Family Asset Management, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 30, 2024
Value $: $166M
Signature - Title: Kimberly Chism Moore - CHIEF COMPLIANCE OFFICER
Location: Charleston, SC
Summary: This page shows a list of all the recent 13F filings made by Family Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Family Asset Management, LLC reported 207 stock holdings with total value $166M as of Q3 2024. Top holdings included SCHG, QUAL, IEFA, IVW, and DGRO.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	207	$166M	+$15.2M	-$12M	+$3.13M	SCHG, QUAL, IEFA, IVW, DGRO	13F-HR	10/30/2024, 02:03 PM
Q2 2024	209	$155M	+$10M	-$15.9M	-$5.82M	SCHG, IEFA, QUAL, IVW, SPGP	13F-HR	8/1/2024, 12:01 PM
Q1 2024	187	$160M	+$11.3M	-$8.79M	+$2.48M	SCHG, IEFA, JPIE, QUAL, IVW	13F-HR	5/14/2024, 01:58 PM
Q4 2023	184	$149M	+$17.1M	-$15.7M	+$1.43M	SCHG, IEFA, JPIE, QUAL, IVW	13F-HR	2/6/2024, 05:28 PM
Q3 2023	182	$136M	+$12.7M	-$19.9M	-$7.19M	SCHG, JPIE, IEFA, QUAL, IVW	13F-HR	11/2/2023, 11:40 AM
Q2 2023	186	$148M	+$27.5M	-$22.2M	+$5.34M	SCHG, JPIE, IEFA, IVW, QUAL	13F-HR	7/27/2023, 04:20 PM
Q1 2023	178	$137M	+$30.7M	-$20M	+$10.6M	SCHG, JPST, IEFA, FEZ, IVW	13F-HR	5/3/2023, 04:59 PM
Q4 2022	164	$120M	$0	$0		JPST, SCHG, VGLT, IVW, DGRO	13F-HR	1/18/2023, 05:15 PM

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