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Family Investment Center

Latest statistics and disclosures from Family Investment Center's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPHQ, PYLD, JIRE, SPMO, AVUV, and represent 36.88% of Family Investment Center's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$24M), BLV (+$18M), AVDE (+$7.1M), LONZ, BIV, XMHQ, SPHQ, VTI, DFEV, SPMO.
Started 6 new stock positions in AMD, FLRT, NFLX, SGOV, IWO, HIGH.
Reduced shares in these 10 stocks: IHDG, DBMF, CCRV, JIRE, VEA, GOOG, IWR, VO, , BRK.B.
Sold out of its positions in GOOG, COP, IWR, VEA.
Family Investment Center was a net buyer of stock by $50M.
Family Investment Center has $398M in assets under management (AUM), dropping by 18.87%.
Central Index Key (CIK): 0001897700

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Positions held by Family Investment Center consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Family Investment Center

Family Investment Center holds 85 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	8.6	$34M	+2%	506k	67.27	View chart
Pimco Etf Tr Multisector Bd (PYLD)	8.4	$34M	+259%	1.3M	26.65	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	7.2	$29M		436k	66.03	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	6.7	$27M		293k	90.64	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.0	$24M		248k	95.95	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	6.0	$24M	+7%	231k	102.58	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	5.0	$20M		956k	21.01	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.8	$19M	+59%	284k	67.03	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	4.7	$19M	+5775%	250k	75.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.8	$15M		77k	198.06	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	3.5	$14M	+32%	274k	51.14	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.2	$13M	+29%	163k	78.37	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	3.1	$12M	-22%	440k	28.13	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	2.9	$11M	+3%	400k	28.46	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	2.7	$11M	-31%	234k	45.70	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.5	$10M		136k	73.42	View chart
Ishares U S Etf Tr Commodity Curve (CCRV)	2.0	$8.1M	-21%	392k	20.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$8.1M	-2%	31k	263.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$7.5M		32k	237.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$6.8M		81k	84.53	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.2	$4.9M		59k	83.09	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$4.2M		41k	101.27	View chart
Spdr Ser Tr Russell Yield (ONEY)	1.0	$3.9M		35k	112.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$3.8M		7.2k	527.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$2.4M		38k	64.74	View chart
Apple (AAPL)	0.6	$2.3M	+7%	10k	232.99	View chart
Norfolk Southern (NSC)	0.4	$1.6M		6.5k	248.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.6M		3.3k	488.14	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.4M	-6%	25k	57.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.1M	-2%	22k	51.50	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$1.1M		22k	51.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$1.1M		18k	62.20	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$1.1M		11k	95.96	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.0M		8.6k	117.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$973k	+90%	3.4k	283.18	View chart
Microsoft Corporation (MSFT)	0.2	$957k	+22%	2.2k	430.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$900k	-18%	2.0k	460.26	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$880k	-3%	21k	41.28	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$861k		9.7k	88.28	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$852k	-10%	17k	48.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$664k		1.8k	375.38	View chart
Home Depot (HD)	0.2	$614k		1.5k	405.20	View chart
NVIDIA Corporation (NVDA)	0.1	$556k	+59%	4.6k	121.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$546k		2.7k	200.79	View chart
JPMorgan Chase & Co. (JPM)	0.1	$510k	+63%	2.4k	210.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$488k	-4%	9.6k	50.74	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$461k	+32%	9.1k	50.60	View chart
Meta Platforms Cl A (META)	0.1	$458k		800.00	572.44	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$452k		7.0k	64.60	View chart
Etf Opportunities Trust Rex Fang & Innov (FEPI)	0.1	$444k	+18%	8.7k	51.28	View chart
Wal-Mart Stores (WMT)	0.1	$437k		5.4k	80.75	View chart
Amazon (AMZN)	0.1	$409k	+31%	2.2k	186.33	View chart
Costco Wholesale Corporation (COST)	0.1	$401k	+21%	452.00	887.00	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$397k	-11%	7.7k	51.82	View chart
Netflix (NFLX)	0.1	$376k	NEW	530.00	709.27	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$371k	+2%	2.2k	167.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$360k		8.8k	41.12	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.1	$360k	+37%	14k	25.64	View chart
Tidal Etf Tr Foliobeyond Alte (RISR)	0.1	$353k	+3%	10k	33.97	View chart
Eli Lilly & Co. (LLY)	0.1	$334k	+16%	377.00	885.94	View chart
Procter & Gamble Company (PG)	0.1	$331k	-16%	1.9k	173.20	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.1	$316k	NEW	6.7k	47.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$305k		2.8k	110.46	View chart
O'reilly Automotive (ORLY)	0.1	$302k		262.00	1151.60	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$292k	-3%	3.5k	84.03	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$285k	NEW	2.8k	100.74	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$283k		5.2k	54.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$282k		4.2k	67.85	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$279k	-26%	5.5k	50.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$278k		5.4k	51.12	View chart
Ford Motor Company (F)	0.1	$274k		26k	10.56	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$272k		3.8k	71.60	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$267k	-7%	4.1k	64.85	View chart
Advanced Micro Devices (AMD)	0.1	$266k	NEW	1.6k	164.03	View chart
Pepsi (PEP)	0.1	$260k		1.5k	170.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$250k		434.00	576.82	View chart
Chevron Corporation (CVX)	0.1	$249k		1.7k	147.25	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$246k	+2%	3.0k	80.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$241k		4.1k	59.51	View chart
Marsh & McLennan Companies (MMC)	0.1	$234k		1.0k	223.09	View chart
Mid-America Apartment (MAA)	0.1	$229k		1.4k	158.90	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$224k		9.1k	24.46	View chart
Broadcom (AVGO)	0.1	$210k	+518%	1.2k	172.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$208k	NEW	731.00	284.00	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$206k	NEW	8.8k	23.45	View chart

Past Filings by Family Investment Center

SEC 13F filings are viewable for Family Investment Center going back to 2022

Family Investment Center 2024 Q3 filed Oct. 24, 2024
Family Investment Center 2024 Q2 filed July 19, 2024
Family Investment Center 2024 Q1 filed April 22, 2024
Family Investment Center 2023 Q4 filed Jan. 17, 2024
Family Investment Center 2023 Q3 filed Oct. 5, 2023
Family Investment Center 2023 Q2 filed July 13, 2023
Family Investment Center 2023 Q1 filed April 13, 2023
Family Investment Center 2022 Q4 filed Jan. 20, 2023

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