0001085146-18-000377.txt : 20180207 0001085146-18-000377.hdr.sgml : 20180207 20180206174816 ACCESSION NUMBER: 0001085146-18-000377 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180207 DATE AS OF CHANGE: 20180206 EFFECTIVENESS DATE: 20180207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Family Firm, Inc. CENTRAL INDEX KEY: 0001602603 IRS NUMBER: 521342887 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16435 FILM NUMBER: 18578714 BUSINESS ADDRESS: STREET 1: 8120 WOODMONT AVE STREET 2: 630 CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 301-656-3999 MAIL ADDRESS: STREET 1: 8120 WOODMONT AVE STREET 2: 630 CITY: BETHESDA STATE: MD ZIP: 20814 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001602603 XXXXXXXX 12-31-2017 12-31-2017 Family Firm, Inc.

8120 WOODMONT AVE 630 BETHESDA MD 20814

13F HOLDINGS REPORT 028-16435 N Kate Fries 301 767-7041 /s/ Kate Fries San Diego CA 02-05-2018 0 128 251979 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1015392288SHSOLE 228800ABBOTT LABSCOM0028241002504388SHSOLE 438800ABBVIE INCCOM00287Y1094514665SHSOLE 466500ABERDEEN ASIA PACIFIC INCOMCOM0030091071257257567SHSOLE 25756700ACCENTURE PLC IRELANDSHS CLASS AG1151C1012871877SHSOLE 187700AETNA INC NEWCOM00817Y1083061696SHSOLE 169600AMAZON COM INCCOM023135106212181SHSOLE 18100APPLE INCCOM03783310014508567SHSOLE 856700AT&T INCCOM00206R1023138058SHSOLE 805800AUTOMATIC DATA PROCESSING INCOM0530151032131820SHSOLE 182000BANK AMER CORPCOM06050510448216321SHSOLE 1632100BECTON DICKINSON & COCOM0758871092671246SHSOLE 124600BERKSHIRE HATHAWAY INC DELCL B NEW0846707029384730SHSOLE 473000BLACKROCK CORE BD TRSHS BEN INT09249E1011923136938SHSOLE 13693800BOEING COCOM0970231056192100SHSOLE 210000CABLE ONE INCCOM12685J105306435SHSOLE 43500CHEVRON CORP NEWCOM1667641008987174SHSOLE 717400CISCO SYS INCCOM17275R1023779835SHSOLE 983500CONOCOPHILLIPSCOM20825C1042404371SHSOLE 437100COSTCO WHSL CORP NEWCOM22160k1052361267SHSOLE 126700DISNEY WALT COCOM DISNEY2546871064023743SHSOLE 374300DOWDUPONT INCCOM26078J1003925510SHSOLE 551000EXXON MOBIL CORPCOM30231G102130015548SHSOLE 1554800FLAHERTY&CRMN PFD SEC INCOMCOM338478100147872234SHSOLE 7223400FLEXSHARES TRMORNSTAR UPSTR33939L40749915000SHSOLE 1500000GENERAL ELECTRIC COCOM36960410334719900SHSOLE 1990000GRAHAM HLDGS COCOM384637104243435SHSOLE 43500HOME DEPOT INCCOM4370761025492896SHSOLE 289600HONEYWELL INTL INCCOM4385161063282138SHSOLE 213800INTEL CORPCOM4581401002034397SHSOLE 439700INTERNATIONAL BUSINESS MACHSCOM4592001014552965SHSOLE 296500ISHARES INCMSCI AUST ETF46428610325110822SHSOLE 1082200ISHARES INCMSCI BRAZIL ETF4642864002897140SHSOLE 714000ISHARES INCMSCI CDA ETF464286509101434208SHSOLE 3420800ISHARES INCMSCI PAC JP ETF4642866654098562SHSOLE 856200ISHARES TRTIPS BD ETF464287176921980812SHSOLE 8081200ISHARES TRCORE S&P500 ETF464287200938034889SHSOLE 3488900ISHARES TRCORE US AGGBD ET464287226725366339SHSOLE 6633900ISHARES TRMSCI EMG MKT ETF464287234154832843SHSOLE 3284300ISHARES TRGLOB TELECOM ETF4642872754397251SHSOLE 725100ISHARES TRS&P 500 GRWT ETF464287309239215656SHSOLE 1565600ISHARES TRGLOB HLTHCRE ETF4642873258077171SHSOLE 717100ISHARES TRGLOBAL ENERG ETF464287341349598321SHSOLE 9832100ISHARES TRNORTH AMERN NAT4642873748979253367SHSOLE 25336700ISHARES TRJPX NIKKEI 4004642873825398294SHSOLE 829400ISHARES TRS&P 500 VAL ETF46428740810639303SHSOLE 930300ISHARES TRBARCLAYS 7 10 YR464287440116110999SHSOLE 1099900ISHARES TR1 3 YR TREAS BD464287457126415072SHSOLE 1507200ISHARES TRMSCI EAFE ETF464287465441262758SHSOLE 6275800ISHARES TRCORE S&P MCP ETF46428750718329653SHSOLE 965300ISHARES TRN AMER TECH ETF4642875495073006SHSOLE 300600ISHARES TRNASDAQ BIOTECH4642875568578025SHSOLE 802500ISHARES TRCOHEN STEER REIT464287564216421357SHSOLE 2135700ISHARES TRS&P MC 400GR ETF4642876068714034SHSOLE 403400ISHARES TRRUS 1000 ETF464287622279818830SHSOLE 1883000ISHARES TRRUSSELL 2000 ETF4642876557745079SHSOLE 507900ISHARES TRCORE S&P US VLU46428766341368261542SHSOLE 26154200ISHARES TRCORE S&P US GWT46428767178414575SHSOLE 1457500ISHARES TRU.S. UTILITS ETF46428769711278483SHSOLE 848300ISHARES TRS&P MC 400VL ETF46428770515089417SHSOLE 941700ISHARES TRUS TELECOM ETF46428771331710781SHSOLE 1078100ISHARES TRU.S. FIN SVC ETF464287770135010346SHSOLE 1034600ISHARES TRCORE S&P SCP ETF464287804210727426SHSOLE 2742600ISHARES TREUROPE ETF464287861257054377SHSOLE 5437700ISHARES TRSP SMCP600VL ETF464287879394025656SHSOLE 2565600ISHARES TRS&P SML 600 GWT46428788712547371SHSOLE 737100ISHARES TRINTL TREA BD ETF464288117450590250SHSOLE 9025000ISHARES TR3YRTB ETF4642881253313926SHSOLE 392600ISHARES TRSHRT NAT MUN ETF4642881584864632SHSOLE 463200ISHARES TREAFE SML CP ETF464288273124119239SHSOLE 1923900ISHARES TRGLB INFRASTR ETF4642883722265000SHSOLE 500000ISHARES TRU.S. PHARMA ETF4642888362711757SHSOLE 175700ISHARES TREAFE VALUE ETF4642888775279542SHSOLE 954200ISHARES TRIBONDS SEP19 ETF46429B56429411613SHSOLE 1161300ISHARES TR0-5 YR TIPS ETF46429B747893189429SHSOLE 8942900JOHNSON & JOHNSONCOM4781601048295935SHSOLE 593500JPMORGAN CHASE & COCOM46625H1004263987SHSOLE 398700LAM RESEARCH CORPCOM5128071082221207SHSOLE 120700LOWES COS INCCOM5486611072122277SHSOLE 227700MARRIOTT INTL INC NEWCL A5719032023682714SHSOLE 271400MCKESSON CORPCOM58155Q1033001922SHSOLE 192200MERCK & CO INCCOM58933Y10581014388SHSOLE 1438800MICROSOFT CORPCOM5949181044565334SHSOLE 533400MIDDLESEX WATER