Family Firm, Inc. has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $413 Million distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $62.1M, Vanguard Ftse Developed Market with a value of $31.7M, Vanguard Bd Index Fd Inc Total with a value of $21.4M, Ishares Barclays 0 5 Year Tips with a value of $14M, and Ishares Core S&P 500 ETF with a value of $13.4M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $401M to 413M.
Below you can find more details about Family Firm, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$413 Million
ETFs: $348 Million
Financial Services: $20.3 Million
Technology: $18.4 Million
Healthcare: $8.06 Million
Industrials: $5.69 Million
Consumer Cyclical: $4.4 Million
Consumer Defensive: $3.84 Million
Energy: $2.93 Million
Other: $2.16 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions