Family Firm, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Family Firm, Inc. reported 212 stock positions worth $449.6 million. Its top holding was iShares Russell 3000 ETF (IWV) at 14.6% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.2%) and Vanguard Total Bond Market (BND, 5.1%). Compared with Q3 2024, it opened 10 new positions, sold out of 9, added to 117 and reduced 69. The biggest buy was Broadcom (AVGO, shares +0%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −9%).

Most Recent 13F
Q2 2025
Location
BETHESDA, MD
CIK
0001602603
Portfolio Value
$449.6M (Q4 2024)
SEC Filing
0001602603-25-000001 ↗ filed Feb 10, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $410.4M Q1 2024 Q2 2024: $448.5M Q2 2024 Q3 2024: $456.8M Q3 2024 Q4 2024: $449.6M $449.6M Q4 2024 Q1 2025: $447.7M Q1 2025 Q2 2025: $414.9M Q2 2025

Holdings 212 stocks · $449.6M
IWV iShares Russell 3000 ETF 14.63% 196,757 $65.8M Reduce -78.1%
VEA Vanguard Ftse Developed ETF 7.16% 702,230 $32.2M Reduce -8.9%
BND Vanguard Total Bond Market 5.10% 614,985 $23.0M Reduce -1.3%
STIP iShares 0-5 Year Tips Bond E 3.22% 143,879 $14.5M Add +1.6%
IVV iShares Core S&P 500 ETF 3.19% 24,382 $14.4M Reduce -87.6%
IGE iShares North American Natur 2.83% 492,799 $12.7M Reduce -0.5%
VTHR Vanguard Russell 3000 2.32% 40,137 $10.4M Add +1.5%
SCHB Schwab US Broad Market ETF 2.15% 697,327 $9.7M Reduce -44.8%
TIP iShares Tips Bond ETF 2.09% 187,377 $9.4M Add +0.5%
AAPL Apple Inc. 2.00% 35,947 $9.0M Reduce -6.0%
FLTR Vaneck Ig Floating Rate ETF 1.81% 415,554 $8.1M Reduce -37.6%
IJS iShares S&P Small-Cap 600 Va 1.79% 173,152 $8.0M Reduce -0.4%
NVDA Nvidia Corp. 1.63% 58,279 $7.3M Add +7.0%
IGOV iShares International Treasu 1.44% 168,796 $6.5M Add +1.9%
VNQ Vanguard Real Estate ETF 1.32% 299,075 $5.9M Add +0.5%
EFA iShares MSCI Eafe ETF 1.24% 172,428 $5.6M Add +2.9%
VWO Vanguard Ftse Emerging Marke 1.23% 125,277 $5.5M Add +10.6%
AGG iShares Core U.S. Aggregate 1.18% 54,847 $5.3M Add +1.1%
AVGO Broadcom Inc. 1.17% 22,769 $5.3M Add +0.5%
IVW iShares S&P 500 Growth ETF 1.15% 50,896 $5.2M Reduce -1.4%
WIP State Street SPDR Ftse Inter 1.14% 335,717 $5.1M Add +1.4%
TOTL SS Doubleline TR Tact ETF 1.08% 181,255 $4.8M Add +0.4%
ICF iShares Select U.S. REIT ETF 1.05% 78,044 $4.7M Add +6.2%
VOOV Vanguard S&P 500 Value ETF 1.02% 24,738 $4.6M Reduce -3.7%
IXC iShares Global Energy ETF 0.99% 117,036 $4.5M Add +0.1%
VSS Vanguard Ftse All Wo X-US SC 0.97% 67,699 $4.3M Reduce -0.6%
IJR iShares Core S&P Small-Cap E 0.82% 31,834 $3.7M Add +2.5%
VDE Vanguard Energy ETF 0.78% 29,041 $3.5M Add +4.9%
IWB iShares Russell 1000 ETF 0.78% 10,875 $3.5M Reduce -0.6%
IJT iShares S&P Small-Cap 600 GR 0.75% 25,017 $3.4M Add +1.1%
AFL Aflac Inc. 0.69% 29,928 $3.1M Add +0.0%
EHC Encompass Health Corp. 0.67% 32,434 $3.0M No change
IEV iShares Europe ETF 0.66% 57,376 $3.0M Add +5.8%
SCHA Schwab US Small-Cap ETF 0.64% 110,656 $2.9M No change
IEF iShares 7-10 Year Treasury B 0.64% 30,897 $2.9M Add +8.7%
EMF Templeton Emerging Markets 0.59% 268,707 $2.7M Add +0.3%
EEM iShares MSCI Emerging Market 0.57% 61,499 $2.6M Add +12.2%
