0001602603-15-000009.txt : 20151113 0001602603-15-000009.hdr.sgml : 20151113 20151113152513 ACCESSION NUMBER: 0001602603-15-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151113 DATE AS OF CHANGE: 20151113 EFFECTIVENESS DATE: 20151113 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: 151228886 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 09-30-2015 09-30-2015 Family Firm, Inc.

8120 WOODMONT AVE 630 BETHESDA MD 20814

13F HOLDINGS REPORT 028-16435 N Mary A. Malgoire 301-656-3999 Mary A. Malgoire Bethesda MD 11-13-2015 0 105 184479 false INFORMATION TABLE 2 form13ftff09302015.xml 3M COM 88579Y101 300 2115 SH SOLE 2115 0 0 Abbvie Inc COM 00287Y109 253 4645 SH SOLE 4645 0 0 Aberdeen Asia Pacific Income Closed-End 3009107 1089 241914 SH SOLE 241914 0 0 Amgen Inc COM 31162100 225 1624 SH SOLE 1624 0 0 Apple Computer Inc COM 37833100 1063 9637 SH SOLE 9637 0 0 AT&T New COM 00206R102 272 8335 SH SOLE 8335 0 0 Berkshire Hathaway Inc COM CL B 84670702 676 5183 SH SOLE 5183 0 0 Blackrock Core Bd TRUST ETF 09249E101 1191 92161 SH SOLE 92161 0 0 Boeing Company COM 97023105 233 1776 SH SOLE 1776 0 0 Chevron Texaco Corp COM 166764100 516 6537 SH SOLE 6537 0 0 Cisco Systems Inc COM 17275R102 201 7665 SH SOLE 7665 0 0 ConocoPhillips COM 20825C104 266 5537 SH SOLE 5537 0 0 Exxon Mobil Corp COM 30231G102 1658 22299 SH SOLE 22299 0 0 F & C Claymore Pfd Sec Fd Closed End 338478100 1335 71177 SH SOLE 71177 0 0 FlexShares Global Upstream Nat Res Index ETF 33939L407 229 9737 SH SOLE 9737 0 0 FlexShares Inl Quality Div Index ETF 33939L837 335 15700 SH SOLE 15700 0 0 Flexshares Ready Access Var Income ETF 33939L886 271 3600 SH SOLE 3600 0 0 Frontier Communications Corp COM 35906A108 54 11299 SH SOLE 11299 0 0 General Electric COM 369604103 503 19945 SH SOLE 19945 0 0 George A Hormel & Co COM 44052100 206 3260 SH SOLE 3260 0 0 Green Star Products Inc COM 393411103 0 100000 SH SOLE 100000 0 0 Home Depot COM 437076102 368 3190 SH SOLE 3190 0 0 Int'l Business Machines COM 459200101 552 3806 SH SOLE 3806 0 0 iShares 0-5 Year TIPS Bond ETF 46429B747 5168 52063 SH SOLE 52063 0 0 iShares Barclays 1-3 Yr Treas Bond Index ETF 464287457 412 4852 SH SOLE 4852 0 0 iShares Barclays 7-10 Yr Treas Bond Index ETF 464287440 1233 11433 SH SOLE 11433 0 0 iShares TR Barclays TIPS Bond Fd ETF 464287176 8681 78425 SH SOLE 78425 0 0 iShares Cohen & Steers Realty Majors Index ETF 464287564 2495 26942 SH SOLE 26942 0 0 iShares Core S&P 500 Index ETF 464287200 8482 44015 SH SOLE 44015 0 0 iShares Core S&P SmallCap ETF 464287804 2143 20109 SH SOLE 20109 0 0 iShares Core S&P Total US Stock Mkt 464287150 206 2352 SH SOLE 2352 0 0 iShares Core Total US Bond Mkt ETF 464287226 9481 86519 SH SOLE 86519 0 0 iShares Core U.S. Growth ETF 464287671 594 7822 SH SOLE 7822 0 0 iShares DJ US Financial Services Index ETF 464287770 658 7703 SH SOLE 7703 0 0 iShares DJ US Utilities Index ETF 464287697 1150 10571 SH SOLE 10571 0 0 iShares Global Infrastructure ETF Index 464288372 215 5700 SH SOLE 5700 0 0 iShares iBonds Sep 2019 AMT-Free Muni Bd 46429B564 290 11346 SH SOLE 11346 0 0 iShares Japan Large-Cap ETF 464287382 456 9285 SH SOLE 9285 0 0 iShares Miners ETF 464286335 172 32030 SH SOLE 32030 0 0 iShares MSCI Brazil ETF 464286400 206 9385 SH SOLE 9385 0 0 iShares MSCI Canada Index ETF 464286509 734 31918 SH SOLE 31918 0 0 iShares MSCI EAFE Index ETF 464287465 3695 64468 SH SOLE 64468 0 0 iShares MSCI EAFE Small Cap Index ETF 464288273 864 18093 SH SOLE 18093 0 0 iShares MSCI Emerging Markets Index ETF 464287234 1404 42404 SH SOLE 42404 0 0 iShares MSCI Pacific ex-Japan Index ETF 464286665 307 8374 SH SOLE 8374 0 0 iShares Nasdaq Biotechnology Index ETF 464287556 551 1816 SH SOLE 1816 0 0 iShares Russell 1000 Index ETF 464287622 1448 13528 SH SOLE 13528 0 0 iShares Russell 2000 Index ETF 464287655 682 6244 SH SOLE 6244 