Family Firm, Inc. 13F 持仓 · 最近申报 2025年Q2
Family Firm 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 87 只证券，申报市值合计 4.15 亿美元。前几大持仓：IWV（15.60%）、VEA（9.30%）、BND（5.70%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES RUSSELL 3000 ETF | $64.7M | 15.60% | 184,423 | 减持 |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $38.6M | 9.30% | 677,075 | 增持 |
| 3 | BND | VANGUARD TOTAL BOND MARKET ETF | $23.7M | 5.70% | 321,312 | 增持 |
| 4 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $15.3M | 3.69% | 148,850 | 增持 |
| 5 | IVV | ISHARES CORE S&P 500 ETF | $15.2M | 3.66% | 24,429 | 减持 |
| 6 | IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $14.0M | 3.38% | 316,622 | 增持 |
| 7 | VTHR | VANGUARD RUSSELL 3000 ETF | $11.4M | 2.74% | 41,713 | 增持 |
| 8 | SCHB | SCHWAB U S BROAD MARKET ETF | $10.5M | 2.54% | 441,861 | 增持 |
| 9 | TIP | ISHARES TIPS BOND ETF | $9.7M | 2.33% | 88,034 | 减持 |
| 10 | FLTR | VANECK IG FLOATING RATE ETF | $8.1M | 1.96% | 318,269 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION COM | $8.0M | 1.93% | 50,709 | 减持 |
| 12 | IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $7.6M | 1.82% | 75,954 | 增持 |
| 13 | IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | $7.4M | 1.79% | 172,309 | 增持 |
| 14 | AAPL | APPLE INC COM | $7.4M | 1.78% | 35,965 | 增持 |
| 15 | EFA | ISHARES MSCI EAFE ETF | $6.5M | 1.57% | 72,816 | 增持 |
| 16 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $6.2M | 1.49% | 125,288 | 减持 |
| 17 | AGG | ISHARES CORE U S AGGREGATE BOND ETF | $6.0M | 1.45% | 60,626 | 增持 |
| 18 | VNQ | VANGUARD REAL ESTATE ETF | $6.0M | 1.45% | 67,538 | 减持 |
| 19 | AVGO | BROADCOM INC COM | $5.9M | 1.41% | 21,298 | 减持 |
| 20 | WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $5.8M | 1.41% | 146,472 | 增持 |
| 21 | IVW | ISHARES S&P 500 GROWTH ETF | $5.3M | 1.29% | 48,576 | 增持 |
| 22 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $5.2M | 1.27% | 39,065 | 增持 |
| 23 | TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | $4.9M | 1.18% | 122,426 | 增持 |
| 24 | ICF | ISHARES SELECT U S REIT ETF | $4.9M | 1.17% | 79,464 | 增持 |
| 25 | IXC | ISHARES GLOBAL ENERGY ETF | $4.6M | 1.12% | 117,971 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR