0001085146-19-001372.txt : 20190506 0001085146-19-001372.hdr.sgml : 20190506 20190506141430 ACCESSION NUMBER: 0001085146-19-001372 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190506 DATE AS OF CHANGE: 20190506 EFFECTIVENESS DATE: 20190506 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: 19798923 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 03-31-2019 03-31-2019 false 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 05-06-2019 0 138 274991 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 383 1844 SH SOLE 1844 0 0 ABBOTT LABS COM 002824100 344 4305 SH SOLE 4305 0 0 ABBVIE INC COM 00287Y109 336 4164 SH SOLE 4164 0 0 ABERDEEN ASIA PACIFIC INCOM COM 003009107 1223 289008 SH SOLE 289008 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 307 1747 SH SOLE 1747 0 0 AIR PRODS & CHEMS INC COM 009158106 201 1055 SH SOLE 1055 0 0 ALPHABET INC CAP STK CL C 02079K107 1774 1512 SH SOLE 1512 0 0 ALPHABET INC CALL 02079K907 1943 1651 SH SOLE 1651 0 0 AMAZON COM INC COM 023135106 305 171 SH SOLE 171 0 0 APPLE INC COM 037833100 1401 7374 SH SOLE 7374 0 0 AT&T INC COM 00206R102 211 6728 SH SOLE 6728 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 241 1511 SH SOLE 1511 0 0 BANK AMER CORP COM 060505104 363 13175 SH SOLE 13175 0 0 BECTON DICKINSON & CO COM 075887109 368 1472 SH SOLE 1472 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1004 4998 SH SOLE 4998 0 0 BLACKROCK CORE BD TR SHS BEN INT 09249E101 2500 185880 SH SOLE 185880 0 0 BOEING CO COM 097023105 1102 2888 SH SOLE 2888 0 0 CABLE ONE INC COM 12685J105 427 435 SH SOLE 435 0 0 CHEVRON CORP NEW COM 166764100 621 5045 SH SOLE 5045 0 0 CIGNA CORP NEW COM 125523100 243 1512 SH SOLE 1512 0 0 CISCO SYS INC COM 17275R102 414 7668 SH SOLE 7668 0 0 CONOCOPHILLIPS COM 20825C104 288 4318 SH SOLE 4318 0 0 COSTCO WHSL CORP NEW COM 22160K105 301 1245 SH SOLE 1245 0 0 DISNEY WALT CO COM DISNEY 254687106 429 3861 SH SOLE 3861 0 0 EXXON MOBIL CORP COM 30231G102 960 11884 SH SOLE 11884 0 0 FLAHERTY&CRMN PFD SEC INCOM COM 338478100 1706 90201 SH SOLE 90201 0 0 FLEXSHARES TR MORNSTAR UPSTR 33939L407 1186 30000 SH SOLE 30000 0 0 GRAHAM HLDGS CO COM 384637104 297 435 SH SOLE 435 0 0 HOME DEPOT INC COM 437076102 535 2787 SH SOLE 2787 0 0 HONEYWELL INTL INC COM 438516106 342 2155 SH SOLE 2155 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 357 2528 SH SOLE 2528 0 0 INTUIT COM 461202103 211 807 SH SOLE 807 0 0 ISHARES INC MSCI AUST ETF 464286103 384 17865 SH SOLE 17865 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 491 11979 SH SOLE 11979 0 0 ISHARES INC MSCI CDA ETF 464286509 1203 43540 SH SOLE 43540 0 0 ISHARES INC MSCI PAC JP ETF 464286665 429 9343 SH SOLE 9343 0 0 ISHARES INC MSCI GBL ETF NEW 46434G848 759 24433 SH SOLE 24433 0 0 ISHARES TR TIPS BD ETF 464287176 8998 79578 SH SOLE 79578 0 0 ISHARES TR CORE S&P500 ETF 464287200 9162 32198 SH SOLE 32198 0 0 ISHARES TR CORE US AGGBD ET 464287226 6689 61330 SH SOLE 61330 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1307 30456 SH SOLE 30456 0 0 ISHARES TR GBL COMM SVC ETF 464287275 298 5293 SH SOLE 5293 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2592 15038 SH SOLE 15038 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 820 13417 SH SOLE 13417 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 401 6523 SH SOLE 6523 0 0 ISHARES TR GLOBAL ENERG ETF 464287341 3646 108175 SH SOLE 108175 0 0 ISHARES TR NORTH AMERN NAT 464287374 8742 278588 SH SOLE 278588 0 0 ISHARES TR JPX NIKKEI 400 464287382 428 7258 SH SOLE 7258 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1207 10704 SH SOLE 10704 0 0 ISHARES TR 20 YR TR BD ETF 464287432 1094 8651 SH SOLE 8651 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 2119 19862 SH SOLE 19862 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 1651 19630 SH SOLE 19630 0 0 ISHARES TR MSCI EAFE ETF 464287465 3693 56937 SH SOLE 56937 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1791 9458 SH SOLE 9458 0 0 ISHARES TR EXPND TEC SC ETF 464287549 624 3027 SH SOLE 3027 0 0 ISHARES TR NASDAQ BIOTECH 464287556 850 7600 SH SOLE 7600 0 0 ISHARES TR COHEN STEER REIT 464287564 2235 20096 SH SOLE 20096 0 0 ISHARES TR S&P MC 400GR ETF 464287606 1486 6782 SH SOLE 6782 0 0 ISHARES TR RUS 1000 ETF 464287622 3586 23002 SH SOLE 23002 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 804 5251 SH SOLE 5251 0 0 ISHARES TR CORE S&P US VLU 464287663 42399 254344 SH SOLE 254344 0 0 ISHARES TR CORE S&P US GWT 464287671 861 14270 SH SOLE 14270 0 0 ISHARES TR U.S. UTILITS ETF 464287697 1946 13209 SH SOLE 13209 0 0 ISHARES TR S&P MC 400VL ETF 464287705 1634 10410 SH SOLE 10410 0 0 ISHARES TR US TELECOM ETF 464287713 799 26872 SH SOLE 26872 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 1232 9868 SH SOLE 9868 0 0 ISHARES TR U.S. ENERGY ETF 464287796 460 12763 SH SOLE 12763 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1913 24796 SH SOLE 24796 0 0 ISHARES TR U.S. CNSM GD ETF 464287812 551 4614 SH SOLE 4614 0 0 ISHARES TR EUROPE ETF 464287861 2467 56867 SH SOLE 56867 0 0 ISHARES TR SP SMCP600VL ETF 464287879 4276 28981 SH SOLE 28981 0 0 ISHARES TR S&P SML 600 GWT 464287887 1352 7575 SH SOLE 7575 0 0 ISHARES TR INTL TREA BD ETF 464288117 4706 95956 SH SOLE 95956 0 0 ISHARES TR 3YRTB ETF 464288125 880 11153 SH SOLE 11153 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 420 3965 SH SOLE 3965 0 0 ISHARES TR EAFE SML CP ETF 464288273 1092 19004 SH SOLE 19004 0 0 ISHARES TR INTL DEV RE ETF 464288489 2013 66226 SH SOLE 66226 0 0 ISHARES TR GLOB UTILITS ETF 464288711 232 4298 SH SOLE 4298 0 0 ISHARES TR US HOME CONS ETF 464288752 579 16431 SH SOLE 16431 0 0 ISHARES TR US REGNL BKS ETF 464288778 317 7303 SH SOLE 7303 0 0 ISHARES TR U.S. PHARMA ETF 464288836 365 2373 SH SOLE 2373 0 0 ISHARES TR US OIL EQ&SV ETF 464288844 554 21938 SH SOLE 21938 0 0 ISHARES TR EAFE VALUE ETF 464288877 341 6975 SH SOLE 6975 0 0 ISHARES TR IBONDS SEP19 ETF 46429B564 299 11757 SH SOLE 11757 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 9802 98336 SH SOLE 98336 0 0 JOHNSON & JOHNSON COM 478160104 764 5469 SH SOLE 5469 0 0 JPMORGAN CHASE & CO COM 46625H100 446 4410 SH SOLE 4410 0 0 LAM RESEARCH CORP COM 512807108 213 1187 SH SOLE 1187 0 0 LOWES COS INC COM 548661107 243 2222 SH SOLE 2222 0 0 MARRIOTT INTL INC NEW CL A 571903202 327 2611 SH SOLE 2611 0 0 MERCK & CO INC COM 58933Y105 1176 14145 SH SOLE 14145 0 0 MICROSOFT CORP COM 594918104 445 3776 SH SOLE 3776 0 0 MIDDLESEX