IJJ iShares S&P Mid-Cap 400 Valu 0.55% 19,958 $2.5M Add +0.4%
IYG iShares U.S. Financial Servi 0.55% 32,033 $2.5M Reduce -7.8%
RMT Royce Micro-Cap Trust Inc. 0.54% 297,354 $2.4M Reduce -0.3%
IWC iShares Micro-Cap ETF 0.52% 67,676 $2.4M Reduce -0.6%
BOND PIMCO Active Bond Exchange-T 0.52% 25,715 $2.3M Reduce -2.1%
BHK BlackRock Core Bond Trust 0.51% 217,677 $2.3M Reduce -2.0%
SHY iShares 1-3 Year Treasury Bo 0.50% 27,432 $2.2M Add +3.3%
IDU iShares US Utilities ETF 0.49% 22,783 $2.2M Reduce -0.8%
IFGL iShares International Develo 0.47% 148,414 $2.1M Add +2.2%
GOVT iShares US Treasury Bond ETF 0.46% 89,568 $2.1M Add +12.5%
XLE SS Energy Select Sector 0.46% 73,320 $2.0M Reduce -0.4%
IVE iShares S&P 500 Value ETF 0.44% 10,464 $2.0M Add +0.6%
XFFCX Flaherty & Crumrine Pref Inc. 0.43% 124,154 $1.9M Reduce -2.0%
FAX Abrdn Asia-Pacific Income 0.41% 126,448 $1.9M Reduce -0.3%
IUSG iShares Core S&P U.S. Growth 0.41% 13,175 $1.8M Add +0.1%
XME SS SPDR S&P Metals Mining 0.41% 81,379 $1.8M Reduce -0.9%
IXJ iShares Global Healthcare Et 0.40% 20,943 $1.8M Add +28.1%
VTI VG Morningstar TS MKT ETF-US 0.40% 6,165 $1.8M Add +1.4%
IJH iShares Core S&P Midcap ETF 0.38% 27,214 $1.7M Add +0.4%
IWM iShares Russell 2000 ETF 0.38% 7,650 $1.7M Reduce -2.5%
IBB iShares Biotechnology ETF 0.36% 12,360 $1.6M Reduce -69.6%
MSFT Microsoft Corp. 0.35% 37,474 $1.6M Add +747.4%
SCZ iShares MSCI Eafe Small-Cap 0.34% 24,834 $1.5M Add +2.2%
IAT iShares US Regional Banks Et 0.33% 29,230 $1.5M Reduce -5.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.33% 7,398 $1.5M Reduce -11.1%
IJK iShares S&P Mid-Cap 400 Grow 0.32% 15,773 $1.4M Reduce -3.8%
COST Costco Wholesale Corp. 0.32% 1,551 $1.4M Reduce -3.2%
IWN iShares Russell 2000 Value E 0.28% 7,774 $1.3M Add +0.5%
TLT iShares 20+ Year Treasury BD 0.28% 14,502 $1.3M Add +6.6%
PBW Invesco Wilderhill Clean Ene 0.28% 62,774 $1.3M Reduce -19.5%
IGM iShares Expanded Tech Sector 0.28% 12,229 $1.2M Reduce -1.6%
BRK.B Berkshire Hathaway Inc. Class B 0.27% 2,680 $1.2M No change
VB Vanguard Most SM-Cap ETF-Usd 0.27% 4,987 $1.2M Reduce -4.3%
XOM Exxon Mobil Corp. 0.26% 11,069 $1.2M Reduce -3.8%
RING iShares MSCI Global Gold Min 0.26% 42,173 $1.2M Add +28.2%
GOOGL Alphabet Inc. Class A 0.26% 6,226 $1.2M Reduce -9.4%
ISHG iShares -3 Year Internationa 0.26% 17,437 $1.2M Add +1.6%
PICK iShares MSCI Global Metals & 0.26% 33,325 $1.2M Add +0.5%
EWC iShares MSCI Canada ETF 0.26% 28,622 $1.2M Add +0.8%
JPM JPMorgan Chase & Co. 0.25% 4,638 $1.1M Add +0.3%
XLY SS Consumer Disc Select Sect 0.24% 4,774 $1.1M Reduce -0.9%
IEFA iShares Core MSCI Eafe ETF 0.21% 13,641 $959K Add +39.5%
JPXN iShares JPX-Nikkei 400 ETF 0.21% 13,197 $934K Add +1.5%
ABBV Abbvie Inc. 0.20% 4,993 $887K Add +0.5%
LLY Eli Lilly & Co. 0.18% 1,066 $823K Reduce -5.2%
GPN Global Payments Inc. 0.18% 7,235 $811K No change
ITB iShares U.S. Home Constructi 0.18% 7,772 $804K Add +15.3%
LRCX Lam Research Corp. 0.17% 10,735 $775K Add +0.2%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.17% 2,756 $772K Add +0.1%
VGK Vanguard Ftse Europe ETF 0.17% 11,899 $755K Add +1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 3,382 $744K Add +0.1%
