INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
CIK 1673815
13F portfolio (2024-Q2)
$653M
Positions
745
As reported on this filer's Form 13F for 2024-Q2, filed 2024-07-05. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | IEFA | ISHARES TR |
| 2 | VOO | VANGUARD INDEX FDS |
| 3 | CCOR | LISTED FDS TR |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T |
| 5 | VYM | VANGUARD WHITEHALL FDS |
Top holdings — weights and history with Pro
This 13F filer is outside the free plan's window — the 50 largest filers by portfolio value plus our curated roster of managers. It is in neither group. Unlock everything with Pro — $29.99/moSee it live on AAPL →