WATER CO COM 596680108 392 7000 SH SOLE 7000 0 0 NEOGEN CORP COM 640491106 274 4768 SH SOLE 4768 0 0 NORFOLK SOUTHERN CORP COM 655844108 218 1167 SH SOLE 1167 0 0 NVIDIA CORP COM 67066G104 338 1882 SH SOLE 1882 0 0 PEPSICO INC COM 713448108 413 3367 SH SOLE 3367 0 0 PFIZER INC COM 717081103 233 5476 SH SOLE 5476 0 0 PNC FINL SVCS GROUP INC COM 693475105 235 1912 SH SOLE 1912 0 0 PROCTER AND GAMBLE CO COM 742718109 287 2762 SH SOLE 2762 0 0 RAYTHEON CO COM NEW 755111507 245 1345 SH SOLE 1345 0 0 ROYCE MICRO-CAP TR INC COM 780915104 1929 231583 SH SOLE 231583 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 7465 108661 SH SOLE 108661 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 261 8342 SH SOLE 8342 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 472 5142 SH SOLE 5142 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 410 7309 SH SOLE 7309 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 612 5374 SH SOLE 5374 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 370 5596 SH SOLE 5596 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 393 15305 SH SOLE 15305 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 346 4606 SH SOLE 4606 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 338 4565 SH SOLE 4565 0 0 SPDR SERIES TRUST FTSE INT GVT ETF 78464A490 4226 78144 SH SOLE 78144 0 0 SPDR SERIES TRUST S&P METALS MNG 78464A755 685 23066 SH SOLE 23066 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 4707 97351 SH SOLE 97351 0 0 STARBUCKS CORP COM 855244109 211 2835 SH SOLE 2835 0 0 TEMPLETON EMERGING MKTS FD I COM 880191101 1561 104889 SH SOLE 104889 0 0 TEMPLETON GLOBAL INCOME FD COM 880198106 2136 339053 SH SOLE 339053 0 0 UNION PACIFIC CORP COM 907818108 663 3966 SH SOLE 3966 0 0 VANECK VECTORS ETF TR INVT GRADE FLTG 92189F486 5979 237543 SH SOLE 237543 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 3882 35709 SH SOLE 35709 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 19992 246265 SH SOLE 246265 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4350 50050 SH SOLE 50050 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 591 3289 SH SOLE 3289 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 203 1579 SH SOLE 1579 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 540 3358 SH SOLE 3358 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 270 1766 SH SOLE 1766 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3008 28889 SH SOLE 28889 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 676 9234 SH SOLE 9234 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2933 69023 SH SOLE 69023 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 237 4418 SH SOLE 4418 0 0 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 3648 28182 SH SOLE 28182 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 20767 508112 SH SOLE 508112 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1829 20460 SH SOLE 20460 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 221 3742 SH SOLE 3742 0 0 VORNADO RLTY TR SH BEN INT 929042109 535 7932 SH SOLE 7932 0 0 WELLS FARGO CO NEW COM 949746101 540 11182 SH SOLE 11182 0 0 XILINX INC COM 983919101 213 1683 SH SOLE 1683 0 0 YUM BRANDS INC COM 988498101 241 2420 SH SOLE 2420 0 0