COCOM5966801082797000SHSOLE 700000NEOGEN CORPCOM6404911063604373SHSOLE 437300NORTHROP GRUMMAN CORPCOM666807102223727SHSOLE 72700NVIDIA CORPCOM67066G1043811970SHSOLE 197000ORACLE CORPCOM68389X1052104448SHSOLE 444800PEPSICO INCCOM7134481084633862SHSOLE 386200PFIZER INCCOM7170811033228902SHSOLE 890200PNC FINL SVCS GROUP INCCOM6934751052581790SHSOLE 179000PRICE T ROWE GROUP INCCOM74144T1082782646SHSOLE 264600PROCTER AND GAMBLE COCOM7427181094174540SHSOLE 454000RAYTHEON COCOM NEW7551115072811498SHSOLE 149800ROYCE MICRO-CAP TR INCCOM7809151041863197380SHSOLE 19738000SCHWAB STRATEGIC TRUS BRD MKT ETF808524102336152097SHSOLE 5209700SCHWAB STRATEGIC TRUS SML CAP ETF808524607171424576SHSOLE 2457600SELECT SECTOR SPDR TRSBI MATERIALS81369Y1002233683SHSOLE 368300SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2094175044SHSOLE 504400SELECT SECTOR SPDR TRSBI CONS STPLS81369Y3083446043SHSOLE 604300SELECT SECTOR SPDR TRSBI CONS DISCR81369Y4076726814SHSOLE 681400SELECT SECTOR SPDR TRENERGY81369Y5063604978SHSOLE 497800SELECT SECTOR SPDR TRSBI INT-FINL81369Y60543415539SHSOLE 1553900SELECT SECTOR SPDR TRSBI INT-INDS81369Y7043584728SHSOLE 472800SPDR SERIES TRUSTCITI INT GVT ETF78464A490459079806SHSOLE 7980600SPDR SERIES TRUSTS&P REGL BKG78464A6982013423SHSOLE 342300SPDR SERIES TRUSTS&P METALS MNG78464A755104828822SHSOLE 2882200SSGA ACTIVE ETF TRSPDR TR TACTIC78467V848340770052SHSOLE 7005200TEMPLETON EMERGING MKTS FD ICOM880191101137383675SHSOLE 8367500TEMPLETON GLOBAL INCOME FDCOM8801981061787276651SHSOLE 27665100UNION PAC CORPCOM9078181085784309SHSOLE 430900UNITEDHEALTH GROUP INCCOM91324P102205932SHSOLE 93200VANECK VECTORS ETF TRINVT GRADE FLTG92189F4865969236217SHSOLE 23621700VANGUARD ADMIRAL FDS INC500 VAL IDX FD921932703403736708SHSOLE 3670800VANGUARD BD INDEX FD INCTOTAL BND MRKT92193783516619203742SHSOLE 20374200VANGUARD INDEX FDSREIT ETF922908553411649600SHSOLE 4960000VANGUARD INDEX FDSSML CP GRW ETF9229085955713553SHSOLE 355300VANGUARD INDEX FDSSM CP VAL ETF9229086113502636SHSOLE 263600VANGUARD INDEX FDSMID CAP ETF9229086294492903SHSOLE 290300VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718334828082SHSOLE 2808200VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF9220427426388591SHSOLE 859100VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858242252755SHSOLE 5275500VANGUARD SCOTTSDALE FDSVNG RUS3000IDX92206C599294023940SHSOLE 2394000VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385822384498984SHSOLE 49898400VANGUARD WORLD FDSENERGY ETF92204A306229123156SHSOLE 2315600VERIZON COMMUNICATIONS INCCOM92343V1043165963SHSOLE 596300WELLS FARGO CO NEWCOM94974610168011208SHSOLE 1120800YUM BRANDS INCCOM9884981012052509SHSOLE 250900