Family Firm, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Family Firm, Inc. reported 214 stock positions worth $447.7 million. Its top holding was iShares Russell 3000 ETF (IWV) at 13.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.6%) and Vanguard Total Bond Market (BND, 5.2%). Compared with Q4 2024, it opened 8 new positions, sold out of 6, added to 122 and reduced 64. The biggest buy was iShares 0-5 Year Tips Bond E (STIP, shares +2%) and the biggest sale iShares Russell 3000 ETF (IWV, shares −1%).

Most Recent 13F
Q2 2025
Location
BETHESDA, MD
CIK
0001602603
Portfolio Value
$447.7M (Q1 2025)
SEC Filing
0001602603-25-000002 ↗ filed May 1, 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 Q4 2024 Q1 2025: $447.7M $447.7M Q1 2025 Q2 2025: $414.9M Q2 2025

Holdings 214 stocks · $447.7M
IWV iShares Russell 3000 ETF 13.75% 193,861 $61.6M Reduce -1.5%
VEA Vanguard Ftse Developed ETF 7.64% 672,555 $34.2M Reduce -4.2%
BND Vanguard Total Bond Market 5.18% 315,928 $23.2M Reduce -48.6%
STIP iShares 0-5 Year Tips Bond E 3.39% 146,868 $15.2M Add +2.1%
IGE iShares North American Natur 3.11% 306,353 $13.9M Reduce -37.8%
IVV iShares Core S&P 500 ETF 3.07% 24,464 $13.7M Add +0.3%
VTHR Vanguard Russell 3000 2.22% 40,269 $9.9M Add +0.3%
TIP iShares Tips Bond ETF 2.20% 88,717 $9.9M Reduce -52.6%
SCHB Schwab US Broad Market ETF 2.06% 429,129 $9.2M Reduce -38.5%
FLTR Vaneck Ig Floating Rate ETF 1.81% 317,672 $8.1M Reduce -23.6%
AAPL Apple Inc. 1.78% 35,954 $8.0M Add +0.0%
IJS iShares S&P Small-Cap 600 Va 1.59% 73,242 $7.1M Reduce -57.7%
IGOV iShares International Treasu 1.51% 171,410 $6.8M Add +1.6%
VNQ Vanguard Real Estate ETF 1.39% 68,892 $6.2M Reduce -77.0%
EFA iShares MSCI Eafe ETF 1.32% 72,061 $5.9M Reduce -58.2%
NVDA Nvidia Corp. 1.27% 52,602 $5.7M Reduce -9.7%
VWO Vanguard Ftse Emerging Marke 1.27% 125,466 $5.7M Add +0.1%
AGG iShares Core U.S. Aggregate 1.24% 56,094 $5.5M Add +2.3%
WIP State Street SPDR Ftse Inter 1.17% 139,835 $5.2M Reduce -58.4%
IXC iShares Global Energy ETF 1.10% 116,951 $4.9M Reduce -0.1%
ICF iShares Select U.S. REIT ETF 1.09% 79,330 $4.9M Add +1.6%
TOTL SS Doubleline TR Tact ETF 1.09% 121,133 $4.9M Reduce -33.2%
VOOV Vanguard S&P 500 Value ETF 1.02% 24,781 $4.6M Add +0.2%
IVW iShares S&P 500 Growth ETF 1.01% 48,527 $4.5M Reduce -4.7%
VSS Vanguard Ftse All Wo X-US SC 0.99% 38,209 $4.4M Reduce -43.6%
AVGO Broadcom Inc. 0.85% 22,845 $3.8M Add +0.3%
VDE Vanguard Energy ETF 0.83% 28,765 $3.7M Reduce -0.9%
IJT iShares S&P Small-Cap 600 GR 0.75% 26,985 $3.4M Add +7.9%
IWB iShares Russell 1000 ETF 0.75% 10,882 $3.3M Add +0.1%
AFL Aflac Inc. 0.74% 29,931 $3.3M Add +0.0%
IEV iShares Europe ETF 0.74% 57,182 $3.3M Reduce -0.3%
IJR iShares Core S&P Small-Cap E 0.74% 31,734 $3.3M Reduce -0.3%
EHC Encompass Health Corp. 0.73% 32,434 $3.3M No change
EMF Templeton Emerging Markets 0.63% 218,976 $2.8M Reduce -18.5%
IEF iShares 7-10 Year Treasury B 0.63% 29,479 $2.8M Reduce -4.6%
EEM iShares MSCI Emerging Market 0.61% 62,064 $2.7M Add +0.9%
