0001085146-17-001669.txt : 20170808 0001085146-17-001669.hdr.sgml : 20170808 20170807175827 ACCESSION NUMBER: 0001085146-17-001669 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170808 DATE AS OF CHANGE: 20170807 EFFECTIVENESS DATE: 20170808 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: 171012816 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 06-30-2017 06-30-2017 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 08-02-2017 0 118 226670 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1014932369SHSOLE 236900ABBOTT LABSCOM0028241002234591SHSOLE 459100ABBVIE INCCOM00287Y1093374654SHSOLE 465400ABERDEEN ASIA PACIFIC INCOMCOM0030091071175234976SHSOLE 23497600ACCENTURE PLC IRELANDSHS CLASS AG1151C1013252627SHSOLE 262700AETNA INC NEWCOM00817Y1082631732SHSOLE 173200ALLERGAN PLCSHSG0177J108206849SHSOLE 84900APPLE INCCOM03783310012628759SHSOLE 875900AT&T INCCOM00206R1023068102SHSOLE 810200BANK AMER CORPCOM0605051042108645SHSOLE 864500BARD C R INCCOM067383109221699SHSOLE 69900BECTON DICKINSON & COCOM0758871092361212SHSOLE 121200BERKSHIRE HATHAWAY INC DELCL B NEW0846707028164819SHSOLE 481900BLACKROCK CORE BD TRSHS BEN INT09249E1011794129260SHSOLE 12926000BOEING COCOM0970231054052047SHSOLE 204700CABLE ONE INCCOM12685J105309435SHSOLE 43500CHEVRON CORP NEWCOM1667641007467147SHSOLE 714700CISCO SYS INCCOM17275R1023029662SHSOLE 966200COCA COLA COCOM1912161002004466SHSOLE 446600COSTCO WHSL CORP NEWCOM22160K1052221386SHSOLE 138600DISNEY WALT COCOM DISNEY2546871063973739SHSOLE 373900DOMINION ENERGY INCCOM25746U1093023946SHSOLE 394600DU PONT E I DE NEMOURS & COCOM2635341093143885SHSOLE 388500EXXON MOBIL CORPCOM30231G102136116856SHSOLE 1685600FLAHERTY&CRMN PFD SEC INCOMCOM338478100135161485SHSOLE 6148500FLEXSHARES TRMSTAR EMKT FAC33939L30857610200SHSOLE 1020000FLEXSHARES TRMORNSTAR UPSTR33939L40742915000SHSOLE 1500000FLEXSHARES TRIBOXX 3R TARGT33939L50624610000SHSOLE 1000000GENERAL ELECTRIC COCOM36960410354720253SHSOLE 2025300GRAHAM HLDGS COCOM384637104261435SHSOLE 43500HOME DEPOT INCCOM4370761024362840SHSOLE 284000HONEYWELL INTL INCCOM4385161062852136SHSOLE 213600INTERNATIONAL BUSINESS MACHSCOM4592001014713059SHSOLE 305900IPG PHOTONICS CORPPUT44980X9592191506SHSOLE 150600ISHARESMSCI BRZ CAP ETF46428640034910219SHSOLE 1021900ISHARESMSCI CDA ETF46428650990533823SHSOLE 3382300ISHARESMSCI PAC JP ETF4642866654199410SHSOLE 941000ISHARES TRTIPS BD ETF464287176828773057SHSOLE 7305700ISHARES TRCORE S&P500 ETF464287200848134843SHSOLE 3484300ISHARES TRCORE US AGGBD ET464287226750468521SHSOLE 6852100ISHARES TRMSCI EMG MKT ETF464287234151336550SHSOLE 3655000ISHARES TRGLOB TELECOM ETF4642872753956760SHSOLE 676000ISHARES TRS&P 500 GRWT ETF464287309221516188SHSOLE 1618800ISHARES TRGLOB HLTHCRE ETF4642873257977287SHSOLE 728700ISHARES TRGLOBAL ENERG ETF4642873413561114728SHSOLE 11472800ISHARES TRNA NAT RES4642873747743244572SHSOLE 24457200ISHARES TRJPX NIKKEI 4004642873825329119SHSOLE 911900ISHARES TRS&P 500 VAL ETF4642874089258809SHSOLE 880900ISHARES TR7-10YR TR BD ETF4642874407997498SHSOLE 749800ISHARES TR1-3 YR TR BD ETF4642874578329844SHSOLE 984400ISHARES TRMSCI EAFE ETF464287465426565408SHSOLE 6540800ISHARES TRCORE S&P MCP ETF46428750716809658SHSOLE 965800ISHARES TRN AMER TECH ETF4642875494383025SHSOLE 302500ISHARES TRNASDQ BIOTEC ETF4642875568132622SHSOLE 262200ISHARES TRCOHEN&STEER REIT464287564204620237SHSOLE 2023700ISHARES TRS&P MC 400GR ETF4642876067553840SHSOLE 384000ISHARES TRRUS 1000 ETF464287622262119373SHSOLE 1937300ISHARES TRRUSSELL 2000 ETF4642876557585376SHSOLE 