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CIK: 0001897700
Total reported value
$602.2M
$602.2M
85 檔
24.4%
According to the latest 13F quarterly dataset, Family Investment Center, Inc. managed an equity portfolio of $602.2M at the end of Q3 2024, spanning 85 distinct U.S. exchange-listed positions.
In Q3 2024, Family Investment Center, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 8.55% | +0.47% | +2.26% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 8.44% | -0.21% | +259.13% | |
| 3 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 7.23% | -0.57% | -1.60% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 6.68% | +1.11% | +1.47% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.98% | +0.01% | +0.70% | |
| 6 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 5.95% | -0.10% | +7.48% | |
| 7 | BKLN | Invesco Senior Loan ETF | ETF-Other | 5.05% | — | +0.02% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 4.78% | +0.14% | +59.97% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.71% | — | +5775.95% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.84% | -0.20% | -0.94% | |
| 11 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 3.52% | -0.01% | +32.53% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.20% | -1.13% | +29.49% | |
| 13 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 3.11% | — | -22.08% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.86% | +0.36% | +3.61% | |
| 15 | IHDG | Wisdomtree International Hed | ETF-Other | 2.68% | -0.01% | -31.63% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.50% | -0.29% | -0.77% | |
| 17 | CCRVUSD | Ishares Comm Curve Carry Str | ETF-Other | 2.04% | — | -21.37% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.04% | -0.06% | -2.68% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.89% | -0.01% | -1.91% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.71% | -0.18% | -1.12% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.24% | +0.01% | +1.22% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.04% | -0.09% | +0.54% | |
| 23 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.99% | -0.09% | -0.41% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.01% | +1.53% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | -0.02% | -1.64% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.02% | +7.19% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.41% | -0.02% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | -0.03% | -0.61% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | — | -6.91% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.28% | +0.01% | -2.26% | |
| 31 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.28% | +0.13% | +1.18% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.27% | — | -0.10% | |
| 33 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.27% | -0.07% | +0.09% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.10% | -0.96% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | — | +90.20% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.07% | +22.74% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.01% | -18.64% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.22% | -0.01% | -3.34% | |
| 39 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.22% | -0.03% | +0.03% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.21% | -0.02% | -10.90% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | — | -0.39% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | -0.01% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.13% | +59.28% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.14% | — | +0.59% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | +63.07% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.12% | -1.29% | -4.61% | |
| 47 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.12% | -0.02% | +33.00% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | +0.01% | +1.27% | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.11% | +0.01% | -1.10% | |
| 50 | FEPI | Rex Fang Innov Prem Inc ETF | ETF-Other | 0.11% | — | +18.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +5.8% | +259.13% | Add |
| 2 | BLV | Vanguard Long-term Bond ETF | +4.6% | +5775.95% | Add |
| 3 | AVDE | Avantis International Equity | +1.5% | +59.97% | Add |
| 4 | BIV | Vanguard Intermediate-term B | +0.4% | +29.49% | Add |
| 5 | LONZ | Pimco Senior Loan Active ETF | +0.4% | +32.53% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +90.20% | Add |
| 7 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 8 | FLRT | Pacer Aristotle Pacific Floa | +0.1% | NEW | New buy |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 10 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 11 | IWO | Ishares Russell 2000 Growth | +0.1% | NEW | New buy |
| 12 | HIGH | Simplify Enhanced Income ETF | +0.1% | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | 0% | +63.07% | Add |
| 14 | NVDA | Nvidia CORP | 0% | +59.28% | Add |
| 15 | SCHR | Schwab Intermediate-term US | 0% | +33.00% | Add |
| 16 | ICLO | Invesco Aaa Clo F/r Note ETF | 0% | +37.20% | Add |
| 17 | COST | Costco Wholesale CORP | 0% | +21.51% | Add |
| 18 | AAPL | Apple Inc | — | +7.19% | Add |
| 19 | MSFT | Microsoft CORP | — | +22.74% | Add |
| 20 | AMZN | Amazon.com Inc | — | +31.48% | Add |
| 21 | WMT | Walmart Inc | — | +0.06% | Add |
| 22 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 23 | HD | Home Depot Inc | 0% | — | Unchanged |
| 24 | AVGO | Broadcom Inc | 0% | +518.27% | Add |
| 25 | BNDX | Vanguard Total Intl Bond ETF | 0% | -26.44% | Trim |
| 26 | COP | Conocophillips | -0.1% | EXIT | Sold out |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -18.64% | Trim |
| 28 | IWR | Ishares Russell Mid-cap ETF | -0.1% | EXIT | Sold out |
| 29 | SCHO | Schwab Short-term US Treas | -0.1% | -10.90% | Trim |
| 30 | VXUS | Vanguard Total Intl Stock | -0.1% | -1.64% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | Sold out |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | EXIT | Sold out |
| 33 | ONEY | Ss Spdr R1000 Yield Foc ETF | -0.1% | -0.41% | Trim |
| 34 | VOO | Vanguard S&p 500 ETF | -0.1% | +1.53% | Add |
| 35 | SCHM | Schwab US Mid Cap ETF | -0.1% | +1.22% | Add |
| 36 | AGG | Ishares Core U.s. Aggregate | -0.1% | +0.54% | Add |
| 37 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -1.12% | Trim |
| 38 | VB | Vanguard Small-cap ETF | -0.2% | -1.91% | Trim |
| 39 | VO | Vanguard Mid-cap ETF | -0.2% | -2.68% | Trim |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | -0.3% | +7.48% | Add |
| 41 | VYMI | Vanguard Int High Dvd Yld In | -0.3% | -0.77% | Trim |
| 42 | DFEV | Dimensional Emrg Mrkt Val | -0.3% | +3.61% | Add |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.4% | -0.94% | Trim |
| 44 | AVUV | Avantis US Small Cap Value | -0.6% | +0.70% | Add |
| 45 | SPHQ | Invesco S&p 500 Quality ETF | -0.8% | +2.26% | Add |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | -0.9% | +1.47% | Add |
| 47 | JIRE | Jpmorgan Int Res Enh Eqty | -1.1% | -1.60% | Trim |
| 48 | CCRVUSD | Ishares Comm Curve Carry Str | -1.2% | -21.37% | Trim |
| 49 | DBMF | Imgp Dbi Managed Futures Str | -2% | -22.08% | Trim |
| 50 | IHDG | Wisdomtree International Hed | -2% | -31.63% | Trim |
According to official SEC Form 13F filings, Family Investment Center, Inc. reported a total U.S. public equity portfolio value of $602.2M across 85 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPHQ, PYLD, JIRE) accounted for 24.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
NFLX
市值: $375.9K
Top Position Liquidated / Trimmed
VEA
前期市值: $343.8K
During Q3 2024, Family Investment Center, Inc.'s top holdings by market value included SPHQ (8.6%)、PYLD (8.4%)、JIRE (7.2%). The largest single position, SPHQ, represented 8.6% of total portfolio value.
In Q3 2024, Family Investment Center, Inc. made 48 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 4 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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