Filer Name: FAMILY FIRM, INC.
CIK: 1602603
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 212
Portfolio Value: $0.45B

Family Firm, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IWV US ISHARES RUSSELL 3000 ETF 196,757 $66M 14.63% -78.1% -
VEA US VANGUARD FTSE DEVELOPED ETF 702,230 $32M 7.16% -8.9% -
BND US VANGUARD TOTAL BOND MARKET 614,985 $23M 5.10% -1.3% -
STIP US ISHARES 0-5 YEAR TIPS BOND E 143,879 $14M 3.22% 1.6% -
IVV US ISHARES CORE S&P 500 ETF 24,382 $14M 3.19% -87.6% -
IGE US ISHARES NORTH AMERICAN NATUR 492,799 $13M 2.83% -0.5% -
VTHR US VANGUARD RUSSELL 3000 40,137 $10M 2.32% 1.5% -
SCHB US SCHWAB US BROAD MARKET ETF 697,327 $10M 2.15% 65.5% -
TIP US ISHARES TIPS BOND ETF 187,377 $9M 2.09% 0.5% -
AAPL US APPLE INC 35,947 $9M 2.00% -6.0% -
FLTR US VANECK IG FLOATING RATE ETF 415,554 $8M 1.81% -37.6% -
IJS US ISHARES S&P SMALL-CAP 600 VA 173,152 $8M 1.79% -0.4% -
NVDA US NVIDIA CORP 58,279 $7M 1.63% 7.1% -
IGOV US ISHARES INTERNATIONAL TREASU 168,796 $6M 1.44% 1.9% -
VNQ US VANGUARD REAL ESTATE ETF 299,075 $6M 1.32% 0.5% -
EFA US ISHARES MSCI EAFE ETF 172,428 $6M 1.24% 2.9% -
VWO US VANGUARD FTSE EMERGING MARKE 125,277 $6M 1.23% 10.6% -
AGG US ISHARES CORE U.S. AGGREGATE 54,847 $5M 1.18% 1.1% -
AVGO US BROADCOM INC 22,769 $5M 1.17% 0.5% -
IVW US ISHARES S&P 500 GROWTH ETF 50,896 $5M 1.15% -1.5% -
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