Family Firm, Inc.

Q4 2024 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    212

  • Value ($000)

    $449,628

  • Date Filed
    02/10/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWV
IWV

ISHARES RUSSELL 3000 ETF

ETF
464287689
$65.77M
15 %

196,757

VEA
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$32.18M
7 %

702,230

BND
BND

VANGUARD TOTAL BOND MARKET ETF

ETF
921937835
$22.95M
5 %

614,985

STIP
STIP

ISHARES 0-5 YEAR TIPS BOND ETF

ETF
46429B747
$14.47M
3 %

143,879

IVV
IVV

ISHARES CORE S&P 500 ETF

ETF
464287200
$14.35M
3 %

24,382

IGE
IGE

ISHARES NORTH AMERICAN NATURAL RESOURCES ETF

ETF
464287374
$12.71M
3 %

492,799

VTHR
VTHR

VANGUARD RUSSELL 3000 ETF

ETF
92206C599
$10.43M
2 %

40,137

SCHB
SCHB

SCHWAB U.S. BROAD MARKET ETF

ETF
808524102
$9.69M
2 %

697,327

TIP
TIP

ISHARES TIPS BOND ETF

ETF
464287176
$9.41M
2 %

187,377

AAPL
AAPL

APPLE INC COM

STOCK
037833100
$9.00M
2 %

35,947

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