Family Investment Center

Family Investment Center as of March 31, 2026

Portfolio Holdings for Family Investment Center

Family Investment Center holds 91 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 14.4 $75M 967k 77.18
Pimco Etf Tr Multisector Bd (PYLD) 10.8 $56M 2.1M 26.20
Tidal Trust I Foliobeyond Alte (RISR) 8.3 $43M 1.2M 36.22
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 7.8 $40M 359k 112.11
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 7.5 $39M 521k 75.19
American Centy Etf Tr Intl Eqt Etf (AVDE) 7.5 $39M 456k 84.84
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.0 $26M 511k 50.61
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 4.0 $21M 275k 75.74
Dimensional Etf Trust Emerging Mkts Va (DFEV) 3.9 $20M 570k 35.78
Vanguard Specialized Funds Div App Etf (VIG) 2.9 $15M 69k 215.06
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.8 $15M 131k 110.47
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.7 $14M 98k 145.02
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.6 $13M 142k 94.24
American Centy Etf Tr Avantis Us Mid C (AVMV) 2.3 $12M 161k 74.18
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.5 $7.9M 104k 76.02
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $7.5M 26k 287.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $7.1M 230k 30.68
Vanguard Index Fds Small Cp Etf (VB) 1.2 $6.2M 24k 261.92
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $4.5M 146k 30.96
Spdr Series Trust State Street Spd (ONEY) 0.8 $4.3M 36k 120.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $4.1M 6.8k 597.57
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $4.0M 40k 99.27
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $3.0M 34k 88.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.5M 33k 77.11
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.5 $2.5M 26k 95.82
Apple (AAPL) 0.4 $2.1M 8.4k 253.78
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.4 $2.0M 20k 103.37
Norfolk Southern (NSC) 0.4 $1.9M 6.5k 287.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.9M 3.2k 577.12
Exxon Mobil Corporation (XOM) 0.3 $1.7M 9.9k 169.66
Ishares Core Msci Emkt (IEMG) 0.3 $1.3M 19k 69.75
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH) 0.3 $1.3M 33k 40.08
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $1.2M 25k 45.89
Ishares Tr North Amern Nat (IGE) 0.2 $1.0M 16k 62.94
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $898k 37k 24.27
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $852k 12k 70.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $845k 29k 29.08
Ishares Gold Tr Shares Represent (IAUM) 0.2 $834k 18k 46.70
Spdr Index Shs Fds State Street Spd (SPEM) 0.2 $812k 17k 46.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $800k 2.5k 320.76
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $732k 1.7k 426.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $727k 1.5k 479.20
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.1 $689k 14k 49.75
Vanguard World Consum Stp Etf (VDC) 0.1 $686k 3.1k 224.59
Microsoft Corporation (MSFT) 0.1 $679k 1.8k 370.17
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $645k 13k 49.99
Wal-Mart Stores (WMT) 0.1 $624k 5.0k 124.28
Hubspot (HUBS) 0.1 $610k 2.5k 244.10
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $564k 23k 24.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $539k 2.5k 217.21
Home Depot (HD) 0.1 $517k 1.6k 328.89
NVIDIA Corporation (NVDA) 0.1 $506k 2.9k 174.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $459k 19k 24.75
Franklin Templeton Etf Tr Franklin India (FLIN) 0.1 $458k 14k 33.22
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $440k 5.5k 80.58
Chevron Corporation (CVX) 0.1 $425k 2.1k 206.90
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $398k 2.2k 184.32
O'reilly Automotive (ORLY) 0.1 $367k 4.0k 92.31
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $342k 6.2k 55.52
Boeing Company (BA) 0.1 $334k 1.7k 199.03
JPMorgan Chase & Co. (JPM) 0.1 $331k 1.1k 294.16
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $321k 3.2k 100.66
Micron Technology (MU) 0.1 $321k 949.00 337.91
Tesla Motors (TSLA) 0.1 $297k 800.00 371.75
Procter & Gamble Company (PG) 0.1 $290k 2.0k 144.44
Ishares Tr National Mun Etf (MUB) 0.1 $289k 2.7k 106.16
Pepsi (PEP) 0.1 $289k 1.9k 155.29
Western Digital (WDC) 0.1 $281k 1.0k 270.49
Amazon (AMZN) 0.1 $280k 1.3k 208.27
Alphabet Cap Stk Cl A (GOOGL) 0.1 $279k 971.00 287.56
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $276k 11k 25.64
Ford Motor Company (F) 0.1 $276k 24k 11.54
Select Sector Spdr Tr State Street Con (XLP) 0.0 $259k 3.2k 81.98
Raytheon Technologies Corp (RTX) 0.0 $255k 1.3k 192.89
ConocoPhillips (COP) 0.0 $254k 1.9k 132.00
Tortoise Capital Series Trus North Amrcn Pipe (TPYP) 0.0 $247k 5.8k 42.36
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $245k 3.4k 71.13
Ishares Tr Tips Bd Etf (TIP) 0.0 $245k 2.2k 110.36
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $245k 5.1k 48.15
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $240k 1.1k 218.72
Alphabet Cap Stk Cl C (GOOG) 0.0 $239k 832.00 286.86
Ishares Tr Morningstar Grwt (ILCG) 0.0 $229k 2.4k 95.49
Ge Aerospace Com New (GE) 0.0 $227k 801.00 283.85
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $225k 3.0k 75.10
Ishares Tr Core Intl Aggr (IAGG) 0.0 $215k 4.3k 50.04
Vanguard World Utilities Etf (VPU) 0.0 $212k 1.1k 198.15
Meta Platforms Cl A (META) 0.0 $210k 367.00 572.13
Ge Vernova (GEV) 0.0 $207k 237.00 872.90
Gilead Sciences (GILD) 0.0 $207k 1.5k 139.37
Deere & Company (DE) 0.0 $203k 361.00 563.30
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.0 $201k 4.1k 49.38