0001085146-17-002229.txt : 20171107 0001085146-17-002229.hdr.sgml : 20171107 20171107172528 ACCESSION NUMBER: 0001085146-17-002229 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171107 DATE AS OF CHANGE: 20171107 EFFECTIVENESS DATE: 20171107 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: 171184469 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 09-30-2017 09-30-2017 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 11-07-2017 0 124 239669 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1014982372SHSOLE 237200ABBOTT LABSCOM0028241002354398SHSOLE 439800ABBVIE INCCOM00287Y1094144662SHSOLE 466200ABERDEEN ASIA PACIFIC INCOMCOM0030091071242240788SHSOLE 24078800ACCENTURE PLC IRELANDSHS CLASS AG1151C1013212377SHSOLE 237700AETNA INC NEWCOM00817Y1082761735SHSOLE 173500AMGEN INCCOM0311621002031088SHSOLE 108800APPLE INCCOM03783310013528771SHSOLE 877100AT&T INCCOM00206R1023158030SHSOLE 803000BANK AMER CORPCOM0605051042198654SHSOLE 865400BARD C R INCCOM067383109224700SHSOLE 70000BECTON DICKINSON & COCOM0758871092441246SHSOLE 124600BERKSHIRE HATHAWAY INC DELCL B NEW0846707028674730SHSOLE 473000BLACKROCK CORE BD TRSHS BEN INT09249E1011789127206SHSOLE 12720600BOEING COCOM0970231055342099SHSOLE 209900CABLE ONE INCCOM12685J105314435SHSOLE 43500CHEVRON CORP NEWCOM1667641008417161SHSOLE 716100CISCO SYS INCCOM17275R10234410230SHSOLE 1023000COCA COLA COCOM1912161002014475SHSOLE 447500CONOCOPHILLIPSCOM20825C1042194370SHSOLE 437000COSTCO WHSL CORP NEWCOM22160K1052081266SHSOLE 126600DISNEY WALT COCOM DISNEY2546871063693743SHSOLE 374300DOMINION ENERGY INCCOM25746U1093043951SHSOLE 395100DOWDUPONT INCCOM26078J1003815504SHSOLE 550400EXXON MOBIL CORPCOM30231G102130315896SHSOLE 1589600FLAHERTY&CRMN PFD SEC INCOMCOM338478100134762958SHSOLE 6295800FLEXSHARES TRMSTAR EMKT FAC33939L3083947000SHSOLE 700000FLEXSHARES TRMORNSTAR UPSTR33939L40746715000SHSOLE 1500000FLEXSHARES TRIBOXX 3R TARGT33939L50624610000SHSOLE 1000000FLEXSHARES TRM STAR DEV MKT33939L8032143200SHSOLE 320000GENERAL ELECTRIC COCOM36960410348319955SHSOLE 1995500GRAHAM HLDGS COCOM384637104255435SHSOLE 43500HOME DEPOT INCCOM4370761024732893SHSOLE 289300HONEYWELL INTL INCCOM4385161063032137SHSOLE 213700INTERNATIONAL BUSINESS MACHSCOM4592001014423046SHSOLE 304600ISHARES INCMSCI BRZ CAP ETF4642864003969496SHSOLE 949600ISHARES INCMSCI CDA ETF46428650998033855SHSOLE 3385500ISHARES INCMSCI PAC JP ETF4642866654219100SHSOLE 910000ISHARES TRTIPS BD ETF464287176859875702SHSOLE 7570200ISHARES TRCORE S&P500 ETF464287200879334764SHSOLE 3476400ISHARES TRCORE US AGGBD ET464287226740567572SHSOLE 6757200ISHARES TRMSCI EMG MKT ETF464287234154634496SHSOLE 3449600ISHARES TRGLOB TELECOM ETF4642872754797933SHSOLE 793300ISHARES TRS&P 500 GRWT ETF464287309229916031SHSOLE 1603100ISHARES TRGLOB HLTHCRE ETF4642873258037138SHSOLE 713800ISHARES TRGLOBAL ENERG ETF4642873413767110837SHSOLE 11083700ISHARES TRNORTH AMERN NAT4642873748514252856SHSOLE 25285600ISHARES TRJPX NIKKEI 4004642873825519119SHSOLE 911900ISHARES TRS&P 500 VAL ETF4642874089959225SHSOLE 922500ISHARES TRBARCLAYS 7 10 YR4642874408027527SHSOLE 752700ISHARES TR1 3 YR TREAS BD464287457109813003SHSOLE 1300300ISHARES TRMSCI EAFE ETF464287465436863781SHSOLE 6378100ISHARES TRCORE S&P MCP ETF46428750717329680SHSOLE 968000ISHARES TRN AMER TECH ETF4642875494703029SHSOLE 302900ISHARES TRNASDAQ BIOTECH4642875568352503SHSOLE 250300ISHARES TRCOHEN STEER REIT464287564208620725SHSOLE 2072500ISHARES TRS&P MC 400GR ETF4642876068124015SHSOLE 401500ISHARES TRRUS 1000 ETF464287622269119238SHSOLE 1923800ISHARES TRRUSSELL 2000 ETF4642876557785248SHSOLE 524800ISHARES TRCORE S&P US VLU46428766339439264193SHSOLE 26419300ISHARES TRCORE S&P US