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CIK: 0001897700
Total reported value
$602.2M
$602.2M
88 檔
24.6%
During the Q4 2024 filing period, Family Investment Center, Inc. (CIK: 0001897700) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $602.2M across 88 reported positions.
Family Investment Center, Inc. executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 5 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 8.98% | -0.21% | +8.27% | |
| 2 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 8.88% | +0.47% | +3.20% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 7.50% | +1.11% | +6.12% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 6.40% | -0.57% | -1.09% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.74% | +0.01% | -5.50% | |
| 6 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 5.49% | -0.10% | -4.88% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.11% | -1.13% | +65.66% | |
| 8 | BKLN | Invesco Senior Loan ETF | ETF-Other | 4.34% | — | -15.09% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 4.12% | +0.14% | -6.95% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.83% | -0.20% | -0.01% | |
| 11 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.26% | — | -24.74% | |
| 12 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 3.10% | -0.01% | -12.88% | |
| 13 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 3.07% | — | +5.25% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.42% | +0.36% | -8.80% | |
| 15 | IHDG | Wisdomtree International Hed | ETF-Other | 2.40% | -0.01% | -6.76% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.37% | -0.29% | +1.35% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.03% | -0.06% | -1.60% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.88% | -0.01% | -3.12% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.68% | -0.18% | +201.27% | |
| 20 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 1.64% | -0.27% | +1600.08% | |
| 21 | CCRVUSD | Ishares Comm Curve Carry Str | ETF-Other | 1.55% | — | -21.82% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.20% | +0.01% | +187.47% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | -0.01% | +5.29% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.02% | -0.09% | +1.34% | |
| 25 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.97% | -0.09% | +0.09% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.02% | +2.08% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.56% | -0.02% | -0.67% | |
| 28 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.46% | -0.10% | — | |
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.39% | -0.02% | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | -0.03% | -14.88% | |
| 31 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.33% | -0.07% | +20.58% | |
| 32 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.32% | -0.09% | EXIT | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | — | -7.17% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.01% | +34.82% | |
| 35 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 0.30% | -0.01% | — | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.27% | — | -4.36% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.26% | +0.01% | +80.96% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.07% | +6.07% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.10% | — | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.22% | +0.13% | -20.53% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.21% | -0.02% | +101.73% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | — | -17.61% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.20% | -0.01% | -3.44% | |
| 44 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.20% | -0.03% | +1.12% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.18% | — | -0.45% | |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.17% | — | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | -0.01% | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.13% | -5.29% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | — | -5.50% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.13% | — | -3.79% |
According to official SEC Form 13F filings, Family Investment Center, Inc. reported a total U.S. public equity portfolio value of $602.2M across 88 disclosed positions in Q4 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 PYLD, SPHQ, SPMO) accounted for 24.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
XMMO
市值: $1.8M
Top Position Liquidated / Trimmed
FEPI
前期市值: $443.6K
During Q4 2024, Family Investment Center, Inc.'s top holdings by market value included PYLD (9.0%)、SPHQ (8.9%)、SPMO (7.5%). The largest single position, PYLD, represented 9.0% of total portfolio value.
In Q4 2024, Family Investment Center, Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 18 positions, trimming 19 holdings, and fully liquidating 5 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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