§ 13F · FUND PROFILE
Family Firm, Inc..
AUM · $415M (13F)Positions · 87Turnover · n/a · Q2Filed · Aug 8, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 8, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES RUSSELL 3000 ETF | 184K | $65M | 15.6% | −5% |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 677K | $39M | 9.3% | +1% |
| 3 | BND | VANGUARD TOTAL BOND MARKET ETF | 321K | $24M | 5.7% | +2% |
| 4 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 149K | $15M | 3.7% | +1% |
| 5 | IVV | ISHARES CORE S&P 500 ETF | 24K | $15M | 3.7% | ±0% |
| 6 | IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 317K | $14M | 3.4% | +3% |
| 7 | VTHR | VANGUARD RUSSELL 3000 ETF | 42K | $11M | 2.7% | +4% |
| 8 | SCHB | SCHWAB U S BROAD MARKET ETF | 442K | $11M | 2.5% | +3% |
| 9 | TIP | ISHARES TIPS BOND ETF | 88K | $10M | 2.3% | −1% |
| 10 | FLTR | VANECK IG FLOATING RATE ETF | 318K | $8M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FAMILY SIGNAL
AC read
Family Firm, Inc. is a Other fund managing $415 million in assets. The fund runs a portfolio of 87 positions.
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