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Family Asset Management

Latest statistics and disclosures from Family Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, QUAL, IEFA, IVW, DGRO, and represent 31.75% of Family Asset Management's stock portfolio.
Added to shares of these 10 stocks: XLF, DGRO, MBB, IEUR, FLDR, CLOA, QLTA, JPST, IGRO, QUAL.
Started 9 new stock positions in GSEW, FLDR, QLTA, EMGF, FCOR, OEF, ADP, EMXC, IEV.
Reduced shares in these 10 stocks: SPGP, , BINC, IEFA, XAR, EWJ, IGSB, TLH, FALN, XLI.
Sold out of its positions in HES, FXI, SHV, TFLO, HYDB, New York Community Ban, SPIB, SCHP, BND, VEA.
Family Asset Management was a net buyer of stock by $3.1M.
Family Asset Management has $166M in assets under management (AUM), dropping by 6.96%.
Central Index Key (CIK): 0001961278

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Portfolio Holdings for Family Asset Management

Family Asset Management holds 209 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	11.7	$20M		187k	104.18	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.2	$10M	+5%	58k	179.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.7	$9.5M	-8%	122k	78.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.2	$6.9M		73k	95.75	View chart
Ishares Tr Core Div Grwth (DGRO)	4.0	$6.6M	+37%	105k	62.69	View chart
Apple (AAPL)	3.0	$4.9M		21k	233.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.7	$4.5M	-3%	54k	83.63	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.4	$3.9M	-5%	35k	112.98	View chart
Ishares Tr Mbs Etf (MBB)	2.3	$3.8M	+85%	40k	95.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.2	$3.7M	+33%	74k	50.74	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.2	$3.6M		19k	197.17	View chart
Select Sector Spdr Tr Financial (XLF)	1.9	$3.2M	+267%	70k	45.32	View chart
Ishares Tr Core Msci Euro (IEUR)	1.9	$3.1M	+96%	51k	60.93	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.8	$3.0M	-24%	57k	53.53	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.8	$3.0M	-2%	9.1k	326.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$2.6M	-2%	5.3k	488.08	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.5	$2.5M	+23%	54k	46.39	View chart
Select Sector Spdr Tr Energy (XLE)	1.4	$2.4M	-5%	27k	87.80	View chart
Microsoft Corporation (MSFT)	1.4	$2.3M		5.3k	430.30	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	1.3	$2.2M		11k	200.36	View chart
Ishares Msci World Etf (URTH)	1.2	$2.0M		13k	156.91	View chart
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)	1.2	$2.0M	+96%	38k	51.97	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$1.9M		3.3k	573.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$1.8M	-5%	3.2k	576.85	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$1.8M	+17%	12k	154.02	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$1.7M	+9%	7.5k	225.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$1.6M		13k	125.62	View chart
Select Sector Spdr Tr Indl (XLI)	0.9	$1.6M	-14%	12k	135.44	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.9	$1.5M	-69%	15k	104.67	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$1.5M	+60%	20k	74.59	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.8	$1.2M		8.8k	142.04	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.7	$1.2M	NEW	25k	50.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$1.2M	-3%	20k	59.51	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.7	$1.2M	-5%	23k	53.24	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.7	$1.2M		23k	52.58	View chart
Global Payments (GPN)	0.7	$1.1M	+4%	11k	102.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$1.1M	+26%	8.4k	128.20	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$1.0M	-5%	21k	48.98	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.6	$957k	NEW	20k	49.15	View chart
Home Depot (HD)	0.6	$945k		2.3k	405.16	View chart
Amazon (AMZN)	0.6	$924k	-2%	5.0k	186.33	View chart
Sonoco Products Company (SON)	0.6	$921k		17k	54.63	View chart
Mfa Finl (MFA)	0.6	$916k	-2%	72k	12.72	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.5	$904k	+86%	26k	34.99	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$899k		4.2k	211.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$883k		5.3k	167.19	View chart
United Parcel Service CL B (UPS)	0.5	$870k		6.4k	136.34	View chart
Ishares Tr Broad Usd High (USHY)	0.5	$808k		22k	37.65	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.5	$752k	-2%	6.6k	114.53	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$752k	-4%	13k	56.57	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.4	$743k	-5%	35k	21.50	View chart
United Bankshares (UBSI)	0.4	$732k		20k	37.10	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$715k	-3%	13k	57.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$707k	-36%	13k	52.66	View chart
Boeing Company (BA)	0.4	$661k		4.3k	152.04	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.4	$639k	-48%	4.1k	157.34	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.4	$629k	-3%	24k	26.17	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.4	$626k		5.6k	111.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$606k		6.0k	101.27	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$602k		15k	41.49	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$572k	-32%	21k	27.34	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.3	$549k	-5%	21k	26.27	View chart
Exxon Mobil Corporation (XOM)	0.3	$545k	-7%	4.6k	117.22	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.3	$542k	-3%	12k	46.83	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$539k		6.9k	78.56	View chart
