0001602603-23-000002.txt : 20230501 0001602603-23-000002.hdr.sgml : 20230501 20230501164357 ACCESSION NUMBER: 0001602603-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230501 DATE AS OF CHANGE: 20230501 EFFECTIVENESS DATE: 20230501 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: 23874463 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 X0202 13F-HR LIVE false true false 0001602603 XXXXXXXX 03-31-2023 03-31-2023 Family Firm, Inc.

8120 WOODMONT AVE 630 BETHESDA MD 20814

13F HOLDINGS REPORT 028-16435 N Chris Marks 720-235-8230 Chris Marks Westminster CO 05-01-2023 0 181 361020792 false INFORMATION TABLE 2 familyfirm13f.xml AMAZON COM INC COM Stock 023135106 741622 7180 SH SOLE 7180 0 0 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF ETF 464287374 9991159 255072 SH SOLE 255071 0 0 GLOBAL PMTS INC COM Stock 37940X102 751763 7143 SH SOLE 7143 0 0 INVESCO QQQ TRUST ETF 46090E103 210459 656 SH SOLE 655 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 619949 4105 SH SOLE 4105 0 0 STARBUCKS CORP COM Stock 855244109 269714 2590 SH SOLE 2590 0 0 ISHARES MSCI CANADA ETF ETF 464286509 1090043 31891 SH SOLE 31891 0 0 ELEVANCE HEALTH INC COM Stock 036752103 285125 620 SH SOLE 620 0 0 TEMPLETON EMERGING MKTS FD COM CEF 880191101 2263956 193501 SH SOLE 193500 0 0 WILLIS TOWERS WATSON PLC LTD SHS Stock G96629103 395976 1704 SH SOLE 1704 0 0 JOHNSON & JOHNSON COM Stock 478160104 496411 3203 SH SOLE 3202 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 1191019 5835 SH SOLE 5835 0 0 INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF ETF 46137V563 209877 10536 SH SOLE 10536 0 0 VANGUARD ENERGY ETF ETF 92204A306 2965674 25962 SH SOLE 25962 0 0 INVESCO WILDERHILL CLEAN ENERGY ETF ETF 46137V134 2594463 64203 SH SOLE 64203 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 813534 1637 SH SOLE 1637 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 1384368 35083 SH SOLE 35082 0 0 YUM BRANDS INC COM Stock 988498101 346216 2621 SH SOLE 2621 0 0 OLD DOMINION FREIGHT LINE INC COM Stock 679580100 385223 1130 SH SOLE 1130 0 0 ISHARES LATIN AMERICA 40 ETF ETF 464287390 780587 32702 SH SOLE 32701 0 0 ISHARES GLOBAL COMM SERVICES ETF ETF 464287275 563019 8789 SH SOLE 8788 0 0 ISHARES U.S. INDUSTRIALS ETF ETF 464287754 223346 2230 SH SOLE 2229 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 942919 6342 SH SOLE 6341 0 0 COCA COLA CO COM Stock 191216100 310469 5005 SH SOLE 5005 0 0 ISHARES U.S. HEALTHCARE ETF ETF 464287762 223716 819 SH SOLE 819 0 0 NUVEEN CR STRATEGIES INCOME FD COM SHS CEF 67073D102 406821 79613 SH SOLE 79612 0 0 ISHARES U.S. ENERGY ETF ETF 464287796 679163 15524 SH SOLE 15523 0 0 MARRIOTT INTL INC NEW CL A Stock 571903202 348604 2100 SH SOLE 2099 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 4829328 58157 SH SOLE 58156 0 0 PAYCHEX INC COM Stock 704326107 583389 5091 SH SOLE 5091 0 0 ISHARES MSCI UNITED KINGDOM ETF ETF 46435G334 420700 13041 SH SOLE 13040 0 0 MERCK & CO INC COM Stock 58933Y105 689138 6477 SH SOLE 6477 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 437790 1069 SH SOLE 1069 0 0 MCKESSON CORP COM Stock 58155Q103 411918 1157 SH SOLE 1156 0 0 ISHARES TIPS BOND ETF ETF 464287176 10036221 91031 SH SOLE 91031 0 0 ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF ETF 464288125 1089763 15519 SH SOLE 15519 0 0 ISHARES U.S. HOME CONSTRUCTION ETF ETF 464288752 996994 14184 SH SOLE 14184 0 0 ISHARES GLOBAL HEALTHCARE ETF ETF 464287325 1384863 16613 SH SOLE 16613 0 0 