INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ2 2024
- Locationfort collins, CO
- CIK0001673815
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
748 | $654.36M | IEFA, VOO, CCOR, SPY | 13F-HR | Jul 5, 2024 | 000110465924078011 | ||
736 | $627.34M | IEFA, CCOR, VOO, SPY | 13F-HR | May 8, 2024 | 000110465924058497 | ||
713 | $608.02M | CCOR, IEFA, VOO, SPY | 13F-HR | Feb 6, 2024 | 000110465924010973 | ||
713 | $611.33M | CCOR, IEFA, SPY, VOO | 13F-HR | Nov 13, 2023 | 000110465923117013 | ||
755 | $614.86M | CCOR, IEFA, VOO, VYM | 13F-HR | Aug 9, 2023 | 000110465923089103 | ||
730 | $606.93M | CCOR, IEFA, VOO, VYM | 13F-HR | May 9, 2023 | 000110465923057328 | ||
720 | $602.32M | CCOR, SPY, IEFA, VOO | 13F-HR | Feb 8, 2023 | 000110465923014516 | ||
763 | $563.91M | CCOR, VOO, SPY, IEFA | 13F-HR | Nov 7, 2022 | 000110465922115173 | ||
773 | $580.30M | CCOR, IEFA, VOO, SPY | 13F-HR | Aug 8, 2022 | 000110465922087009 | ||
803 | $638.80M | CCOR, VOO, IEFA, SPY | 13F-HR | May 11, 2022 | 000110465922058601 | ||
814 | $642.05M | CCOR, IEFA, VOO, SPY | 13F-HR | Feb 14, 2022 | 000110465922020830 | ||
931 | $625.07M | CCOR, IEFA, VOO, SPY | 13F-HR | Nov 10, 2021 | 000110465921136936 | ||
950 | $606.60M | CCOR, IEFA, VOO, VYM | 13F-HR | Aug 10, 2021 | 000110465921102692 | ||
936 | $516.57M | CCOR, IEFA, VYM, VOO | 13F-HR | May 6, 2021 | 000110465921062110 | ||
877 | $476.26M | CCOR, VYM, VOO, IWM | 13F-HR | Feb 3, 2021 | 000110465921011362 | ||
862 | $429.70M | CCOR, VYM, VOO, IVV | 13F-HR | Oct 30, 2020 | 000110465920119978 | ||
858 | $482.80M | CCOR, VYM, IVW, VOO | 13F-HR | Aug 14, 2020 | 000110465920095468 | ||
843 | $434.01M | CCOR, VYM, SPY, GQ9 | 13F-HR | May 14, 2020 | 000110465920061482 | ||
872 | $473.46M | CCOR, IWM, IVW, IVV | 13F-HR | Feb 14, 2020 | 000110465920021144 | ||
850 | $455.56M | 1773870D, IWM, IVW, IVV | 13F-HR | Nov 14, 2019 | 000110465919063829 | ||
856 | $462.71M | 1773870D, IWM, IVV, IVW | 13F-HR | Aug 14, 2019 | 000114420419039888 | ||
849 | $475.14M | 1773870D, IWM, IVV, VXF | 13F-HR | May 13, 2019 | 000114420419025568 | ||
841 | $445.99M | 1773870D, SPY, IVV, IWM | 13F-HR | Feb 14, 2019 | 000114420419007636 | ||
852 | $505.81M | 1773870D, IWM, IVV, VXF | 13F-HR | Nov 13, 2018 | 000114420418059221 | ||
848 | $480.22M | 1773870D, IWM, VXF, GQ9 | 13F-HR | Aug 13, 2018 | 000114420418043932 | ||
855 | $472.69M | 1773870D, IWM, GQ9, VXF | 13F-HR | May 14, 2018 | 000114420418027963 | ||
169 | $522.27M | 1773870D, IWM, GQ9, IYR | 13F-HR | Feb 14, 2018 | 000114420418008435 | ||
176 | $497.72M | 1773870D, IWM, GQ9, IYR | RESTATEMENT | Nov 22, 2017 | 000157104917008590 | ||
127 | $408.50M | 1773870D, IWM, GQ9, IYR | 13F-HR | Aug 14, 2017 | 000114420417042649 | ||
124 | $321.31M | IWM, GQ9, EFA, IYR | 13F-HR | May 15, 2017 | 000114420417027270 | ||
124 | $317.22M | BRK.B, GQ9, EFA, IYR | 13F-HR | Feb 9, 2017 | 000114420417006801 | ||
116 | $300.65M | BRK.B, IWM, GQ9, EFA | 13F-HR | Nov 9, 2016 | 000114420416132709 | ||
117 | $287.46M | BRK.B, IWM, GQ9, IYR | RESTATEMENT | Nov 9, 2016 | 000114420416132707 | ||
124 | $267.44M | BRK.B, IYR, IWM, EFA | 13F-HR | May 11, 2016 | 000114420416100789 | ||
123 | $267.50M | BRK.B, IYR, IWM, EFA | 13F-HR | May 11, 2016 | 000114420416100786 |