StockDriftsStockDriftsTop 50 Family Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 11.7% | 186.7K | $19.5M | +1.34%(+2.46K) | — | 2024-09-30 | |
| QUAL | ISHARES TR | 6.2% | 57.5K | $10.3M | +5.22%(+2.85K) | — | 2024-09-30 | |
| IEFA | ISHARES TR | 5.72% | 121.9K | $9.5M | -8.26%(-10.97K) | — | 2024-09-30 | |
| IVW | ISHARES TR | 4.18% | 72.5K | $6.9M | -1.47%(-1.08K) | — | 2024-09-30 | |
| DGRO | ISHARES TR | 3.95% | 104.8K | $6.6M | +37.92%(+28.80K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 2.96% | 21.1K | $4.9M | +0.00%(+0) | — | 2024-09-30 | |
| EFA | ISHARES TR | 2.73% | 54.3K | $4.5M | -3.80%(-2.15K) | — | 2024-09-30 | |
| LQD | ISHARES TR | 2.37% | 34.9K | $3.9M | -5.29%(-1.95K) | — | 2024-09-30 | |
| MBB | ISHARES TR | 2.3% | 39.8K | $3.8M | +85.87%(+18.40K) | — | 2024-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.24% | 73.5K | $3.7M | +33.71%(+18.52K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Family Asset Management, Llc reports $166.25M in US-listed equity holdings across 209 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (11.7%), QUAL (6.2%) and IEFA (5.7%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Family Asset Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961278). View Family Asset Management, Llc’s 13F filings on SEC