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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)
Original 13F HR (0001602603-16-000012) filed in 2016.08.19
#
Name
Shares
Value ($)
%
Options
Notes
101 VANGUARD BD INDEX FDS 167,846 14,149 7.03%
102 VANGUARD INDEX FDS 38,370 3,402 1.69%
103 VANGUARD INDEX FDS 2,773 292 0.15%
104 VANGUARD INTL EQUITY INDEX F 8,003 465 0.23%
105 VANGUARD INTL EQUITY INDEX F 25,893 2,410 1.20%
106 VANGUARD INTL EQUITY INDEX F 59,852 2,109 1.05%
107 VANGUARD SCOTTSDALE FDS 20,578 1,963 0.98%
108 VANGUARD TAX-MANAGED FDS 470,477 16,636 8.26%
109 VANGUARD WORLD FD 14,832 1,411 0.70%
110 Verizon Communications Inc 3,628 203 0.10%
111 WELLS FARGO CO NEW 9,328 441 0.22%
112 YUM BRANDS INC 2,426 201 0.10%
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