Family Asset Management, LLC: summary

Family Asset Management, LLC reported 209 positions with a reported value of $166.25M in its 13F for Q3 2024. Compared with Q2 2024: 9 new positions, 10 exited.

Top positions

• SCHWAB U.S. LARGE-CAP GROWTH ETF
• ISHARES MSCI USA QUALITY FACTOR ETF
• ISHARES CORE MSCI EAFE ETF
• ISHARES S&P 500 GROWTH ETF
• ISHARES CORE DIVIDEND GROWTH ETF
• APPLE INC COM
• ISHARES MSCI EAFE ETF
• ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
• ISHARES TR
• JPMORGAN ULTRA-SHORT INCOME ETF