Family Investment Center

Family Investment Center as of Dec. 31, 2024

Portfolio Holdings for Family Investment Center

Family Investment Center holds 88 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pimco Etf Tr Multisector Bd (PYLD) 9.0 $35M 1.4M 25.92
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 8.9 $35M 523k 67.03
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 7.5 $30M 311k 95.01
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 6.4 $25M 431k 58.51
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.7 $23M 235k 96.53
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 5.5 $22M 220k 98.47
Vanguard Bd Index Fds Intermed Term (BIV) 5.1 $20M 270k 74.73
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 4.3 $17M 812k 21.07
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.1 $16M 264k 61.37
Vanguard Specialized Funds Div App Etf (VIG) 3.8 $15M 77k 195.83
Vanguard Bd Index Fds Long Term Bond (BLV) 3.3 $13M 188k 68.43
Pimco Etf Tr Sr Ln Active Etf (LONZ) 3.1 $12M 239k 51.10
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 3.1 $12M 463k 26.16
Dimensional Etf Trust Emerging Mkts Va (DFEV) 2.4 $9.6M 364k 26.21
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 2.4 $9.5M 218k 43.47
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.4 $9.3M 137k 67.88
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $8.0M 30k 264.13
Vanguard Index Fds Small Cp Etf (VB) 1.9 $7.4M 31k 240.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $6.6M 243k 27.32
Tidal Etf Tr Foliobeyond Alte (RISR) 1.6 $6.5M 177k 36.60
Ishares U S Etf Tr Commodity Curve (CCRV) 1.6 $6.1M 306k 20.01
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.2 $4.7M 170k 27.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $4.1M 7.5k 538.84
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $4.0M 42k 96.90
Spdr Ser Tr Russell Yield (ONEY) 1.0 $3.8M 35k 108.86
Apple (AAPL) 0.6 $2.5M 10k 250.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $2.2M 37k 58.93
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.5 $1.8M 15k 123.53
Norfolk Southern (NSC) 0.4 $1.5M 6.5k 234.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.4M 2.8k 511.17
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $1.3M 14k 94.99
Franklin Templeton Etf Tr Franklin India (FLIN) 0.3 $1.3M 34k 37.90
Ishares Core Msci Emkt (IEMG) 0.3 $1.2M 23k 52.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.6k 453.28
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH) 0.3 $1.2M 38k 31.34
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $1.1M 17k 63.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.0M 40k 25.86
Microsoft Corporation (MSFT) 0.3 $994k 2.4k 421.45
Exxon Mobil Corporation (XOM) 0.2 $930k 8.6k 107.57
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $866k 17k 50.15
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $844k 35k 24.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $820k 2.8k 289.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $790k 21k 38.37
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $788k 9.9k 79.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $707k 1.8k 401.58
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $677k 20k 34.75
Home Depot (HD) 0.1 $590k 1.5k 388.99
NVIDIA Corporation (NVDA) 0.1 $582k 4.3k 134.30
JPMorgan Chase & Co. (JPM) 0.1 $548k 2.3k 239.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $518k 2.6k 198.16
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $508k 10k 50.37
Amazon (AMZN) 0.1 $499k 2.3k 219.39
Wal-Mart Stores (WMT) 0.1 $489k 5.4k 90.35
Meta Platforms Cl A (META) 0.1 $454k 776.00 585.51
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $448k 19k 24.29
Alphabet Cap Stk Cl C (GOOG) 0.1 $434k 2.3k 190.44
Broadcom (AVGO) 0.1 $419k 1.8k 231.84
Netflix (NFLX) 0.1 $409k 459.00 891.32
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $397k 6.7k 58.79
Costco Wholesale Corporation (COST) 0.1 $390k 425.00 916.80
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $357k 2.2k 161.79
Ishares Gold Tr Shares Represent (IAUM) 0.1 $336k 13k 26.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $328k 18k 18.50
Ishares Tr Core Intl Aggr (IAGG) 0.1 $327k 6.6k 49.92
Procter & Gamble Company (PG) 0.1 $320k 1.9k 167.65
Ishares Tr Morningstar Grwt (ILCG) 0.1 $311k 3.5k 89.59
O'reilly Automotive (ORLY) 0.1 $311k 262.00 1185.80
Eli Lilly & Co. (LLY) 0.1 $309k 400.00 772.00
Ishares Tr Tips Bd Etf (TIP) 0.1 $295k 2.8k 106.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $289k 13k 23.18
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $288k 3.8k 76.06
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $287k 5.1k 56.38
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $284k 2.8k 100.33
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $283k 5.7k 50.13
Tesla Motors (TSLA) 0.1 $274k 678.00 403.82
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $268k 4.1k 65.09
Ford Motor Company (F) 0.1 $255k 26k 9.90
Chevron Corporation (CVX) 0.1 $245k 1.7k 144.84
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $241k 3.2k 75.70
Pepsi (PEP) 0.1 $232k 1.5k 152.08
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $229k 4.0k 57.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $225k 4.6k 49.05
Mid-America Apartment (MAA) 0.1 $223k 1.4k 154.57
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $222k 9.2k 24.19
Marsh & McLennan Companies (MMC) 0.1 $215k 1.0k 212.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $210k 731.00 287.82
Ishares Tr Core S&p500 Etf (IVV) 0.1 $207k 352.00 588.68
Deere & Company (DE) 0.1 $206k 485.00 423.90