The Analysis of Family Firm, Inc.'s Holdings
Currently, Family Firm, Inc. holds 87 types of securities in its portfolio with a total value $414.9M. In the most recent quarter, they have increased their positions in BRK.B (+39.2K shares, valued at $1.3M), IGE (+10.3K shares, valued at $454.4K), AGG (+4.5K shares, valued at $449.6K); decreased their positions in IWV (-9.4K shares, valued at $3.3M), EHC (-12.4K shares, valued at $1.5M), AVGO (-1.5K shares, valued at $426.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWV ISHARES RUSSELL 3000 ETF184.4K shares-4.87%2025-06-302025-08-08
VEA VANGUARD FTSE DEVELOPED MARKETS ETF677.1K shares0.67%2025-06-302025-08-08 BND VANGUARD TOTAL BOND MARKET ETF321.3K shares1.70%2025-06-302025-08-08 STIP ISHARES 0-5 YEAR TIPS BOND ETF148.8K shares1.35%2025-06-302025-08-08 IVV ISHARES CORE S&P 500 ETF24.4K shares-0.14%2025-06-302025-08-08 IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF316.6K shares3.35%2025-06-302025-08-08 VTHR VANGUARD RUSSELL 3000 ETF41.7K shares3.59%2025-06-302025-08-08 SCHB SCHWAB U S BROAD MARKET ETF441.9K shares2.97%2025-06-302025-08-08 TIP ISHARES TIPS BOND ETF88.0K shares-0.77%2025-06-302025-08-08 FLTR VANECK IG FLOATING RATE ETF318.3K shares0.19%2025-06-302025-08-08 NVDA NVIDIA CORPORATION COM50.7K shares-3.60%2025-06-302025-08-08 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF76.0K shares3.70%2025-06-302025-08-08 IGOV ISHARES INTERNATIONAL TREASURY BOND ETF172.3K shares0.52%2025-06-302025-08-08 AAPL APPLE INC COM36.0K shares0.03%2025-06-302025-08-08 EFA ISHARES MSCI EAFE ETF72.8K shares1.05%2025-06-302025-08-08 VWO VANGUARD FTSE EMERGING MARKETS ETF125.3K shares-0.14%2025-06-302025-08-08 VNQ VANGUARD REAL ESTATE ETF67.5K shares-1.97%2025-06-302025-08-08 AGG ISHARES CORE U S AGGREGATE BOND ETF60.6K shares8.08%2025-06-302025-08-08 AVGO BROADCOM INC COM21.3K shares-6.77%2025-06-302025-08-08 WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF146.5K shares4.75%2025-06-302025-08-08 IVW ISHARES S&P 500 GROWTH ETF48.6K shares0.10%2025-06-302025-08-08 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF39.1K shares2.24%2025-06-302025-08-08 TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF122.4K shares1.07%2025-06-302025-08-08 ICF ISHARES SELECT U S REIT ETF79.5K shares0.17%2025-06-302025-08-08 VOOV VANGUARD S&P 500 VALUE ETF24.6K shares-0.85%2025-06-302025-08-08 IXC ISHARES GLOBAL ENERGY ETF118.0K shares0.87%2025-06-302025-08-08 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF27.8K shares2.89%2025-06-302025-08-08 IWB ISHARES RUSSELL 1000 ETF10.7K shares-1.37%2025-06-302025-08-08 IJR ISHARES CORE S&P SMALL CAP ETF32.9K shares3.52%2025-06-302025-08-08 IEV ISHARES EUROPE ETF54.2K shares-5.17%2025-06-302025-08-08 VDE VANGUARD ENERGY ETF27.5K shares-4.44%2025-06-302025-08-08 EMF TEMPLETON EMERGING MKTS FD COM217.8K shares-0.55%2025-06-302025-08-08 AFL AFLAC INC COM29.9K shares0.01%2025-06-302025-08-08 EEM ISHARES MSCI EMERGING MARKETS ETF61.5K shares-0.91%2025-06-302025-08-08 IEF ISHARES 7-10 YEAR TREASURY BOND ETF29.5K shares0.04%2025-06-302025-08-08 SCHA SCHWAB U S SMALL-CAP ETF109.9K shares0.39%2025-06-302025-08-08 IYG ISHARES US FINANCIAL SERVICES ETF31.4K shares-1.66%2025-06-302025-08-08 IFGL ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF114.6K shares0.18%2025-06-302025-08-08 SHY ISHARES 1-3 YEAR TREASURY BOND ETF31.2K shares6.19%2025-06-302025-08-08 EHC ENCOMPASS HEALTH CORP COM20.1K shares-38.10%2025-06-302025-08-08 BHK BLACKROCK CORE BD TR SHS BEN