Notify me when INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 743 | $652,588,098 | +$52,135,023 | -$24,256,661 | +$27,878,362 | IEFA, VOO, CCOR, SPY, VYM | 13F-HR | 05 Jul 2024, 11:07 |
| Q1 2024 | 728 | $625,752,554 | +$46,350,709 | -$59,539,367 | -$13,188,658 | IEFA, CCOR, VOO, SPY, VYM | 13F-HR | 08 May 2024, 09:56 |
| Q4 2023 | 709 | $606,091,513 | +$40,303,117 | -$86,882,427 | -$46,579,310 | CCOR, IEFA, VOO, SPY, VYM | 13F-HR | 06 Feb 2024, 10:09 |
| Q3 2023 | 711 | $608,581,440 | +$29,729,618 | -$12,474,874 | +$17,254,744 | CCOR, IEFA, SPY, VOO, VYM | 13F-HR | 13 Nov 2023, 12:54 |
| Q2 2023 | 752 | $613,088,956 | +$25,337,963 | -$27,333,634 | -$1,995,671 | CCOR, IEFA, VOO, VYM, SPY | 13F-HR | 09 Aug 2023, 08:12 |
| Q1 2023 | 723 | $603,523,229 | +$72,078,488 | -$70,342,156 | +$1,736,332 | CCOR, IEFA, VOO, VYM, SPY | 13F-HR | 08 May 2023, 19:34 |
| Q4 2022 | 713 | $596,915,391 | +$33,651,180 | -$49,231,646 | -$15,580,466 | CCOR, SPY, IEFA, VOO, VYM | 13F-HR | 08 Feb 2023, 16:01 |
| Q3 2022 | 695 | $555,762,000 | +$28,286,902 | -$12,830,438 | +$15,456,464 | CCOR, VOO, SPY, IEFA, VYM | 13F-HR | 07 Nov 2022, 08:43 |
| Q2 2022 | 712 | $573,017,000 | +$19,767,950 | -$20,038,612 | -$270,662 | CCOR, IEFA, VOO, SPY, VYM | 13F-HR | 08 Aug 2022, 10:41 |
| Q1 2022 | 754 | $633,583,000 | +$24,929,917 | -$12,130,823 | +$12,799,094 | CCOR, VOO, IEFA, SPY, VYM | 13F-HR | 11 May 2022, 09:14 |
| Q4 2021 | 786 | $638,263,000 | +$20,729,567 | -$45,154,395 | -$24,424,828 | CCOR, IEFA, VOO, SPY, VYM | 13F-HR | 11 Feb 2022, 20:02 |
| Q3 2021 | 899 | $619,835,000 | +$36,552,153 | -$14,581,747 | +$21,970,406 | CCOR, IEFA, VOO, SPY, VYM | 13F-HR | 10 Nov 2021, 16:10 |
| Q2 2021 | 937 | $603,627,000 | +$86,344,752 | -$23,792,347 | +$62,552,405 | CCOR, IEFA, VOO, VYM, SPY | 13F-HR | 10 Aug 2021, 12:35 |
| Q1 2021 | 923 | $513,715,000 | +$70,224,087 | -$58,987,375 | +$11,236,712 | CCOR, IEFA, VYM, VOO, IVV | 13F-HR | 06 May 2021, 09:31 |
| Q4 2020 | 859 | $473,121,000 | +$28,377,320 | -$26,057,679 | +$2,319,641 | CCOR, VYM, VOO, IWM, IVV | 13F-HR | 03 Feb 2021, 11:50 |
| Q3 2020 | 820 | $425,808,000 | +$18,478,117 | -$80,044,627 | -$61,566,510 | CCOR, VYM, VOO, IVV, IWM | 13F-HR | 30 Oct 2020, 14:38 |
| Q2 2020 | 830 | $476,775,000 | +$22,915,844 | -$19,061,487 | +$3,854,357 | CCOR, VYM, IVW, VOO, GLD | 13F-HR | 14 Aug 2020, 15:29 |
