- New Purchases: WLTW, BOND, FDX, MCD, YUM, V, IYH, VXUS,
- Added Positions: BND, ICF, GIM, TOTL, TIP, IFGL, VBR, VNQ, MMM, VDE, IXC, SHY, IBB, SCHB, STIP, IYG, IDU, BAC, XLE, SCHA, IWC, IBM, COST, PICK, IXJ, ISHG, IAT, EFV, VT, IYE, JQC, VNO, XLI,
- Reduced Positions: IWV, IWB, RING, IGE, IVW, IJS, IEV, FAX, IJH, EWU, ITB, BHK, FFC, MSFT, IJT, IWM, EWJ, EMF, IGOV, VSS, EWC, PEP, IJR, IUSG, MRK, LOW, IYZ, JPM, HD, BA, ACN, IXP, ILF, IYM, SCZ, SUB, VBK, VWO, XLF, IJJ, ABT, AMZN, BRK.B, CSCO, D, INTU, JNJ, LRCX, MAR, NVDA, SBUX, UNP, DIS, ABBV, EEM, IEZ, IJK, NEOG, SCHF, GE, XLK, XME,
- Sold Out: EPP, CI, ADP, CVX, COP, RTX,
For the details of Family Firm, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/family+firm%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Family Firm, Inc.- ISHARES TRUST (IWV) - 229,404 shares, 16.72% of the total portfolio. Shares reduced by 3.12%
- Vanguard Total Bond Market ETF (BND) - 238,918 shares, 7.85% of the total portfolio. Shares added by 3.03%
- VANGUARD TAX MANAG (VEA) - 510,029 shares, 7.77% of the total portfolio. Shares added by 0.37%
- ISHARES TRUST (IVV) - 31,095 shares, 3.89% of the total portfolio. Shares reduced by 0.63%
- ISHARES TRUST (STIP) - 92,812 shares, 3.60% of the total portfolio. Shares added by 1.09%
Family Firm, Inc. initiated holding in Willis Towers Watson PLC. The purchase prices were between $194.6 and $216.17, with an estimated average price of $204.14. The stock is now traded at around $180.51. The impact to a portfolio due to this purchase was 0.28%. The holding were 3,627 shares as of .
New Purchase: PIMCO ETF TRUST (BOND)Family Firm, Inc. initiated holding in PIMCO ETF TRUST. The purchase prices were between $110.7 and $112.63, with an estimated average price of $111.96. The stock is now traded at around $111.40. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,598 shares as of .
New Purchase: FedEx Corp (FDX)Family Firm, Inc. initiated holding in FedEx Corp. The purchase prices were between $155.48 and $254.44, with an estimated average price of $199.73. The stock is now traded at around $274.48. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,009 shares as of .
New Purchase: McDonald's Corp (MCD)Family Firm, Inc. initiated holding in McDonald's Corp. The purchase prices were between $183.52 and $224.81, with an estimated average price of $205.07. The stock is now traded at around $216.80. The impact to a portfolio due to this purchase was 0.08%. The holding were 958 shares as of .
New Purchase: Visa Inc (V)Family Firm, Inc. initiated holding in Visa Inc. The purchase prices were between $189.02 and $216.48, with an estimated average price of $199.76. The stock is now traded at around $188.34. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,014 shares as of .
New Purchase: Yum Brands Inc (YUM)Family Firm, Inc. initiated holding in Yum Brands Inc. The purchase prices were between $86.38 and $97.98, with an estimated average price of $92.15. The stock is now traded at around $96.77. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,223 shares as of .
Added: ISHARES TRUST (ICF)Family Firm, Inc. added to a holding in ISHARES TRUST by 23.36%. The purchase prices were between $98.27 and $107.23, with an estimated average price of $102.9. The stock is now traded at around $103.18. The impact to a portfolio due to this purchase was 0.13%. The holding were 18,174 shares as of .
Added: VANGUARD INDEX FDS (VBR)Family Firm, Inc. added to a holding in VANGUARD INDEX FDS by 71.95%. The purchase prices were between $102.46 and $117.9, with an estimated average price of $112.05. The stock is now traded at around $119.52. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,794 shares as of .
Added: 3M Co (MMM)Family Firm, Inc. added to a holding in 3M Co by 36.13%. The purchase prices were between $150.41 and $172.38, with an estimated average price of $160.9. The stock is now traded at around $165.51. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,817 shares as of .
Sold Out: ISHARES INC (EPP)Family Firm, Inc. sold out a holding in ISHARES INC. The sale prices were between $40.07 and $42.95, with an estimated average price of $41.38.
Sold Out: Cigna Corp (CI)Family Firm, Inc. sold out a holding in Cigna Corp. The sale prices were between $160.5 and $190.5, with an estimated average price of $176.27.
Sold Out: Automatic Data Processing Inc (ADP)Family Firm, Inc. sold out a holding in Automatic Data Processing Inc. The sale prices were between $128.72 and $150.73, with an estimated average price of $140.27.
Sold Out: Chevron Corp (CVX)Family Firm, Inc. sold out a holding in Chevron Corp. The sale prices were between $71.8 and $91.39, with an estimated average price of $84.13.
Sold Out: Raytheon Technologies Corp (RTX)Family Firm, Inc. sold out a holding in Raytheon Technologies Corp. The sale prices were between $56.68 and $64.29, with an estimated average price of $60.9.
Sold Out: ConocoPhillips (COP)Family Firm, Inc. sold out a holding in ConocoPhillips. The sale prices were between $32.46 and $41.78, with an estimated average price of $37.92.
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