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CIK: 0001897700
Total reported value
$602.2M
$602.2M
78 檔
32.8%
At the close of Q1 2025, Family Investment Center, Inc. disclosed equity holdings valued at approximately $602.2M, spread across 78 reported holdings.
In Q1 2025, Family Investment Center, Inc. adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 12.22% | -1.13% | +142.23% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 10.54% | -0.21% | +19.92% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 9.75% | +0.47% | +15.08% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 9.21% | +1.11% | +30.84% | |
| 5 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 6.56% | -0.27% | +318.55% | |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 5.05% | -0.57% | -24.82% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.64% | -0.20% | -0.49% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.56% | +0.01% | -28.71% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.03% | -0.10% | -38.38% | |
| 10 | AVDE | Avantis International Equity | ETF-Other | 2.90% | +0.14% | -32.22% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.74% | -0.29% | +10.69% | |
| 12 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.66% | -0.10% | +555.51% | |
| 13 | FLIN | Franklin Ftse India ETF | ETF-Other | 2.46% | -0.09% | EXIT | |
| 14 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 2.39% | -0.01% | +746.65% | |
| 15 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.18% | — | -23.60% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.86% | -0.06% | -2.84% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.68% | -0.18% | +1.10% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.55% | -0.01% | -7.31% | |
| 19 | IHDG | Wisdomtree International Hed | ETF-Other | 1.37% | -0.01% | -40.71% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.20% | — | — | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.03% | +0.01% | -5.48% | |
| 22 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.95% | -0.09% | +1.57% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.94% | -0.09% | -5.99% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | -0.01% | -10.86% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | -1.29% | +455.77% | |
| 26 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.67% | +0.36% | -72.33% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.55% | -0.02% | -2.41% | |
| 28 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 0.54% | — | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.02% | -23.24% | |
| 30 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.40% | -0.01% | -86.50% | |
| 31 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.38% | -0.02% | — | |
| 32 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.34% | -0.07% | +5.35% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | -0.03% | +4.45% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | — | -5.49% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.10% | — | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.25% | — | +0.07% | |
| 37 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.23% | +0.13% | +8.17% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.21% | -0.02% | +2.82% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.21% | +0.01% | -5.82% | |
| 40 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.21% | -0.09% | +113.80% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.19% | — | -95.38% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.19% | -0.01% | -6.17% | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.18% | -0.03% | -10.96% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.01% | -49.45% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | — | -9.36% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | -0.01% | +21.57% | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.16% | — | -8.75% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.15% | — | -0.45% | |
| 49 | CCRVUSD | Ishares Comm Curve Carry Str | ETF-Other | 0.15% | — | -90.32% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.13% | +0.03% | +118.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +7.1% | +142.23% | Add |
| 2 | RISR | Foliobe Altr In&in H Etf-usd | +4.9% | +318.55% | Add |
| 3 | XMMO | Invesco S&p Midcap Momentum | +2.2% | +555.51% | Add |
| 4 | FLIN | Franklin Ftse India ETF | +2.1% | +717.99% | Add |
| 5 | FLJH | Franklin Ftse Jpn Hedged ETF | +2.1% | +746.65% | Add |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | +1.7% | +30.84% | Add |
| 7 | PYLD | Pimco Multisector Bond Actv | +1.6% | +19.92% | Add |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | +1.2% | NEW | New buy |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | +0.9% | +15.08% | Add |
| 10 | JPST | Jpmorgan Ultra-short Income | +0.6% | +455.77% | Add |
| 11 | ICLO | Invesco Aaa Clo F/r Note ETF | +0.5% | NEW | New buy |
| 12 | VYMI | Vanguard Int High Dvd Yld In | +0.4% | +10.69% | Add |
| 13 | VPLS | Vanguard Core-plus Bond ETF | +0.1% | NEW | New buy |
| 14 | IAUM | Ishares Gold Trust Micro | +0.1% | +113.80% | Add |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +118.29% | Add |
| 16 | VDC | Vanguard Consumer Staple ETF | +0.1% | NEW | New buy |
| 17 | SCHD | Schwab US Dvd Equity ETF | — | +1.10% | Add |
| 18 | IWO | Ishares Russell 2000 Growth | -0.1% | EXIT | Sold out |
| 19 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | EXIT | Sold out |
| 20 | VRP | Invesco Variable Rate Prefer | -0.1% | EXIT | Sold out |
| 21 | TSLA | Tesla Inc | -0.1% | EXIT | Sold out |
| 22 | ILCG | Ishares Morningstar Growth E | -0.1% | EXIT | Sold out |
| 23 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 24 | JPM | Jpmorgan Chase & Co | -0.1% | -52.82% | Trim |
| 25 | NFLX | Netflix Inc | -0.1% | EXIT | Sold out |
| 26 | COST | Costco Wholesale CORP | -0.1% | EXIT | Sold out |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | Sold out |
| 28 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 29 | META | Meta Platforms Inc-class A | -0.1% | EXIT | Sold out |
| 30 | AMZN | Amazon.com Inc | -0.1% | EXIT | Sold out |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -49.45% | Trim |
| 32 | NVDA | Nvidia CORP | -0.2% | EXIT | Sold out |
| 33 | SCHM | Schwab US Mid Cap ETF | -0.2% | -5.48% | Trim |
| 34 | VO | Vanguard Mid-cap ETF | -0.2% | -2.84% | Trim |
| 35 | VOO | Vanguard S&p 500 ETF | -0.2% | -10.86% | Trim |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -0.49% | Trim |
| 37 | MSFT | Microsoft CORP | -0.2% | -76.98% | Trim |
| 38 | AAPL | Apple Inc | -0.2% | -23.24% | Trim |
| 39 | VB | Vanguard Small-cap ETF | -0.3% | -7.31% | Trim |
| 40 | DBMF | Imgp Dbi Managed Futures Str | -0.9% | -23.60% | Trim |
| 41 | IHDG | Wisdomtree International Hed | -1% | -40.71% | Trim |
| 42 | AVDE | Avantis International Equity | -1.2% | -32.22% | Trim |
| 43 | JIRE | Jpmorgan Int Res Enh Eqty | -1.4% | -24.82% | Trim |
| 44 | CCRVUSD | Ishares Comm Curve Carry Str | -1.4% | -90.32% | Trim |
| 45 | DFEV | Dimensional Emrg Mrkt Val | -1.8% | -72.33% | Trim |
| 46 | AVUV | Avantis US Small Cap Value | -2.2% | -28.71% | Trim |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | -2.5% | -38.38% | Trim |
| 48 | LONZ | Pimco Senior Loan Active ETF | -2.7% | -86.50% | Trim |
| 49 | BLV | Vanguard Long-term Bond ETF | -3.2% | -98.30% | Trim |
| 50 | BKLN | Invesco Senior Loan ETF | -4.2% | -95.38% | 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 78 disclosed positions in Q1 2025.
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 BIV, PYLD, SPHQ) accounted for 32.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
JAAA
市值: $4.9M
Top Position Liquidated / Trimmed
NVDA
前期市值: $582.1K
During Q1 2025, Family Investment Center, Inc.'s top holdings by market value included BIV (12.2%)、PYLD (10.5%)、SPHQ (9.8%). The largest single position, BIV, represented 12.2% of total portfolio value.
In Q1 2025, Family Investment Center, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 20 holdings, and fully liquidating 13 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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