| Q1 2020 | 802 | $415,975,000 | +$49,372,051 | -$18,183,378 | +$31,188,673 | CCOR, VYM, GLD, IVW, VOO | 13F-HR | 14 May 2020, 14:30 |
| Q4 2019 | 846 | $469,693,000 | +$80,515,093 | -$86,285,647 | -$5,770,554 | CCOR, IWM, IVW, IVV, VXF | 13F-HR | 14 Feb 2020, 11:41 |
| Q3 2019 | 830 | $452,097,000 | +$27,168,382 | -$37,852,911 | -$10,684,529 | CCOR, IWM, IVW, IVV, VXF | 13F-HR | 14 Nov 2019, 09:45 |
| Q2 2019 | 838 | $460,797,000 | +$11,441,616 | -$35,557,708 | -$24,116,092 | CCOR, IWM, IVV, IVW, VXF | 13F-HR | 14 Aug 2019, 12:56 |
| Q1 2019 | 834 | $472,370,000 | +$16,825,916 | -$17,593,812 | -$767,896 | CCOR, IWM, IVV, VXF, IVW | 13F-HR | 13 May 2019, 14:54 |
| Q4 2018 | 817 | $429,936,000 | +$15,262,875 | -$44,023,530 | -$28,760,655 | CCOR, IVV, IWM, IVW, VXF | 13F-HR | 14 Feb 2019, 09:44 |
| Q3 2018 | 836 | $502,533,000 | +$21,360,452 | -$17,517,626 | +$3,842,826 | CCOR, IWM, IVV, VXF, IVW | 13F-HR | 13 Nov 2018, 13:10 |
| Q2 2018 | 837 | $473,992,000 | +$43,595,536 | -$39,210,185 | +$4,385,351 | CCOR, IWM, VXF, GLD, IVV | 13F-HR | 13 Aug 2018, 14:27 |
| Q1 2018 | 840 | $465,854,000 | +$74,899,850 | -$107,558,402 | -$32,658,552 | CCOR, IWM, GLD, VXF, IVW | 13F-HR | 14 May 2018, 12:42 |
| Q4 2017 | 167 | $515,917,000 | +$32,736,755 | -$30,661,136 | +$2,075,619 | CCOR, IWM, GLD, IYR, SPY | 13F-HR | 14 Feb 2018, 10:49 |
| Q3 2017 | 174 | $492,993,000 | +$84,809,396 | -$8,287,094 | +$76,522,302 | CCOR, IWM, GLD, IYR, EFA | Restatement | 22 Nov 2017, 11:19 |
| Q2 2017 | 127 | $408,495,000 | +$115,610,418 | -$34,011,692 | +$81,598,726 | CCOR, IWM, GLD, IYR, SPY | 13F-HR | 14 Aug 2017, 08:27 |
| Q1 2017 | 124 | $321,309,000 | +$32,129,974 | -$40,732,184 | -$8,602,210 | IWM, GLD, EFA, IYR, BRKB | 13F-HR | 15 May 2017, 12:53 |
| Q4 2016 | 124 | $317,217,000 | +$29,371,247 | -$19,328,692 | +$10,042,555 | BRKB, GLD, EFA, IYR, SPY | 13F-HR | 08 Feb 2017, 17:44 |
| Q3 2016 | 116 | $300,653,000 | +$17,353,594 | -$6,246,917 | +$11,106,677 | BRKB, IWM, GLD, EFA, IYR | 13F-HR | 09 Nov 2016, 14:10 |
| Q2 2016 | 117 | $287,461,000 | +$28,401,784 | -$24,987,698 | +$3,414,086 | BRKB, IWM, GLD, IYR, EFA | Restatement | 09 Nov 2016, 14:07 |
| Q1 2016 | 124 | $260,457,000 | +$708,405 | -$759,601 | -$51,196 | BRKB, IYR, IWM, EFA, GLD | 13F-HR | 11 May 2016, 14:51 |
| Q4 2015 | 123 | $267,502,000 | $0 | $0 | $0 | BRKB, IYR, IWM, EFA, GLD | 13F-HR | 11 May 2016, 14:50 |