Family Firm, Inc.
CIK: 0001602603SEC EDGAR →
Portfolio Value
$414.9B
Holdings
87
As of
Q2 2025
New Positions
0
Closed Positions
127
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES RUSSELL 3000 ETF | 184,423 | $64.7B | 15.60% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | 677,075 | $38.6B | 9.30% |
| 3 | VANGUARD TOTAL BOND MARKET ETF | 321,312 | $23.7B | 5.70% |
| 4 | ISHARES 0-5 YEAR TIPS BOND ETF | 148,850 | $15.3B | 3.69% |
| 5 | ISHARES CORE S&P 500 ETF | 24,429 | $15.2B | 3.66% |
| 6 | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 316,622 | $14.0B | 3.38% |
| 7 | VANGUARD RUSSELL 3000 ETF | 41,713 | $11.4B | 2.74% |
| 8 | SCHWAB U S BROAD MARKET ETF | 441,861 | $10.5B | 2.54% |
| 9 | ISHARES TIPS BOND ETF | 88,034 | $9.7B | 2.33% |
| 10 | VANECK IG FLOATING RATE ETF | 318,269 | $8.1B | 1.96% |
Quarterly Changes
Top Buys
Closed Positions (127)
$1.7B · 6K shares
$1.5B · 8K shares
$1.5B · 4K shares
$1.5B · 2K shares
$1.4B · 8K shares
$1.3B · 9K shares
$1.1B · 5K shares
$1.1B · 5K shares
$1.0B · 5K shares
$963.9M · 6K shares
$943.6M · 5K shares
$881.9M · 1K shares
$841.6M · 3K shares
$794.9M · 5K shares
$769.6M · 1K shares
$708.5M · 7K shares
$700.8M · 6K shares
$696.5M · 3K shares
$683.8M · 10K shares
$653.6M · 9K shares
$641.9M · 4K shares
$636.8M · 3K shares
$623.8M · 4K shares
$600.2M · 4K shares
$594.2M · 7K shares
$574.0M · 2K shares
$573.6M · 7K shares
$570.4M · 3K shares
$554.5M · 6K shares
$551.3M · 7K shares
$536.5M · 874 shares
$533.1M · 2K shares
$532.1M · 5K shares
$514.4M · 5K shares
$503.2M · 3K shares
$498.8M · 1K shares
$490.5M · 877 shares
$489.3M · 1K shares
$486.4M · 8K shares
$482.0M · 2K shares
$474.9M · 4K shares
$468.2M · 4K shares
$468.0M · 3K shares
$459.2M · 3K shares
$456.8M · 2K shares
$455.6M · 2K shares
$454.9M · 3K shares
$436.5M · 6K shares
$433.4M · 3K shares
$427.3M · 3K shares
$423.8M · 9K shares
$418.0M · 798 shares
$418.0M · 435 shares
$417.3M · 1K shares
$415.6M · 4K shares
$414.7M · 3K shares
$407.8M · 2K shares
$381.7M · 814 shares
$381.1M · 1K shares
$377.8M · 2K shares
$365.9M · 1K shares
$365.8M · 1K shares
$362.3M · 2K shares
$362.0M · 5K shares
$361.0M · 4K shares
$360.6M · 4K shares
$351.4M · 5K shares
$344.3M · 2K shares
$339.7M · 4K shares
$336.6M · 2K shares
$334.8M · 2K shares
$332.0M · 1K shares
$329.3M · 1K shares
$323.4M · 2K shares
$321.4M · 7K shares
$320.8M · 671 shares
$318.0M · 5K shares
$315.7M · 617 shares
$314.1M · 2K shares
$310.8M · 1K shares
$302.5M · 2K shares
$297.9M · 4K shares
$297.5M · 2K shares
$295.3M · 7K shares
$292.7M · 2K shares
$291.9M · 1K shares
$289.7M · 2K shares
$289.5M · 530 shares
$287.3M · 13K shares
$282.5M · 3K shares
$278.3M · 7K shares
$274.8M · 477 shares
$274.0M · 4K shares
$268.4M · 3K shares
$266.3M · 4K shares
$264.4M · 1K shares
$264.3M · 3K shares
$258.4M · 2K shares
$258.0M · 3K shares
$257.0M · 3K shares
$252.7M · 581 shares
$242.8M · 3K shares
$239.4M · 2K shares
$237.7M · 480 shares
$236.1M · 834 shares
$236.0M · 3K shares
$235.2M · 505 shares
$233.5M · 501 shares
$232.2M · 878 shares
$226.5M · 726 shares
$221.0M · 457 shares
$219.9M · 2K shares
$219.2M · 2K shares
$215.7M · 3K shares
$213.5M · 488 shares
$213.2M · 1K shares
$212.4M · 3K shares
$211.2M · 1K shares
$210.5M · 3K shares
$208.5M · 2K shares
$208.3M · 3K shares
$206.7M · 2K shares
$203.9M · 2K shares
$203.8M · 2K shares
$202.5M · 3K shares
$200.7M · 4K shares
$200.4M · 643 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $372.1B | 89.7% |
| Technology | 9 | $30.7B | 7.4% |
| Unknown | 5 | $8.5B | 2.0% |
| Healthcare | 1 | $2.5B | 0.6% |
| Energy | 1 | $1.2B | 0.3% |