 178 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOOV | VANGUARD S&P 500 VALUE ETFetf | $3,773,000 | -11.8% | 28,397 | 0.0% | 1.11% | -0.8% | |
| CABO | CABLE ONE INC COMstock | $529,000 | -11.8% | 410 | 0.0% | 0.16% | -0.6% | |
| MAR | MARRIOTT INTL INC NEW CL Astock | $352,000 | -22.6% | 2,591 | 0.0% | 0.10% | -12.6% | |
| WLTW | WILLIS TOWERS WATSON PLC LTD SHSstock | $335,000 | -16.5% | 1,698 | 0.0% | 0.10% | -5.7% | |
| GHC | GRAHAM HLDGS CO COM CL Bstock | $247,000 | -7.1% | 435 | 0.0% | 0.07% | +4.3% | |
| GDX | VANECK GOLD MINERS ETFetf | $248,000 | -28.5% | 9,040 | 0.0% | 0.07% | -19.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-12-01
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.