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Legal Name: THE FAMILY FIRM, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 6, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR (464287663)
|
253,059 |
$43,617k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
521,860 |
$21,767k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
244,808 |
$20,336k |
|
ISHARES (46429B747)
|
96,717 |
$9,728k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
32,119 |
$9,467k |
|
ISHARES TR (464287176)
|
78,616 |
$9,079k |
|
ISHARES NORTH AMERICAN NATURAL RESOURCES (464287374)
|
276,914 |
$8,501k |
|
SCHWAB STRATEGIC TR (808524102)
|
108,575 |
$7,694k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
59,483 |
$6,623k |
|
VANECK VECTORS ETF TR (92189F486)
|
238,111 |
$5,999k |
|
ISHARES TR (464288117)
|
101,129 |
$5,142k |
|
SSGA ACTIVE ETF TR (78467V848)
|
102,035 |
$5,007k |
|
SPDR SERIES TRUST (78464A490)
|
79,861 |
$4,439k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
49,777 |
$4,350k |
|
ISHARES (464287879)
|
28,282 |
$4,203k |
|
VANGUARD ADMIRAL FDS INC (921932703)
|
35,458 |
$3,986k |
|
VANGUARD SCOTTSDALE FDS (92206C599)
|
29,230 |
$3,915k |
|
ISHARES (464287465)
|
56,854 |
$3,737k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
23,060 |
$3,725k |
|
ISHARES GLO (464287341)
|
107,339 |
$3,485k |
|
VANGUARD INTL EQUITY (922042718)
|
29,715 |
$3,128k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
71,466 |
$3,039k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
15,021 |
$2,692k |
|
BLACKROCK CORE BD TR (09249E101)
|
185,729 |
$2,611k |
|
ISHARES TR (464287861)
|
57,552 |
$2,536k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
29,078 |
$2,276k |
|
TEMPLETON GLOBAL INCOME FD (880198106)
|
354,957 |
$2,258k |
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
20,073 |
$2,208k |
|
ISHARES TR COHEN&ST RLTY (464287564)
|
18,528 |
$2,087k |
|
ROYCE MICRO-CAP TR INC (780915104)
|
246,279 |
$2,024k |
|
ISHARES TR (464288489)
|
66,278 |
$1,976k |
|
ISHARES TR U.S. UTILITS ETF (464287697)
|
12,999 |
$1,960k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
9,448 |
$1,835k |
|
ISHARES (464287705)
|
11,341 |
$1,809k |
|
ALPHABET INC (02079K907)
|
1,651 |
$1,788k |
|
ISHARES TR (464287457)
|
20,682 |
$1,753k |
|
VANGUARD WORLD FDS (92204A306)
|
20,061 |
$1,706k |
|
TEMPLETON EMERGING MKTS FD I (880191101)
|
111,529 |
$1,684k |
|
FLAHERTY & CRUMRINE (338478100)
|
82,066 |
$1,636k |
|
Alphabet Inc (02079K107)
|
1,512 |
$1,634k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
6,688 |
$1,513k |
|
Apple Inc (037833100)
|
7,282 |
$1,441k |
|
ISHARES (464287887)
|
7,868 |
$1,436k |
|
ISHARES TR U.S. FIN SVC ETF (464287770)
|
10,572 |
$1,415k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
10,750 |
$1,253k |
|
ISHAR (464286509)
|
43,203 |
$1,236k |
|
ISHARES (464287234)
|
28,333 |
$1,216k |
|
ABERDEEN ASIA PACIFIC INCOM (003009107)
|
288,248 |
$1,205k |
|
MERCK & CO INC (58933Y105)
|
14,153 |
$1,187k |
|
FLEXSHARES TR (33939L407)
|
30,000 |
$1,178k |
|
ISHARES (464287556)
|
10,352 |
$1,129k |
|
ISHARES TR 20 YR TR BD ETF (464287432)
|
8,489 |
$1,127k |
|
ISHARES (464288273)
|
19,282 |
$1,107k |
|
ISHARES TR (464287325)
|
17,434 |
$1,076k |
|
Berkshire Hathaway, Inc. (084670702)
|
4,998 |
$1,065k |
|
Boeing Co/The (097023105)
|
2,889 |
$1,052k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,349 |
$987k |
|
ISHARES TR (464288125)
|
12,217 |
$976k |
|
ISHARES INC (46434G848)
|
30,041 |
$910k |
|
SPDR SERIES TRUST (78464A755)
|
31,839 |
$904k |
|
ISHARES TR (464287671)
|
14,283 |
$895k |
|
Exxon Mobil Corp (30231G102)
|
11,614 |
$890k |
|
ISHARES TR (464287713)
|
25,956 |
$764k |
|
JOHNSON & JOHNSON (478160104)
|
5,474 |
$762k |
|
JPMORGAN CHASE & CO (46625H100)
|
6,459 |
$722k |