IYE iShares U.S. Energy ETF 0.17% 16,277 $742K Add +0.7%
AMZN Amazon.com Inc. 0.16% 3,326 $730K Reduce -25.1%
PAYX Paychex Inc. 0.16% 5,145 $722K Add +0.1%
VT Vanguard Tot World STK ETF 0.15% 5,734 $674K Reduce -3.1%
MRK Merck & Co. Inc. 0.15% 6,695 $666K Reduce -0.9%
IHE iShares US Pharmaceuticals E 0.15% 10,054 $661K Add +0.3%
XJQCX Nuveen Credit Strategies Inc. 0.15% 116,058 $660K Reduce -2.7%
EWZ iShares MSCI Brazil ETF 0.15% 29,065 $654K Add +13.5%
MCK McKesson Corp. 0.14% 1,142 $651K Add +0.1%
PEP Pepsico Inc. 0.14% 4,271 $650K Reduce -0.0%
ILF iShares Latin America 40 ETF 0.14% 29,962 $627K Add +3.7%
QCOM Qualcomm Inc. 0.14% 4,059 $624K Reduce -13.1%

Show all 212 holdings

Portfolio Sells Q3 2024 → Q4 2024
VEA Vanguard Ftse Developed ETF Reduce -8.9% 7.16% −0.32
VSS Vanguard Ftse All Wo X-US SC Reduce -0.6% 0.97% −0.09
BHK BlackRock Core Bond Trust Reduce -2.0% 0.51% −0.08
FAX Abrdn Asia-Pacific Income Reduce -0.3% 0.41% −0.07
IGE iShares North American Natur Reduce -0.5% 2.83% −0.07
PGR Progressive Corp. Sold out 0.00% −0.06
LEN Lennar Corp. Class A Sold out 0.00% −0.06
VOOV Vanguard S&P 500 Value ETF Reduce -3.7% 1.02% −0.06
XME SS SPDR S&P Metals Mining Reduce -0.9% 0.41% −0.05
IYH iShares U.S. Healthcare ETF Sold out 0.00% −0.05
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.05
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.05
IYK iShares US Consumer Staples Sold out 0.00% −0.05
DHR Danaher Corp. Sold out 0.00% −0.05
ICE Intercontinental Exchange Inc. Sold out 0.00% −0.04
BIV Vanguard Intermediate-Term B Sold out 0.00% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -11.1% 0.33% −0.04
QCOM Qualcomm Inc. Reduce -13.1% 0.14% −0.04
LLY Eli Lilly & Co. Reduce -5.2% 0.18% −0.03
PHM Pultegroup Inc. Reduce -3.2% 0.10% −0.03
TAN Invesco Solar ETF Reduce -0.4% 0.11% −0.03
XOM Exxon Mobil Corp. Reduce -3.8% 0.26% −0.03
MPC Marathon Petroleum Corp. Reduce -27.9% 0.05% −0.03
BOND PIMCO Active Bond Exchange-T Reduce -2.1% 0.52% −0.03
JXI iShares Global Utilities ETF Reduce -9.3% 0.14% −0.03
XFFCX Flaherty & Crumrine Pref Inc. Reduce -2.0% 0.43% −0.03
IDU iShares US Utilities ETF Reduce -0.8% 0.49% −0.03
AMAT Applied Materials Inc. Reduce -6.5% 0.07% −0.02
ELV Elevance Health Inc. Reduce -3.0% 0.05% −0.02
PBW Invesco Wilderhill Clean Ene Reduce -19.5% 0.28% −0.02
MRK Merck & Co. Inc. Reduce -0.9% 0.15% −0.02
AMZN Amazon.com Inc. Reduce -25.1% 0.16% −0.02
PEP Pepsico Inc. Reduce -0.0% 0.14% −0.01
IJK iShares S&P Mid-Cap 400 Grow Reduce -3.8% 0.32% −0.01
VEGI iShares MSCI Agriculture Pro Reduce -5.9% 0.08% −0.01
XLE SS Energy Select Sector Reduce -0.4% 0.46% −0.01
ODFL Old Dominion Freight Line Reduce -0.1% 0.08% −0.01
BND Vanguard Total Bond Market Reduce -1.3% 5.10% −0.01
WTW Willis Towers Watson PLC Reduce -13.4% 0.10% −0.01
GE General Electric Reduce -0.4% 0.06% −0.01
IYJ iShares U.S. Industrials ETF Reduce -10.8% 0.05% −0.01
RTX RTX Corp. Reduce -2.9% 0.09% −0.01
VT Vanguard Tot World STK ETF Reduce -3.1% 0.15% −0.01
XJQCX Nuveen Credit Strategies Inc. Reduce -2.7% 0.15% −0.00