SCHA Schwab US Small-Cap ETF 0.57% 109,446 $2.6M Reduce -1.1%
IYG iShares U.S. Financial Servi 0.56% 31,898 $2.5M Reduce -0.4%
BHK BlackRock Core Bond Trust 0.56% 229,155 $2.5M Add +5.3%
SHY iShares 1-3 Year Treasury Bo 0.54% 29,351 $2.4M Add +7.0%
BOND PIMCO Active Bond Exchange-T 0.53% 25,710 $2.4M Reduce -0.0%
IJJ iShares S&P Mid-Cap 400 Valu 0.53% 19,634 $2.4M Reduce -1.6%
IFGL iShares International Develo 0.50% 114,416 $2.3M Reduce -22.9%
IDU iShares US Utilities ETF 0.50% 22,248 $2.3M Reduce -2.4%
XLE SS Energy Select Sector 0.49% 23,684 $2.2M Reduce -67.7%
FAX Abrdn Asia-Pacific Income 0.47% 132,771 $2.1M Add +5.0%
GOVT iShares US Treasury Bond ETF 0.47% 90,675 $2.1M Add +1.2%
RMT Royce Micro-Cap Trust Inc. 0.46% 288,404 $2.1M Reduce -3.0%
XFFCX Flaherty & Crumrine Pref Inc. 0.45% 126,075 $2.0M Add +1.6%
IVE iShares S&P 500 Value ETF 0.45% 10,465 $2.0M Add +0.0%
IXJ iShares Global Healthcare Et 0.44% 21,426 $2.0M Add +2.3%
XME SS SPDR S&P Metals Mining 0.44% 34,882 $2.0M Reduce -57.1%
IWC iShares Micro-Cap ETF 0.43% 17,521 $1.9M Reduce -74.1%
RING iShares MSCI Global Gold Min 0.39% 45,160 $1.7M Add +7.1%
VTI VG Morningstar TS MKT ETF-US 0.38% 6,184 $1.7M Add +0.3%
IUSG iShares Core S&P U.S. Growth 0.37% 13,184 $1.7M Add +0.1%
IEFA iShares Core MSCI Eafe ETF 0.36% 21,519 $1.6M Add +57.8%
IBB iShares Biotechnology ETF 0.35% 12,364 $1.6M Add +0.0%
SCZ iShares MSCI Eafe Small-Cap 0.35% 24,834 $1.6M No change
IJH iShares Core S&P Midcap ETF 0.35% 26,500 $1.5M Reduce -2.6%
IWM iShares Russell 2000 ETF 0.34% 7,558 $1.5M Reduce -1.2%
MSFT Microsoft Corp. 0.34% 3,998 $1.5M Reduce -89.3%
COST Costco Wholesale Corp. 0.33% 1,547 $1.5M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.32% 2,680 $1.4M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.32% 7,578 $1.4M Add +2.4%
IAT iShares US Regional Banks Et 0.31% 30,155 $1.4M Add +3.2%
IJK iShares S&P Mid-Cap 400 Grow 0.31% 16,520 $1.4M Add +4.7%
IWN iShares Russell 2000 Value E 0.30% 8,806 $1.3M Add +13.3%
TLT iShares 20+ Year Treasury BD 0.30% 14,565 $1.3M Add +0.4%
XOM Exxon Mobil Corp. 0.29% 11,077 $1.3M Add +0.1%
IGM iShares Expanded Tech Sector 0.28% 13,825 $1.3M Add +13.1%
PICK iShares MSCI Global Metals & 0.28% 34,441 $1.2M Add +3.4%
ISHG iShares -3 Year Internationa 0.27% 17,140 $1.2M Reduce -1.7%
EWC iShares MSCI Canada ETF 0.26% 28,605 $1.2M Reduce -0.1%
JPM JPMorgan Chase & Co. 0.25% 4,648 $1.1M Add +0.2%
VB Vanguard Most SM-Cap ETF-Usd 0.25% 5,008 $1.1M Add +0.4%
ABBV Abbvie Inc. 0.23% 4,922 $1.0M Reduce -1.4%
PBW Invesco Wilderhill Clean Ene 0.22% 63,056 $993K Add +0.5%
GOOGL Alphabet Inc. Class A 0.22% 6,233 $964K Add +0.1%
XLY SS Consumer Disc Select Sect 0.21% 4,779 $944K Add +0.1%
JPXN iShares JPX-Nikkei 400 ETF 0.21% 12,649 $923K Reduce -4.2%
LLY Eli Lilly & Co. 0.20% 1,068 $882K Add +0.2%
ITB iShares U.S. Home Constructi 0.19% 8,951 $852K Add +15.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 3,384 $842K Add +0.1%
VGK Vanguard Ftse Europe ETF 0.19% 11,945 $839K Add +0.4%
