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Institutional Investment Manager
Family Firm, Inc.
Family Firm, Inc. (CIK: 0001602603) incorporated in Maryland, located at 4800 Hampden Lane, Bethesda, MD. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q3)
Portfolio Summary: 104 holdings with a total value of $184,479,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES TR 86,519 9,481,000 5.14%
102 VANGUARD BD INDEX FDS 128,990 10,568,000 5.73%
103 VANGUARD TAX-MANAGED FDS 428,507 15,272,000 8.28%
104 ISHARES TR 274,039 31,210,000 16.92%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001602603-15-000009, filed 2015.11.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.