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Size ($ in 1000's)
At 03/31/2024: $310,358
At 12/31/2023: $198,910
Family Investment Center Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Family Investment Center Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Family Investment Center Inc. top holdings by largest position size, as per the latest 13f filing made by Family Investment Center Inc..
In the Family Investment Center Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Family Investment Center Inc. in that top holding, then the share count change between reporting periods, and finally the Family Investment Center Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| INVESCO EXCHANGE TRADED FD T (SPHQ) |
471,390 |
+471,390 |
$28,481 | | SPHQ | 471,390 | +471,390 | $28,481 | | J P MORGAN EXCHANGE TRADED F (JIRE) |
444,543 |
-35,945 |
$27,837 | | JIRE | 444,543 | -35,945 | $27,837 | | INVESCO EXCHANGE TRADED FD T (XMHQ) |
206,624 |
+200,453 |
$22,739 | | XMHQ | 206,624 | +200,453 | $22,739 | | INVESCO EXCH TRADED FD TR II (SPMO) |
277,696 |
+277,696 |
$22,277 | | SPMO | 277,696 | +277,696 | $22,277 | | AMERICAN CENTY ETF TR (AVUV) |
233,027 |
+58,301 |
$21,837 | | AVUV | 233,027 | +58,301 | $21,837 | | INVESCO EXCH TRADED FD TR II (BKLN) |
901,715 |
+878,848 |
$19,071 | | BKLN | 901,715 | +878,848 | $19,071 | | LITMAN GREGORY FDS TR |
512,931 |
+503,741 |
$14,711 | | DBMF | 512,931 | +503,741 | $14,711 | | WISDOMTREE TR |
318,311 |
+318,311 |
$14,623 | | IHDG | 318,311 | +318,311 | $14,623 | | VANGUARD SPECIALIZED FUNDS (VIG) |
77,066 |
-184,915 |
$14,073 | | VIG | 77,066 | -184,915 | $14,073 | | AMERICAN CENTY ETF TR (AVDE) |
197,618 |
-141,203 |
$12,596 | | AVDE | 197,618 | -141,203 | $12,596 | | ISHARES U S ETF TR (CCRV) |
412,654 |
+412,654 |
$8,769 | | CCRV | 412,654 | +412,654 | $8,769 | | VANGUARD INDEX FDS (VB) |
35,776 |
-5,043 |
$8,178 | | VB | 35,776 | -5,043 | $8,178 | | VANGUARD INDEX FDS (VO) |
32,646 |
-5,896 |
$8,157 | | VO | 32,646 | -5,896 | $8,157 | | VANGUARD WHITEHALL FDS (VYMI) |
116,345 |
-211 |
$8,005 | | VYMI | 116,345 | -211 | $8,005 | | PIMCO ETF TR (LONZ) |
153,029 |
+153,029 |
$7,827 | | LONZ | 153,029 | +153,029 | $7,827 | | PIMCO ETF TR (PYLD) |
259,026 |
+36,271 |
$6,673 | | PYLD | 259,026 | +36,271 | $6,673 | | SCHWAB STRATEGIC TR |
80,180 |
+45,434 |
$6,465 | | SCHD | 80,180 | +45,434 | $6,465 | | ISHARES TR (AGG) |
55,150 |
-16,811 |
$5,401 | | AGG | 55,150 | -16,811 | $5,401 | | VANGUARD BD INDEX FDS (BIV) |
70,908 |
+30,865 |
$5,346 | | BIV | 70,908 | +30,865 | $5,346 | | SCHWAB STRATEGIC TR |
59,482 |
-3,901 |
$4,844 | | SCHM | 59,482 | -3,901 | $4,844 | | VANGUARD INDEX FDS (VOO) |
7,354 |
-281 |
