HoldingsChannel.com
Family Firm Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IWV) 246,832 +246,832 $46,525
     IWV246,832+246,832$46,525
VANGUARD TAX MANAGED INTL FD (VEA) 507,620 -8,800 $22,366
     VEA507,620-8,800$22,366
VANGUARD BD INDEX FD INC (BND) 243,602 +919 $20,428
     BND243,602+919$20,428
ISHARES TR (IVV) 32,105 +171 $10,378
     IVV32,105+171$10,378
ISHARES TR (STIP) 98,150 +2,403 $9,885
     STIP98,150+2,403$9,885
ISHARES TR (TIP) 77,691 +386 $9,056
     TIP77,691+386$9,056
ISHARES TR (IGE) 278,623 +5,791 $8,387
     IGE278,623+5,791$8,387
ISHARES TR (AGG) 58,276 -934 $6,548
     AGG58,276-934$6,548
VANECK VECTORS ETF TRUST (FLTR) 245,337 +3,649 $6,209
     FLTR245,337+3,649$6,209
SCHWAB STRATEGIC TR 72,904 -37,508 $5,605
     SCHB72,904-37,508$5,605
SSGA ACTIVE ETF TR (TOTL) 114,224 +9,837 $5,596
     TOTL114,224+9,837$5,596
ISHARES TR (IGOV) 104,461 +3,070 $5,241
     IGOV104,461+3,070$5,241
ISHARES TR (IJS) 28,639 -474 $4,605
     IJS28,639-474$4,605
SPDR SERIES TRUST (WIP) 79,433 +1,036 $4,378
     WIP79,433+1,036$4,378
VANGUARD INDEX FDS (VNQ) 47,038 -1,101 $4,365
     VNQ47,038-1,101$4,365
VANGUARD ADMIRAL FDS INC (VOOV) 34,047 -95 $4,277
     VOOV34,047-95$4,277
VANGUARD SCOTTSDALE FDS (VTHR) 28,958 +263 $4,240
     VTHR28,958+263$4,240
ISHARES TR (EFA) 53,384 -2,511 $3,707
     EFA53,384-2,511$3,707
ISHARES TR (IXC) 112,848 +8,077 $3,479
     IXC112,848+8,077$3,479
VANGUARD INTL EQUITY INDEX F (VSS) 27,973 -722 $3,108
     VSS27,973-722$3,108
ISHARES TR (IWB) 17,381 -5,679 $3,101
     IWB17,381-5,679$3,101
VANGUARD INTL EQUITY INDEX F (VWO) 69,413 -1,453 $3,087
     VWO69,413-1,453$3,087
ISHARES TR (IJR) 36,461 +103 $3,057
     IJR36,461+103$3,057
SCHWAB STRATEGIC TR 38,404 +38,404 $2,905
     SCHA38,404+38,404$2,905
ISHARES TR (IVW) 14,963 +106 $2,898
     IVW14,963+106$2,898
ISHARES TR (IEV) 52,359 -3,889 $2,459
     IEV52,359-3,889$2,459
BLACKROCK CORE BD TR 162,517 -15,555 $2,369
     BHK162,517-15,555$2,369
TEMPLETON GLOBAL INCOME FD 386,537 +22,281 $2,369
     GIM386,537+22,281$2,369
ROYCE MICRO CAP TR INC 263,814 +1,261 $2,253
     RMT263,814+1,261$2,253
ALPHABET INC 1,629 -22 $2,182
     GOOGL1,629-22$2,182
ISHARES TR (IEF) 19,178 -92 $2,114
     IEF19,178-92$2,114
ISHARES TR (IFGL) 67,271 +3,890 $2,032
     IFGL67,271+3,890$2,032
ISHARES TR (IDU) 12,401 -218 $2,010
     IDU12,401-218$2,010
ALPHABET INC 1,502 -10 $2,008
     GOOG1,502-10$2,008
ISHARES TR (IJJ) 11,439 +91 $1,953
     IJJ11,439+91$1,953
APPLE INC 6,516 -576 $1,913
     AAPL6,516-576$1,913
ISHARES TR (IJH) 8,798 -650 $1,811
     IJH8,798-650$1,811
ISHARES TR (SHY) 21,287 +39 $1,801
     SHY21,287+39$1,801
VANGUARD WORLD FDS (VDE) 21,901 +1,172 $1,785
     VDE21,901+1,172$1,785
ISHARES TR (ICF) 14,777 -2,185 $1,729
     ICF14,777-2,185$1,729
TEMPLETON EMERGING MKTS FD I 109,305 -2,993 $1,704
     EMF109,305-2,993$1,704
FLAHERTY & CRUMRIN PFD & INM 76,775 -1,940 $1,665
     FFC76,775-1,940$1,665
ISHARES TR (IYG) 10,304 +25 $1,564
     IYG10,304+25$1,564
ISHARES TR (IJT) 7,815 +34 $1,511
     IJT7,815+34$1,511
ISHARES INC (EWC) 47,302 +567 $1,414
     EWC47,302+567$1,414
ISHARES TR (IVE) 10,847 +97 $1,411
     IVE10,847+97$1,411
ISHARES TR (EEM) 30,153 +207 $1,353
     EEM30,153+207$1,353
ISHARES TR (IBB) 10,832 +385 $1,305
     IBB10,832+385$1,305
INVESCO EXCHANGE TRADED FD T (PBW) 37,604 +37,604 $1,287
     PBW37,604+37,604$1,287
ISHARES TR (SCZ) 20,121 +145 $1,253
     SCZ20,121+145$1,253

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 12/31/2019: $295,438
At 09/30/2019: $281,566

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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