INT241.3K shares5.28%2025-06-302025-08-08 IWC ISHARES MICRO-CAP ETF18.3K shares4.59%2025-06-302025-08-08 IDU ISHARES U S UTILITIES ETF22.4K shares0.52%2025-06-302025-08-08 XME SPDR S&P METALS & MINING ETF34.7K shares-0.48%2025-06-302025-08-08 IJJ ISHARES S&P MID-CAP 400 VALUE ETF18.7K shares-4.58%2025-06-302025-08-08 BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND24.7K shares-3.77%2025-06-302025-08-08 RMT ROYCE MICRO-CAP TR INC COM284.6K shares-1.31%2025-06-302025-08-08 IEFA ISHARES CORE MSCI EAFE ETF26.7K shares24.09%2025-06-302025-08-08 FFC FLAHERTY & CRUMRINE PFD SECS I COM130.8K shares3.73%2025-06-302025-08-08 GOVT ISHARES U S TREASURY BOND ETF92.5K shares1.99%2025-06-302025-08-08 FAX ABRDN ASIA PACIFIC INCOME FUND COM NEW131.0K shares-1.35%2025-06-302025-08-08 IVE ISHARES S&P 500 VALUE ETF10.5K shares-0.08%2025-06-302025-08-08 XLE ENERGY SELECT SECTOR SPDR FUND23.6K shares-0.33%2025-06-302025-08-08 IUSG ISHARES CORE S&P U S GROWTH ETF13.2K shares0.07%2025-06-302025-08-08 RING ISHARES MSCI GLOBAL GOLD MINERS ETF44.7K shares-1.12%2025-06-302025-08-08 IXJ ISHARES GLOBAL HEALTHCARE ETF22.4K shares4.46%2025-06-302025-08-08 IGM ISHARES EXPANDED TECH SECTOR ETF15.5K shares12.18%2025-06-302025-08-08 SCZ ISHARES MSCI EAFE SMALL-CAP ETF23.8K shares-4.00%2025-06-302025-08-08 IJH ISHARES CORE S&P MID-CAP ETF26.8K shares1.19%2025-06-302025-08-08 IAT ISHARES U S REGIONAL BANKS ETF33.5K shares11.21%2025-06-302025-08-08 IBB ISHARES BIOTECHNOLOGY ETF12.8K shares3.60%2025-06-302025-08-08 IJK ISHARES S&P MID-CAP 400 GROWTH ETF16.6K shares0.63%2025-06-302025-08-08 TLT ISHARES 20 YEAR TREASURY BOND ETF18.3K shares25.90%2025-06-302025-08-08 PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF37.1K shares7.62%2025-06-302025-08-08 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW41.9K shares1462.01%2025-06-302025-08-08 ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF17.1K shares-0.08%2025-06-302025-08-08 EWC ISHARES MSCI CANADA ETF28.1K shares-1.69%2025-06-302025-08-08 PBW INVESCO WILDERHILL CLEAN ENERGY ETF59.6K shares-5.55%2025-06-302025-08-08 XOM EXXON MOBIL CORP COM10.7K shares-2.99%2025-06-302025-08-08 LRCX LAM RESEARCH CORP COM NEW10.8K shares0.38%2025-06-302025-08-08 ITB ISHARES U S HOME CONSTRUCTION ETF10.2K shares13.59%2025-06-302025-08-08 JPXN ISHARES JPX-NIKKEI 400 ETF11.8K shares-6.94%2025-06-302025-08-08 VGK VANGUARD FTSE EUROPE ETF12.1K shares1.37%2025-06-302025-08-08 EWZ ISHARES MSCI BRAZIL ETF28.2K shares0.52%2025-06-302025-08-08 ILF ISHARES LATIN AMERICA 40 ETF30.4K shares1.57%2025-06-302025-08-08 IYE ISHARES U S ENERGY ETF16.4K shares0.36%2025-06-302025-08-08 CSCO CISCO SYS INC COM10.2K shares0.16%2025-06-302025-08-08 JQC NUVEEN CR STRATEGIES INCOME FD COM SHS124.1K shares2.86%2025-06-302025-08-08 TAN INVESCO SOLAR ETF15.2K shares-1.92%2025-06-302025-08-08 EWU ISHARES MSCI UNITED KINGDOM ETF11.6K shares-14.76%2025-06-302025-08-08 VEGI Agriculture Producers Index10.8K shares0.70%2025-06-302025-08-08 IYZ ISHARES U S TELECOMMUNICATIONS ETF14.4K shares0.40%2025-06-302025-08-08 SCHF SCHWAB INTERNATIONAL EQUITY ETF17.9K shares30.22%2025-06-302025-08-08 EWA ISHARES MSCI AUSTRALIA ETF13.0K shares4.93%2025-06-302025-08-08 IEZ ISHARES U S OIL EQUIPMENT & SERVICES ETF13.4K shares0.44%2025-06-302025-08-08 PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF10.5K shares0.00%2025-06-302025-08-08 SABA SABA CAPITAL INCOME & OPPORTUN COM NEW11.5K shares1.98%2025-06-302025-08-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available