IXP iShares Global Comm Services Reduce -7.4% 0.12% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.3% 0.27% −0.00
IWM iShares Russell 2000 ETF Reduce -2.5% 0.38% −0.00
IXG iShares Global Financials Et Reduce -6.0% 0.11% −0.00
PG The Procter & Gamble Co. Reduce -1.1% 0.10% −0.00
ABT Abbott Laboratories Reduce -3.3% 0.09% −0.00

Portfolio Buys Q3 2024 → Q4 2024
AVGO Broadcom Inc. Add +0.5% 1.17% +0.32
NVDA Nvidia Corp. Add +7.0% 1.63% +0.18
VTHR Vanguard Russell 3000 Add +1.5% 2.32% +0.12
XLF SS Financial Select Sector New 0.10% +0.10
STIP iShares 0-5 Year Tips Bond E Add +1.6% 3.22% +0.08
EIS iShares MSCI Israel ETF New 0.06% +0.06
IEZ iShares U.S. Oil Equipment & New 0.06% +0.06
CRM Salesforce Inc. New 0.05% +0.05
IXJ iShares Global Healthcare Et Add +28.1% 0.40% +0.05
GOVT iShares US Treasury Bond ETF Add +12.5% 0.46% +0.05
SNV Synovus Financial Corp. New 0.05% +0.05
KR Kroger Co. New 0.05% +0.05
IEFA iShares Core MSCI Eafe ETF Add +39.5% 0.21% +0.05
PWR Quanta Services Inc. New 0.05% +0.05
SASR Sandy Spring Bancorp Inc. New 0.05% +0.05
SHV iShares 0-1 Year Treasury Bo New 0.04% +0.04
CDNS Cadence Design SYS Inc. New 0.04% +0.04
XLI SS Industrial Select Sector Add +74.9% 0.10% +0.04
VDE Vanguard Energy ETF Add +4.9% 0.78% +0.04
VWO Vanguard Ftse Emerging Marke Add +10.6% 1.23% +0.04
XLV SS Health Care Select Sector Add +75.9% 0.11% +0.04
JPM JPMorgan Chase & Co. Add +0.3% 0.25% +0.03
IUSG iShares Core S&P U.S. Growth Add +0.1% 0.41% +0.03
RING iShares MSCI Global Gold Min Add +28.2% 0.26% +0.03
IEF iShares 7-10 Year Treasury B Add +8.7% 0.64% +0.02
EEM iShares MSCI Emerging Market Add +12.2% 0.57% +0.02
MCK McKesson Corp. Add +0.1% 0.14% +0.02
BLV Vanguard Long-Term Bond ETF Add +55.4% 0.07% +0.02
VTI VG Morningstar TS MKT ETF-US Add +1.4% 0.40% +0.02
WFC Wells Fargo & Co. Add +0.1% 0.10% +0.02
IJR iShares Core S&P Small-Cap E Add +2.5% 0.82% +0.02
VHT Vanguard Health Care ETF Add +42.3% 0.08% +0.02
IJJ iShares S&P Mid-Cap 400 Valu Add +0.4% 0.55% +0.02
SHY iShares 1-3 Year Treasury Bo Add +3.3% 0.50% +0.02
CSCO Cisco Systems Inc. Add +0.1% 0.13% +0.02
GOOG Alphabet Inc. Class C Add +0.1% 0.11% +0.01
MAR Marriott International Class A Add +0.1% 0.12% +0.01
XLP SS Consumer Staples Sel Sect Add +17.2% 0.12% +0.01
ORCL Oracle Corp. Add +29.2% 0.06% +0.01
CVX Chevron Corp. Add +15.6% 0.09% +0.01
GS Goldman Sachs Group Inc. Add +0.4% 0.07% +0.01
QQQ Invesco QQQ Trust Series 1 Add +6.4% 0.09% +0.01
MS Morgan Stanley Add +0.7% 0.06% +0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.1% 0.17% +0.01
IWF iShares Russell 1000 Growth Add +0.1% 0.12% +0.01
PAYX Paychex Inc. Add +0.1% 0.16% +0.01
TXN Texas Instruments Inc. Add +25.6% 0.07% +0.01
AXP American Express Co. Add +0.2% 0.08% +0.01
BAC Bank of America Corp. Add +0.5% 0.07% +0.01
IYZ iShares US Telecommunication Add +0.2% 0.10% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2025 87$414.9MIWV, VEA, BND, STIP, IVV
Q1 2025 214$447.7MIWV, VEA, BND, STIP, IGE
Q4 2024 212$449.6MIWV, VEA, BND, STIP, IVV
Q3 2024 211$456.8MIWV, VEA, BND, IVV, STIP
Q2 2024 889$448.5MIWV, VEA, BND, STIP, IVV
Q1 2024 196$410.4MIWV, VEA, BND, STIP, IVV