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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 (2016Q3)
Portfolio Summary: 113 holdings with a total value of $210,520,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 BERKSHIRE HATHAWAY INC DE CL B NEW 5,098 737,000 0.35%
52 SPDR SERIES TRUST 25,841 685,000 0.33%
53 ISHARES TR 6,641 669,000 0.32%
54 ISHARES TR 15,534 661,000 0.31%
55 POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO 167,608 649,000 0.31%
56 CHEVRON CORP NEW 6,211 639,000 0.30%
57 ISHARES TR 3,509 613,000 0.29%
58 ISHARES TR 7,145 608,000 0.29%
59 SELECT SECTOR SPDR TR 7,513 601,000 0.29%
60 GENERAL ELECTRIC CO 19,162 568,000 0.27%
61 JOHNSON & JOHNSON 4,655 550,000 0.26%
62 Ishares Tr Jpx-nikkei 400 Etf 9,457 514,000 0.24%
63 INTERNATIONAL BUSINESS MACHS 3,220 511,000 0.24%
64 ISHARES TR 4,619 490,000 0.23%
65 VANGUARD INTL EQUITY INDEX F 7,984 486,000 0.23%
66 ISHARES TR 1,582 458,000 0.22%
67 WELLS FARGO & CO NEW 10,074 446,000 0.21%
68 ISHARES TR 3,405 421,000 0.20%
69 PROCTER AND GAMBLE CO 4,546 408,000 0.19%
70 UNION PAC CORP 4,147 404,000 0.19%
71 SELECT SECTOR SPDR TR 19,727 381,000 0.18%
72 ISHARES 11,058 373,000 0.18%
73 PEPSICO INC 3,384 368,000 0.17%
74 FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 8,100 366,000 0.17%
75 ISHARES TR 8,700 362,000 0.17%
76 VANGUARD INDEX FDS 3,172 351,000 0.17%
77 NEOGEN CORP COM 6,046 338,000 0.16%
78 MCKESSON CORP 2,016 336,000 0.16%
79 HOME DEPOT INC 2,492 321,000 0.15%
80 3M CO 1,785 315,000 0.15%
81 AT&T INC 7,617 309,000 0.15%
82 SELECT SECTOR SPDR TR 4,256 307,000 0.15%
83 ISHARES TR 11,463 294,000 0.14%
84 ISHARES INC 6,906 292,000 0.14%
85 ABBVIE INC 4,592 290,000 0.14%
86 DOMINION ENERGY INC 3,867 287,000 0.14%
87 DISNEY WALT CO 3,063 284,000 0.13%
88 PFIZER INC 8,212 278,000 0.13%
89 VANGUARD INDEX FDS 2,142 277,000 0.13%
90 SOUTHERN CO 5,292 271,000 0.13%
91 FLEXSHARES NATURAL RESOURCES ETF 9,700 267,000 0.13%
92 ISHARES 23,927 266,000 0.13%
93 FLEXSHARES TR 5,400 260,000 0.12%
94 ISHARES TR 4,182 259,000 0.12%
95 ISHARES TR 2,445 255,000 0.12%
96 CABLE ONE INC 435 254,000 0.12%
97 VANGUARD INDEX FDS 1,912 252,000 0.12%
98 FLEXSHARES US MARKET TILT ETF 9,700 251,000 0.12%
99 DU PONT E I DE NEMOURS & CO 3,724 249,000 0.12%
100 MIDDLESEX WTR CO 7,000 247,000 0.12%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001602603-16-000013, filed 2016.11.08).

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.