Family Firm, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationbethesda, MD
- CIK0001602603
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
214 | $447.73 M | IWV, VEA, BND, STIP | 13F-HR | May 1, 2025 | 000160260325000002 | ||
212 | $449.63 M | IWV, VEA, BND, STIP | 13F-HR | Feb 10, 2025 | 000160260325000001 | ||
211 | $456.78 M | IWV, VEA, BND, IVV | 13F-HR | Oct 17, 2024 | 000160260324000004 | ||
892 | $448.48 M | IWV, VEA, BND, STIP | 13F-HR | Jul 24, 2024 | 000180308424000006 | ||
196 | $410.45 M | IWV, VEA, BND, STIP | 13F-HR | May 1, 2024 | 000160260324000002 | ||
188 | $387.66 M | IWV, VEA, BND, STIP | 13F-HR | Feb 5, 2024 | 000160260324000001 | ||
174 | $356.16 M | IWV, VEA, BND, STIP | 13F-HR | Oct 19, 2023 | 000160260323000004 | ||
184 | $378.33 M | IWV, VEA, BND, STIP | 13F-HR | Aug 8, 2023 | 000160260323000003 | ||
180 | $361.02 M | IWV, VEA, BND, STIP | 13F-HR | May 1, 2023 | 000160260323000002 | ||
178 | $342.03 M | IWV, VEA, BND, STIP | 13F-HR | Feb 7, 2023 | 000160260323000001 | ||
169 | $312.80 M | IWV, BND, VEA, STIP | RESTATEMENT | Nov 15, 2022 | 000160260322000005 | ||
177 | $339.39 M | IWV, BND, VEA, IVV | RESTATEMENT | Dec 1, 2022 | 000160260322000007 | ||
174 | $381.55 M | IWV, VEA, BND, IVV | RESTATEMENT | Nov 30, 2022 | 000160260322000006 | ||
180 | $386.54 M | IWV, VEA, BND, IVV | 13F-HR | Feb 2, 2022 | 000108514622000446 | ||
178 | $380.37 M | IWV, VEA, BND, IVV | 13F-HR | Oct 22, 2021 | 000108514621002883 | ||
174 | $367.34 M | IWV, VEA, BND, IVV | 13F-HR | Jul 21, 2021 | 000108514621002038 | ||
171 | $346.48 M | IWV, VEA, BND, IVV | 13F-HR | May 6, 2021 | 000108514621001453 | ||
166 | $335.52 M | IWV, VEA, BND, IVV | 13F-HR | Jan 20, 2021 | 000108514621000189 | ||
141 | $279.11 M | IWV, BND, VEA, IVV | 13F-HR | Nov 4, 2020 | 000108514620002741 | ||
139 | $267.19 M | IWV, BND, VEA, IVV | 13F-HR | Aug 10, 2020 | 000108514620002077 | ||
129 | $234.99 M | IWV, BND, VEA, STIP | 13F-HR | Apr 29, 2020 | 000108514620001259 | ||
147 | $295.44 M | IWV, VEA, BND, IVV | 13F-HR | Feb 4, 2020 | 000108514620000371 | ||
140 | $281.57 M | IUSV, VEA, BND, STIP | 13F-HR | Nov 12, 2019 | 000108514619002847 | ||
141 | $283.04 M | IUSV, VEA, BND, STIP | 13F-HR | Aug 6, 2019 | 000108514619002101 | ||
138 | $274.99 M | IUSV, VEA, BND, STIP | 13F-HR | May 6, 2019 | 000108514619001372 | ||
132 | $250.17 M | IUSV, VEA, BND, STIP | 13F-HR | Feb 5, 2019 | 000108514619000316 | ||
138 | $275.99 M | IUSV, VEA, BND, STIP | 13F-HR | Oct 31, 2018 | 000108514618002452 | ||
134 | $266.54 M | IUSV, VEA, BND, STIP | 13F-HR | Aug 3, 2018 | 000108514618001830 | ||
133 | $256.84 M | IUSV, VEA, BND, TIP | 13F-HR | Apr 26, 2018 | 000108514618001158 | ||
128 | $251.98 M | IUSV, VEA, BND, IVV | 13F-HR | Feb 7, 2018 | 000108514618000377 | ||
124 | $239.67 M | IUSV, VEA, BND, IVV | 13F-HR | Nov 7, 2017 | 000108514617002229 | ||
118 | $226.67 M | IUSV, VEA, BND, IVV | 13F-HR | Aug 8, 2017 | 000108514617001669 | ||
105 | $209.85 M | IUSV, VEA, BND, IVV | 13F-HR | May 3, 2017 | 000121465917002957 | ||
110 | $212.23 M | IUSV, VEA, BND, IVV | 13F-HR | Jan 27, 2017 | 000160260317000001 | ||
113 | $210.52 M | IUSV, VEA, BND, IGE | 13F-HR | Nov 8, 2016 | 000160260316000013 | ||
112 | $201.33 M | IUSV, VEA, BND, AGG | 13F-HR | Aug 19, 2016 | 000160260316000012 | ||
110 | $197.09 M | IUSV, VEA, BND, TIP | 13F-HR | May 31, 2016 | 000160260316000011 | ||
100 | $188.49 M | IUSV, VEA, BND, AGG | 13F-HR | Feb 17, 2016 | 000160260316000010 | ||
104 | $184.48 M | IUSV, VEA, BND, AGG | 13F-HR | Nov 13, 2015 | 000160260315000009 | ||
110 | $194.36 M | IUSV, VEA, BND, AGG | 13F-HR | Aug 5, 2015 | 000160260315000007 | ||
110 | $196.43 M | IUSV, VEA, BND, AGG | 13F-HR | Apr 30, 2015 | 000160260315000006 | ||
110 | $192.20 M | IUSV, VEA, BND, AGG | RESTATEMENT | Feb 10, 2015 | 000160260315000005 |