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CIK: 0001897700
Total reported value
$602.2M
$602.2M
97 檔
41.8%
At the close of Q4 2025, Family Investment Center, Inc. disclosed equity holdings valued at approximately $602.2M, spread across 97 reported holdings.
Family Investment Center, Inc. executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 15 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.87% | -1.13% | +7.73% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 10.78% | -0.21% | +7.14% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 9.46% | +0.47% | +0.22% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 9.07% | +1.11% | +1.62% | |
| 5 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 6.59% | -0.27% | +4.05% | |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 4.26% | -0.57% | -2.88% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 4.06% | +0.14% | +3.64% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.03% | -1.29% | +4.06% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.54% | +0.01% | -0.84% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.14% | -0.20% | -2.90% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.95% | -0.10% | +0.81% | |
| 12 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.88% | -0.10% | +0.38% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.57% | -0.29% | -2.60% | |
| 14 | FLIN | Franklin Ftse India ETF | ETF-Other | 2.30% | -0.09% | EXIT | |
| 15 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 2.07% | -0.01% | -0.59% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.60% | -0.06% | -1.10% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.29% | -0.01% | -1.29% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.29% | -0.18% | -8.03% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.90% | +0.01% | -1.64% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.01% | -1.57% | |
| 21 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.83% | -0.09% | -1.75% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.79% | -0.09% | +0.01% | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.74% | +0.36% | +0.60% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.63% | -0.03% | -2.39% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.50% | -0.02% | -4.08% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.02% | +6.08% | |
| 27 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.43% | -0.07% | +14.56% | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.38% | -0.02% | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | -0.03% | -0.10% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.26% | — | -1.74% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.10% | — | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.18% | -0.02% | +0.83% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.18% | — | -3.77% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.18% | +0.03% | +110.57% | |
| 35 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.18% | -0.09% | +6.50% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | — | -1.32% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.17% | +0.01% | -5.06% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.08% | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | — | -0.12% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.17% | -0.01% | -5.98% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.16% | +0.27% | -13.47% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | +0.10% | NEW | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.13% | -16.39% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.01% | -7.61% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.12% | +0.13% | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | — | +0.11% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | +0.34% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | -0.07% | +3.15% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | +0.11% | +111.22% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | -0.01% | -1.18% |
According to official SEC Form 13F filings, Family Investment Center, Inc. reported a total U.S. public equity portfolio value of $602.2M across 97 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BIV, PYLD, SPHQ) accounted for 41.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOG
市值: $824.0K
Top Position Liquidated / Trimmed
NFLX
前期市值: $622.2K
During Q4 2025, Family Investment Center, Inc.'s top holdings by market value included BIV (14.9%)、PYLD (10.8%)、SPHQ (9.5%). The largest single position, BIV, represented 14.9% of total portfolio value.
In Q4 2025, Family Investment Center, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 15 positions, trimming 10 holdings, and fully liquidating 15 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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