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF ETF 922042718 4181298 38276 SH SOLE 38276 0 0 ISHARES COHEN & STEERS REIT ETF ETF 464287564 3335175 60050 SH SOLE 60049 0 0 FEDEX CORP COM Stock 31428X106 245866 1076 SH SOLE 1076 0 0 PULTE GROUP INC COM Stock 745867101 251016 4307 SH SOLE 4307 0 0 PEPSICO INC COM Stock 713448108 820092 4499 SH SOLE 4498 0 0 ISHARES INTERNATIONAL TREASURY BOND ETF ETF 464288117 5619088 139744 SH SOLE 139743 0 0 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 2320819 28248 SH SOLE 28247 0 0 KIMBERLY-CLARK CORP COM Stock 494368103 399059 2973 SH SOLE 2973 0 0 HOME DEPOT INC COM Stock 437076102 483322 1638 SH SOLE 1637 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 353693 1589 SH SOLE 1588 0 0 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 1208676 8821 SH SOLE 8821 0 0 BECTON DICKINSON & CO COM Stock 075887109 367832 1486 SH SOLE 1485 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 3162750 75429 SH SOLE 75429 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 327484 1340 SH SOLE 1340 0 0 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 5285080 110451 SH SOLE 110450 0 0 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 202635 5823 SH SOLE 5822 0 0 CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308 284531 3808 SH SOLE 3808 0 0 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 3058223 31626 SH SOLE 31625 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 836048 36154 SH SOLE 36154 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 623314 6009 SH SOLE 6009 0 0 ISHARES MSCI PACIFIC EX-JAPAN ETF ETF 464286665 232444 5308 SH SOLE 5308 0 0 INTUIT COM Stock 461202103 334813 751 SH SOLE 750 0 0 MICROSOFT CORP COM Stock 594918104 1855251 6435 SH SOLE 6435 0 0 CVS HEALTH CORP COM Stock 126650100 209460 2819 SH SOLE 2818 0 0 ISHARES EUROPE ETF ETF 464287861 3177641 63527 SH SOLE 63527 0 0 ISHARES MSCI BRAZIL ETF ETF 464286400 750127 27397 SH SOLE 27396 0 0 ROYCE MICRO-CAP TR INC COM CEF 780915104 2318065 264318 SH SOLE 264317 0 0 BOEING CO COM Stock 097023105 570230 2684 SH SOLE 2684 0 0 VANGUARD SMALL-CAP ETF ETF 922908751 1065614 5622 SH SOLE 5621 0 0 VANGUARD MID-CAP ETF ETF 922908629 358174 1698 SH SOLE 1698 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 253032 1061 SH SOLE 1061 0 0 TEMPLETON GLOBAL INCOME FD COM CEF 880198106 3334545 757851 SH SOLE 757851 0 0 VANGUARD FTSE EUROPE ETF ETF 922042874 770398 12640 SH SOLE 12639 0 0 BLACKROCK CORE BD TR SHS BEN INT CEF 09249E101 2315045 213565 SH SOLE 213564 0 0 CONSOLIDATED EDISON INC COM Stock 209115104 242768 2538 SH SOLE 2537 0 0 ISHARES U.S. REGIONAL BANKS ETF ETF 464288778 927204 25907 SH SOLE 25906 0 0 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 12579109 126767 SH SOLE 126767 0 0 VANECK GOLD MINERS ETF ETF 92189F106 327936 10137 SH SOLE 10137 0 0 ISHARES MSCI EAFE GROWTH ETF ETF 464288885 235679 2516 SH SOLE 2515 0 0 LILLY ELI & CO COM Stock 532457108 342010 996 SH SOLE 995 0 0 VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 921909768 228615 4141 SH SOLE 4140 0 0 VANGUARD S&P 500 VALUE ETF ETF 921932703 4240111 28903 SH SOLE 28903 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 1068905 5992 SH SOLE 5991 0 0 MICRON TECHNOLOGY INC COM Stock 595112103 225364 3735 SH SOLE 3734 0 0 AFLAC INC COM Stock 001055102 1929047 29898 SH SOLE 29898 0 0 SYSCO CORP COM Stock 871829107 206459 2673 SH SOLE 2673 0 0 MARATHON PETE CORP COM Stock 56585A102 335384 2487 SH SOLE 2487 0 0 VANGUARD SMALL CAP VALUE ETF ETF 922908611 1368840 