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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 (2016Q2)
Portfolio Summary: 112 holdings with a total value of $201,332,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES TR 66,974 3,739,000 1.86%
102 SPDR SERIES TRUST 69,206 3,800,000 1.89%
103 ISHARES TR 38,345 3,818,000 1.90%
104 VANECK VECTORS INVT GRADE FLTG RATE ETF 231,847 5,752,000 2.86%
105 ISHARES TR 58,122 5,901,000 2.93%
106 ISHARES TR 71,765 8,373,000 4.16%
107 ISHARES TR 40,245 8,472,000 4.21%
108 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 256,531 8,522,000 4.23%
109 ISHARES TR 75,682 8,523,000 4.23%
110 VANGUARD BD INDEX FDS 167,846 14,149,000 7.03%
111 VANGUARD TAX-MANAGED FDS 470,477 16,636,000 8.26%
112 ISHARES TR 266,735 33,080,000 16.43%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001602603-16-000012, filed 2016.08.19).

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.