0001085146-20-000371.txt : 20200204 0001085146-20-000371.hdr.sgml : 20200204 20200204081722 ACCESSION NUMBER: 0001085146-20-000371 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200204 DATE AS OF CHANGE: 20200204 EFFECTIVENESS DATE: 20200204 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: 20570724 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 false false 0001602603 XXXXXXXX 12-31-2019 12-31-2019 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 02-03-2020 0 147 295438 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 307 1742 SH SOLE 1742 0 0 ABBOTT LABS COM 002824100 312 3590 SH SOLE 3590 0 0 ABBVIE INC COM 00287Y109 359 4056 SH SOLE 4056 0 0 ABERDEEN ASIA PACIFIC INCOM COM 003009107 1244 292767 SH SOLE 292767 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 230 1092 SH SOLE 1092 0 0 ALPHABET INC CAP STK CL A 02079K305 2182 1629 SH SOLE 1629 0 0 ALPHABET INC CAP STK CL C 02079K107 2008 1502 SH SOLE 1502 0 0 AMAZON COM INC COM 023135106 318 172 SH SOLE 172 0 0 APPLE INC COM 037833100 1913 6516 SH SOLE 6516 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 226 1324 SH SOLE 1324 0 0 BANK AMER CORP COM 060505104 467 13255 SH SOLE 13255 0 0 BECTON DICKINSON & CO COM 075887109 371 1364 SH SOLE 1364 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 811 3581 SH SOLE 3581 0 0 BLACKROCK CORE BD TR SHS BEN INT 09249E101 2369 162517 SH SOLE 162517 0 0 BOEING CO COM 097023105 876 2691 SH SOLE 2691 0 0 CABLE ONE INC COM 12685J105 647 435 SH SOLE 435 0 0 CHEVRON CORP NEW COM 166764100 535 4443 SH SOLE 4443 0 0 CIGNA CORP NEW COM 125523100 270 1322 SH SOLE 1322 0 0 CISCO SYS INC COM 17275R102 350 7305 SH SOLE 7305 0 0 CONOCOPHILLIPS COM 20825C104 266 4096 SH SOLE 4096 0 0 COSTCO WHSL CORP NEW COM 22160K105 367 1249 SH SOLE 1249 0 0 DISNEY WALT CO COM DISNEY 254687106 386 2672 SH SOLE 2672 0 0 DOMINION ENERGY INC COM 25746U109 445 5376 SH SOLE 5376 0 0 EXXON MOBIL CORP COM 30231G102 510 7303 SH SOLE 7303 0 0 FLAHERTY & CRUMRIN PFD & INM COM 338478100 1665 76775 SH SOLE 76775 0 0 GENERAL ELECTRIC CO COM 369604103 158 14148 SH SOLE 14148 0 0 GRAHAM HLDGS CO COM 384637104 278 435 SH SOLE 435 0 0 HOME DEPOT INC COM 437076102 290 1327 SH SOLE 1327 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 339 2532 SH SOLE 2532 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 1287 37604 SH SOLE 37604 0 0 ISHARES INC MSCI AUST ETF 464286103 435 19194 SH SOLE 19194 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 604 12722 SH SOLE 12722 0 0 ISHARES INC MSCI CDA ETF 464286509 1414 47302 SH SOLE 47302 0 0 ISHARES INC MSCI GBL ETF NEW 46434G848 869 29234 SH SOLE 29234 0 0 ISHARES INC MSCI GBL GOLD MN 46434G855 872 36209 SH SOLE 36209 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 394 6645 SH SOLE 6645 0 0 ISHARES INC MSCI PAC JP ETF 464286665 559 12082 SH SOLE 12082 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 9885 98150 SH SOLE 98150 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 1801 21287 SH SOLE 21287 0 0 ISHARES TR 20 YR TR BD ETF 464287432 995 7345 SH SOLE 7345 0 0 ISHARES TR 3YRTB ETF 464288125 1072 13531 SH SOLE 13531 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 2114 19178 SH SOLE 19178 0 0 ISHARES TR COHEN STEER REIT 464287564 1729 14777 SH SOLE 14777 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1811 8798 SH SOLE 8798 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3057 36461 SH SOLE 36461 0 0 ISHARES TR CORE S&P US GWT 464287671 968 14307 SH SOLE 14307 