8622 SH SOLE 8622 0 0 VANECK IG FLOATING RATE ETF ETF 92189F486 6842943 274047 SH SOLE 274046 0 0 ISHARES MSCI EAFE VALUE ETF ETF 464288877 502093 10346 SH SOLE 10346 0 0 VISA INC COM CL A Stock 92826C839 311016 1379 SH SOLE 1379 0 0 INVESCO SOLAR ETF ETF 46138G706 872833 11244 SH SOLE 11243 0 0 PIMCO ACTIVE BOND ETF ETF 72201R775 2041572 22010 SH SOLE 22010 0 0 VANGUARD SMALL-CAP GROWTH ETF ETF 922908595 380808 1760 SH SOLE 1759 0 0 VANGUARD GROWTH ETF ETF 922908736 204504 820 SH SOLE 819 0 0 ISHARES U.S. TREASURY BOND ETF ETF 46429B267 667746 28561 SH SOLE 28560 0 0 ISHARES MICRO-CAP ETF ETF 464288869 1390423 13304 SH SOLE 13304 0 0 FLAHERTY & CRUMRINE PFD SECS I COM CEF 338478100 1922586 138915 SH SOLE 138915 0 0 ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF ETF 46434G848 1452967 34011 SH SOLE 34011 0 0 ISHARES MSCI GLOBAL GOLD MINERS ETF ETF 46434G855 851843 33844 SH SOLE 33843 0 0 VANGUARD RUSSELL 3000 ETF ETF 92206C599 7305029 39853 SH SOLE 39852 0 0 D R HORTON INC COM Stock 23331A109 216250 2214 SH SOLE 2213 0 0 MARTIN MARIETTA MATLS INC COM Stock 573284106 231927 653 SH SOLE 653 0 0 ISHARES GLOBAL UTILITIES ETF ETF 464288711 380781 6300 SH SOLE 6300 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 207498 726 SH SOLE 726 0 0 NVIDIA CORPORATION COM Stock 67066G104 1476077 5314 SH SOLE 5314 0 0 ABBVIE INC COM Stock 00287Y109 741014 4650 SH SOLE 4649 0 0 SPDR S&P BIOTECH ETF ETF 78464A870 374572 4915 SH SOLE 4915 0 0 SPDR S&P METALS & MINING ETF ETF 78464A755 1092919 20559 SH SOLE 20559 0 0 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 21591108 292444 SH SOLE 292443 0 0 ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 374623 1652 SH SOLE 1651 0 0 FASTENAL CO COM Stock 311900104 250208 4639 SH SOLE 4638 0 0 ISHARES GLOBAL FINANCIALS ETF ETF 464287333 394044 5710 SH SOLE 5710 0 0 MCDONALDS CORP COM Stock 580135101 302541 1082 SH SOLE 1082 0 0 CISCO SYS INC COM Stock 17275R102 527124 10084 SH SOLE 10083 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 296872 3029 SH SOLE 3029 0 0 ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 1627041 19643 SH SOLE 19643 0 0 ISHARES U.S. CONSUMER STAPLES ETF ETF 464287812 476683 2393 SH SOLE 2392 0 0 ISHARES BIOTECHNOLOGY ETF ETF 464287556 1367701 10589 SH SOLE 10589 0 0 ISHARES U.S. TELECOMMUNICATIONS ETF ETF 464287713 373904 16144 SH SOLE 16144 0 0 ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 464287887 1993505 18133 SH SOLE 18132 0 0 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 81369Y407 740986 4955 SH SOLE 4955 0 0 INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704 229577 2269 SH SOLE 2268 0 0 ISHARES US FINANCIAL SERVICES ETF ETF 464287770 1983666 13140 SH SOLE 13140 0 0 ISHARES U.S. BASIC MATERIALS ETF ETF 464287838 437246 3299 SH SOLE 3299 0 0 ISHARES S&P 500 VALUE ETF ETF 464287408 1571288 10354 SH SOLE 10353 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 3638872 56955 SH SOLE 56955 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 10943029 26620 SH SOLE 26620 0 0 THE CIGNA GROUP COM Stock 125523100 324104 1268 SH SOLE 1268 0 0 WELLS FARGO CO NEW COM Stock 949746101 214410 5736 SH SOLE 5735 0 0 UNION PAC CORP COM Stock 907818108 232991 1158 SH SOLE 1157 0 0 CINTAS CORP COM Stock 172908105 203095 439 SH SOLE 438 0 0 NORTHROP GRUMMAN CORP COM Stock 666807102 279664 606 SH SOLE 605 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 564177 4330 SH SOLE 4329 0 0 CHEVRON CORP NEW COM Stock 166764100 408323 2503 SH SOLE 2502 0 0 CONOCOPHILLIPS