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CIK: 0001897700
Total reported value
$602.2M
$602.2M
79 檔
20.5%
As reported in its official Q1 2024 Form 13F filing, Family Investment Center, Inc.'s tracked investment portfolio stood at $602.2M with 79 total positions.
During Q1 2024, Family Investment Center, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 9.18% | +0.47% | — | |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 8.97% | -0.57% | -7.48% | |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 7.33% | -0.10% | +3248.31% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 7.18% | +1.11% | — | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.04% | +0.01% | +33.37% | |
| 6 | BKLN | Invesco Senior Loan ETF | ETF-Other | 6.14% | — | +3843.30% | |
| 7 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 4.74% | — | +5481.40% | |
| 8 | IHDG | Wisdomtree International Hed | ETF-Other | 4.71% | -0.01% | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.53% | -0.20% | -70.58% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 4.06% | +0.14% | -41.67% | |
| 11 | CCRVUSD | Ishares Comm Curve Carry Str | ETF-Other | 2.83% | — | — | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.64% | -0.01% | -12.35% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.63% | -0.06% | -15.30% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.58% | -0.29% | -0.18% | |
| 15 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 2.52% | -0.01% | — | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.15% | -0.21% | +16.28% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.08% | -0.18% | +130.76% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.74% | -0.09% | -23.36% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.72% | -1.13% | +77.08% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.56% | +0.01% | -6.15% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | -0.01% | -3.68% | |
| 22 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 1.14% | -0.09% | — | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.76% | -0.02% | -4.53% | |
| 24 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.59% | +0.36% | +371.25% | |
| 25 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.58% | -0.07% | -28.06% | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.53% | -0.02% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.02% | +4.96% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | -0.03% | +14.74% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | — | -17.75% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | +0.01% | -39.71% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.32% | — | -1.49% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.10% | -27.29% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.01% | +1.93% | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.31% | — | — | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.30% | -0.02% | +0.50% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.27% | -0.01% | -13.45% | |
| 37 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.24% | -0.03% | +1.32% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.07% | +7.60% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.23% | -0.01% | -53.13% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.22% | — | -73.37% | |
| 41 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.21% | +0.13% | +8.97% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | — | — | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.19% | -1.29% | -48.01% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.01% | — | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.17% | — | -1.76% | |
| 46 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 0.16% | -0.27% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | — | -6.67% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | +0.01% | +29.44% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | +0.11% | +35.39% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.08% | +32.96% |
According to official SEC Form 13F filings, Family Investment Center, Inc. reported a total U.S. public equity portfolio value of $602.2M across 79 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, JIRE, XMHQ) accounted for 20.5% of total reported equity market value during Q1 2024.
During Q1 2024, Family Investment Center, Inc.'s top holdings by market value included SPHQ (9.2%)、JIRE (9.0%)、XMHQ (7.3%). The largest single position, SPHQ, represented 9.2% of total portfolio value.
In Q1 2024, Family Investment Center, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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