Family Asset Management, LLC
Q3 2024 13F Holdings
- Locationcharleston, SC
- Num holdings
209
- Value ($000)
$166,247
- Date Filed10/30/2024
- Form type13F-HR
- CIK0001961278
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $19.45M | 12 % | 186,741 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $10.31M | 6 % | 57,477 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $9.51M | 6 % | 121,874 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $6.94M | 4 % | 72,498 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $6.57M | 4 % | 104,752 | ||
APPLE INC | COM | 037833100 | $4.92M | 3 % | 21,111 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $4.54M | 3 % | 54,310 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $3.95M | 2 % | 34,943 | ||
ISHARES TR | MBS ETF | 464288588 | $3.82M | 2 % | 39,823 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $3.73M | 2 % | 73,467 |
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