0 0 ISHARES TR CORE S&P500 ETF 464287200 10378 32105 SH SOLE 32105 0 0 ISHARES TR CORE US AGGBD ET 464287226 6548 58276 SH SOLE 58276 0 0 ISHARES TR EAFE SML CP ETF 464288273 1253 20121 SH SOLE 20121 0 0 ISHARES TR EAFE VALUE ETF 464288877 397 7945 SH SOLE 7945 0 0 ISHARES TR EUROPE ETF 464287861 2459 52359 SH SOLE 52359 0 0 ISHARES TR EXPND TEC SC ETF 464287549 699 2885 SH SOLE 2885 0 0 ISHARES TR GBL COMM SVC ETF 464287275 326 5308 SH SOLE 5308 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 1219 17729 SH SOLE 17729 0 0 ISHARES TR GLOB UTILITS ETF 464288711 259 4413 SH SOLE 4413 0 0 ISHARES TR GLOBAL 100 ETF 464287572 216 4000 SH SOLE 4000 0 0 ISHARES TR GLOBAL ENERG ETF 464287341 3479 112848 SH SOLE 112848 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 426 6196 SH SOLE 6196 0 0 ISHARES TR INTL DEV RE ETF 464288489 2032 67271 SH SOLE 67271 0 0 ISHARES TR INTL TREA BD ETF 464288117 5241 104461 SH SOLE 104461 0 0 ISHARES TR JPX NIKKEI 400 464287382 566 8872 SH SOLE 8872 0 0 ISHARES TR LATN AMER 40 ETF 464287390 605 17807 SH SOLE 17807 0 0 ISHARES TR MICRO-CAP ETF 464288869 508 5102 SH SOLE 5102 0 0 ISHARES TR MSCI EAFE ETF 464287465 3707 53384 SH SOLE 53384 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1353 30153 SH SOLE 30153 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 418 12257 SH SOLE 12257 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1305 10832 SH SOLE 10832 0 0 ISHARES TR NORTH AMERN NAT 464287374 8387 278623 SH SOLE 278623 0 0 ISHARES TR RUS 1000 ETF 464287622 3101 17381 SH SOLE 17381 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 232 1320 SH SOLE 1320 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1171 7067 SH SOLE 7067 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 46525 246832 SH SOLE 246832 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2898 14963 SH SOLE 14963 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1411 10847 SH SOLE 10847 0 0 ISHARES TR S&P MC 400GR ETF 464287606 1242 5218 SH SOLE 5218 0 0 ISHARES TR S&P MC 400VL ETF 464287705 1953 11439 SH SOLE 11439 0 0 ISHARES TR S&P SML 600 GWT 464287887 1511 7815 SH SOLE 7815 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 423 3959 SH SOLE 3959 0 0 ISHARES TR SP SMCP600VL ETF 464287879 4605 28639 SH SOLE 28639 0 0 ISHARES TR TIPS BD ETF 464287176 9056 77691 SH SOLE 77691 0 0 ISHARES TR U.S. BAS MTL ETF 464287838 303 3096 SH SOLE 3096 0 0 ISHARES TR U.S. CNSM GD ETF 464287812 493 3703 SH SOLE 3703 0 0 ISHARES TR U.S. ENERGY ETF 464287796 437 13590 SH SOLE 13590 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 1564 10304 SH SOLE 10304 0 0 ISHARES TR U.S. PHARMA ETF 464288836 567 3538 SH SOLE 3538 0 0 ISHARES TR U.S. UTILITS ETF 464287697 2010 12401 SH SOLE 12401 0 0 ISHARES TR US HLTHCARE ETF 464287762 253 1174 SH SOLE 1174 0 0 ISHARES TR US HOME CONS ETF 464288752 564 12698 SH SOLE 12698 0 0 ISHARES TR US OIL EQ&SV ETF 464288844 417 20498 SH SOLE 20498 0 0 ISHARES TR US REGNL BKS ETF 464288778 387 7596 SH SOLE 7596 0 0 ISHARES TR US TELECOM ETF 464287713 639 21383 SH SOLE 21383 0 0 JOHNSON & JOHNSON COM 478160104 530 3633 SH SOLE 3633 0 0 JPMORGAN CHASE & CO COM 46625H100 878 6295 SH SOLE 6295 0 0 LAM RESEARCH CORP COM 512807108 353 1207 SH SOLE 1207 0 0 MARRIOTT INTL INC NEW CL A 571903202 396 2617 SH SOLE 2617 0 0 MARTIN MARIETTA MATLS INC COM 573284106 228 817 SH SOLE 817 0 0 MERCK & CO INC COM 58933Y105 929 10218 SH SOLE 10218 0 0 MICROSOFT CORP COM 594918104 561 3556 SH SOLE 3556 0 0 