HoldingsChannel.com
Family Firm Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IWV) 239,744 -7,088 $35,561
     IWV239,744-7,088$35,561
VANGUARD BD INDEX FDS (BND) 236,170 -7,432 $20,157
     BND236,170-7,432$20,157
VANGUARD TAX MANAGED INTL FD (VEA) 509,754 +2,134 $16,995
     VEA509,754+2,134$16,995
ISHARES TR (STIP) 97,125 -1,025 $9,703
     STIP97,125-1,025$9,703
ISHARES TR (TIP) 75,459 -2,232 $8,898
     TIP75,459-2,232$8,898
ISHARES TR (IVV) 31,467 -638 $8,131
     IVV31,467-638$8,131
ISHARES TR (AGG) 57,268 -1,008 $6,607
     AGG57,268-1,008$6,607
VANECK VECTORS ETF TR (FLTR) 241,526 -3,811 $5,705
     FLTR241,526-3,811$5,705
SSGA ACTIVE ETF TR (TOTL) 111,830 -2,394 $5,363
     TOTL111,830-2,394$5,363
ISHARES TR (IGOV) 101,260 -3,201 $4,993
     IGOV101,260-3,201$4,993
SCHWAB STRATEGIC TR 75,742 +2,838 $4,577
     SCHB75,742+2,838$4,577
ISHARES TR (IGE) 268,844 -9,779 $4,471
     IGE268,844-9,779$4,471
SPDR SER TR (WIP) 78,945 -488 $3,852
     WIP78,945-488$3,852
VANGUARD SCOTTSDALE FDS (VTHR) 30,602 +1,644 $3,523
     VTHR30,602+1,644$3,523
VANGUARD INDEX FDS (VNQ) 49,096 +2,058 $3,429
     VNQ49,096+2,058$3,429
ISHARES TR (IJS) 33,442 +4,803 $3,342
     IJS33,442+4,803$3,342
VANGUARD ADMIRAL FDS INC (VOOV) 34,102 +55 $3,182
     VOOV34,102+55$3,182
ISHARES TR (EFA) 50,478 -2,906 $2,699
     EFA50,478-2,906$2,699
ISHARES TR (IVW) 14,721 -242 $2,430
     IVW14,721-242$2,430
ISHARES TR (IEV) 68,656 +16,297 $2,426
     IEV68,656+16,297$2,426
VANGUARD INTL EQUITY INDEX F (VWO) 71,388 +1,975 $2,395
     VWO71,388+1,975$2,395
ISHARES TR (IJR) 39,498 +3,037 $2,216
     IJR39,498+3,037$2,216
VANGUARD INTL EQUITY INDEX F (VSS) 27,525 -448 $2,154
     VSS27,525-448$2,154
SCHWAB STRATEGIC TR 41,435 +3,031 $2,135
     SCHA41,435+3,031$2,135
TEMPLETON GLOBAL INCOME FD 384,438 -2,099 $2,057
     GIM384,438-2,099$2,057
ISHARES TR (IEF) 15,956 -3,222 $1,938
     IEF15,956-3,222$1,938
ISHARES TR (IXC) 112,928 +80 $1,907
     IXC112,928+80$1,907
ALPHABET INC 1,630 +1 $1,894
     GOOGL1,630+1$1,894
BLACKROCK CORE BD TR 141,296 -21,221 $1,869
     BHK141,296-21,221$1,869
ALPHABET INC 1,502 UNCH $1,747
     GOOG1,502UNCH$1,747
ISHARES TR (SHY) 20,012 -1,275 $1,734
     SHY20,012-1,275$1,734
ISHARES TR (IWB) 12,209 -5,172 $1,728
     IWB12,209-5,172$1,728
ISHARES TR (IDU) 11,397 -1,004 $1,574
     IDU11,397-1,004$1,574
ROYCE MICRO CAP TR INC 282,520 +18,706 $1,571
     RMT282,520+18,706$1,571
APPLE INC 6,170 -346 $1,569
     AAPL6,170-346$1,569
ISHARES TR (IJJ) 12,885 +1,446 $1,414
     IJJ12,885+1,446$1,414
ISHARES TR (IFGL) 65,040 -2,231 $1,406
     IFGL65,040-2,231$1,406
ISHARES TR (ICF) 14,728 -49 $1,349
     ICF14,728-49$1,349
TEMPLETON EMERGING MKTS FD I 118,211 +8,906 $1,318
     EMF118,211+8,906$1,318
ISHARES TR (IYG) 12,240 +1,936 $1,257
     IYG12,240+1,936$1,257
FLAHERTY & CRUMRIN PFD & INM 68,289 -8,486 $1,140
     FFC68,289-8,486$1,140
ISHARES TR (IBB) 10,581 -251 $1,140
     IBB10,581-251$1,140
ISHARES TR (IJH) 7,567 -1,231 $1,089
     IJH7,567-1,231$1,089
ISHARES TR (IJT) 7,815 UNCH $1,077
     IJT7,815UNCH$1,077
ISHARES INC (EWC) 48,622 +1,320 $1,062
     EWC48,622+1,320$1,062
ISHARES TR (ISHG) 13,379 -152 $1,032
     ISHG13,379-152$1,032
ABERDEEN ASIA PACIFIC INCOME 303,016 +10,249 $1,024
     FAX303,016+10,249$1,024
VANGUARD WORLD FDS (VDE) 25,879 +3,978 $989
     VDE25,879+3,978$989
ISHARES TR (IXJ) 16,115 -1,614 $982
     IXJ16,115-1,614$982
INVESCO EXCHANGE TRADED FD T (PBW) 36,282 -1,322 $973
     PBW36,282-1,322$973

See Full List: All Stocks Held By Family Firm Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Family Firm Inc.

Size ($ in 1000's)
At 03/31/2020: $234,990
At 12/31/2019: $295,438

Family Firm Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Family Firm Inc. 13F filings. Link to 13F filings: SEC filings

Family Firm Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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