Notify me when Family Firm, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 87 | $413,608,248 | +$5,720,726 | -$65,676,374 | -$59,955,648 | IWV, VEA, BND, STIP, IVV | 13F-HR | 08 Aug 2025, 12:38 |
| Q1 2025 | 214 | $447,730,619 | +$5,148,432 | -$9,518,716 | -$4,370,284 | IWV, VEA, BND, STIP, IGE | 13F-HR | 01 May 2025, 10:19 |
| Q4 2024 | 212 | $353,206,350 | +$10,362,525 | -$8,348,555 | +$2,013,970 | IWV, VEA, STIP, IVV, VTHR | 13F-HR | 10 Feb 2025, 13:18 |
| Q3 2024 | 211 | $269,219,097 | +$13,332,324 | -$32,736,781 | -$19,404,457 | VEA, STIP, VTHR, AAPL, IGOV | 13F-HR | 17 Oct 2024, 11:49 |
| Q2 2024 | 889 | $269,529,055 | +$46,239,209 | -$2,500,127 | +$43,739,082 | VEA, STIP, VTHR, AAPL, NVDA | 13F-HR | 24 Jul 2024, 13:04 |
| Q1 2024 | 196 | $410,445,858 | +$18,337,715 | -$8,459,781 | +$9,877,934 | IWV, VEA, BND, STIP, IVV | 13F-HR | 01 May 2024, 12:04 |
| Q4 2023 | 188 | $386,691,747 | +$8,377,258 | -$7,385,089 | +$992,169 | IWV, VEA, BND, STIP, IVV | 13F-HR | 05 Feb 2024, 13:25 |
| Q3 2023 | 174 | $355,211,600 | +$3,121,745 | -$12,116,792 | -$8,995,047 | IWV, VEA, BND, STIP, IVV | 13F-HR | 19 Oct 2023, 15:30 |
| Q2 2023 | 184 | $377,408,721 | +$8,224,667 | -$3,059,160 | +$5,165,507 | IWV, VEA, BND, STIP, IVV | 13F-HR | 08 Aug 2023, 13:43 |
| Q1 2023 | 180 | $360,184,744 | +$12,214,482 | -$7,837,556 | +$4,376,926 | IWV, VEA, BND, STIP, IVV | 13F-HR | 01 May 2023, 16:43 |
| Q4 2022 | 178 | $341,181,502 | +$19,516,598 | -$12,990,645 | +$6,525,953 | IWV, VEA, BND, STIP, IVV | 13F-HR | 07 Feb 2023, 17:23 |
| Q3 2022 | 169 | $312,067,000 | +$9,540,143 | -$15,128,385 | -$5,588,242 | IWV, BND, VEA, STIP, IVV | Restatement | 15 Nov 2022, 13:30 |
| Q2 2022 | 177 | $338,644,000 | +$13,443,577 | -$3,091,783 | +$10,351,794 | IWV, BND, VEA, IVV, STIP | Restatement | 01 Dec 2022, 14:43 |
| Q1 2022 | 174 | $380,594,000 | +$18,121,872 | -$4,888,031 | +$13,233,841 | IWV, VEA, BND, IVV, IGE | Restatement | 30 Nov 2022, 16:51 |
| Q4 2021 | 180 | $379,132,000 | +$5,943,102 | -$4,625,894 | +$1,317,208 | IWV, VEA, BND, IVV, STIP | 13F-HR | 01 Feb 2022, 21:28 |
| Q3 2021 | 178 | $379,595,000 | +$12,965,551 | -$6,862,571 | +$6,102,980 | IWV, VEA, BND, IVV, STIP | 13F-HR | 22 Oct 2021, 16:00 |
| Q2 2021 | 174 | $366,587,000 | +$7,114,129 | -$4,845,421 | +$2,268,708 | IWV, VEA, BND, IVV, STIP | 13F-HR | 20 Jul 2021, 21:54 |
| Q1 2021 | 171 | $346,481,000 | +$5,129,805 | -$3,613,431 | +$1,516,374 | IWV, VEA, BND, IVV, STIP | 13F-HR | 05 May 2021, 20:44 |
| Q4 2020 | 166 | $335,522,000 | +$32,361,263 | -$4,946,280 | +$27,414,983 | IWV, VEA, BND, IVV, STIP | 13F-HR | 19 Jan 2021, 21:20 |
| Q3 2020 | 141 | $279,108,000 | +$9,106,486 | -$7,744,005 | +$1,362,481 | IWV, BND, VEA, IVV, STIP | 13F-HR | 03 Nov 2020, 21:25 |
| Q2 2020 | 139 | $267,195,000 | +$7,707,688 | -$10,143,352 | -$2,435,664 | IWV, BND, VEA, IVV, STIP | 13F-HR | 10 Aug 2020, 09:26 |
