Family Asset Management, LLC

Q3 2024 13F Holdings

  • Location
    charleston, SC
  • Num holdings

    209

  • Value ($000)

    $166,247

  • Date Filed
    10/30/2024
  • Form type
    13F-HR
  • CIK
    0001961278
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$19.45M
12 %

186,741

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$10.31M
6 %

57,477

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$9.51M
6 %

121,874

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$6.94M
4 %

72,498

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$6.57M
4 %

104,752

A
AAPL

APPLE INC

COM
037833100
$4.92M
3 %

21,111

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$4.54M
3 %

54,310

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$3.95M
2 %

34,943

M
MBB

ISHARES TR

MBS ETF
464288588
$3.82M
2 %

39,823

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$3.73M
2 %

73,467

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