0001602603-16-000013.txt : 20161108
0001602603-16-000013.hdr.sgml : 20161108
20161108120311
ACCESSION NUMBER: 0001602603-16-000013
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160930
FILED AS OF DATE: 20161108
DATE AS OF CHANGE: 20161108
EFFECTIVENESS DATE: 20161108
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: 161980483
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
09-30-2016
09-30-2016
Family Firm, Inc.
8120 WOODMONT AVE
630
BETHESDA
MD
20814
13F HOLDINGS REPORT
028-16435
N
Mary A. Malgoire
Chief Compliance Officer
301-656-3999
Mary A. Malgoire
Bethesda
MD
11-08-2016
0
113
210520
false
INFORMATION TABLE
2
form13ftff09302016.xml
3M
COM
88579Y101
315
1785
SH
SOLE
1785
0
0
Abbvie Inc
COM
00287Y109
290
4592
SH
SOLE
4592
0
0
Aberdeen Asia Pacific Income
COM
3009107
1154
225410
SH
SOLE
225410
0
0
Accenture Ltd Cl A
COM
G1151C101
221
1811
SH
SOLE
1811
0
0
Alphabet A
COM
02079K305
1341
1668
SH
SOLE
1668
0
0
Alphabet C
COM
02079K107
1244
1601
SH
SOLE
1601
0
0
Apple Computer Inc
COM
37833100
1090
9640
SH
SOLE
9640
0
0
AT&T New
COM
00206R102
309
7617
SH
SOLE
7617
0
0
Becton Dickinson
COM
75887109
217
1207
SH
SOLE
1207
0
0
Berkshire Hathaway Inc B
COM
84670702
737
5098
SH
SOLE
5098
0
0
Blackrock Core Bd TRUST
COM
09249E101
1325
93217
SH
SOLE
93217
0
0
Boeing Company
COM
97023105
217
1644
SH
SOLE
1644
0
0
Cable One Inc
COM
12685J105
254
435
SH
SOLE
435
0
0
Chevron Texaco Corp
COM
166764100
639
6211
SH
SOLE
6211
0
0
ConocoPhillips
COM
20825C104
241
5541
SH
SOLE
5541
0
0
Dominion Resources
COM
25746U109
287
3867
SH
SOLE
3867
0
0
Du Pont
COM
263534109
249
3724
SH
SOLE
3724
0
0
Exxon Mobil Corp
COM
30231G102
1705
19535
SH
SOLE
19535
0
0
F & C Claymore Pfd Sec Fd
COM
338478100
922
44316
SH
SOLE
44316
0
0
FlexShares
Global Upstream Nat Res Index
33939L407
267
9700
SH
SOLE
9700
0
0
FlexShares
Morningstar Emerging Mkts Factor
33939L308
260
5400
SH
SOLE
5400
0
0
General Electric
COM
369604103
568
19162
SH
SOLE
19162
0
0
George A Hormel & Co
COM
44052100
203
5342
SH
SOLE
5342
0
0
Graham Holdings Co
COM
384637104
209
435
SH
SOLE
435
0
0
Home Depot
COM
437076102
321
2492
SH
SOLE
2492
0
0
Honeywell Intl Inc
COM
438516106
221
1897
SH
SOLE
1897
0
0
Int'l Business Machines
COM
459200101
511
3220
SH
SOLE
3220
0
0
iShares
0-5 Year TIPS Bond ETF
46429B747
6219
61514
SH
SOLE
61514
0
0
iShares
Barclays 1-3 Yr Treas Bond Index
464287457
608
7145
SH
SOLE
7145
0
0
iShares
Barclays 7-10 Yr Treas Bond Index
464287440
1033
9235
SH
SOLE
9235
0
0
iShares
Cohen & Steers Realty Majors Index
464287564
2218
21140
SH
SOLE
21140
0
0
iShares
Core S&P 500 Index
464287200
8454
38857
SH
SOLE
38857
0
0
iShares
Core S&P SmallCap ETF
464287804
2170
17478
SH
SOLE
17478
0
0
iShares
Core Total US Bond Mkt ETF
464287226
8530
75880
SH
SOLE
75880
0
0
iShares
Core U.S. Growth ETF
464287671
661
15534
SH
SOLE
15534
0
0
iShares
DJ US Financial Services Index
464287770
1133
12905
SH
SOLE
12905
0
0
iShares
DJ US Utilities Index
464287697
1153
9408
SH
SOLE
9408
0
0
iShares
Global Infrastructure ETF Index
464288372
362
8700
SH
SOLE
8700
0
0
iShares
