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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
51 MERCK & CO INC 12,989 642,000 0.35%
52 SELECT SECTOR SPDR TR 8,645 642,000 0.35%
53 ISHARES TR 5,969 632,000 0.34%
54 ISHARES TR 7,822 594,000 0.32%
55 SCHWAB U.S. SMALL-CAP ETF 11,429 580,000 0.31%
56 INTERNATIONAL BUSINESS MACHS 3,806 552,000 0.30%
57 ISHARES TR 1,816 551,000 0.30%
58 ISHARES TR 3,475 546,000 0.30%
59 CHEVRON CORP NEW 6,537 516,000 0.28%
60 GENERAL ELECTRIC CO 19,945 503,000 0.27%
61 SPDR SERIES TRUST 29,980 501,000 0.27%
62 WELLS FARGO & CO NEW 9,701 498,000 0.27%
63 SELECT SECTOR SPDR TR 21,060 477,000 0.26%
64 Ishares Tr Jpx-nikkei 400 Etf 9,285 456,000 0.25%
65 JOHNSON & JOHNSON 4,841 452,000 0.25%
66 ISHARES TR 4,852 412,000 0.22%
67 MCKESSON CORP 2,166 401,000 0.22%
68 UNION PAC CORP 4,245 375,000 0.20%
69 HOME DEPOT INC 3,190 368,000 0.20%
70 DISNEY WALT CO 3,522 360,000 0.20%
71 SELECT SECTOR SPDR TR 5,165 342,000 0.19%
72 FLEXSHARES TR 15,700 335,000 0.18%
73 ISHARES TR 3,228 324,000 0.18%
74 PROCTER AND GAMBLE CO 4,327 311,000 0.17%
75 ISHARES INC 8,374 307,000 0.17%
76 3M CO 2,115 300,000 0.16%
77 ISHARES TR 11,346 290,000 0.16%
78 NEOGEN CORP COM 6,440 290,000 0.16%
79 AT&T INC 8,335 272,000 0.15%
80 FLEXSHARES TR 3,600 271,000 0.15%
81 ISHARES TR 4,744 269,000 0.15%
82 CONOCOPHILLIPS 5,537 266,000 0.14%
83 FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 6,400 262,000 0.14%
84 ABBVIE INC 4,645 253,000 0.14%
85 PFIZER INC 7,878 247,000 0.13%
86 SELECT SECTOR SPDR TR 4,698 234,000 0.13%
87 BOEING CO 1,776 233,000 0.13%
88 JPMORGAN CHASE & CO 3,798 232,000 0.13%
89 FLEXSHARES NATURAL RESOURCES ETF 9,737 229,000 0.12%
90 PEPSICO INC 2,418 228,000 0.12%
91 AMGEN INC 1,624 225,000 0.12%
92 ISHARES TR 5,700 215,000 0.12%
93 SELECT SECTOR SPDR TR 4,525 214,000 0.12%
94 ISHARES TR 1,934 212,000 0.11%
95 George A Hormel & Co 3,260 206,000 0.11%
96 ISHARES 9,385 206,000 0.11%
97 ISHARES TR 2,352 206,000 0.11%
98 SELECT SECTOR SPDR TR 5,120 204,000 0.11%
99 CISCO SYS INC 7,665 201,000 0.11%
100 ISHARES 32,030 172,000 0.09%
Page 2 of 3

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.