Holdings Channel
EntityShares/Amount
Change
Position Value
Change
SPHQ +471,390+$28,481
SPMO +277,696+$22,277
IHDG +318,311+$14,623
CCRV +412,654+$8,769
LONZ +153,029+$7,827
ONEY +32,498+$3,531
AVDV +14,410+$949
RISR +14,621+$483
FEPI +5,315+$295
NVDA +321+$290
EntityShares/Amount
Change
Position Value
Change
JEPI -7,677-$422
BIZD -19,712-$316
TSLA -966-$240
XLU -3,514-$223
AMLP -5,215-$222
BND -2,838-$209
BKHY -4,371-$207
EntityShares/Amount
Change
Position Value
Change
BKLN +878,848+$18,587
DBMF +503,741+$14,474
XMHQ +200,453+$22,192
AVUV +58,301+$6,147
DFEV +55,453+$1,451
SCHD +45,434+$3,820
PYLD +36,271+$956
BIV +30,865+$2,287
WMT +3,603+$41
JMUB +1,078+$52
EntityShares/Amount
Change
Position Value
Change
VIG -184,915-$30,568
AVDE -141,203-$7,879
BNDX -38,845-$1,920
JIRE -35,945-$243
SCHA -17,077-$755
AGG -16,811-$1,741
IAGG -16,034-$796
JPST -10,842-$542
LDUR -7,393-$699
Size ($ 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

