Family Firm, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Bethesda, MD
CIK
0001602603
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 188 387,657 IWV, VEA, BND, STIP 13F-HR 2/5/2024 000160260324000001
Q3 2023 174 356,161 IWV, VEA, BND, STIP 13F-HR 10/19/2023 000160260323000004
Q2 2023 184 378,328 IWV, VEA, BND, STIP 13F-HR 8/8/2023 000160260323000003
Q1 2023 180 361,020 IWV, VEA, BND, STIP 13F-HR 5/1/2023 000160260323000002
Q4 2022 178 342,029 IWV, VEA, BND, STIP 13F-HR 2/7/2023 000160260323000001
Q3 2022 169 312,796 IWV, BND, VEA, STIP RESTATEMENT 11/15/2022 000160260322000005
Q2 2022 177 339,387 IWV, BND, VEA, IVV RESTATEMENT 12/1/2022 000160260322000007
Q1 2022 174 381,550 IWV, VEA, BND, IVV RESTATEMENT 11/30/2022 000160260322000006
Q4 2021 180 386,536 IWV, VEA, BND, IVV 13F-HR 2/1/2022 000108514622000446
Q3 2021 178 380,371 IWV, VEA, BND, IVV 13F-HR 10/22/2021 000108514621002883
Q2 2021 174 367,337 IWV, VEA, BND, IVV 13F-HR 7/20/2021 000108514621002038
Q1 2021 171 346,481 IWV, VEA, BND, IVV 13F-HR 5/5/2021 000108514621001453
Q4 2020 166 335,522 IWV, VEA, BND, IVV 13F-HR 1/20/2021 000108514621000189
Q3 2020 141 279,108 IWV, BND, VEA, IVV 13F-HR 11/4/2020 000108514620002741
Q2 2020 139 267,195 IWV, BND, VEA, IVV 13F-HR 8/10/2020 000108514620002077
Q1 2020 129 234,990 IWV, BND, VEA, STIP 13F-HR 4/29/2020 000108514620001259
Q4 2019 147 295,438 IWV, VEA, BND, IVV 13F-HR 2/4/2020 000108514620000371
Q3 2019 140 281,566 IUSV, VEA, BND, STIP 13F-HR 11/12/2019 000108514619002847
Q2 2019 141 283,038 IUSV, VEA, BND, STIP 13F-HR 8/6/2019 000108514619002101
Q1 2019 138 274,991 IUSV, VEA, BND, STIP 13F-HR 5/6/2019 000108514619001372
Q4 2018 132 250,171 IUSV, VEA, BND, STIP 13F-HR 2/5/2019 000108514619000316
Q3 2018 138 275,987 IUSV, VEA, BND, STIP 13F-HR 10/31/2018 000108514618002452
Q2 2018 134 266,543 IUSV, VEA, BND, STIP 13F-HR 8/3/2018 000108514618001830
Q1 2018 133 256,840 IUSV, VEA, BND, TIP 13F-HR 4/26/2018 000108514618001158
Q4 2017 128 251,979 IUSV, VEA, BND, IVV 13F-HR 2/7/2018 000108514618000377
Q3 2017 124 239,669 IUSV, VEA, BND, IVV 13F-HR 11/7/2017 000108514617002229
Q2 2017 118 226,670 IUSV, VEA, BND, IVV 13F-HR 8/8/2017 000108514617001669
Q1 2017 105 209,854 IUSV, VEA, BND, IVV 13F-HR 5/3/2017 000121465917002957
Q4 2016 110 212,229 IUSV, VEA, BND, IVV 13F-HR 1/27/2017 000160260317000001
Q3 2016 113 210,520 IUSV, VEA, BND, IGE 13F-HR 11/8/2016 000160260316000013
Q2 2016 112 201,332 IUSV, VEA, BND, AGG 13F-HR 8/19/2016 000160260316000012
Q1 2016 110 197,094 IUSV, VEA, BND, TIP 13F-HR 5/31/2016 000160260316000011
Q4 2015 100 188,493 IUSV, VEA, BND, AGG 13F-HR 2/17/2016 000160260316000010
Q3 2015 104 184,479 IUSV, VEA, BND, AGG 13F-HR 11/13/2015 000160260315000009
Q2 2015 110 194,361 IUSV, VEA, BND, AGG 13F-HR 8/5/2015 000160260315000007
Q1 2015 110 196,425 IUSV, VEA, BND, AGG 13F-HR 4/30/2015 000160260315000006
Q4 2014 110 192,198 IUSV, VEA, BND, AGG RESTATEMENT 2/10/2015 000160260315000005
Additional filings from Family Firm, Inc. that have since been restated