IYE iShares U.S. Energy ETF 0.18% 16,388 $808K Add +0.7%
PAYX Paychex Inc. 0.18% 5,152 $795K Add +0.1%
LRCX Lam Research Corp. 0.17% 10,767 $783K Add +0.3%
MCK McKesson Corp. 0.17% 1,144 $770K Add +0.2%
EWZ iShares MSCI Brazil ETF 0.16% 28,097 $726K Reduce -3.3%
GPN Global Payments Inc. 0.16% 7,236 $709K Add +0.0%
ILF iShares Latin America 40 ETF 0.16% 29,962 $706K No change
VT Vanguard Tot World STK ETF 0.16% 6,044 $701K Add +5.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.16% 2,766 $696K Add +0.4%
IHE iShares US Pharmaceuticals E 0.15% 9,691 $684K Reduce -3.6%
JXI iShares Global Utilities ETF 0.15% 9,460 $654K Add +0.0%
XJQCX Nuveen Credit Strategies Inc. 0.14% 120,600 $649K Add +3.9%
PEP Pepsico Inc. 0.14% 4,281 $642K Add +0.2%
AMZN Amazon.com Inc. 0.14% 3,347 $637K Add +0.6%
CSCO Cisco Systems Inc. 0.14% 10,227 $631K Add +0.2%

Show all 214 holdings

Portfolio Sells Q4 2024 → Q1 2025
IWV iShares Russell 3000 ETF Reduce -1.5% 13.75% −0.87
NVDA Nvidia Corp. Reduce -9.7% 1.27% −0.35
IJS iShares S&P Small-Cap 600 Va Reduce -57.7% 1.59% −0.19
IVW iShares S&P 500 Growth ETF Reduce -4.7% 1.01% −0.14
SCHB Schwab US Broad Market ETF Reduce -38.5% 2.06% −0.09
IWC iShares Micro-Cap ETF Reduce -74.1% 0.43% −0.09
IJR iShares Core S&P Small-Cap E Reduce -0.3% 0.74% −0.07
RMT Royce Micro-Cap Trust Inc. Reduce -3.0% 0.46% −0.07
SCHA Schwab US Small-Cap ETF Reduce -1.1% 0.57% −0.06
CRM Salesforce Inc. Sold out 0.00% −0.05
PWR Quanta Services Inc. Sold out 0.00% −0.05
SPGI S&P Global Inc. Sold out 0.00% −0.05
TFC Truist Financial Corp. Sold out 0.00% −0.05
SASR Sandy Spring Bancorp Inc. Sold out 0.00% −0.05
CDNS Cadence Design SYS Inc. Sold out 0.00% −0.04
IWM iShares Russell 2000 ETF Reduce -1.2% 0.34% −0.04
GOOG Alphabet Inc. Class C Reduce -18.1% 0.07% −0.03
IJH iShares Core S&P Midcap ETF Reduce -2.6% 0.35% −0.03
IJJ iShares S&P Mid-Cap 400 Valu Reduce -1.6% 0.53% −0.03
AMAT Applied Materials Inc. Reduce -25.7% 0.05% −0.02
MRK Merck & Co. Inc. Reduce -1.1% 0.13% −0.02
MSFT Microsoft Corp. Reduce -89.3% 0.34% −0.01
IYZ iShares US Telecommunication Reduce -16.0% 0.09% −0.01
LOW Lowe's Cos Inc. Reduce -8.8% 0.09% −0.01
XLK SS Technology Select Sector Reduce -5.0% 0.07% −0.01
META Meta Platforms Inc. Class A Reduce -16.6% 0.06% −0.01
MS Morgan Stanley Reduce -13.5% 0.05% −0.01
IEF iShares 7-10 Year Treasury B Reduce -4.6% 0.63% −0.01
ISRG Intuitive Surgical Inc. Reduce -6.4% 0.05% −0.01
GS Goldman Sachs Group Inc. Reduce -4.5% 0.06% −0.01
XLF SS Financial Select Sector Reduce -8.8% 0.09% −0.01
ODFL Old Dominion Freight Line Reduce -0.5% 0.08% −0.01
BAC Bank of America Corp. Reduce -3.1% 0.06% −0.01
EFG iShares MSCI Eafe Growth ETF Reduce -9.6% 0.06% −0.00
EWA iShares MSCI Australia ETF Reduce -2.0% 0.07% −0.00
JPXN iShares JPX-Nikkei 400 ETF Reduce -4.2% 0.21% −0.00
SCHF Schwab Intl Equity ETF Reduce -8.6% 0.06% −0.00
WFC Wells Fargo & Co. Reduce -2.9% 0.10% −0.00
IXP iShares Global Comm Services Reduce -0.3% 0.12% +0.00
PG The Procter & Gamble Co. Reduce -0.2% 0.10% +0.00
