Family Firm, Inc. - Portfolio overview

Family Firm, Inc. has 87 reported holdings in this dataset, with the latest filing dated 2025-08-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IWV - ISHARES RUSSELL 3000 ETF, 15.60%
2. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 9.30%
3. BND - VANGUARD TOTAL BOND MARKET ETF, 5.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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