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Family Firm

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

Top 5 stock holdings are IWV, VEA, BND, STIP, IVV, and represent 32.47% of Family Firm's stock portfolio.
Added to shares of these 10 stocks: IWV (+$48M), IVV (+$12M), BND (+$12M), NVDA (+$5.9M), SCHB (+$5.8M), VEA (+$5.7M), IGE (+$5.6M), TIP, IJS, FLTR.
Started 697 new stock positions in HST, RF, ORLY, MGY, CRWD, BR, LH, CCI, LYV, TER.
Reduced shares in these 10 stocks: SABA, SHY, IUSG, MPC, IYG, ITB, IGM, IJH, IDU, EHAB.
Sold out of its position in SABA.
Family Firm was a net buyer of stock by $161M.
Family Firm has $449M in assets under management (AUM), dropping by 9.27%.
Central Index Key (CIK): 0001602603

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Portfolio Holdings for Family Firm

Family Firm holds 892 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Family Firm has 892 total positions. Only the first 250 positions are shown.

Sign up to view all of the Family Firm June 30, 2024 positions
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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell 3000 Etf Etf (IWV)	14.1	$63M	+313%	856k	73.95	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.2	$32M	+21%	770k	41.69	View chart
Vanguard Total Bond Market Etf Etf (BND)	4.9	$22M	+110%	619k	35.82	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	3.2	$14M		143k	99.49	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.1	$14M	+626%	185k	74.85	View chart
Ishares North American Natural Resources Etf Etf (IGE)	2.8	$13M	+79%	482k	26.14	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	2.1	$9.4M		39k	239.60	View chart
Ishares Tips Bond Etf Etf (TIP)	2.1	$9.3M	+96%	205k	45.41	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	1.8	$8.2M	+244%	408k	20.00	View chart
Apple Stock (AAPL)	1.8	$7.9M		37k	210.62	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	1.7	$7.4M	+126%	647k	11.48	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	1.6	$7.3M	+140%	174k	41.87	View chart
Nvidia Corporation Stock (NVDA)	1.5	$6.6M	+900%	53k	123.54	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	1.4	$6.2M		194k	31.76	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	1.2	$5.4M	+3%	56k	97.07	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.2	$5.3M	+154%	167k	31.89	View chart
Vanguard Real Estate Etf Etf (VNQ)	1.2	$5.2M	+368%	295k	17.77	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.1	$4.9M		112k	43.76	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	1.1	$4.8M		52k	92.54	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	1.1	$4.8M	+50%	178k	26.70	View chart
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP)	1.1	$4.7M	+179%	317k	14.87	View chart
Ishares Global Energy Etf Etf (IXC)	1.0	$4.7M		113k	41.51	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	1.0	$4.5M		26k	175.78	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	1.0	$4.5M	+7%	78k	57.29	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	1.0	$4.4M	+81%	67k	65.28	View chart
Vanguard Energy Etf Etf (VDE)	0.8	$3.5M		27k	127.57	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.8	$3.4M		11k	297.53	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.7	$3.3M		31k	106.66	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.7	$3.3M	+4%	25k	128.43	View chart
Ishares Europe Etf Etf (IEV)	0.7	$3.1M	+2%	57k	54.76	View chart
Encompass Health Corp Stock (EHC)	0.6	$2.8M	+23%	32k	85.79	View chart
Aflac Stock (AFL)	0.6	$2.7M		30k	89.31	View chart
Templeton Emerging Mkts Cef (EMF)	0.6	$2.7M	+23%	261k	10.18	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$2.6M		55k	47.45	View chart
Blackrock Core Bd Tr Shs Ben Int Cef (BHK)	0.5	$2.4M		228k	10.65	View chart
Royce Micro-cap Tr Cef (RMT)	0.5	$2.4M	+4%	263k	9.19	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.5	$2.4M	-4%	36k	65.21	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.5	$2.3M		25k	91.08	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.5	$2.2M		20k	113.46	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.5	$2.2M	+2%	51k	42.59	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.5	$2.1M	-12%	26k	81.65	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.5	$2.1M	+4%	23k	93.65	View chart
Ishares International Developed Real Estate Etf Etf (IFGL)	0.5	$2.1M	+54%	143k	14.53	View chart
Ishares Micro-cap Etf Etf (IWC)	0.5	$2.1M	+299%	68k	30.48	View chart
Ishares U.s. Utilities Etf Etf (IDU)	0.5	$2.0M	-3%	23k	87.88	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.5	$2.0M	+253%	72k	28.23	View chart
Abrdn Asia Pacific Income Fund Cef (FAX)	0.4	$2.0M	+2%	739k	2.68	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.4	$1.9M		10k	182.02	View chart
Flaherty & Crumrine Pfd Secs I Cef (FFC)	0.4	$1.9M		126k	14.79	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.4	$1.7M	-7%	13k	127.48	View chart
Microsoft Corp Stock (MSFT)	0.4	$1.7M	+3%	3.7k	446.94	View chart
Spdr S&p Metals & Mining Etf Etf (XME)	0.4	$1.6M	+203%	77k	21.24	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$1.6M		6.1k	267.51	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$1.6M	-4%	27k	58.52	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$1.6M	+10%	7.8k	202.89	View chart
Ishares Biotechnology Etf Etf (IBB)	0.3	$1.6M	+230%	38k	41.46	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.3	$1.5M		17k	92.84	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.3	$1.5M		24k	61.64	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$1.5M	+2%	8.1k	182.53	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.3	$1.4M	+4%	64k	22.57	View chart
Costco Whsl Corp Stock (COST)	0.3	$1.4M		1.6k	850.15	View chart
Invesco Wilderhill Clean Energy Etf Etf (PBW)	0.3	$1.3M	+16%	78k	17.20	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.3	$1.3M	-2%	32k	41.46	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$1.3M	+13%	12k	115.12	View chart
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK)	0.3	$1.3M	+11%	32k	40.83	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.3	$1.3M		14k	88.11	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.3	$1.2M		8.0k	152.30	View chart
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)	0.3	$1.2M	+18%	18k	69.49	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.3	$1.2M	+10%	13k	91.78	View chart
Lam Research Corp Stock (LRCX)	0.3	$1.1M		1.1k	1064.55	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$1.1M	+1503%	42k	26.63	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.2	$1.1M	-6%	12k	94.31	View chart
Broadcom Stock (AVGO)	0.2	$1.1M	+172%	667.00	1606.16	View chart
Ishares Msci Canada Etf Etf (EWC)	0.2	$1.1M		29k	37.09	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$1.1M		5.8k	182.15	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$1.0M		4.8k	218.04	View chart
Ishares Jpx-nikkei 400 Etf Etf (JPXN)	0.2	$949k		13k	72.32	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$933k		4.6k	202.28	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.2	$930k		34k	27.61	View chart
Eli Lilly & Co Stock (LLY)	0.2	$908k		1.0k	905.37	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.2	$882k		4.8k	182.38	View chart
Abbvie Stock (ABBV)	0.2	$826k		4.8k	171.51	View chart
Merck & Co Stock (MRK)	0.2	$822k		6.6k	123.80	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.2	$784k		12k	66.77	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.2	$765k		16k	48.00	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.2	$749k	-10%	7.4k	101.06	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.2	$716k		29k	24.76	View chart
Pepsico Stock (PEP)	0.2	$702k	-6%	4.3k	164.94	View chart
Global Pmts Stock (GPN)	0.2	$700k		7.2k	96.70	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$669k	+12%	2.7k	250.14	View chart