NEOGEN CORP COM 640491106 284 4356 SH SOLE 4356 0 0 NORTHROP GRUMMAN CORP COM 666807102 216 629 SH SOLE 629 0 0 NUVEEN CR STRATEGIES INCM FD COM SHS 67073D102 252 32834 SH SOLE 32834 0 0 NVIDIA CORP COM 67066G104 444 1886 SH SOLE 1886 0 0 PEPSICO INC COM 713448108 434 3178 SH SOLE 3178 0 0 PNC FINL SVCS GROUP INC COM 693475105 281 1760 SH SOLE 1760 0 0 PROCTER & GAMBLE CO COM 742718109 326 2611 SH SOLE 2611 0 0 RAYTHEON CO COM NEW 755111507 283 1286 SH SOLE 1286 0 0 REGIONS FINL CORP NEW COM 7591EP100 188 10946 SH SOLE 10946 0 0 ROYCE MICRO-CAP TR INC COM 780915104 2253 263814 SH SOLE 263814 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 265 7888 SH SOLE 7888 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5605 72904 SH SOLE 72904 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2905 38404 SH SOLE 38404 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 283 4712 SH SOLE 4712 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 666 5310 SH SOLE 5310 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 425 6742 SH SOLE 6742 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 485 4761 SH SOLE 4761 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 327 10610 SH SOLE 10610 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 308 3783 SH SOLE 3783 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 368 4019 SH SOLE 4019 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 474 1474 SH SOLE 1474 0 0 SPDR SERIES TRUST FTSE INT GVT ETF 78464A490 4378 79433 SH SOLE 79433 0 0 SPDR SERIES TRUST S&P METALS MNG 78464A755 840 28669 SH SOLE 28669 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 5596 114224 SH SOLE 114224 0 0 STARBUCKS CORP COM 855244109 238 2701 SH SOLE 2701 0 0 SYSCO CORP COM 871829107 229 2682 SH SOLE 2682 0 0 TEMPLETON EMERGING MKTS FD I COM 880191101 1704 109305 SH SOLE 109305 0 0 TEMPLETON GLOBAL INCOME FD COM 880198106 2369 386537 SH SOLE 386537 0 0 UNION PACIFIC CORP COM 907818108 706 3905 SH SOLE 3905 0 0 VANECK VECTORS ETF TRUST INVT GRADE FLTG 92189F486 6209 245337 SH SOLE 245337 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 4277 34047 SH SOLE 34047 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 20428 243602 SH SOLE 243602 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 604 3389 SH SOLE 3389 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4365 47038 SH SOLE 47038 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 284 2069 SH SOLE 2069 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 310 1871 SH SOLE 1871 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 688 3463 SH SOLE 3463 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3087 69413 SH SOLE 69413 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 267 4548 SH SOLE 4548 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3108 27973 SH SOLE 27973 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 758 9358 SH SOLE 9358 0 0 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 4240 28958 SH SOLE 28958 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 211 3793 SH SOLE 3793 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 22366 507620 SH SOLE 507620 0 0 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 211 2249 SH SOLE 2249 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1785 21901 SH SOLE 21901 0 0 VORNADO RLTY TR SH BEN INT 929042109 529 7958 SH SOLE 7958 0 0 WELLS FARGO CO NEW COM 949746101 552 10261 SH SOLE 10261 0 0 YUM BRANDS INC COM 988498101 244 2421 SH SOLE 2421 0 0