GWT46428767173514553SHSOLE 1455300ISHARES TRU.S. UTILITS ETF46428769710037545SHSOLE 754500ISHARES TRS&P MC 400VL ETF46428770514839709SHSOLE 970900ISHARES TRU.S. FIN SVC ETF464287770129810831SHSOLE 1083100ISHARES TRCORE S&P SCP ETF464287804202927332SHSOLE 2733200ISHARES TREUROPE ETF464287861259355328SHSOLE 5532800ISHARES TRSP SMCP600VL ETF464287879395726678SHSOLE 2667800ISHARES TRS&P SML 600 GWT46428788712677705SHSOLE 770500ISHARES TRINTL TREA BD ETF464288117418384934SHSOLE 8493400ISHARES TRSHRT NAT MUN ETF4642881584894615SHSOLE 461500ISHARES TREAFE SML CP ETF464288273120019360SHSOLE 1936000ISHARES TRGLB INFRASTR ETF4642883722265000SHSOLE 500000ISHARES TREAFE VALUE ETF4642888774989120SHSOLE 912000ISHARES TRIBONDS SEP19 ETF46429B56429611578SHSOLE 1157800ISHARES TR0-5 YR TIPS ETF46429B747812880974SHSOLE 8097400JOHNSON & JOHNSONCOM4781601047755959SHSOLE 595900JPMORGAN CHASE & COCOM46625H1004084268SHSOLE 426800LAM RESEARCH CORPCOM5128071082271226SHSOLE 122600MARRIOTT INTL INC NEWCL A5719032022992713SHSOLE 271300MCKESSON CORPCOM58155Q1032951922SHSOLE 192200MERCK & CO INCCOM58933Y10595514916SHSOLE 1491600MICROSOFT CORPCOM5949181044165579SHSOLE 557900MIDDLESEX WATER COCOM5966801082757000SHSOLE 700000NEOGEN CORPCOM6404911063464473SHSOLE 447300NORTHROP GRUMMAN CORPCOM666807102213739SHSOLE 73900NVIDIA CORPCOM67066G1043612019SHSOLE 201900ORACLE CORPCOM68389X1052154445SHSOLE 444500PEPSICO INCCOM7134481084303858SHSOLE 385800PFIZER INCCOM7170811033178884SHSOLE 888400PNC FINL SVCS GROUP INCCOM6934751052411787SHSOLE 178700POWERSHARES ETF TRUSTWNDRHLL CLN EN73935X500979208381SHSOLE 20838100PRICE T ROWE GROUP INCCOM74144T1082402645SHSOLE 264500PROCTER AND GAMBLE COCOM7427181094214633SHSOLE 463300RAYTHEON COCOM NEW7551115072801499SHSOLE 149900ROYAL DUTCH SHELL PLCSPONS ADR A7802592062023336SHSOLE 333600ROYCE MICRO-CAP TR INCCOM7809151041952208105SHSOLE 20810500SCHWAB STRATEGIC TRUS BRD MKT ETF808524102321252734SHSOLE 5273400SCHWAB STRATEGIC TRUS SML CAP ETF808524607165624578SHSOLE 2457800SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2092813435SHSOLE 343500SELECT SECTOR SPDR TRSBI CONS DISCR81369Y4076136803SHSOLE 680300SELECT SECTOR SPDR TRENERGY81369Y5063324852SHSOLE 485200SELECT SECTOR SPDR TRSBI INT-FINL81369Y60541916191SHSOLE 1619100SELECT SECTOR SPDR TRSBI INT-INDS81369Y7042112972SHSOLE 297200SPDR SERIES TRUSTCITI INT GVT ETF78464A490433075557SHSOLE 7555700SPDR SERIES TRUSTS&P METALS MNG78464A75590528118SHSOLE 2811800SSGA ACTIVE ETF TRSPDR TR TACTIC78467V848317464427SHSOLE 6442700TEMPLETON EMERGING MKTS FD ICOM880191101138083666SHSOLE 8366600TEMPLETON GLOBAL INCOME FDCOM8801981061654245452SHSOLE 24545200UNION PAC CORPCOM9078181084994300SHSOLE 430000VANECK VECTORS ETF TRINVT GRADE FLTG92189F4865944235140SHSOLE 23514000VANGUARD ADMIRAL FDS INC500 VAL IDX FD921932703342032895SHSOLE 3289500VANGUARD BD INDEX FD INCTOTAL BND MRKT92193783515426188216SHSOLE 18821600VANGUARD INDEX FDSREIT ETF922908553379645681SHSOLE 4568100VANGUARD INDEX FDSSML CP GRW ETF9229085955873845SHSOLE 384500VANGUARD INDEX FDSSM CP VAL ETF9229086113102426SHSOLE 242600VANGUARD INDEX FDSMID CAP ETF9229086294252891SHSOLE 289100VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718304526496SHSOLE 2649600VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF9220427426088598SHSOLE 859800VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858252357900SHSOLE 5790000VANGUARD SCOTTSDALE FDSVNG RUS3000IDX92206C599270523377SHSOLE 2337700VANGUARD TAX MANAGED INTL FDFTSE DEV MKT ETF92194385821578497066SHSOLE 49706600VANGUARD WORLD FDSENERGY ETF92204A306206422060SHSOLE 2206000VERIZON COMMUNICATIONS INCCOM92343V1042234505SHSOLE 450500WELLS FARGO CO NEWCOM94974610161811206SHSOLE 1120600