Family Firm, Inc.

Q2 2025 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    87

  • Value ($000)

    $414,949

  • Date Filed
    08/08/2025
  • Form type
    13F-HR
  • CIK
    0001602603
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWV
IWV

ISHARES RUSSELL 3000 ETF

ETF
464287689
$64.73M
16 %

184,423

VEA
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$38.60M
9 %

677,075

BND
BND

VANGUARD TOTAL BOND MARKET ETF

ETF
921937835
$23.66M
6 %

321,312

STIP
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

ETF
46429B747
$15.32M
4 %

148,850

IVV
IVV

ISHARES CORE S&P 500 ETF

ETF
464287200
$15.17M
4 %

24,429

IGE
IGE

ISHARES NORTH AMERICAN NATURAL RESOURCES ETF

ETF
464287374
$14.01M
3 %

316,622

VTHR
VTHR

VANGUARD RUSSELL 3000 ETF

ETF
92206C599
$11.38M
3 %

41,713

SCHB
SCHB

SCHWAB U S BROAD MARKET ETF

ETF
808524102
$10.53M
3 %

441,861

TIP
TIP

ISHARES TIPS BOND ETF

ETF
464287176
$9.69M
2 %

88,034

FLTR
FLTR

VANECK IG FLOATING RATE ETF

ETF
92189F486
$8.12M
2 %

318,269

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