iBonds Sep 2019 AMT-Free Muni Bd
46429B564
294
11463
SH
SOLE
11463
0
0
iShares
Jpx Nikkei 400
464287382
514
9457
SH
SOLE
9457
0
0
iShares
Miners
464286335
266
23927
SH
SOLE
23927
0
0
iShares
MSCI Brazil ETF
464286400
373
11058
SH
SOLE
11058
0
0
iShares
MSCI Canada Index
464286509
876
34117
SH
SOLE
34117
0
0
iShares
MSCI EAFE Index
464287465
3854
65187
SH
SOLE
65187
0
0
iShares
MSCI EAFE Small Cap Index
464288273
905
17262
SH
SOLE
17262
0
0
iShares
MSCI Emerging Markets Index
464287234
1485
39648
SH
SOLE
39648
0
0
iShares
MSCI Pacific ex-Japan Index
464286665
292
6906
SH
SOLE
6906
0
0
iShares
Nasdaq Biotechnology Index
464287556
458
1582
SH
SOLE
1582
0
0
iShares
Russell 1000 Growth Index
464287614
255
2445
SH
SOLE
2445
0
0
iShares
Russell 1000 Index
464287622
1564
12980
SH
SOLE
12980
0
0
iShares
Russell 2000 Index
464287655
749
6033
SH
SOLE
6033
0
0
iShares
Russell 3000 Index
464287663
33850
264062
SH
SOLE
264062
0
0
iShares
S&P 500 Growth Index
464287309
1875
15409
SH
SOLE
15409
0
0
iShares
S&P 500 Value Index
464287408
966
10178
SH
SOLE
10178
0
0
iShares
S&P Europe 350 Index
464287861
2154
54705
SH
SOLE
54705
0
0
iShares
S&P Global Energy Index
464287341
3800
115596
SH
SOLE
115596
0
0
iShares
S&P Global Healthcare Index
464287325
669
6641
SH
SOLE
6641
0
0
iShares
S&P Global Telecom Index
464287275
259
4182
SH
SOLE
4182
0
0
iShares
S&P MidCap 400 Growth Index
464287606
613
3509
SH
SOLE
3509
0
0
iShares
S&P MidCap 400 Index
464287507
1792
11581
SH
SOLE
11581
0
0
iShares
S&P MidCap 400 Value Index
464287705
1183
8897
SH
SOLE
8897
0
0
iShares
S&P N.Amer Natural Resources Index
464287374
8580
248988
SH
SOLE
248988
0
0
iShares
S&P N.Amer Technology Index
464287549
421
3405
SH
SOLE
3405
0
0
iShares
S&P SmallCap 600 Growth Index
464287887
1049
7650
SH
SOLE
7650
0
0
iShares
S&P SmallCap 600 Value Index
464287879
3367
26979
SH
SOLE
26979
0
0
iShares
S&P/Citi Intl Treas Bond Index
464288117
3874
38586
SH
SOLE
38586
0
0
iShares
Short Term Muni Bond
464288158
490
4619
SH
SOLE
4619
0
0
iShares
TIPS Bond ETF
464287176
8258
70892
SH
SOLE
70892
0
0
Johnson and Johnson
COM
478160104
550
4655
SH
SOLE
4655
0
0
JP Morgan Chase & Co
COM
46625H100
233
3501
SH
SOLE
3501
0
0
Market Vectors
Investment Grade Floating Rate ETF
57060U514
5889
236303
SH
SOLE
236303
0
0
McKesson Corp
COM
58155Q103
336
2016
SH
SOLE
2016
0
0
Medtronic Inc
COM
G5960L103
242
2803
SH
SOLE
2803
0
0
Merck and Company
COM
58933Y105
816
13077
SH
SOLE
13077
0
0
MFC
FlexShares STOXX Global Broad Infrastructure I
33939L795
366
8100
SH
SOLE
8100
0
0
MFC
FLEXSHARES TR CURRENCY HEDGED MORNINGSTAR
33939L100
251
9700
SH
SOLE
9700
0
0
Middlesex Wtr Co
COM
596680108
247
7000
SH
SOLE
7000
0
0
Neogen Corp
COM
640491106
338
6046
SH
SOLE
6046
0
0
Patterson Companies
COM
703395103
225
4889
SH
SOLE
4889
0
0
PepsiCo Inc
COM
713448108
368
3384
SH
SOLE
3384
0
0
Pfizer Inc
COM
717081103
278
8212
SH
SOLE
8212
0
0
PowerShares
WilderHill Clean Energy Index
73935X500
649
167608
SH
SOLE
167608
0
0
Proctor and Gamble
COM
742718109
408
4546
SH
SOLE
4546
0
0
Royce Micro-Cap Trust Inc.
