Family Firm, Inc.
Q1 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
214
- Value ($000)
$447,731
- Date Filed05/01/2025
- Form type13F-HR
- CIK0001602603
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWV ISHARES RUSSELL 3000 ETF | ETF | 464287689 | $61.58M | 14 % | 193,861 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $34.19M | 8 % | 672,555 | ||
BND VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | $23.20M | 5 % | 315,928 | ||
STIP ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 | $15.20M | 3 % | 146,868 | ||
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | ETF | 464287374 | $13.93M | 3 % | 306,353 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $13.75M | 3 % | 24,464 | ||
VTHR VANGUARD RUSSELL 3000 ETF | ETF | 92206C599 | $9.94M | 2 % | 40,269 | ||
TIP ISHARES TIPS BOND ETF | ETF | 464287176 | $9.86M | 2 % | 88,717 | ||
SCHB SCHWAB U.S. BROAD MARKET ETF | ETF | 808524102 | $9.24M | 2 % | 429,129 | ||
FLTR VANECK IG FLOATING RATE ETF | ETF | 92189F486 | $8.12M | 2 % | 317,672 |
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