Analyzing Family Firm, Inc.'s Q3 and Q4 2022 13F Holding Changes

Family Firm, Inc. is a firm that manages discretionary accounts for individuals and institutions alike. Their 13F filings provide insights into their investment strategy and portfolio changes. In this blog post, we'll be analyzing their Q3 and Q4 2022 holdings to understand the changes in their portfolio and what they could mean for the market.

Looking at the data from the CSV, we can see that there have been some significant changes in the holdings of Family Firm, Inc. For instance, the Vanguard FTSE Developed Markets ETF (VEA) saw an increase of over 22% in its shares. On the other hand, the iShares Core U.S. Aggregate Bond ETF (AGG) witnessed a decrease of over 22% in its shares.

One noticeable trend is that Family Firm, Inc. increased its stake in equity ETFs and decreased its holdings in bond ETFs. For example, the iShares North American Natural Resources ETF (IGE) and the iShares International Treasury Bond ETF (IGOV) both saw an increase in shares. Meanwhile, the Vanguard Total Bond Market ETF (BND) and the iShares 7-10 Year Treasury Bond ETF (IEF) saw a decrease in shares.

Another trend worth noting is the significant increase in the number of shares for the Alphabet Inc Cap Stk Cl A (GOOGL) and the Nvidia Corporation Com (NVDA). Both of these holdings saw an increase of over 180% in shares, indicating that Family Firm, Inc. has an optimistic outlook on these firms.

It's also interesting to note that some holdings that saw a reduction in shares still experienced an increase in their value. For instance, the SPDR DoubleLine Total Return Tactical ETF (TOTL) saw a decrease in shares by over 18%, but its value increased by over 27%. Similarly, the Blackrock Core Bd Tr Shs Ben Int (BHK) saw a decrease in shares by over 14%, but its value increased by over 21%.

In conclusion, analyzing Family Firm, Inc.'s Q3 and Q4 2022 holdings provides valuable insights into their portfolio changes and investment strategy. While some trends, such as the increase in equity ETFs and decrease in bond ETFs, are apparent, it's also worth noting that some holdings that saw a reduction in shares still experienced an increase in their value. All of these changes provide vital information to investors looking to make informed decisions in the market.