Mckesson Corp Stock (MCK)	0.1	$666k		1.1k	584.08	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$663k	+33%	5.9k	112.64	View chart
Amazon Stock (AMZN)	0.1	$662k		3.4k	193.25	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.1	$661k		10k	66.32	View chart
Nuveen Cr Strategies Income Cef (JQC)	0.1	$644k	+2%	116k	5.55	View chart
Ishares Global Utilities Etf Etf (JXI)	0.1	$625k		10k	59.87	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.1	$621k		23k	27.33	View chart
Invesco Solar Etf Etf (TAN)	0.1	$619k		15k	40.21	View chart
Paychex Stock (PAYX)	0.1	$608k		5.1k	118.56	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.1	$608k		6.6k	92.71	View chart
Ishares Global Comm Services Etf Etf (IXP)	0.1	$605k		6.8k	88.77	View chart
International Business Machs Stock (IBM)	0.1	$583k		3.4k	172.96	View chart
Conocophillips Stock (COP)	0.1	$546k		4.8k	114.37	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$523k		962.00	544.01	View chart
Advanced Micro Devices Stock (AMD)	0.1	$517k		3.2k	162.21	View chart
Intuit Stock (INTU)	0.1	$511k		777.00	657.03	View chart
Home Depot Stock (HD)	0.1	$510k		1.5k	344.27	View chart
Micron Technology Stock (MU)	0.1	$507k		3.9k	131.54	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$492k		1.4k	364.54	View chart
Boeing Stock (BA)	0.1	$489k		2.7k	182.03	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$487k	+2%	9.2k	53.04	View chart
Johnson & Johnson Stock (JNJ)	0.1	$485k		3.3k	146.15	View chart
Cisco Sys Stock (CSCO)	0.1	$484k		10k	47.51	View chart
Applied Matls Stock (AMAT)	0.1	$478k		2.0k	235.99	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$476k	+11%	2.6k	183.44	View chart
Ishares Global Financials Etf Etf (IXG)	0.1	$475k		5.6k	85.07	View chart
Ishares U.s. Basic Materials Etf Etf (IYM)	0.1	$472k		3.4k	140.01	View chart
Ishares Msci United Kingdom Etf Etf (EWU)	0.1	$466k		13k	34.88	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$461k		1.9k	241.71	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$454k		5.9k	76.58	View chart
Pulte Group Stock (PHM)	0.1	$449k		4.1k	110.09	View chart
Willis Towers Watson Stock (WTW)	0.1	$447k		1.7k	262.14	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$422k		1.7k	242.06	View chart
Procter And Gamble Stock (PG)	0.1	$421k		2.6k	164.92	View chart
Lowes Cos Stock (LOW)	0.1	$420k		1.9k	220.48	View chart
The Cigna Group Stock (CI)	0.1	$416k		1.3k	330.66	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$413k		3.0k	138.20	View chart
Ishares U.s. Telecommunications Etf Etf (IYZ)	0.1	$411k	+11%	19k	21.72	View chart
Agriculture Producers Index Etf (VEGI)	0.1	$407k	+14%	11k	35.79	View chart
Chevron Corp Stock (CVX)	0.1	$407k		2.6k	156.41	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$400k		1.8k	226.25	View chart
Old Dominion Freight Line Stock (ODFL)	0.1	$384k	-3%	2.2k	176.58	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$382k	NEW	1.0k	373.87	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$373k		1.4k	262.61	View chart
Automatic Data Processing Stock (ADP)	0.1	$371k		1.6k	238.74	View chart
Rtx Corporation Stock (RTX)	0.1	$364k		3.6k	100.38	View chart
Wells Fargo Stock (WFC)	0.1	$360k		6.1k	59.39	View chart
Visa Inc Com Cl A Stock (V)	0.1	$359k	+3%	1.4k	262.50	View chart
Abbott Labs Stock (ABT)	0.1	$358k	-6%	3.4k	103.92	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$355k		1.5k	233.76	View chart
Martin Marietta Matls Stock (MLM)	0.1	$354k		654.00	541.48	View chart
Unitedhealth Group Stock (UNH)	0.1	$354k		695.00	509.31	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$354k	+3%	738.00	479.16	View chart
Yum Brands Stock (YUM)	0.1	$348k		2.6k	132.47	View chart
Elevance Health Stock (ELV)	0.1	$348k		643.00	541.64	View chart
Marathon Pete Corp Stock (MPC)	0.1	$338k	-27%	1.9k	173.45	View chart
Eaton Corp Stock (ETN)	0.1	$337k		1.1k	313.54	View chart
Axs Astoria Inflation Sensitive Etf Etf (PPI)	0.1	$336k	NEW	23k	14.90	View chart