$3,535 | | VOO | 7,354 | -281 | $3,535 | | SPDR SER TR (ONEY) |
32,498 |
+32,498 |
$3,531 | | ONEY | 32,498 | +32,498 | $3,531 | | VANGUARD STAR FDS (VXUS) |
39,061 |
-1,855 |
$2,355 | | VXUS | 39,061 | -1,855 | $2,355 | | DIMENSIONAL ETF TRUST (DFEV) |
70,390 |
+55,453 |
$1,827 | | DFEV | 70,390 | +55,453 | $1,827 | | PIMCO ETF TR (LDUR) |
18,956 |
-7,393 |
$1,798 | | LDUR | 18,956 | -7,393 | $1,798 | | NORFOLK SOUTHN CORP |
6,500 |
UNCH |
$1,657 | | NSC | 6,500 | UNCH | $1,657 | | APPLE INC |
9,171 |
+433 |
$1,573 | | AAPL | 9,171 | +433 | $1,573 | | INVESCO QQQ TR |
3,432 |
+441 |
$1,524 | | QQQ | 3,432 | +441 | $1,524 | | ISHARES INC (IEMG) |
28,380 |
-6,126 |
$1,464 | | IEMG | 28,380 | -6,126 | $1,464 | | SCHWAB STRATEGIC TR |
25,932 |
-17,077 |
$1,277 | | SCHA | 25,932 | -17,077 | $1,277 | | DIMENSIONAL ETF TRUST (DFUS) |
17,543 |
-265 |
$1,000 | | DFUS | 17,543 | -265 | $1,000 | | EXXON MOBIL CORP |
8,526 |
-3,200 |
$991 | | XOM | 8,526 | -3,200 | $991 |  BERKSHIRE HATHAWAY INC DEL |
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$977 | | BRK.B | 2,324 | +44 | $977 | | AMERICAN CENTY ETF TR (AVDV) |
14,410 |
+14,410 |
$949 | | AVDV | 14,410 | +14,410 | $949 | | SCHWAB STRATEGIC TR |
19,376 |
+96 |
$934 | | SCHO | 19,376 | +96 | $934 | | SPDR INDEX SHS FDS (SPEM) |
22,962 |
-3,569 |
$831 | | SPEM | 22,962 | -3,569 | $831 | | VANGUARD WHITEHALL FDS (VIGI) |
9,218 |
+120 |
$752 | | VIGI | 9,218 | +120 | $752 | | MICROSOFT CORP |
1,756 |
+124 |
$739 | | MSFT | 1,756 | +124 | $739 | | ISHARES TR (IAGG) |
14,146 |
-16,034 |
$707 | | IAGG | 14,146 | -16,034 | $707 | | VANGUARD CHARLOTTE FDS (BNDX) |
14,099 |
-38,845 |
$694 | | BNDX | 14,099 | -38,845 | $694 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
13,090 |
+1,078 |
$664 | | JMUB | 13,090 | +1,078 | $664 | | ISHARES TR (IWF) |
1,780 |
UNCH |
$600 | | IWF | 1,780 | UNCH | $600 | | J P MORGAN EXCHANGE TRADED F (JPST) |
11,742 |
-10,842 |
$592 | | JPST | 11,742 | -10,842 | $592 | | HOME DEPOT INC |
1,516 |
UNCH |
$582 | | HD | 1,516 | UNCH | $582 | | VANGUARD INDEX FDS (VBR) |
2,680 |
-48 |
$514 | | VBR | 2,680 | -48 | $514 | | TIDAL ETF TR (RISR) |
14,621 |
+14,621 |
$483 | | RISR | 14,621 | +14,621 | $483 | | VANGUARD INDEX FDS (VTI) |
1,806 |
-129 |
$469 | | VTI | 1,806 | -129 | $469 | | META PLATFORMS INC |
932 |
+212 |
$453 | | META | 932 | +212 | $453 | | AMAZON COM INC |
2,177 |
+569 |
$393 | | AMZN | 2,177 | +569 | $393 | | ALPHABET INC |
2,493 |
+618 |
$380 | | GOOG | 2,493 | +618 | $380 |
See Full List: All Stocks Held By Family Investment Center Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Family Investment Center Inc.
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