Family Firm, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Family Firm, Inc. 13F Holdings
CIK 0001602603 · BETHESDA, MD
As of Jun 30, 2025, Family Firm, Inc. reported
87 positions worth $414.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES RUSSELL 3000 ETF | IWV | — | 184,423 | $64.7M | 15.60% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 677,075 | $38.6M | 9.30% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 321,312 | $23.7M | 5.70% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 148,850 |
|
5.3M3.69% |
| ISHARES CORE S&P 500 ETF | IVV | — | 24,429 |
5.2M | 3.66% |
| ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | IGE | — | 316,622 |
4.0M | 3.38% |
| VANGUARD RUSSELL 3000 INDEX FUND | VTHR | — | 41,713 |
1.4M | 2.74% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 441,861 |
0.5M | 2.54% |
| ISHARES TIPS BOND ETF | TIP | — | 88,034 | $9.7M | 2.33% |
| VANECK IG FLOATING RATE ETF | FLTR | — | 318,269 | $8.1M | 1.96% |
| NVIDIA CORP | NVDA | Technology | 50,709 | $8.0M | 1.93% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 75,954 | $7.6M | 1.82% |
| ISHARES INTERNATIONAL TREASURY BOND ETF | IGOV | — | 172,309 | $7.4M | 1.79% |
| APPLE INC | AAPL | Technology | 35,965 | $7.4M | 1.78% |
| ISHARES MSCI EAFE ETF | EFA | — | 72,816 | $6.5M | 1.57% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 125,288 | $6.2M | 1.49% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 67,538 | $6.0M | 1.45% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 60,626 | $6.0M | 1.45% |
| BROADCOM INC | AVGO | Technology | 21,298 | $5.9M | 1.41% |
| SPDR(R) FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | WIP | — | 146,472 | $5.8M | 1.41% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 48,576 | $5.3M | 1.29% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 39,065 | $5.2M | 1.27% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 122,426 | $4.9M | 1.18% |
| ISHARES SELECT US REIT ETF | ICF | — | 79,464 | $4.9M | 1.17% |
| VANGUARD S&P 500 VALUE INDEX FUND | VOOV | — | 24,571 | $4.6M | 1.12% |