Fedex Corp Stock (FDX)	0.1	$324k		1.1k	299.91	View chart
D R Horton Stock (DHI)	0.1	$315k		2.2k	140.90	View chart
Cintas Corp Stock (CTAS)	0.1	$314k		449.00	700.31	View chart
Ishares Msci Australia Etf Etf (EWA)	0.1	$314k		13k	24.43	View chart
Graham Hldgs Co Com Cl B Stock (GHC)	0.1	$304k		435.00	699.55	View chart
Uber Technologies Stock (UBER)	0.1	$297k		4.1k	72.68	View chart
Fastenal Stock (FAST)	0.1	$293k		4.7k	62.84	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$293k	NEW	4.0k	72.64	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$292k		1.9k	155.47	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$290k		2.8k	102.32	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$289k		8.5k	33.93	View chart
Mcdonalds Corp Stock (MCD)	0.1	$287k		1.1k	254.87	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$284k		1.9k	145.71	View chart
Ishares Msci Pacific Ex-japan Etf Etf (EPP)	0.1	$283k		6.6k	43.00	View chart
Vanguard Value Etf Etf (VTV)	0.1	$280k	NEW	1.7k	160.41	View chart
Starbucks Corp Stock (SBUX)	0.1	$278k	+21%	3.6k	77.84	View chart
Coca Cola Stock (KO)	0.1	$275k		4.3k	63.64	View chart
American Express Stock (AXP)	0.1	$274k		1.2k	231.58	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$270k		618.00	436.11	View chart
Walmart Stock (WMT)	0.1	$268k		4.0k	67.70	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$267k	+7%	6.9k	38.42	View chart
Bank America Corp Stock (BAC)	0.1	$261k		6.6k	39.77	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$261k		4.3k	60.30	View chart
Ishares Global 100 Etf Etf (IOO)	0.1	$259k		2.7k	96.59	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.1	$259k	-10%	4.2k	61.27	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$256k		961.00	266.14	View chart
Union Pac Corp Stock (UNP)	0.1	$253k		1.1k	226.33	View chart
Goldman Sachs Group Stock (GS)	0.1	$249k		550.00	452.16	View chart
Texas Instrs Stock (TXN)	0.1	$247k		1.3k	194.46	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$247k		2.0k	121.84	View chart
Ishares U.s. Industrials Etf Etf (IYJ)	0.1	$245k	-8%	2.1k	119.43	View chart
Disney Walt Stock (DIS)	0.1	$244k		2.5k	99.29	View chart
Ge Aerospace Stock (GE)	0.1	$233k		1.5k	159.01	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$229k	+4%	756.00	303.41	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$223k		218.00	1022.73	View chart
Linde Stock (LIN)	0.0	$220k	+2%	501.00	439.13	View chart
Cbre Group Inc Cl A Stock (CBRE)	0.0	$214k	NEW	2.4k	89.11	View chart
Moodys Corp Stock (MCO)	0.0	$212k	NEW	503.00	420.57	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$210k		1.4k	149.90	View chart
Consolidated Edison Stock (ED)	0.0	$209k	-8%	2.3k	89.41	View chart
Invesco High Yield Equity Dividend Achievers Etf Etf (PEY)	0.0	$207k		11k	19.64	View chart
3M Stock (MMM)	0.0	$206k		2.0k	102.17	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$206k		3.0k	68.25	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$205k	NEW	2.8k	72.18	View chart
Altria Group Stock (MO)	0.0	$205k	NEW	4.5k	45.55	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$201k	NEW	2.0k	100.07	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.0	$201k	NEW	2.9k	70.28	View chart
Cadence Design System Stock (CDNS)	0.0	$200k		651.00	307.75	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.0	$199k	-5%	3.0k	65.75	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$197k	NEW	1.8k	110.48	View chart
Sysco Corp Stock (SYY)	0.0	$196k		2.8k	71.40	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$195k	NEW	1.4k	138.23	View chart
Morgan Stanley Stock (MS)	0.0	$193k	NEW	2.0k	97.20	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$193k	NEW	2.6k	74.89	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$192k	NEW	2.2k	85.64	View chart
Intuitive Surgical Stock (ISRG)	0.0	$190k	NEW	427.00	444.85	View chart