Johnson & Johnson (JNJ)	0.3	$539k		3.3k	162.07	View chart
Norfolk Southern (NSC)	0.3	$534k		2.2k	248.50	View chart
NVIDIA Corporation (NVDA)	0.3	$527k	+2%	4.3k	121.44	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.3	$473k		7.5k	63.29	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$461k	-7%	8.0k	57.41	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.3	$456k		10k	44.79	View chart
Wal-Mart Stores (WMT)	0.3	$435k		5.4k	80.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$434k	-19%	5.4k	80.37	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$433k	-4%	2.1k	202.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$429k	-7%	813.00	527.85	View chart
South State Corporation (SSB)	0.3	$416k		4.3k	97.18	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$408k	-58%	5.7k	71.54	View chart
JPMorgan Chase & Co. (JPM)	0.2	$400k		1.9k	210.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$385k	-3%	837.00	460.26	View chart
Annaly Capital Management In Com New (NLY)	0.2	$374k		19k	20.07	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$373k		7.7k	48.45	View chart
Becton, Dickinson and (BDX)	0.2	$362k		1.5k	241.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$357k		5.7k	62.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$344k	-5%	1.7k	198.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$340k	-4%	4.2k	80.30	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$308k	-24%	3.1k	98.12	View chart
Southern Company (SO)	0.2	$307k		3.4k	90.18	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$297k	-4%	3.0k	98.10	View chart
American Express Company (AXP)	0.2	$287k		1.1k	271.20	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$279k		1.6k	171.93	View chart
Ishares Tr Glb Cns Disc Etf (RXI)	0.2	$272k	-4%	1.5k	177.43	View chart
Citizens Financial (CFG)	0.2	$266k	-8%	6.5k	41.07	View chart
Hess Midstream Cl A Shs (HESM)	0.2	$265k		7.5k	35.27	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$262k	+23%	2.5k	103.58	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$260k	-53%	2.4k	109.35	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$244k	-5%	4.7k	52.23	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$237k	-4%	1.6k	150.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$236k		4.6k	51.12	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$225k		3.0k	75.17	View chart
Monroe Cap (MRCC)	0.1	$221k		27k	8.08	View chart
Automatic Data Processing (ADP)	0.1	$213k	NEW	769.00	276.73	View chart
Broadcom (AVGO)	0.1	$207k	+727%	1.2k	172.53	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$200k	NEW	2.6k	77.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$194k		2.0k	96.95	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$172k	-7%	2.6k	65.00	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$165k	-45%	5.5k	30.28	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$162k	-9%	4.6k	35.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$155k		934.00	165.92	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$153k		696.00	220.05	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$152k	-5%	3.3k	46.34	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$150k	-7%	3.7k	40.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$149k	-7%	1.3k	116.96	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$147k		5.8k	25.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$145k		4.5k	32.23	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$145k	-19%	2.7k	53.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$132k	-17%	735.00	179.09	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$131k	-4%	1.4k	93.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$117k		492.00	237.17	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$111k		3.5k	31.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$110k		415.00	263.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$99k		375.00	263.29	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$93k		2.1k	44.01	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$92k	-8%	937.00	97.79	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$86k		832.00	103.90	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$82k		545.00	149.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$79k	-50%	807.00	97.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$72k		252.00	284.00	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$71k		533.00	133.67	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$71k		871.00	81.27	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$70k	-52%	1.4k	50.60	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$62k	-21%	408.00	151.62	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$61k		1.5k	39.82	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$58k	-12%	1.8k	33.23	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$54k	+30%	1.2k	47.12	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$54k	+4%	649.00	82.92	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$53k	-19%	486.00	108.63	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$53k	+15%	819.00	64.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$51k		252.00	200.78	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$50k		443.00	112.16	View chart
