Family Firm, Inc.
CIK: 0001602603SEC EDGAR →
Portfolio Value
$414.9M
Holdings
87
As of
Q2 2025
New Positions
0
Closed Positions
127
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES RUSSELL 3000 ETF | 184,423 | $64.7M | 15.60% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | 677,075 | $38.6M | 9.30% |
| 3 | VANGUARD TOTAL BOND MARKET ETF | 321,312 | $23.7M | 5.70% |
| 4 | ISHARES 0-5 YEAR TIPS BOND ETF | 148,850 | $15.3M | 3.69% |
| 5 | ISHARES CORE S&P 500 ETF | 24,429 | $15.2M | 3.66% |
| 6 | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 316,622 | $14.0M | 3.38% |
| 7 | VANGUARD RUSSELL 3000 ETF | 41,713 | $11.4M | 2.74% |
| 8 | SCHWAB U S BROAD MARKET ETF | 441,861 | $10.5M | 2.54% |
| 9 | ISHARES TIPS BOND ETF | 88,034 | $9.7M | 2.33% |
| 10 | VANECK IG FLOATING RATE ETF | 318,269 | $8.1M | 1.96% |
Quarterly Changes
Top Buys
Closed Positions (127)
$1.7M · 6K shares
$1.5M · 8K shares
$1.5M · 4K shares
$1.5M · 2K shares
$1.4M · 8K shares
$1.3M · 9K shares
$1.1M · 5K shares
$1.1M · 5K shares
$1.0M · 5K shares
$964K · 6K shares
$944K · 5K shares
$882K · 1K shares
$842K · 3K shares
$795K · 5K shares
$770K · 1K shares
$709K · 7K shares
$701K · 6K shares
$696K · 3K shares
$684K · 10K shares
$654K · 9K shares
$642K · 4K shares
$637K · 3K shares
$624K · 4K shares
$600K · 4K shares
$594K · 7K shares
$574K · 2K shares
$574K · 7K shares
$570K · 3K shares
$555K · 6K shares
$551K · 7K shares
$536K · 874 shares
$533K · 2K shares
$532K · 5K shares
$514K · 5K shares
$503K · 3K shares
$499K · 1K shares
$490K · 877 shares
$489K · 1K shares
$486K · 8K shares
$482K · 2K shares
$475K · 4K shares
$468K · 4K shares
$468K · 3K shares
$459K · 3K shares
$457K · 2K shares
$456K · 2K shares
$455K · 3K shares
$436K · 6K shares
$433K · 3K shares
$427K · 3K shares
$424K · 9K shares
$418K · 798 shares
$418K · 435 shares
$417K · 1K shares
$416K · 4K shares
$415K · 3K shares
$408K · 2K shares
$382K · 814 shares
$381K · 1K shares
$378K · 2K shares
$366K · 1K shares
$366K · 1K shares
$362K · 2K shares
$362K · 5K shares
$361K · 4K shares
$361K · 4K shares
$351K · 5K shares
$344K · 2K shares
$340K · 4K shares
$337K · 2K shares
$335K · 2K shares
$332K · 1K shares
$329K · 1K shares
$323K · 2K shares
$321K · 7K shares
$321K · 671 shares
$318K · 5K shares
$316K · 617 shares
$314K · 2K shares
$311K · 1K shares
$302K · 2K shares
$298K · 4K shares
$297K · 2K shares
$295K · 7K shares
$293K · 2K shares
$292K · 1K shares
$290K · 2K shares
$289K · 530 shares
$287K · 13K shares
$282K · 3K shares
$278K · 7K shares
$275K · 477 shares
$274K · 4K shares
$268K · 3K shares
$266K · 4K shares
$264K · 1K shares
$264K · 3K shares
$258K · 2K shares
$258K · 3K shares
$257K · 3K shares
$253K · 581 shares
$243K · 3K shares
$239K · 2K shares
$238K · 480 shares
$236K · 834 shares
$236K · 3K shares
$235K · 505 shares
$234K · 501 shares
$232K · 878 shares
$227K · 726 shares
$221K · 457 shares
$220K · 2K shares
$219K · 2K shares
$216K · 3K shares
$214K · 488 shares
$213K · 1K shares
$212K · 3K shares
$211K · 1K shares
$210K · 3K shares
$209K · 2K shares
$208K · 3K shares
$207K · 2K shares
$204K · 2K shares
$204K · 2K shares
$202K · 3K shares
$201K · 4K shares
$200K · 643 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $372.1M | 89.7% |
| Technology | 9 | $30.7M | 7.4% |
| Unknown | 5 | $8.5M | 2.0% |
| Healthcare | 1 | $2.5M | 0.6% |
| Energy | 1 | $1.2M | 0.3% |