COM Stock 20825C104 480895 4847 SH SOLE 4847 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 29027500 642628 SH SOLE 642627 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 430134 3281 SH SOLE 3281 0 0 ORACLE CORP COM Stock 68389X105 272499 2933 SH SOLE 2932 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 361316 3690 SH SOLE 3689 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 4297270 106368 SH SOLE 106368 0 0 TEXAS INSTRS INC COM Stock 882508104 451016 2425 SH SOLE 2424 0 0 PFIZER INC COM Stock 717081103 569131 13949 SH SOLE 13949 0 0 3M CO COM Stock 88579Y101 276930 2635 SH SOLE 2634 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 314704 3026 SH SOLE 3026 0 0 AMGEN INC COM Stock 031162100 297032 1229 SH SOLE 1228 0 0 APPLIED MATLS INC COM Stock 038222105 270259 2200 SH SOLE 2200 0 0 ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 1563415 17612 SH SOLE 17611 0 0 ISHARES U.S. CONSUMER DISCRETIONARY ETF ETF 464287580 289081 4469 SH SOLE 4468 0 0 ISHARES MSCI EAFE SMALL-CAP ETF ETF 464288273 1332246 22387 SH SOLE 22386 0 0 ABRDN ASIA PACIFIC INCOME FUND COM CEF 003009107 1615566 607355 SH SOLE 607355 0 0 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 2035137 20532 SH SOLE 20532 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 5108244 51267 SH SOLE 51266 0 0 ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 971123 9130 SH SOLE 9129 0 0 ISHARES EXPANDED TECH SECTOR ETF ETF 464287549 1113936 3283 SH SOLE 3282 0 0 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 6604852 70572 SH SOLE 70572 0 0 ISHARES S&P MID-CAP 400 GROWTH ETF ETF 464287606 1078969 15088 SH SOLE 15088 0 0 ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 2131159 20737 SH SOLE 20737 0 0 LAM RESEARCH CORP COM Stock 512807108 569472 1074 SH SOLE 1074 0 0 ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF ETF 464288489 1913228 92293 SH SOLE 92292 0 0 PNC FINL SVCS GROUP INC COM Stock 693475105 225371 1773 SH SOLE 1773 0 0 GRAHAM HLDGS CO COM CL B Stock 384637104 259190 435 SH SOLE 435 0 0 ISHARES JPX-NIKKEI 400 ETF ETF 464287382 805080 12844 SH SOLE 12843 0 0 ISHARES RUSSELL 3000 ETF ETF 464287689 52991048 225101 SH SOLE 225101 0 0 ISHARES GLOBAL ENERGY ETF ETF 464287341 4451208 117882 SH SOLE 117881 0 0 ALTRIA GROUP INC COM Stock 02209S103 213217 4779 SH SOLE 4778 0 0 SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF ETF 78467V848 4729209 115262 SH SOLE 115262 0 0 EXXON MOBIL CORP COM Stock 30231G102 1096890 10003 SH SOLE 10002 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 316468 670 SH SOLE 669 0 0 LOWES COS INC COM Stock 548661107 373187 1866 SH SOLE 1866 0 0 SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF ETF 78464A490 4711169 109004 SH SOLE 109004 0 0 ISHARES MSCI AUSTRALIA ETF ETF 464286103 328170 14306 SH SOLE 14305 0 0 ISHARES U.S. PHARMACEUTICALS ETF ETF 464288836 636129 3629 SH SOLE 3629 0 0 ISHARES U.S. UTILITIES ETF ETF 464287697 1885522 22524 SH SOLE 22524 0 0 CABLE ONE INC COM Stock 12685J105 287820 410 SH SOLE 410 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 1468956 5872 SH SOLE 5872 0 0 ISHARES MSCI EAFE ETF ETF 464287465 4164174 58224 SH SOLE 58223 0 0 APPLE INC COM Stock 037833100 6608486 40076 SH SOLE 40075 0 0 ABBOTT LABS COM Stock 002824100 366245 3617 SH SOLE 3616 0 0 DISNEY WALT CO COM Stock 254687106 227174 2269 SH SOLE 2268 0 0 VANGUARD TOTAL WORLD STOCK ETF ETF 922042742 544698 5915 SH SOLE 5914 0 0 ISHARES RUSSELL 1000 ETF ETF 464287622 2608514 11582 SH SOLE 11581 0 0