Ishares Tr Cmbs Etf (CMBS)	0.0	$50k		1.0k	48.93	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$48k	-17%	1.7k	29.18	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$47k	-7%	858.00	54.68	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$45k	-69%	833.00	53.72	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.0	$43k	-24%	682.00	63.01	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$43k	-4%	1.8k	23.45	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$40k		762.00	53.04	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.0	$39k	-28%	1.3k	30.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$39k		307.00	126.18	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$37k		383.00	95.94	View chart
Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP)	0.0	$36k		750.00	48.28	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$33k		885.00	37.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$29k		133.00	220.89	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$29k	+3%	401.00	72.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$29k	-8%	561.00	51.50	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$29k	+5%	436.00	66.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$29k		151.00	189.80	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.0	$28k		451.00	62.34	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$28k		253.00	109.04	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$28k	-26%	259.00	106.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$24k		522.00	45.86	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$22k	-74%	181.00	119.61	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$22k		180.00	119.55	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$21k	-34%	221.00	96.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$20k		116.00	174.57	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$19k	-25%	643.00	29.53	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$17k		435.00	39.27	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$17k		370.00	46.16	View chart
Ishares Tr Msci Jp Value (EWJV)	0.0	$16k		489.00	33.02	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$16k		170.00	91.81	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$16k		535.00	29.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$15k	-69%	182.00	84.75	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$15k		350.00	43.42	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.0	$15k	-34%	363.00	40.59	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$14k	NEW	52.00	276.77	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$14k		177.00	78.37	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.0	$12k	+7%	250.00	47.36	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$12k	-48%	265.00	44.67	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$11k		100.00	107.65	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$9.9k		175.00	56.63	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$9.4k	+76%	132.00	71.02	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$8.8k	+6%	120.00	73.42	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.0	$7.7k	-5%	199.00	38.46	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.0	$6.9k	+7%	73.00	94.47	View chart
Ishares Tr Europe Etf (IEV)	0.0	$6.5k	NEW	112.00	58.27	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$6.4k	+23%	132.00	48.24	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.0	$6.3k		217.00	29.07	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$5.8k	-28%	63.00	91.32	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$5.5k		60.00	91.93	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$5.1k		109.00	46.97	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$3.6k		25.00	145.60	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$3.4k		44.00	76.70	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$3.0k	NEW	61.00	49.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$3.0k		18.00	167.67	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$2.9k		12.00	243.50	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$2.7k	NEW	45.00	61.11	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$2.5k		26.00	95.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$2.3k		6.00	384.00	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$996.000000		12.00	83.00	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$910.000000		20.00	45.50	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$875.999800		13.00	67.38	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$794.999700		11.00	72.27	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$518.000000		8.00	64.75	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$481.000000		8.00	60.12	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$294.000000		20.00	14.70	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.0	$288.000000		6.00	48.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$252.000000		3.00	84.00	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$215.000000		4.00	53.75	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.0	$0	NEW	0	0.00	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$0		0	0.00	View chart

Past Filings by Family Asset Management

SEC 13F filings are viewable for Family Asset Management going back to 2022

Family Asset Management 2024 Q3 filed Oct. 30, 2024
Family Asset Management 2024 Q2 filed Aug. 1, 2024
Family Asset Management 2024 Q1 filed May 14, 2024
Family Asset Management 2023 Q4 filed Feb. 6, 2024
Family Asset Management 2023 Q3 filed Nov. 2, 2023
Family Asset Management 2023 Q2 filed July 27, 2023
Family Asset Management 2023 Q1 filed May 3, 2023
Family Asset Management 2022 Q4 filed Jan. 18, 2023

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