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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 (2016Q4)
Portfolio Summary: 110 holdings with a total value of $212,229,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 5,448 735,000 0.35%
52 CHEVRON CORP NEW 6,148 724,000 0.34%
53 ISHARES TR 7,624 723,000 0.34%
54 ISHARES TR 3,800 692,000 0.33%
55 ISHARES TR 14,847 637,000 0.30%
56 POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO 170,469 627,000 0.30%
57 ISHARES TR 7,287 615,000 0.29%
58 GENERAL ELECTRIC CO 19,007 601,000 0.28%
59 SELECT SECTOR SPDR TR 7,322 596,000 0.28%
60 ISHARES TR 2,099 557,000 0.26%
61 JOHNSON & JOHNSON 4,661 537,000 0.25%
62 INTERNATIONAL BUSINESS MACHS 3,144 522,000 0.25%
63 WELLS FARGO & CO NEW 9,376 517,000 0.24%
64 Ishares Tr Jpx-nikkei 400 Etf 9,410 499,000 0.24%
65 VANGUARD INTL EQUITY INDEX F 8,010 489,000 0.23%
66 ISHARES TR 4,629 486,000 0.23%
67 VANGUARD INDEX FDS 3,289 438,000 0.21%
68 UNION PAC CORP 4,157 431,000 0.20%
69 ISHARES TR 3,404 421,000 0.20%
70 PROCTER AND GAMBLE CO 4,603 387,000 0.18%
71 VANGUARD INDEX FDS 3,059 370,000 0.17%
72 ISHARES 11,056 369,000 0.17%
73 NEOGEN CORP COM 5,499 363,000 0.17%
74 PEPSICO INC 3,354 351,000 0.17%
75 FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 8,100 350,000 0.16%
76 AT&T INC 8,173 348,000 0.16%
77 ISHARES TR 8,700 340,000 0.16%
78 HOME DEPOT INC 2,495 335,000 0.16%
79 SELECT SECTOR SPDR TR 14,400 335,000 0.16%
80 FLEXSHARES NATURAL RESOURCES ETF 11,490 329,000 0.16%
81 DISNEY WALT CO 3,068 320,000 0.15%
82 3M CO 1,786 319,000 0.15%
83 VANGUARD INDEX FDS 2,385 314,000 0.15%
84 ISHARES TR 5,269 309,000 0.15%
85 MIDDLESEX WTR CO 7,000 301,000 0.14%
86 JPMORGAN CHASE & CO 3,443 297,000 0.14%
87 ISHARES 17,290 296,000 0.14%
88 ISHARES TR 11,500 291,000 0.14%
89 DOMINION ENERGY INC 3,735 286,000 0.13%
90 MCKESSON CORP 2,017 283,000 0.13%
91 ISHARES INC 6,935 274,000 0.13%
92 DU PONT E I DE NEMOURS & CO 3,726 274,000 0.13%
93 CABLE ONE INC 435 270,000 0.13%
94 PFIZER INC 8,200 266,000 0.13%
95 ISHARES TR 2,445 256,000 0.12%
96 BOEING CO 1,646 256,000 0.12%
97 ABBVIE INC 4,064 254,000 0.12%
98 SELECT SECTOR SPDR TR 3,601 248,000 0.12%
99 FLEXSHARES TR 5,400 248,000 0.12%
100 FLEXSHARES US MARKET TILT ETF 9,700 245,000 0.12%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001602603-17-000001, filed 2017.01.27).

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.