537600ISHARES TRCORE S&P VLU ETF46428766337818262590SHSOLE 26259000ISHARES TRCORE S&P US ETF46428767171614855SHSOLE 1485500ISHARES TRU.S. UTILITS ETF46428769710147799SHSOLE 779900ISHARES TRS&P MC 400VL ETF46428770514419703SHSOLE 970300ISHARES TRU.S. FIN SVC ETF464287770122510804SHSOLE 1080400ISHARES TRCORE S&P SCP ETF464287804194827792SHSOLE 2779200ISHARES TREUROPE ETF464287861262059105SHSOLE 5910500ISHARES TRSP SMCP600VL ETF464287879368426351SHSOLE 2635100ISHARES TRSP SMCP600GR ETF46428788711917640SHSOLE 764000ISHARES TRINTL TREA BD ETF464288117407942630SHSOLE 4263000ISHARES TRSHRT NAT MUN ETF4642881584874605SHSOLE 460500ISHARES TREAFE SML CP ETF464288273109919007SHSOLE 1900700ISHARES TRGLB INFRASTR ETF4642883722205000SHSOLE 500000ISHARES TREAFE VALUE ETF4642888773266305SHSOLE 630500ISHARES TRIBONDS SEP19 ETF46429B56429511550SHSOLE 1155000ISHARES TR0-5 YR TIPS ETF46429B747737373455SHSOLE 7345500JOHNSON & JOHNSONCOM4781601047035318SHSOLE 531800JPMORGAN CHASE & COCOM46625H1003894259SHSOLE 425900MARRIOTT INTL INC NEWCL A5719032022942931SHSOLE 293100MCKESSON CORPCOM58155Q1033161922SHSOLE 192200MERCK & CO INCCOM58933Y10595914956SHSOLE 1495600MICROSOFT CORPCOM5949181043845576SHSOLE 557600MIDDLESEX WATER COCOM5966801082777000SHSOLE 700000NEOGEN CORPCOM6404911063424943SHSOLE 494300NVIDIA CORPCOM67066G1042841968SHSOLE 196800ORACLE CORPCOM68389X1052184342SHSOLE 434200PEPSICO INCCOM7134481084453854SHSOLE 385400PFIZER INCCOM7170811033008941SHSOLE 894100PNC FINL SVCS GROUP INCCOM6934751052231784SHSOLE 178400POWERSHARES ETF TRUSTWNDRHLL CLN EN73935X500918211564SHSOLE 21156400PROCTER AND GAMBLE COCOM7427181093994576SHSOLE 457600RAYTHEON COCOM NEW7551115072421499SHSOLE 149900ROYCE MICRO-CAP TR INCCOM7809151041691195468SHSOLE 19546800SCHWAB STRATEGIC TRUS BRD MKT ETF808524102289649537SHSOLE 4953700SCHWAB STRATEGIC TRUS SML CAP ETF808524607127920010SHSOLE 2001000SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2093624564SHSOLE 456400SELECT SECTOR SPDR TRSBI CONS DISCR81369Y4076096791SHSOLE 679100SELECT SECTOR SPDR TRSBI INT-FINL81369Y60550020266SHSOLE 2026600SELECT SECTOR SPDR TRSBI INT-INDS81369Y7042022959SHSOLE 295900SPDR SERIES TRUSTCITI INT GVT ETF78464A490410373846SHSOLE 7384600SPDR SERIES TRUSTS&P METALS MNG78464A75580026706SHSOLE 2670600SSGA ACTIVE ETF TRSPDR TR TACTIC78467V848302961553SHSOLE 6155300TEMPLETON EMERGING MKTS FD ICOM880191101123983125SHSOLE 8312500TEMPLETON GLOBAL INCOME FDCOM8801981061437213838SHSOLE 21383800UNION PAC CORPCOM9078181084684295SHSOLE 429500VANECK VECTORS ETF TRINVT GRADE FLTG92189F4865833231193SHSOLE 23119300VANGUARD ADMIRAL FDS INC500 VAL IDX FD921932703326232243SHSOLE 3224300VANGUARD BD INDEX FD INCTOTAL BND MRKT92193783515441188692SHSOLE 18869200VANGUARD INDEX FDSREIT ETF922908553374144946SHSOLE 4494600VANGUARD INDEX FDSSML CP GRW ETF9229085954793286SHSOLE 328600VANGUARD INDEX FDSSM CP VAL ETF9229086112972418SHSOLE 241800VANGUARD INDEX FDSMID CAP ETF9229086294122891SHSOLE 289100VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718285926443SHSOLE 2644300VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF9220427425377954SHSOLE 795400VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858208751103SHSOLE 5110300VANGUARD SCOTTSDALE FDSVNG RUS3000IDX92206C599246622141SHSOLE 2214100VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385819983483618SHSOLE 48361800VANGUARD WORLD FDSENERGY ETF92204A306171219339SHSOLE 1933900VERIZON COMMUNICATIONS INCCOM92343V1042174861SHSOLE 486100WELLS FARGO CO NEWCOM94974610162111203SHSOLE 1120300