All Stocks Held By Family Investment Center Inc.
As of  03/31/2024, we find all stocks held by Family Investment Center Inc. to be as follows, presented in the table below with each row detailing each Family Investment Center Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Family Investment Center Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Family Investment Center Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
INVESCO EXCHANGE TRADED FD T (SPHQ) 471,390 +471,390 $28,481
     SPHQ471,390+471,390$28,481
J P MORGAN EXCHANGE TRADED F (JIRE) 444,543 -35,945 $27,837
     JIRE444,543-35,945$27,837
INVESCO EXCHANGE TRADED FD T (XMHQ) 206,624 +200,453 $22,739
     XMHQ206,624+200,453$22,739
INVESCO EXCH TRADED FD TR II (SPMO) 277,696 +277,696 $22,277
     SPMO277,696+277,696$22,277
AMERICAN CENTY ETF TR (AVUV) 233,027 +58,301 $21,837
     AVUV233,027+58,301$21,837
INVESCO EXCH TRADED FD TR II (BKLN) 901,715 +878,848 $19,071
     BKLN901,715+878,848$19,071
LITMAN GREGORY FDS TR 512,931 +503,741 $14,711
     DBMF512,931+503,741$14,711
WISDOMTREE TR 318,311 +318,311 $14,623
     IHDG318,311+318,311$14,623
VANGUARD SPECIALIZED FUNDS (VIG) 77,066 -184,915 $14,073
     VIG77,066-184,915$14,073
AMERICAN CENTY ETF TR (AVDE) 197,618 -141,203 $12,596
     AVDE197,618-141,203$12,596
ISHARES U S ETF TR (CCRV) 412,654 +412,654 $8,769
     CCRV412,654+412,654$8,769
VANGUARD INDEX FDS (VB) 35,776 -5,043 $8,178
     VB35,776-5,043$8,178
VANGUARD INDEX FDS (VO) 32,646 -5,896 $8,157
     VO32,646-5,896$8,157
VANGUARD WHITEHALL FDS (VYMI) 116,345 -211 $8,005
     VYMI116,345-211$8,005
PIMCO ETF TR (LONZ) 153,029 +153,029 $7,827
     LONZ153,029+153,029$7,827
PIMCO ETF TR (PYLD) 259,026 +36,271 $6,673
     PYLD259,026+36,271$6,673
SCHWAB STRATEGIC TR 80,180 +45,434 $6,465
     SCHD80,180+45,434$6,465
ISHARES TR (AGG) 55,150 -16,811 $5,401
     AGG55,150-16,811$5,401
VANGUARD BD INDEX FDS (BIV) 70,908 +30,865 $5,346
     BIV70,908+30,865$5,346
SCHWAB STRATEGIC TR 59,482 -3,901 $4,844
     SCHM59,482-3,901$4,844
VANGUARD INDEX FDS (VOO) 7,354 -281 $3,535
     VOO7,354-281$3,535
SPDR SER TR (ONEY) 32,498 +32,498 $3,531
     ONEY32,498+32,498$3,531
VANGUARD STAR FDS (VXUS) 39,061 -1,855 $2,355
     VXUS39,061-1,855$2,355
DIMENSIONAL ETF TRUST (DFEV) 70,390 +55,453 $1,827
     DFEV70,390+55,453$1,827
PIMCO ETF TR (LDUR) 18,956 -7,393 $1,798
     LDUR18,956-7,393$1,798
NORFOLK SOUTHN CORP 6,500 UNCH $1,657
     NSC6,500UNCH$1,657
APPLE INC 9,171 +433 $1,573
     AAPL9,171+433$1,573
INVESCO QQQ TR 3,432 +441 $1,524
     QQQ3,432+441$1,524
ISHARES INC (IEMG) 28,380 -6,126 $1,464
     IEMG28,380-6,126$1,464
SCHWAB STRATEGIC TR 25,932 -17,077 $1,277
     SCHA25,932-17,077$1,277
DIMENSIONAL ETF TRUST (DFUS) 17,543 -265 $1,000
     DFUS17,543-265$1,000
EXXON MOBIL CORP 8,526 -3,200 $991
     XOM8,526-3,200$991
BERKSHIRE HATHAWAY INC DEL      $977
     BRK.B2,324+44$977
AMERICAN CENTY ETF TR (AVDV) 14,410 +14,410 $949
     AVDV14,410+14,410$949
SCHWAB STRATEGIC TR 19,376 +96 $934
     SCHO19,376+96$934
SPDR INDEX SHS FDS (SPEM) 22,962 -3,569 $831
     SPEM22,962-3,569$831
VANGUARD WHITEHALL FDS (VIGI) 9,218 +120 $752
     VIGI9,218+120$752
MICROSOFT CORP 1,756 +124 $739
     MSFT1,756+124$739
ISHARES TR (IAGG) 14,146 -16,034 $707
     IAGG14,146-16,034$707
VANGUARD CHARLOTTE FDS (BNDX) 14,099 -38,845 $694
     BNDX14,099-38,845$694
J P MORGAN EXCHANGE TRADED F (JMUB) 13,090 +1,078 $664
     JMUB13,090+1,078$664
ISHARES TR (IWF) 1,780 UNCH $600
     IWF1,780UNCH$600
J P MORGAN EXCHANGE TRADED F (JPST) 11,742 -10,842 $592
     JPST11,742-10,842$592
HOME DEPOT INC 1,516 UNCH $582
     HD1,516UNCH$582
VANGUARD INDEX FDS (VBR) 2,680 -48 $514
     VBR2,680-48$514
TIDAL ETF TR (RISR) 14,621 +14,621 $483
     RISR14,621+14,621$483
VANGUARD INDEX FDS (VTI) 1,806 -129 $469
     VTI1,806-129$469
META PLATFORMS INC 932 +212 $453
     META932+212$453
AMAZON COM INC 2,177 +569 $393
     AMZN2,177+569$393
ALPHABET INC 2,493 +618 $380
     GOOG2,493+618$380
VANGUARD TAX MANAGED FDS (VEA) 6,967 -446 $350
     VEA6,967-446$350
AMERICAN CENTY ETF TR (AVEM) 6,023 +388 $349
     AVEM6,023+388$349
FORD MTR CO DEL 26,261 -1,025 $349
     F26,261-1,025$349
SCHWAB STRATEGIC TR 8,716 -2 $340
     SCHF8,716-2$340
SCHWAB STRATEGIC TR 6,790 +41 $333
     SCHR6,790+41$333
VANGUARD INDEX FDS (VOE) 2,128 +47 $332
     VOE2,128+47$332
WALMART INC 5,403 +3,603 $325
     WMT5,403+3,603$325
PROCTER AND GAMBLE CO 1,908 +34 $310
     PG1,908+34$310
ISHARES TR (MUB) 2,869 -233 $309
     MUB2,869-233$309
ISHARES TR (TIP) 2,774 -812 $298
     TIP2,774-812$298
JPMORGAN CHASE & CO 1,484 UNCH $297
     JPM1,484UNCH$297
OREILLY AUTOMOTIVE INC 262 UNCH $296
     ORLY262UNCH$296
ETF OPPORTUNITIES TRUST (FEPI) 5,315 +5,315 $295
     FEPI5,315+5,315$295
NVIDIA CORPORATION 321 +321 $290
     NVDA321+321$290
ADVANCED MICRO DEVICES INC 1,593 -230 $287
     AMD1,593-230$287
ISHARES TR (ILCG) 3,602 UNCH $272
     ILCG3,602UNCH$272
VANGUARD MUN BD FDS (VTEB) 5,328 +15 $270
     VTEB5,328+15$270
CHEVRON CORP NEW 1,693 -39 $267
     CVX1,693-39$267
INVESCO EXCH TRADED FD TR II (VRP) 11,229 -307 $267
     VRP11,229-307$267
DIMENSIONAL ETF TRUST (DFAS) 4,266 +4,266 $266
     DFAS4,266+4,266$266
SCHWAB STRATEGIC TR 4,148 +2 $257
     SCHX4,148+2$257
ISHARES TR (IWR) 2,992 UNCH $252
     IWR2,992UNCH$252
PEPSICO INC 1,425 -36 $249
     PEP1,425-36$249
FIDELITY COMWLTH TR 3,814 -276 $246
     ONEQ3,814-276$246
J P MORGAN EXCHANGE TRADED F (JEPQ) 4,434 -3,241 $240
     JEPQ4,434-3,241$240
ISHARES TR (IVV) 434 +10 $228
     IVV434+10$228
MARSH & MCLENNAN COS INC 1,047 +1,047 $216
     MMC1,047+1,047$216
CONOCOPHILLIPS 1,668 +1,668 $212
     COP1,668+1,668$212
ISHARES TR (IWO) 743 +743 $201
     IWO743+743$201
ALPS ETF TR $0 (exited)
     AMLP0-5,215$0
VANECK ETF TRUST $0 (exited)
     BIZD0-19,712$0
BNY MELLON ETF TRUST $0 (exited)
     BKHY0-4,371$0
VANGUARD BD INDEX FDS $0 (exited)
     BND0-2,838$0
J P MORGAN EXCHANGE TRADED F $0 (exited)
     JEPI0-7,677$0
TESLA INC $0 (exited)
     TSLA0-966$0
SELECT SECTOR SPDR TR 0 -3,514 $0 (exited)
     XLU0-3,514$0

See Summary: Family Investment Center Inc. Top Holdings
See Details: Top 10 Stocks Held By Family Investment Center Inc.

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