Family Investment Center

Family Investment Center as of Dec. 31, 2025

Portfolio Holdings for Family Investment Center

Family Investment Center holds 97 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 14.9 $74M 946k 77.88
Pimco Etf Tr Multisector Bd (PYLD) 10.8 $53M 2.0M 26.68
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 9.5 $47M 624k 75.05
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 9.1 $45M 376k 119.32
Tidal Trust I Foliobeyond Alte (RISR) 6.6 $33M 904k 36.11
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 4.3 $21M 282k 74.88
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.1 $20M 244k 82.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.0 $20M 395k 50.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.5 $18M 172k 101.98
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $16M 71k 219.78
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.9 $15M 143k 102.42
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.9 $14M 103k 138.46
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.6 $13M 141k 90.00
Franklin Templeton Etf Tr Franklin India (FLIN) 2.3 $11M 295k 38.59
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH) 2.1 $10M 272k 37.67
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $7.9M 27k 290.22
Vanguard Index Fds Small Cp Etf (VB) 1.3 $6.4M 25k 257.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.3 $6.4M 232k 27.43
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $4.5M 149k 30.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $4.4M 7.0k 627.14
Spdr Series Trust State Street Spd (ONEY) 0.8 $4.1M 36k 113.56
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $3.9M 39k 99.88
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.7 $3.7M 108k 33.74
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $3.1M 34k 91.45
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.5M 33k 75.44
Apple (AAPL) 0.5 $2.4M 9.0k 271.87
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $2.1M 22k 95.94
Norfolk Southern (NSC) 0.4 $1.9M 6.5k 288.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.9M 3.0k 614.37
Ishares Core Msci Emkt (IEMG) 0.3 $1.3M 19k 67.22
Exxon Mobil Corporation (XOM) 0.2 $1.1M 9.1k 120.34
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $898k 37k 24.37
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $895k 12k 74.17
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $893k 21k 42.69
Ishares Gold Tr Shares Represent (IAUM) 0.2 $875k 20k 42.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $853k 2.5k 335.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $844k 30k 28.48
Alphabet Cap Stk Cl C (GOOG) 0.2 $824k 2.6k 313.80
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $821k 1.7k 473.30
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $820k 18k 46.81
Micron Technology (MU) 0.2 $796k 2.8k 285.43
Broadcom (AVGO) 0.1 $685k 2.0k 346.10
NVIDIA Corporation (NVDA) 0.1 $639k 3.4k 186.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $634k 1.3k 502.65
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $592k 12k 50.59
JPMorgan Chase & Co. (JPM) 0.1 $586k 1.8k 322.22
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $566k 2.7k 211.80
Microsoft Corporation (MSFT) 0.1 $539k 1.1k 483.62
Amazon (AMZN) 0.1 $522k 2.3k 230.82
Home Depot (HD) 0.1 $517k 1.5k 344.10
Western Digital (WDC) 0.1 $506k 2.9k 172.27
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $503k 20k 25.08
Wal-Mart Stores (WMT) 0.1 $480k 4.3k 111.41
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $474k 8.1k 58.52
Applovin Corp Com Cl A (APP) 0.1 $454k 674.00 673.82
Eli Lilly & Co. (LLY) 0.1 $446k 415.00 1074.68
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $446k 19k 24.04
Vanguard World Consum Stp Etf (VDC) 0.1 $421k 2.0k 211.24
Ge Aerospace Com New (GE) 0.1 $417k 1.4k 308.07
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $417k 5.4k 77.01
Palantir Technologies Cl A (PLTR) 0.1 $399k 2.2k 177.75
Boeing Company (BA) 0.1 $387k 1.8k 217.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $385k 2.2k 177.40
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $384k 7.9k 48.66
Newmont Mining Corporation (NEM) 0.1 $373k 3.7k 99.85
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.1 $359k 7.2k 49.85
O'reilly Automotive (ORLY) 0.1 $359k 3.9k 91.21
Advanced Micro Devices (AMD) 0.1 $351k 1.6k 214.16
Raytheon Technologies Corp (RTX) 0.1 $344k 1.9k 183.35
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $324k 3.2k 100.37
Ford Motor Company (F) 0.1 $320k 24k 13.12
Gilead Sciences (GILD) 0.1 $318k 2.6k 122.74
Incyte Corporation (INCY) 0.1 $304k 3.1k 98.77
Chevron Corporation (CVX) 0.1 $303k 2.0k 152.41
Uber Technologies (UBER) 0.1 $297k 3.6k 81.71
Ishares Tr National Mun Etf (MUB) 0.1 $292k 2.7k 107.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $290k 11k 26.91
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $279k 1.7k 160.97
Procter & Gamble Company (PG) 0.1 $273k 1.9k 143.31
Tesla Motors (TSLA) 0.1 $271k 602.00 449.72
McKesson Corporation (MCK) 0.1 $258k 315.00 820.35
Pepsi (PEP) 0.1 $254k 1.8k 143.52
Ishares Tr Morningstar Grwt (ILCG) 0.1 $250k 2.4k 104.05
Select Sector Spdr Tr State Street Con (XLP) 0.0 $246k 3.2k 77.68
Ge Vernova (GEV) 0.0 $244k 373.00 653.57
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.0 $243k 4.8k 50.28
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $240k 3.4k 69.67
Ishares Tr Tips Bd Etf (TIP) 0.0 $240k 2.2k 109.91
Ishares Tr Core Intl Aggr (IAGG) 0.0 $240k 4.8k 50.01
At&t (T) 0.0 $235k 9.5k 24.84
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $228k 1.1k 205.60
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $218k 2.4k 91.40
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $214k 774.00 276.94
Adobe Systems Incorporated (ADBE) 0.0 $205k 585.00 349.99
Alphabet Cap Stk Cl A (GOOGL) 0.0 $201k 642.00 313.00
Vanguard Index Fds Growth Etf (VUG) 0.0 $201k 411.00 487.92
Mid-America Apartment (MAA) 0.0 $200k 1.4k 138.91