Family Investment Center

Family Investment Center as of March 31, 2025

Portfolio Holdings for Family Investment Center

Family Investment Center holds 78 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 12.2 $50M 653k 76.57
Pimco Etf Tr Multisector Bd (PYLD) 10.5 $43M 1.6M 26.35
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 9.7 $40M 601k 66.34
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 9.2 $38M 407k 92.53
Tidal Etf Tr Foliobeyond Alte (RISR) 6.6 $27M 739k 36.33
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 5.0 $21M 324k 63.72
Vanguard Specialized Funds Div App Etf (VIG) 3.6 $15M 77k 193.99
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.6 $15M 167k 87.17
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 3.0 $12M 135k 91.53
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.9 $12M 179k 66.27
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.7 $11M 152k 73.69
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.7 $11M 96k 113.76
Franklin Templeton Etf Tr Franklin India (FLIN) 2.5 $10M 274k 36.84
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH) 2.4 $9.8M 317k 30.80
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 2.2 $8.9M 354k 25.26
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $7.6M 29k 258.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $6.9M 245k 27.96
Vanguard Index Fds Small Cp Etf (VB) 1.5 $6.3M 29k 221.75
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.4 $5.6M 129k 43.40
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.2 $4.9M 97k 50.71
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $4.2M 161k 26.20
Spdr Ser Tr Russell Yield (ONEY) 1.0 $3.9M 36k 109.24
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $3.9M 39k 98.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.4M 6.7k 513.89
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $2.8M 56k 50.63
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.7 $2.7M 101k 27.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $2.3M 37k 62.10
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.5 $2.2M 87k 25.49
Apple (AAPL) 0.4 $1.7M 7.8k 222.14
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.4 $1.6M 32k 50.39
Norfolk Southern (NSC) 0.4 $1.5M 6.5k 236.85
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $1.4M 14k 95.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.4M 2.9k 468.87
Ishares Core Msci Emkt (IEMG) 0.3 $1.2M 22k 53.97
Exxon Mobil Corporation (XOM) 0.3 $1.0M 8.6k 118.93
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $1.0M 17k 60.48
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $933k 19k 50.00
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $878k 36k 24.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $872k 37k 23.43
Ishares Gold Tr Shares Represent (IAUM) 0.2 $855k 27k 31.17
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $777k 38k 20.70
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $761k 19k 39.37
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $728k 8.8k 82.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $710k 1.3k 532.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $705k 2.6k 274.81
Home Depot (HD) 0.2 $675k 1.8k 366.49
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $645k 18k 36.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $633k 1.8k 361.09
Ishares U S Etf Tr Commodity Curve (CCRV) 0.1 $605k 30k 20.43
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $549k 7.0k 78.85
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $548k 7.1k 77.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $498k 2.7k 186.32
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $482k 19k 24.86
Wal-Mart Stores (WMT) 0.1 $415k 4.7k 87.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $395k 20k 19.78
O'reilly Automotive (ORLY) 0.1 $375k 262.00 1432.58
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $369k 3.7k 100.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $347k 2.2k 160.57
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $334k 5.5k 60.17
Procter & Gamble Company (PG) 0.1 $325k 1.9k 170.42
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $325k 15k 22.08
Chevron Corporation (CVX) 0.1 $284k 1.7k 167.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $280k 5.6k 49.62
JPMorgan Chase & Co. (JPM) 0.1 $265k 1.1k 245.30
Ford Motor Company (F) 0.1 $249k 25k 10.03
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $247k 3.6k 68.06
Ishares Tr Core Intl Aggr (IAGG) 0.1 $243k 4.9k 49.99
Mid-America Apartment (MAA) 0.1 $241k 1.4k 167.58
Ishares Tr Tips Bd Etf (TIP) 0.1 $238k 2.1k 111.07
Marsh & McLennan Companies (MMC) 0.1 $238k 974.00 244.03
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $224k 3.2k 70.42
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $217k 4.2k 51.78
Vanguard World Consum Stp Etf (VDC) 0.1 $215k 983.00 218.82
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $215k 4.4k 48.81
Ishares Tr Core S&p500 Etf (IVV) 0.1 $214k 381.00 561.90
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $206k 3.4k 59.75
Microsoft Corporation (MSFT) 0.0 $204k 543.00 375.37
Pepsi (PEP) 0.0 $200k 1.3k 149.94