13F Filings History of Family Asset Management, LLC

Latest 13F report
Q3 2024 - 30 Oct 2024
Value $
$166,247,013
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 $166,247,013 as of Q3 2024. Top holdings included SCHG, QUAL, IEFA, IVW, and DGRO.

Notify me when Family Asset Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 207 $166,247,013 +$15,167,849 -$12,038,560 +$3,129,289 SCHG, QUAL, IEFA, IVW, DGRO 13F-HR 30 Oct 2024, 14:03
Q2 2024 209 $155,425,846 +$10,047,892 -$15,867,393 -$5,819,501 SCHG, IEFA, QUAL, IVW, SPGP 13F-HR 01 Aug 2024, 12:01
Q1 2024 187 $159,673,726 +$11,267,143 -$8,786,533 +$2,480,610 SCHG, IEFA, JPIE, QUAL, IVW 13F-HR 14 May 2024, 13:58
Q4 2023 184 $149,426,031 +$17,110,996 -$15,681,475 +$1,429,521 SCHG, IEFA, JPIE, QUAL, IVW 13F-HR 06 Feb 2024, 17:28
Q3 2023 182 $135,580,602 +$12,688,260 -$19,880,276 -$7,192,016 SCHG, JPIE, IEFA, QUAL, IVW 13F-HR 02 Nov 2023, 11:40
Q2 2023 186 $148,049,988 +$27,523,829 -$22,183,722 +$5,340,107 SCHG, JPIE, IEFA, IVW, QUAL 13F-HR 27 Jul 2023, 16:20
Q1 2023 178 $136,827,115 +$30,655,783 -$20,030,430 +$10,625,353 SCHG, JPST, IEFA, FEZ, IVW 13F-HR 03 May 2023, 16:59
Q4 2022 164 $120,395,807 $0 $0 $0 JPST, SCHG, VGLT, IVW, DGRO 13F-HR 18 Jan 2023, 17:15