Family Firm, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the ever-evolving world of finance, keeping track of the changing holdings of major firms is crucial. One such firm that has recently undergone significant shifts in its holdings is Family Firm, Inc. In this article, we will explore the changes in the company's 13F holdings between the second and third quarters of 2023. These changes provide valuable insights into the firm's investment strategies and can serve as a guide for investors looking to make informed decisions. So let's delve into the data and uncover the trends.

During the specified period, Family Firm, Inc. made several notable adjustments to its holdings. The comparison is based on the number of shares held and the value of these holdings. It is important to note that the percentage change provided reflects the difference between the two quarters.

One of the largest changes occurred in the firm's holdings of "ISHARES RUSSELL 3000 ETF" (IWV). In the second quarter of 2023, Family Firm, Inc. held 223,163 shares of IWV, with a total value of $56,790,000. However, by the third quarter, the number of shares held had decreased to 218,999, resulting in a decrease in value to $53,667,000. This represents a 5.5% decrease in holdings.

Another significant change was observed in the holdings of "VANGUARD FTSE DEVELOPED MARKETS ETF" (VEA). In Q2 2023, Family Firm, Inc. held 651,401 shares of VEA worth $30,081,000. However, by Q3 2023, the number of shares had decreased to 623,694, resulting in a decreased value of $27,267,000. This represents a 9.4% decrease in holdings.

Similarly, adjustments were made in the firm's holdings of other ETFs such as "VANGUARD TOTAL BOND MARKET ETF" (BND), "ISHARES 0-5 YEAR TIPS BOND ETF" (STIP), and "ISHARES CORE S&P 500 ETF" (IVV). The changes varied in percentage, reflecting the firm's strategic decisions in the given period.

It is interesting to note that while some holdings experienced a decrease, others witnessed an increase. For instance, Family Firm, Inc. increased its holdings of "ISHARES NORTH AMERICAN NATURAL RESOURCES ETF" (IGE) by 5%. In Q2 2023, the firm held 262,604 shares of IGE worth $10,194,000, and by Q3 2023, the number of shares had increased to 257,385, with a value of $10,704,000.

These adjustments in holdings demonstrate the dynamic nature of the investment landscape, with firms like Family Firm, Inc. actively managing their portfolios to align with their investment strategies and market conditions.

Investors and market enthusiasts can derive valuable insights from these changes in holdings. However, it is important to conduct thorough research and analysis before making any investment decisions. The data presented here should serve as a starting point for further exploration rather than a definitive recommendation.

In conclusion, Family Firm, Inc.'s Q2 2023 vs. Q3 2023 13F holdings comparison reveals the firm's strategic adjustments in its investment portfolio. The changes in holdings reflect the dynamic nature of the financial market and provide useful insights for investors. As always, it is advisable to conduct in-depth research and consult with financial professionals before making any investment decisions. Stay informed, stay vigilant, and make wise investment choices.