IXG iShares Global Financials Et Reduce -4.9% 0.11% +0.00
EWC iShares MSCI Canada ETF Reduce -0.1% 0.26% +0.00
FLTR Vaneck Ig Floating Rate ETF Reduce -23.6% 1.81% +0.00
ELV Elevance Health Inc. Reduce -7.0% 0.06% +0.01
IYG iShares U.S. Financial Servi Reduce -0.4% 0.56% +0.01
IHE iShares US Pharmaceuticals E Reduce -3.6% 0.15% +0.01
ISHG iShares -3 Year Internationa Reduce -1.7% 0.27% +0.01
COST Costco Wholesale Corp. Reduce -0.3% 0.33% +0.01
GE General Electric Reduce -0.5% 0.07% +0.01
BOND PIMCO Active Bond Exchange-T Reduce -0.0% 0.53% +0.01

Portfolio Buys Q4 2024 → Q1 2025
STIP iShares 0-5 Year Tips Bond E Add +2.1% 3.39% +0.17
IEFA iShares Core MSCI Eafe ETF Add +57.8% 0.36% +0.15
RING iShares MSCI Global Gold Min Add +7.1% 0.39% +0.12
GLD SPDR Gold Shares New 0.07% +0.07
IGOV iShares International Treasu Add +1.6% 1.51% +0.07
RF Regions Financial Corp. New 0.06% +0.06
IYC iShares US Consumer Discreti New 0.06% +0.06
AGG iShares Core U.S. Aggregate Add +2.3% 1.24% +0.06
AFL Aflac Inc. Add +0.0% 0.74% +0.05
PGR Progressive Corp. New 0.05% +0.05
FAX Abrdn Asia-Pacific Income Add +5.0% 0.47% +0.05
BHK BlackRock Core Bond Trust Add +5.3% 0.56% +0.05
IYK iShares US Consumer Staples New 0.05% +0.05
SHEL Shell PLC-ADR New 0.05% +0.05
BIV Vanguard Intermediate-Term B New 0.05% +0.05
AMGN Amgen Inc. New 0.04% +0.04
ICF iShares Select U.S. REIT ETF Add +1.6% 1.09% +0.04
IYM iShares U.S. Basic Materials Add +40.9% 0.13% +0.04
SHY iShares 1-3 Year Treasury Bo Add +7.0% 0.54% +0.04
VWO Vanguard Ftse Emerging Marke Add +0.1% 1.27% +0.04
IXJ iShares Global Healthcare Et Add +2.3% 0.44% +0.04
EEM iShares MSCI Emerging Market Add +0.9% 0.61% +0.03
XOM Exxon Mobil Corp. Add +0.1% 0.29% +0.03
MCK McKesson Corp. Add +0.2% 0.17% +0.03
IBM Intl Business Machines Corp. Add +0.1% 0.19% +0.02
XFFCX Flaherty & Crumrine Pref Inc. Add +1.6% 0.45% +0.02
VGK Vanguard Ftse Europe ETF Add +0.4% 0.19% +0.02
JNJ Johnson & Johnson Add +0.5% 0.13% +0.02
PAYX Paychex Inc. Add +0.1% 0.18% +0.02
PICK iShares MSCI Global Metals & Add +3.4% 0.28% +0.02
ABT Abbott Laboratories Add +0.1% 0.11% +0.02
CI The Cigna Group Add +0.3% 0.09% +0.02
IYE iShares U.S. Energy ETF Add +0.7% 0.18% +0.02
CVX Chevron Corp. Add +0.9% 0.10% +0.01
TLT iShares 20+ Year Treasury BD Add +0.4% 0.30% +0.01
YUM Yum! Brands Inc. Add +0.1% 0.09% +0.01
LLY Eli Lilly & Co. Add +0.2% 0.20% +0.01
RTX RTX Corp. Add +0.1% 0.10% +0.01
IWN iShares Russell 2000 Value E Add +13.3% 0.30% +0.01
EFV iShares MSCI Eafe Value ETF Add +0.0% 0.11% +0.01
V Visa Inc. Class A Add +0.1% 0.12% +0.01
MCD McDonald's Corp. Add +7.5% 0.09% +0.01
ITB iShares U.S. Home Constructi Add +15.2% 0.19% +0.01
ED Consolidated Edison Inc. Add +0.1% 0.06% +0.01
EWU iShares MSCI United Kingdom Add +0.0% 0.11% +0.01
JXI iShares Global Utilities ETF Add +0.0% 0.15% +0.01
SBUX Starbucks Corp. Add +6.7% 0.08% +0.01
CTAS Cintas Corp. Add +0.1% 0.08% +0.01
MMM 3M Co. Add +0.2% 0.07% +0.01
KMB Kimberly-Clark Corp. Add +0.3% 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