Family Firm, Inc.
CIK Number: 0001602603
Main Sectors:
Top Industries:
Filing Date: Aug 8, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IWV | iShares Russell... | 375.72 | -0.84% | 184.42K | -4.87% | 64.73M | 282.76 | 15.60% | Share |
| 2 | VEA | Vanguard Develo... | 60.66 | +0.43% | 677.08K | +0.67% | 38.6M | 41.86 | 9.30% | Share |
| 3 | BND | Vanguard Total ... | 74.98 | +0.37% | 321.31K | +1.70% | 23.66M | 76.14 | 5.70% | Share |
| 4 | STIP | iShares 0-5 Yea... | 103.50 | +0.12% | 148.85K | +1.35% | 15.32M | 99.79 | 3.69% | Share |
| 5 | IVV | iShares Core S&... | 663.92 | -0.65% | 24.43K | -0.14% | 15.17M | 507.05 | 3.66% | Share |
| 6 | IGE | iShares North A... | 48.23 | -0.43% | 316.62K | +3.35% | 14.01M | 38.98 | 3.38% | Share |
| 7 | VTHR | Vanguard Russel... | 292.09 | -0.74% | 41.71K | +3.59% | 11.38M | 138.95 | 2.74% | Share |
| 8 | SCHB | Schwab U.S. Bro... | 25.51 | -0.74% | 441.86K | +2.97% | 10.53M | 18.58 | 2.54% | Share |
| 9 | TIP | iShares TIPS Bo... | 111.88 | +0.21% | 88.03K | -0.77% | 9.69M | 109.16 | 2.33% | Share |
| 10 | FLTR | VanEck Investme... | 25.48 | -0.04% | 318.27K | +0.19% | 8.12M | 25.31 | 1.96% | Share |
| 11 | NVDA | NVIDIA Corporat... | 181.81 | +1.10% | 50.71K | -3.6% | 8.01M | 17.57 | 1.93% | Share |
| 12 | IJS | iShares S&P Sma... | 109.57 | -1.25% | 75.95K | +3.70% | 7.56M | 83.55 | 1.82% | Share |
| 13 | IGOV | iShares Interna... | 42.79 | +0.47% | 172.31K | +0.52% | 7.43M | 45.52 | 1.79% | Share |
| 14 | AAPL | Apple Inc. | 247.45 | -0.76% | 35.97K | +0.03% | 7.38M | 171.29 | 1.78% | Share |
| 15 | EFA | iShares MSCI EA... | 94.33 | +0.51% | 72.82K | +1.05% | 6.51M | 73.37 | 1.57% | Share |
| 16 | VWO | Vanguard Emergi... | 54.52 | +0.34% | 125.29K | -0.14% | 6.2M | 41.23 | 1.49% | Share |
| 17 | VNQ | Vanguard Real E... | 90.58 | -0.35% | 67.54K | -1.97% | 6.01M | 82.73 | 1.45% | Share |
| 18 | AGG | iShares Core U.... | 101.08 | +0.34% | 60.63K | +8.08% | 6.01M | 107.35 | 1.45% | Share |
| 19 | AVGO | Broadcom Inc. | 354.15 | +0.80% | 21.3K | -6.77% | 5.87M | 162.02 | 1.41% | Share |
| 20 | WIP | SPDR FTSE Inter... | 39.53 | +0.84% | 146.47K | +4.75% | 5.84M | 43 | 1.41% | Share |
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