Family Asset Management, LLC
13F Portfolio Filings
- Most recent 13FQ3 2024
- Locationcharleston, SC
- CIK0001961278
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
209 | $166.25M | SCHG, QUAL, IEFA, IVW | 13F-HR | Oct 30, 2024 | 000139834424019645 | ||
210 | $155.43M | SCHG, IEFA, QUAL, IVW | 13F-HR | Aug 1, 2024 | 000139834424013482 | ||
191 | $160.20M | SCHG, IEFA, JPIE, QUAL | 13F-HR | May 14, 2024 | 000139834424009447 | ||
186 | $149.90M | SCHG, IEFA, JPIE, QUAL | 13F-HR | Feb 6, 2024 | 000139834424002198 | ||
182 | $135.58M | SCHG, JPIE, IEFA, QUAL | 13F-HR | Nov 2, 2023 | 000139834423020065 | ||
186 | $148.05M | SCHG, JPIE, IEFA, IVW | 13F-HR | Jul 27, 2023 | 000139834423013641 | ||
178 | $136.83M | SCHG, JPST, IEFA, FEZ | 13F-HR | May 3, 2023 | 000139834423008667 | ||
164 | $120.40M | JPST, SCHG, VANGUARD SCOTTSDALE FDS, IVW | 13F-HR | Jan 18, 2023 | 000139834423000709 |