Family Investment Center, Inc.
92 holdingsFiling period: 2026-03-31Current AUM: $559.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | 967.0K | $74.6M | $73.0M | 13.06% | +21.2K | 2026-03-31 |
| 2 | PYLD | PIMCO ETF TR | 2.13M | $55.9M | $55.8M | 9.97% | +130.9K | 2026-03-31 |
| 3 | RISR | TIDAL TRUST I | 1.20M | $43.4M | $43.8M | 7.83% | +292.9K | 2026-03-31 |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | 359.3K | $40.3M | $51.7M | 9.24% | -17,043 | 2026-03-31 |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 520.8K | $39.2M | $44.1M | 7.88% | -103,092 | 2026-03-31 |
| 6 | AVDE | AMERICAN CENTY ETF TR | 456.4K | $38.7M | $41.6M | 7.44% | +212.4K | 2026-03-31 |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 511.4K | $25.9M | $25.8M | 4.62% | +116.8K | 2026-03-31 |
| 8 | JIRE | J P MORGAN EXCHANGE TRADED F | 274.5K | $20.8M | $22.9M | 4.09% | -7,144 | 2026-03-31 |
| 9 | DFEV | DIMENSIONAL ETF TRUST | 569.5K | $20.4M | $22.6M | 4.04% | +461.3K | 2026-03-31 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 69.2K | $14.9M | $16.5M | 2.96% | -1,612 | 2026-03-31 |
| 11 | AVUV | AMERICAN CENTY ETF TR | 131.4K | $14.5M | $16.5M | 2.94% | -40,370 | 2026-03-31 |
| 12 | XMMO | INVESCO EXCHANGE TRADED FD T | 97.7K | $14.2M | $15.1M | 2.69% | -5,254 | 2026-03-31 |
| 13 | VYMI | VANGUARD WHITEHALL FDS | 141.7K | $13.4M | $14.7M | 2.62% | +385 | 2026-03-31 |
| 14 | AVMV | AMERICAN CENTY ETF TR | 160.9K | $11.9M | $13.1M | 2.34% | -- | 2026-03-31 |
| 15 | XSMO | INVESCO EXCHANGE TRADED FD T | 104.2K | $7.9M | $9.0M | 1.62% | -- | 2026-03-31 |
| 16 | VO | VANGUARD INDEX FDS | 26.2K | $7.5M | $8.5M | 1.52% | -1,104 | 2026-03-31 |
| 17 | SCHD | SCHWAB STRATEGIC TR | 230.3K | $7.1M | $7.7M | 1.38% | -1,843 | 2026-03-31 |
| 18 | VB | VANGUARD INDEX FDS | 23.8K | $6.2M | $7.0M | 1.26% | -883 | 2026-03-31 |
| 19 | SCHM | SCHWAB STRATEGIC TR | 145.8K | $4.5M | $5.1M | 0.90% | -3,220 | 2026-03-31 |
| 20 | ONEY | SPDR SERIES TRUST | 35.9K | $4.3M | $4.8M | 0.85% | -155 | 2026-03-31 |
| 21 | VOO | VANGUARD INDEX FDS | 6.8K | $4.1M | $4.7M | 0.84% | -158 | 2026-03-31 |
| 22 | AGG | ISHARES TR | 39.9K | $4.0M | $3.9M | 0.69% | +715 | 2026-03-31 |
| 23 | VIGI | VANGUARD WHITEHALL FDS | 34.4K | $3.0M | $3.3M | 0.60% | +187 | 2026-03-31 |
| 24 | VXUS | VANGUARD STAR FDS | 32.6K | $2.5M | $2.8M | 0.49% | -148 | 2026-03-31 |
| 25 | LDUR | PIMCO ETF TR | 25.8K | $2.5M | $2.5M | 0.44% | +3.8K | 2026-03-31 |
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