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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 (2017Q1)
Portfolio Summary: 105 holdings with a total value of $209,854,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 5,259 723,000 0.34%
52 ISHARES TR 2,363 693,000 0.33%
53 ISHARES TR 14,855 689,000 0.33%
54 SPDR SERIES TRUST 21,965 668,000 0.32%
55 CHEVRON CORP NEW 6,161 661,000 0.31%
56 SELECT SECTOR SPDR TR 7,333 645,000 0.31%
57 ISHARES TR 7,421 627,000 0.30%
58 JOHNSON & JOHNSON 4,691 584,000 0.28%
59 GENERAL ELECTRIC CO 19,287 575,000 0.27%
60 INTERNATIONAL BUSINESS MACHS 3,061 533,000 0.25%
61 WELLS FARGO & CO NEW 9,467 527,000 0.25%
62 VANGUARD INTL EQUITY INDEX F 7,940 518,000 0.25%
63 Ishares Tr Jpx-nikkei 400 Etf 9,162 512,000 0.24%
64 ISHARES TR 4,636 489,000 0.23%
65 VANGUARD INDEX FDS 3,283 462,000 0.22%
66 UNION PAC CORP 4,178 443,000 0.21%
67 ISHARES TR 3,025 419,000 0.20%
68 PROCTER AND GAMBLE CO 4,578 411,000 0.20%
69 ISHARES 10,556 395,000 0.19%
70 FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 8,100 370,000 0.18%
71 ISHARES TR 8,700 368,000 0.18%
72 SELECT SECTOR SPDR TR 15,504 368,000 0.18%
73 NEOGEN CORP COM 5,439 357,000 0.17%
74 HOME DEPOT INC 2,419 355,000 0.17%
75 DISNEY WALT CO 3,114 353,000 0.17%
76 ISHARES TR 5,776 344,000 0.16%
77 PEPSICO INC 3,075 344,000 0.16%
78 FLEXSHARES NATURAL RESOURCES ETF 11,490 338,000 0.16%
79 3M CO 1,757 336,000 0.16%
80 VANGUARD INDEX FDS 2,385 332,000 0.16%
81 AT&T INC 7,722 321,000 0.15%
82 JPMORGAN CHASE & CO 3,529 310,000 0.15%
83 DU PONT E I DE NEMOURS & CO 3,729 300,000 0.14%
84 VANGUARD INDEX FDS 2,418 297,000 0.14%
85 ISHARES TR 11,521 294,000 0.14%
86 BOEING CO 1,648 291,000 0.14%
87 DOMINION ENERGY INC 3,740 290,000 0.14%
88 MCKESSON CORP 1,917 284,000 0.14%
89 PFIZER INC 8,316 284,000 0.14%
90 ISHARES INC 6,321 283,000 0.13%
91 FLEXSHARES TR 5,400 279,000 0.13%
92 MARRIOTT INTL INC NEW 2,923 275,000 0.13%
93 CABLE ONE INC 435 272,000 0.13%
94 SELECT SECTOR SPDR TR 3,614 269,000 0.13%
95 FLEXSHARES US MARKET TILT ETF 9,700 264,000 0.13%
96 GRAHAM HLDGS CO 435 261,000 0.12%
97 MIDDLESEX WTR CO 7,000 259,000 0.12%
98 ABBVIE INC 3,852 251,000 0.12%
99 HONEYWELL INTL INC 1,846 230,000 0.11%
100 ACCENTURE PLC IRELAND 1,872 224,000 0.11%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-17-002957, filed 2017.05.03).

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.