Family Firm, Inc. [Rocket]

Holdings

Family Firm, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IWV	Common	223,163	4,993	56,790,557,000	8,644,731,000	15.01		Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	651,401	38,922	30,081,683,000	4,375,953,000	7.95		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VTHR	Common	41,763	2,341	8,246,046,000	1,475,346,000	2.18		Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	295,621	13,926	21,488,709,000	1,251,765,000	5.68		Hist	06/30/2023
iSHARES TRUST	ICF	Common	66,340	17,704	3,686,510,000	1,019,287,000	0.97		Hist	06/30/2023
iSHARES TRUST	STIP	Common	132,287	9,594	12,911,163,000	1,014,859,000	3.41		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHB	Common	107,347	2,432	5,549,858,000	848,632,000	1.47		Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	57,064	1,580	4,021,853,000	776,013,000	1.06		Hist	06/30/2023
ISHARES MSCI EAFE INDEX FUND	EFA	ETF	62,422	5,262	4,525,616,000	773,639,000	1.20		Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VSS	Common	38,201	4,357	4,220,497,000	740,969,000	1.12		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	6,445	33	2,194,791,000	657,014,000	0.58	0.00	Hist	06/30/2023
VANGUARD INDEX FUNDS	VNQ	ETF	64,015	6,223	5,349,101,000	582,450,000	1.41		Hist	06/30/2023
iSHARES TRUST	IGOV	Common	145,235	10,627	5,749,846,000	479,948,000	1.52		Hist	06/30/2023
VanEck ETF Trust	FLTR	Common	278,893	14,243	7,042,050,000	457,555,000	1.86		Hist	06/30/2023
SPDR SERIES TRUST	WIP	Common	116,210	9,129	4,852,911,000	441,192,000	1.28		Hist	06/30/2023
iSHARES TRUST	IJS	S&P SMLCP VALU	71,962	1,706	6,842,854,000	427,797,000	1.81		Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	51,341	3,877	5,028,878,000	425,355,000	1.33		Hist	06/30/2023
iSHARES TRUST	IWB	Common	11,609	67	2,829,694,000	399,815,000	0.75		Hist	06/30/2023
iSHARES TRUST	SHY	1-3 YR TRS BD	32,614	4,810	2,644,354,000	387,518,000	0.70		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	7,180	540	935,985,000	378,230,000	0.25		Hist	06/30/2023
iSHARES TRUST	IEV	S&P EURO PLUS	64,243	777	3,246,839,000	372,460,000	0.86		Hist	06/30/2023
BLACKROCK CORE BOND TRUST	BHK	Common	228,598	30,120	2,432,279,000	372,081,000	0.64		Hist	06/30/2023
TEMPLETON GLOBAL INCOME FUND	GIM	Common	840,148	121,228	3,478,213,000	365,289,000	0.92		Hist	06/30/2023
TEMPLETON EMERGING MARKETS FUND	EMF	Common	200,264	21,872	2,371,131,000	333,900,000	0.63		Hist	06/30/2023
iSHARES TRUST	IUSG	Common	17,635	413	1,721,841,000	317,930,000	0.46		Hist	06/30/2023
INVESCO EXCHANGE TRADED FD T	PBW	ETF	63,816	4,988	2,560,317,000	305,434,000	0.68		Hist	06/30/2023
iSHARES TRUST	IWC	Common	15,525	2,603	1,696,875,000	303,483,000	0.45		Hist	06/30/2023
iSHARES TRUST	TIP	Common	89,528	1,718	9,635,029,000	288,435,000	2.55		Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	107,697	2,592	4,381,115,000	284,106,000	1.16		Hist	06/30/2023
LAM RESEARCH CORP	LRCX	Common	1,078	8	693,019,000	243,370,000	0.18	0.00	Hist	06/30/2023
iSHARES TRUST	EWZ	MSCI BRAZIL	28,031	4,037	909,060,000	237,951,000	0.24		Hist	06/30/2023
iSHARES TRUST	IJT	S&P SMLCP Grow	18,662	933	2,144,803,000	228,795,000	0.57		Hist	06/30/2023
iSHARES TRUST	IEF	7-10 YR TRS BD	20,904	2,206	2,019,285,000	228,348,000	0.53		Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLK	COM	4,085	176	710,232,000	223,742,000	0.19		Hist	06/30/2023
TR ASSET MANAGEMENT L P	IYG	Common	14,452	1,371	2,283,211,000	222,762,000	0.60		Hist	06/30/2023
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