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
9,405 |
$707k |
|
UNION PAC CORP (907818108)
|
3,990 |
$675k |
|
ISHARES TR (464287549)
|
3,030 |
$653k |
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
3,453 |
$643k |
|
SELECT SECTOR SPDR (81369Y407)
|
5,381 |
$641k |
|
Chevron Corp (166764100)
|
5,056 |
$629k |
|
HOME DEPOT INC (437076102)
|
2,791 |
$580k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
3,365 |
$562k |
|
ISHARES INC (464286400)
|
12,685 |
$555k |
|
DISNEY WALT CO (254687106)
|
3,865 |
$540k |
|
ISHARES (464288752)
|
13,864 |
$530k |
|
WELLS FARGO CO NEW (949746101)
|
11,186 |
$529k |
|
CABLE ONE INC (12685J105)
|
435 |
$509k |
|
VORNADO RLTY TR (929042109)
|
7,940 |
$509k |
|
MICROSOFT CORP (594918104)
|
3,778 |
$506k |
|
ISHARES (464286665)
|
10,187 |
$481k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
5,164 |
$478k |
|
ISHARES TR (464287812)
|
3,821 |
$464k |
|
ISHARES (464287796)
|
13,300 |
$458k |
|
ISHARES TR (464288844)
|
20,785 |
$451k |
|
PEPSICO INC (713448108)
|
3,285 |
$431k |
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
7,360 |
$427k |
|
ISHARES TR (464287382)
|
7,256 |
$425k |
|
CISCO SYSTEMS INC (17275R102)
|
7,670 |
$420k |
|
iShares Short Term Nat'l Muni (464288158)
|
3,924 |
$418k |
|
MIDDLESEX WATER CO (596680108)
|
7,000 |
$415k |
|
ISHARES TR (464287333)
|
6,438 |
$413k |
|
ISHARES TR (464288836)
|
2,738 |
$413k |
|
ISHARES INC (464286103)
|
18,187 |
$410k |
|
Bank of America Corp. (060505104)
|
13,194 |
$383k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
13,664 |
$377k |
|
HONEYWELL INTL INC (438516106)
|
2,156 |
$376k |
|
BECTON DICKINSON (075887109)
|
1,473 |
$371k |
|
MARRIOTT INTL INC (571903202)
|
2,613 |
$367k |
|
ABBOTT LABS (002824100)
|
4,309 |
$362k |
|
SELECT SECTOR SPDR (81369Y506)
|
5,640 |
$359k |
|
SELECT SECTOR SPDR (81369Y803)
|
4,579 |
$357k |
|
INTL BUSINESS MCHN (459200101)
|
2,529 |
$349k |
|
Amazon.com Inc (023135106)
|
181 |
$343k |
|
ISHARES (464288877)
|
7,054 |
$339k |
|
SELECT SECTOR SPDR (81369Y704)
|
4,376 |
$339k |
|
COSTCO WHSL CORP (22160K105)
|
1,247 |
$329k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,749 |
$323k |
|
3M CO (88579Y101)
|
1,846 |
$320k |
|
ISHARES (464288778)
|
6,916 |
$317k |
|
NVIDIA Corp (67066G104)
|
1,885 |
$310k |
|
ABBVIE INC (00287Y109)
|
4,167 |
$303k |
|
GRAHAM HOLDINGS CO (384637104)
|
435 |
$300k |
|
IShares IBonds Sep 2019 Muni ( (46429B564)
|
11,794 |
$300k |
|
PROCTER & GAMBLE CO (742718109)
|
2,640 |
$290k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,771 |
$277k |
|
NEOGEN CORP (640491106)
|
4,396 |
$273k |
|
ISHARES TR (464287275)
|
4,732 |
$271k |
|
SCHWAB STRATEGIC TR (808524805)
|
8,453 |
$271k |
|
YUM BRANDS INC (988498101)
|
2,420 |
$268k |
|
ConocoPhillips (20825C104)
|
4,319 |
$263k |
|
PNC FINL SVCS GRP (693475105)
|
1,916 |
$263k |
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
4,495 |
$247k |
|
AIR PRODS & CHEMS INC (009158106)
|
1,055 |
$239k |
|
CIGNA CORP (125523100)
|
1,512 |
$238k |
|
ISHARES TR (464288711)
|
4,359 |
$238k |
|
PFIZER INC (717081103)
|
5,484 |
$238k |
|
RAYTHEON (755111507)
|
1,345 |
$234k |
|
NORFOLK SOUTHERN (655844108)
|
1,169 |
$233k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
1,780 |
$232k |
|
ISHARES (464288869)
|
2,472 |
$230k |
|
AT&T INC (00206R102)
|
6,753 |
$226k |
|
LOWES CO (548661107)
|
2,226 |
$225k |
|
STARBUCKS CORP (855244109)
|
2,682 |
$225k |
|
LAM RESEARCH CORP (512807108)
|
1,194 |
$224k |
|
ADP (053015103)
|
1,316 |
$218k |
|
NORTHROP GRUMMAN CORP (666807902)
|
672 |
$217k |
|
Intuit Inc (461202103)
|
794 |
$208k |
|
COCA-COLA CO (191216100)
|
3,988 |
$203k |
|
VISA INC COM CL A (92826C839)
|
1,168 |
$203k |
|
VERIZON COMMUNICATIONS (92343V104)
|
3,529 |
$202k |
|
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