COM
780915104
1936
247933
SH
SOLE
247933
0
0
Schwab
US Brd Mkt ETF
808524102
1646
31465
SH
SOLE
31465
0
0
Schwab
US Small-Cap ETF
808524607
1258
21856
SH
SOLE
21856
0
0
Southern Company
COM
842587107
271
5292
SH
SOLE
5292
0
0
SPDR
Consumer Discret Selct Sector Index
81369Y407
601
7513
SH
SOLE
7513
0
0
SPDR
DB Int'l Govt Infl-Prtct Bd
78464A490
4330
76046
SH
SOLE
76046
0
0
SPDR
DoubleLine Total Return Tact ETF
78467V848
2518
50178
SH
SOLE
50178
0
0
SPDR
Dow Jones Intl
78463X863
205
4912
SH
SOLE
4912
0
0
SPDR
S&P Metals & Mining ETF
78464A755
685
25841
SH
SOLE
25841
0
0
SPDR
Spdr Health Care
81369Y209
307
4256
SH
SOLE
4256
0
0
SPDR
Tr Int-Finl
81369Y605
381
19727
SH
SOLE
19727
0
0
Templeton Emerging Market Fund
COM
880191101
1444
114355
SH
SOLE
114355
0
0
Templeton Global Incm Fd
COM
880198106
1169
187286
SH
SOLE
187286
0
0
Union Pacific Corp
COM
907818108
404
4147
SH
SOLE
4147
0
0
Vanguard
Emerging Markets Index
922042858
2160
57409
SH
SOLE
57409
0
0
Vanguard
Energy Index
92204A306
1582
16192
SH
SOLE
16192
0
0
Vanguard
European Index
922042874
241
4954
SH
SOLE
4954
0
0
Vanguard
FTSE All-Wld ex-US SmCp Index
922042718
2448
24600
SH
SOLE
24600
0
0
Vanguard
FTSE ETF Developed Markets
921943858
17949
479804
SH
SOLE
479804
0
0
Vanguard
Mid-Cap Index
922908629
277
2142
SH
SOLE
2142
0
0
Vanguard
Reit
922908553
3278
37792
SH
SOLE
37792
0
0
Vanguard
Russell 3000 Index
92206C599
2077
20896
SH
SOLE
20896
0
0
Vanguard
S&P 500 Value Index
921932703
3080
33647
SH
SOLE
33647
0
0
Vanguard
Small Cap Growth Index
922908595
252
1912
SH
SOLE
1912
0
0
Vanguard
Small Cap Value
922908611
351
3172
SH
SOLE
3172
0
0
Vanguard
Total Bond Market ETF
921937835
14095
167520
SH
SOLE
167520
0
0
Vanguard
Total World Stock Index
922042742
486
7984
SH
SOLE
7984
0
0
Walt Disney
COM
254687106
284
3063
SH
SOLE
3063
0
0
Wells Fargo & Co New
COM
949746101
446
10074
SH
SOLE
10074
0
0
Yum Brands Inc.
COM
988498101
220
2427
SH
SOLE
2427
0
0