Family Investment Center

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

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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 48 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 21.9 $30M 198k 151.85
American Centy Etf Tr Intl Eqt Etf (AVDE) 14.2 $20M 366k 53.19
Vanguard Index Fds Small Cp Etf (VB) 11.6 $16M 87k 183.54
Ishares Tr Pfd And Incm Sec (PFF) 11.0 $15M 496k 30.53
Vanguard Whitehall Fds Intl High Etf (VYMI) 5.0 $6.9M 116k 59.57
Vanguard Index Fds Mid Cap Etf (VO) 4.5 $6.2M 31k 203.81
Select Sector Spdr Tr Sbi Int-utils (XLU) 3.1 $4.3M 61k 70.50
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $4.2M 44k 96.99
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.0 $4.1M 63k 65.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $2.6M 7.3k 351.33
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $2.6M 50k 51.72
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 1.7 $2.3M 24k 94.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $2.2M 29k 75.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.6 $2.2M 55k 40.51

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Ishares Core Msci Emkt (IEMG) 1.3 $1.8M 39k 46.70
Norfolk Southern (NSC) 1.2 $1.6M 6.5k 246.42
Ishares Tr Core Intl Aggr (IAGG) 0.8 $1.1M 24k 47.55
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $1.1M 24k 47.43
Apple (AAPL) 0.8 $1.1M 8.2k 129.92
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.7 $993k 44k 22.39
Exxon Mobil Corporation (XOM) 0.7 $963k 8.7k 110.30
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $907k 19k 48.24
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $857k 26k 32.96
Dimensional Etf Trust Us Equity Etf (DFUS) 0.5 $725k 17k 41.61
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $713k 10k 69.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $555k 1.8k 308.90
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $421k 24k 17.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $398k 2.5k 158.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $392k 1.8k 214.24
Ishares Tr Tips Bd Etf (TIP) 0.3 $390k 3.7k 106.44
Vanguard World Fds Utilities Etf (VPU) 0.3 $365k 2.4k 153.37
Ford Motor Company (F) 0.3 $350k 30k 11.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $337k 11k 32.21
Ishares Tr National Mun Etf (MUB) 0.2 $327k 3.1k 105.52
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $315k 6.4k 49.23
Chevron Corporation (CVX) 0.2 $303k 1.7k 179.49
Pfizer (PFE) 0.2 $283k 5.5k 51.24
Microsoft Corporation (MSFT) 0.2 $276k 1.2k 239.85
Wal-Mart Stores (WMT) 0.2 $254k 1.8k 141.80
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $250k 1.8k 135.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $245k 5.8k 41.97
Nordstrom (JWN) 0.2 $237k 15k 16.14
Mid-America Apartment (MAA) 0.2 $226k 1.4k 156.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $221k 1.2k 191.19
O'reilly Automotive (ORLY) 0.2 $221k 262.00 844.03
Pepsi (PEP) 0.2 $219k 1.2k 180.68
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $211k 4.1k 51.80
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $202k 3.0k 67.45

Past Filings by Family Investment Center

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