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CIK: 0001897700
Total reported value
$602.2M
$602.2M
83 檔
21.2%
In Q2 2024, Family Investment Center, Inc.'s U.S. equity holdings reached a combined market value of $602.2M, distributed across 83 disclosed stock positions.
During Q2 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 | 9.39% | +0.47% | +5.03% | |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 8.28% | -0.57% | -0.36% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 7.55% | +1.11% | +4.08% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.60% | +0.01% | +5.81% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 6.23% | -0.10% | +4.05% | |
| 6 | BKLN | Invesco Senior Loan ETF | ETF-Other | 6.01% | — | +6.05% | |
| 7 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 5.07% | — | +10.12% | |
| 8 | IHDG | Wisdomtree International Hed | ETF-Other | 4.65% | -0.01% | +7.42% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.25% | -0.20% | +1.07% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 3.30% | +0.14% | -10.12% | |
| 11 | CCRVUSD | Ishares Comm Curve Carry Str | ETF-Other | 3.23% | — | +20.70% | |
| 12 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 3.17% | +0.36% | +447.93% | |
| 13 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 3.16% | -0.01% | +35.20% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.81% | -1.13% | +77.20% | |
| 15 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.79% | -0.29% | +17.41% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.69% | -0.21% | +35.55% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.28% | -0.06% | -3.19% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 2.11% | -0.01% | -9.38% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.89% | -0.18% | +1.59% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.36% | +0.01% | -1.57% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.18% | -0.09% | -26.00% | |
| 22 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 1.09% | -0.09% | +8.51% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -0.01% | -4.22% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.69% | -0.02% | -1.93% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.02% | +1.42% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | -0.03% | -4.08% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | — | -4.83% | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.42% | -0.02% | — | |
| 29 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.32% | +0.13% | +63.96% | |
| 30 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.32% | -0.07% | -40.55% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.32% | +0.01% | -13.87% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.31% | — | -0.11% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.10% | +2.35% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.01% | +3.44% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.28% | -0.02% | +0.72% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.25% | -0.01% | -3.93% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.07% | +3.19% | |
| 38 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.24% | -0.03% | +5.72% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | — | -0.22% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.01% | — | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.15% | -1.29% | -14.06% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.15% | — | +0.86% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | — | — | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.13% | +0.01% | +17.48% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.13% | -0.01% | -38.94% | |
| 46 | FEPI | Rex Fang Innov Prem Inc ETF | ETF-Other | 0.12% | — | +37.84% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | +0.01% | -15.24% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.01% | +19.65% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.11% | — | -46.50% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.03% | +0.13% |
According to official SEC Form 13F filings, Family Investment Center, Inc. reported a total U.S. public equity portfolio value of $602.2M across 83 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, JIRE, SPMO) accounted for 21.2% of total reported equity market value during Q2 2024.
During Q2 2024, Family Investment Center, Inc.'s top holdings by market value included SPHQ (9.4%)、JIRE (8.3%)、SPMO (7.5%). The largest single position, SPHQ, represented 9.4% of total portfolio value.
In Q2 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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