| Q1 2020 | 129 | $234,805,000 | +$4,785,553 | -$11,818,099 | -$7,032,546 | IWV, BND, VEA, STIP, TIP | 13F-HR | 29 Apr 2020, 16:53 |
| Q4 2019 | 147 | $295,438,000 | +$58,475,212 | -$12,380,025 | +$46,095,187 | IWV, VEA, BND, IVV, STIP | 13F-HR | 04 Feb 2020, 08:17 |
| Q3 2019 | 140 | $238,351,000 | +$5,284,121 | -$6,293,012 | -$1,008,891 | VEA, BND, STIP, IVV, TIP | 13F-HR | 12 Nov 2019, 10:22 |
| Q2 2019 | 141 | $239,421,000 | +$5,226,709 | -$2,157,349 | +$3,069,360 | VEA, BND, STIP, IVV, TIP | 13F-HR | 06 Aug 2019, 12:53 |
| Q1 2019 | 138 | $231,406,000 | +$6,491,322 | -$6,086,111 | +$405,211 | VEA, BND, STIP, IVV, TIP | 13F-HR | 06 May 2019, 14:14 |
| Q4 2018 | 132 | $212,590,000 | +$8,762,691 | -$4,876,640 | +$3,886,051 | VEA, BND, STIP, TIP, IVV | 13F-HR | 05 Feb 2019, 06:54 |
| Q3 2018 | 138 | $232,044,000 | +$9,502,744 | -$5,135,426 | +$4,367,318 | VEA, BND, STIP, IVV, IGE | 13F-HR | 31 Oct 2018, 16:23 |
| Q2 2018 | 134 | $223,667,000 | +$12,639,739 | -$5,927,673 | +$6,712,066 | VEA, BND, STIP, IGE, TIP | 13F-HR | 03 Aug 2018, 12:40 |
| Q1 2018 | 133 | $215,516,000 | +$12,767,389 | -$4,331,104 | +$8,436,285 | VEA, BND, TIP, STIP, IVV | 13F-HR | 26 Apr 2018, 14:15 |
| Q4 2017 | 128 | $210,611,000 | +$10,574,383 | -$5,199,745 | +$5,374,638 | VEA, BND, IVV, TIP, IGE | 13F-HR | 06 Feb 2018, 17:48 |
| Q3 2017 | 124 | $200,230,000 | +$9,360,753 | -$2,334,304 | +$7,026,449 | VEA, BND, IVV, TIP, IGE | 13F-HR | 07 Nov 2017, 17:25 |
| Q2 2017 | 118 | $188,852,000 | +$16,340,914 | -$3,831,240 | +$12,509,674 | VEA, BND, IVV, TIP, IGE | 13F-HR | 07 Aug 2017, 17:58 |
| Q1 2017 | 105 | $173,732,000 | +$6,098,360 | -$13,334,888 | -$7,236,528 | VEA, BND, IVV, TIP, IGE | 13F-HR | 03 May 2017, 15:45 |
| Q4 2016 | 110 | $177,077,000 | +$6,106,750 | -$5,738,722 | +$368,028 | VEA, BND, IVV, IGE, AGG | 13F-HR | 27 Jan 2017, 16:45 |
| Q3 2016 | 113 | $176,419,000 | +$7,887,969 | -$3,536,064 | +$4,351,905 | VEA, BND, IGE, AGG, IVV | 13F-HR | 08 Nov 2016, 12:03 |
| Q2 2016 | 111 | $201,332,000 | +$6,807,388 | -$7,663,430 | -$856,042 | IUSV, VEA, BND, AGG, IGE | 13F-HR | 19 Aug 2016, 13:31 |
| Q1 2016 | 109 | $197,094,000 | +$8,031,260 | -$2,672,356 | +$5,358,904 | IUSV, VEA, BND, TIP, AGG | 13F-HR | 31 May 2016, 12:26 |
| Q4 2015 | 100 | $188,493,000 | +$9,531,842 | -$9,424,883 | +$106,959 | IUSV, VEA, BND, AGG, TIP | 13F-HR | 17 Feb 2016, 14:05 |
| Q3 2015 | 103 | $184,479,000 | +$11,386,274 | -$7,736,758 | +$3,649,516 | IUSV, VEA, BND, AGG, TIP | 13F-HR | 13 Nov 2015, 15:25 |
| Q2 2015 | 109 | $194,361,000 | +$7,157,425 | -$5,581,325 | +$1,576,100 | IUSV, VEA, BND, AGG, TIP | 13F-HR | 05 Aug 2015, 12:28 |
| Q1 2015 | 110 | $195,295,000 | +$6,272,037 | -$4,579,066 | +$1,692,971 | IUSV, VEA, BND, AGG, TIP | 13F-HR | 30 Apr 2015, 15:00 |
| Q4 2014 | 110 | $191,499,000 | $0 | $0 | $0 | IUSV, VEA, BND, AGG, TIP | Restatement | 09 Feb 2015, 20:08 |