0 0 iShares Russell 3000 Index ETF 464287663 31210 274039 SH SOLE 274039 0 0 iShares S&P 500 Growth Index ETF 464287309 1573 14591 SH SOLE 14591 0 0 iShares S&P 500 Value Index ETF 464287408 859 10221 SH SOLE 10221 0 0 iShares S&P Europe 350 Index ETF 464287861 1826 45877 SH SOLE 45877 0 0 iShares S&P Global Energy Index ETF 464287341 2991 104240 SH SOLE 104240 0 0 iShares S&P Global Healthcare Index ETF 464287325 749 7602 SH SOLE 7602 0 0 iShares S&P Global Telecom Index ETF 464287275 269 4744 SH SOLE 4744 0 0 iShares S&P MidCap 400 Growth Index ETF 464287606 546 3475 SH SOLE 3475 0 0 iShares S&P MidCap 400 Index ETF 464287507 1739 12731 SH SOLE 12731 0 0 iShares S&P MidCap 400 Value Index ETF 464287705 1164 10043 SH SOLE 10043 0 0 iShares S&P N.Amer Natural Resources Index ETF 464287374 7124 245324 SH SOLE 245324 0 0 iShares S&P N.Amer Technology Index ETF 464287549 324 3228 SH SOLE 3228 0 0 iShares S&P National AMT-Free Muni Bnd ETF 464288414 212 1934 SH SOLE 1934 0 0 iShares S&P SmallCap 600 Growth Index ETF 464287887 939 7814 SH SOLE 7814 0 0 iShares S&P SmallCap 600 Value Index ETF 464287879 2191 20905 SH SOLE 20905 0 0 iShares S&P/Citi Intl Treas Bond Index ETF 464288117 3813 41874 SH SOLE 41874 0 0 iShares Short Term Muni Bond ETF 464288158 632 5969 SH SOLE 5969 0 0 Johnson and Johnson COM 478160104 452 4841 SH SOLE 4841 0 0 JP Morgan Chase & Co COM 46625H100 232 3798 SH SOLE 3798 0 0 Market Vectors Floating Rate Inv Grade Bond ETF 57060U514 5015 202667 SH SOLE 202667 0 0 McKesson Corp COM 58155Q103 401 2166 SH SOLE 2166 0 0 Merck and Company COM 58933Y105 642 12989 SH SOLE 12989 0 0 MFC FlexShares STOXX Global Broad Infrastructure I ETF 33939L795 262 6400 SH SOLE 6400 0 0 Nanogen Inc COM 630075109 127 10235 SH SOLE 10235 0 0 Neogen Corp COM 640491106 290 6440 SH SOLE 6440 0 0 PepsiCo Inc COM 713448108 228 2418 SH SOLE 2418 0 0 Pfizer Inc COM 717081103 247 7878 SH SOLE 7878 0 0 PowerShares WilderHill Clean Energy Index 73935X500 70 16976 SH SOLE 16976 0 0 Proctor and Gamble COM 742718109 311 4327 SH SOLE 4327 0 0 Royce Micro-Cap Trust Inc. COM 780915104 1815 234542 SH SOLE 234542 0 0 Schwab US Brd Mkt ETF 808524102 813 17518 SH SOLE 17518 0 0 Schwab US Small-Cap ETF 808524607 580 11429 SH SOLE 11429 0 0 SPDR Cons Staples 81369Y308 214 4525 SH SOLE 4525 0 0 SPDR Consumer Discret Selct Sector Index 81369Y407 642 8645 SH SOLE 8645 0 0 SPDR DB Int'l Govt Infl-Prtct Bd 78464A490 3761 72278 SH SOLE 72278 0 0 SPDR DoubleLine Total Return Tact ETF 78467V848 1445 29186 SH SOLE 29186 0 0 SPDR Health Care 81369Y209 342 5165 SH SOLE 5165 0 0 SPDR Industrial 81369Y704 234 4698 SH SOLE 4698 0 0 SPDR Materials 81369Y100 204 5120 SH SOLE 5120 0 0 SPDR S&P Metals & Mining ETF 78464A755 501 29980 SH SOLE 29980 0 0 SPDR Tr Int-Finl 81369Y605 477 21060 SH SOLE 21060 0 0 Templeton Emerging Market Fund COM 880191101 776 70344 SH SOLE 70344 0 0 Templeton Global Incm Fd COM 880198106 759 124692 SH SOLE 124692 0 0 Union Pacific Corp COM 907818108 375 4245 SH SOLE 4245 0 0 Vangard Russell 3000 Index ETF 92206C599 1147 13006 SH SOLE 13006 0 0 Vanguard Emerging Markets Index ETF 922042858 2360 71331 SH SOLE 71331 0 0 Vanguard Energy Index 92204A306 781 9219 SH SOLE 9219 0 0 Vanguard FTSE All-Wld ex-US SmCp Index ETF 922042718 2354 25952 SH SOLE 25952 0 0 Vanguard FTSE ETF Developed Markets ETF 921943858 15272 428507 SH SOLE 428507 0 0 Vanguard Reit ETF 922908553 2936 38870 SH SOLE 38870 0 0 Vanguard S&P 500 Value Index ETF 921932703 2383 29458 SH SOLE 29458 0 0 Vanguard Total Bond Market ETF 921937835 10568 128990 SH SOLE 128990 0 0 Vanguard Total Stock Market Index ETF 922908769 2269 22987 SH SOLE 22987 0 0 Vanguard Total World Stock Index ETF 922042742 652 11797 SH SOLE 11797 0 0 Walt Disney COM 254687106 360 3522 SH SOLE 3522 0 0 Wells Fargo & Co New COM 949746101 498 9701 SH SOLE 9701 0 0