StockDriftsStockDriftsTop 50 Institutional & Family Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 6.93% | 624.0K | $45.3M | — | — | — | 2024-06-30 |
| VOO | VANGUARD INDEX FDS | 6.52% | 85.3K | $42.7M | — | — | — | 2024-06-30 |
| CCOR | LISTED FD TR | 5.88% | 1.54M | $38.5M | — | — | — | 2024-06-30 |
| SPY | SPDR S&P 500 ETF TR | 5.61% | 421.3K | $36.7M | — | — | — | 2024-06-30 |
| VYM | VANGUARD WHITEHALL FDS | 3.45% | 190.2K | $22.6M | — | — | — | 2024-06-30 |
| IEF | ISHARES TR | 2.69% | 187.7K | $17.6M | — | — | — | 2024-06-30 |
| IEMG | ISHARES INC | 2.25% | 275.0K | $14.7M | — | — | — | 2024-06-30 |
| IWM | ISHARES TR | 2.05% | 66.0K | $13.4M | — | — | — | 2024-06-30 |
| IVV | ISHARES TR | 1.71% | 20.4K | $11.2M | — | — | — | 2024-06-30 |
| GLD | SPDR GOLD TR | 1.69% | 51.6K | $11.1M | — | — | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Institutional & Family Asset Management, Llc reports $654.36M in US-listed equity holdings across 748 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (6.9%), VOO (6.5%) and CCOR (5.9%). Figures reflect the Q2 2024 filing.
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Holdings on this page are parsed from Institutional & Family Asset Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1673815). View Institutional & Family Asset Management, Llc’s 13F filings on SEC