Motorola Solutions Stock (MSI)	0.0	$187k	NEW	485.00	386.25	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$187k	NEW	1.3k	147.96	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$184k	NEW	714.00	257.40	View chart
Truist Finl Corp Stock (TFC)	0.0	$184k	NEW	4.7k	38.85	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$181k	NEW	849.00	213.30	View chart
Travelers Companies Stock (TRV)	0.0	$178k		877.00	203.35	View chart
Progressive Corp Stock (PGR)	0.0	$176k	-14%	846.00	207.77	View chart
Phillips 66 Stock (PSX)	0.0	$176k		1.2k	141.19	View chart
Intercontinental Exchange Stock (ICE)	0.0	$174k	NEW	1.3k	136.89	View chart
S&p Global Stock (SPGI)	0.0	$173k	NEW	389.00	445.86	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$173k		846.00	204.97	View chart
Kroger Stock (KR)	0.0	$173k	NEW	3.5k	49.92	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$173k	NEW	4.3k	40.23	View chart
Synovus Finl Corp Stock (SNV)	0.0	$173k	NEW	4.3k	40.19	View chart
Amgen Stock (AMGN)	0.0	$170k	NEW	544.00	312.54	View chart
Honeywell Intl Stock (HON)	0.0	$170k	NEW	795.00	213.57	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$167k	NEW	794.00	210.71	View chart
Quanta Svcs Stock (PWR)	0.0	$167k	NEW	656.00	253.92	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$167k	NEW	805.00	206.83	View chart
Ameriprise Finl Stock (AMP)	0.0	$164k	-19%	383.00	427.33	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$163k	NEW	710.00	229.48	View chart
Csx Corp Stock (CSX)	0.0	$161k	NEW	4.8k	33.45	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$161k	NEW	321.00	499.90	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$160k	NEW	2.0k	81.29	View chart
Ishares Msci Italy Etf Etf (EWI)	0.0	$160k	NEW	4.5k	35.85	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$159k	NEW	3.9k	41.11	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.0	$159k	NEW	3.6k	44.43	View chart
Oracle Corp Stock (ORCL)	0.0	$158k	NEW	1.1k	141.25	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$157k	NEW	4.0k	39.16	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$157k	NEW	731.00	214.59	View chart
Danaher Corporation Stock (DHR)	0.0	$156k	NEW	624.00	249.70	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$151k	NEW	2.4k	64.01	View chart
Blackrock Stock (BLK)	0.0	$145k	NEW	185.00	785.69	View chart
Cable One Stock (CABO)	0.0	$145k	NEW	410.00	354.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$145k	NEW	287.00	504.81	View chart
Sandy Spring Bancorp Stock (SASR)	0.0	$144k	NEW	5.9k	24.36	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$135k	NEW	897.00	150.48	View chart
Equifax Stock (EFX)	0.0	$132k	NEW	545.00	242.33	View chart
Qualcomm Stock (QCOM)	0.0	$131k	NEW	656.00	199.25	View chart
First Solar Stock (FSLR)	0.0	$130k	NEW	576.00	225.46	View chart
Citigroup Stock (C)	0.0	$130k	NEW	2.0k	63.45	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$128k	NEW	2.8k	45.22	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$127k	NEW	2.5k	50.66	View chart
Williams Cos Stock (WMB)	0.0	$126k	NEW	3.0k	42.50	View chart
Cvs Health Corp Stock (CVS)	0.0	$124k	-17%	2.1k	59.06	View chart
American Elec Pwr Stock (AEP)	0.0	$122k	NEW	1.4k	87.73	View chart

Past Filings by Family Firm

SEC 13F filings are viewable for Family Firm going back to 2014

Family Firm 2024 Q2 filed July 24, 2024
Family Firm 2024 Q1 filed May 1, 2024
Family Firm 2023 Q4 filed Feb. 5, 2024
Family Firm 2023 Q3 filed Oct. 19, 2023
Family Firm 2023 Q2 filed Aug. 8, 2023
Family Firm 2023 Q1 filed May 1, 2023
Family Firm 2022 Q4 filed Feb. 7, 2023
Family Firm 2022 Q2 restated filed Dec. 1, 2022
Family Firm 2022 Q1 restated filed Nov. 30, 2022
Family Firm 2022 Q3 restated filed Nov. 15, 2022
Family Firm 2022 Q3 filed Nov. 10, 2022
Family Firm 2022 Q2 filed July 29, 2022
Family Firm 2022 Q1 filed May 9, 2022
Family Firm 2021 Q4 filed Feb. 2, 2022
Family Firm 2021 Q3 filed Oct. 22, 2021
Family Firm 2021 Q2 filed July 21, 2021

View all past filings

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