Family Investment Center

Family Investment Center as of Sept. 30, 2025

Portfolio Holdings for Family Investment Center

Family Investment Center holds 102 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 14.2 $69M 878k 78.09
Pimco Etf Tr Multisector Bd (PYLD) 10.4 $50M 1.9M 26.84
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 9.5 $46M 623k 73.29
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 9.3 $45M 370k 121.06
Tidal Trust I Foliobeyond Alte (RISR) 6.5 $31M 869k 35.84
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 4.4 $21M 290k 73.54
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.0 $19M 379k 50.73
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.9 $19M 236k 78.90
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.6 $17M 173k 99.53
Vanguard Specialized Funds Div App Etf (VIG) 3.3 $16M 73k 215.85
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 3.1 $15M 142k 104.96
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.9 $14M 103k 135.23
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.6 $12M 145k 84.68
Franklin Templeton Etf Tr Franklin India (FLIN) 2.3 $11M 294k 37.29
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH) 2.0 $9.9M 274k 36.05
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $8.1M 28k 293.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $6.9M 252k 27.30
Vanguard Index Fds Small Cp Etf (VB) 1.3 $6.4M 25k 254.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $4.5M 152k 29.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $4.3M 7.1k 612.42
Spdr Series Trust Russell Yield (ONEY) 0.9 $4.2M 37k 113.16
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $3.9M 39k 100.25
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.7 $3.4M 108k 31.89
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $3.1M 35k 89.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.5M 34k 73.46
Apple (AAPL) 0.4 $2.2M 8.4k 254.63
Norfolk Southern (NSC) 0.4 $2.0M 6.5k 300.41
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $1.9M 19k 96.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.8M 3.0k 600.30
Ishares Core Msci Emkt (IEMG) 0.3 $1.3M 19k 65.92
Exxon Mobil Corporation (XOM) 0.2 $1.0M 9.1k 112.75
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $908k 13k 72.44
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $892k 37k 24.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $872k 19k 46.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $870k 31k 27.90
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $866k 9.9k 87.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $846k 2.6k 328.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $814k 1.7k 468.41
NVIDIA Corporation (NVDA) 0.2 $765k 4.1k 186.60
Ishares Gold Tr Shares Represent (IAUM) 0.2 $736k 19k 38.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $687k 1.4k 502.74
Netflix (NFLX) 0.1 $622k 519.00 1198.92
Home Depot (HD) 0.1 $616k 1.5k 405.19
Vanguard World Consum Stp Etf (VDC) 0.1 $607k 2.8k 213.73
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.1 $600k 12k 51.07
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $591k 12k 50.47
JPMorgan Chase & Co. (JPM) 0.1 $574k 1.8k 315.49
Microsoft Corporation (MSFT) 0.1 $560k 1.1k 518.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $557k 2.7k 209.24
Micron Technology (MU) 0.1 $539k 3.2k 167.32
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $528k 3.0k 178.73
Meta Platforms Cl A (META) 0.1 $520k 708.00 734.38
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $501k 8.7k 57.52
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $497k 20k 25.13
Advanced Micro Devices (AMD) 0.1 $490k 3.0k 161.80
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $483k 11k 46.08
Costco Wholesale Corporation (COST) 0.1 $454k 490.00 926.31
Broadcom (AVGO) 0.1 $450k 1.4k 329.91
Wal-Mart Stores (WMT) 0.1 $444k 4.3k 103.05
Applovin Corp Com Cl A (APP) 0.1 $440k 612.00 718.54
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $425k 18k 23.28
O'reilly Automotive (ORLY) 0.1 $424k 3.9k 107.81
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $405k 5.4k 75.11
Palantir Technologies Cl A (PLTR) 0.1 $389k 2.1k 182.42
Raytheon Technologies Corp (RTX) 0.1 $384k 2.3k 167.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $379k 2.2k 175.24
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $348k 3.5k 100.70
Western Digital (WDC) 0.1 $335k 2.8k 120.06
Newmont Mining Corporation (NEM) 0.1 $320k 3.8k 84.31
Chevron Corporation (CVX) 0.1 $309k 2.0k 155.26
Uber Technologies (UBER) 0.1 $309k 3.2k 97.97
Ge Aerospace Com New (GE) 0.1 $301k 999.00 300.87
Procter & Gamble Company (PG) 0.1 $293k 1.9k 153.65
Ford Motor Company (F) 0.1 $291k 24k 11.96
Ishares Tr National Mun Etf (MUB) 0.1 $290k 2.7k 106.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $284k 11k 26.34
Amgen (AMGN) 0.1 $279k 988.00 282.20
Ge Vernova (GEV) 0.1 $274k 445.00 614.90
Tesla Motors (TSLA) 0.1 $269k 605.00 444.70
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.1 $258k 3.3k 78.63
Coinbase Global Com Cl A (COIN) 0.1 $250k 742.00 337.49
Ishares Tr Morningstar Grwt (ILCG) 0.1 $250k 2.4k 104.31
Pepsi (PEP) 0.1 $249k 1.8k 140.44
Leidos Holdings (LDOS) 0.1 $248k 1.3k 188.96
Ishares Tr Core S&p500 Etf (IVV) 0.1 $246k 367.00 669.85
Ishares Tr Core Intl Aggr (IAGG) 0.1 $246k 4.8k 51.23
Gilead Sciences (GILD) 0.1 $246k 2.2k 110.99
Ishares Tr Tips Bd Etf (TIP) 0.1 $241k 2.2k 111.23
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $236k 3.4k 68.46
Amazon (AMZN) 0.0 $235k 1.1k 219.57
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $234k 731.00 320.04
Incyte Corporation (INCY) 0.0 $231k 2.7k 84.81
At&t (T) 0.0 $222k 7.8k 28.24
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $219k 3.3k 67.03
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $218k 3.8k 57.10
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $213k 2.4k 89.13
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $212k 774.00 273.65
Vanguard World Utilities Etf (VPU) 0.0 $202k 1.1k 189.41
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $202k 4.6k 44.10
Vanguard Index Fds Growth Etf (VUG) 0.0 $201k 420.00 479.63
Mid-America Apartment (MAA) 0.0 $201k 1.4k 139.73
Generac Holdings (GNRC) 0.0 $200k 1.2k 167.40