Family Capital Management, Inc.
105 holdingsFiling period: 2026-03-31Current AUM: $254.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 39.3K | $22.7M | $27.0M | 10.64% | +2.4K | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 30.7K | $19.9M | $22.9M | 9.01% | +4.3K | 2026-03-31 |
| 3 | IWY | ISHARES TR | 64.0K | $15.9M | $17.7M | 6.96% | -961 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 69.8K | $14.5M | $19.0M | 7.46% | -445 | 2026-03-31 |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 107.6K | $8.1M | $9.1M | 3.58% | +60.2K | 2026-03-31 |
| 6 | IUSV | ISHARES TR | 75.0K | $7.7M | $8.4M | 3.31% | +25.1K | 2026-03-31 |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | 217.3K | $7.3M | $8.0M | 3.14% | -2,828 | 2026-03-31 |
| 8 | SCHD | SCHWAB STRATEGIC TR | 232.6K | $7.1M | $7.8M | 3.06% | -185,505 | 2026-03-31 |
| 9 | FNDB | SCHWAB STRATEGIC TR | 234.7K | $6.4M | $7.3M | 2.86% | +142.0K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 22.3K | $5.7M | $6.9M | 2.71% | -324 | 2026-03-31 |
| 11 | FIXD | FIRST TR EXCHNG TRADED FD VI | 106.2K | $4.6M | $4.5M | 1.79% | +9.7K | 2026-03-31 |
| 12 | FLQM | FRANKLIN TEMPLETON ETF TR | 81.2K | $4.5M | $4.9M | 1.91% | -5,752 | 2026-03-31 |
| 13 | FBND | FIDELITY MERRIMACK STR TR | 97.2K | $4.4M | $4.3M | 1.71% | +13.3K | 2026-03-31 |
| 14 | VOO | VANGUARD INDEX FDS | 7.2K | $4.3M | $5.0M | 1.95% | +2 | 2026-03-31 |
| 15 | DFCF | DIMENSIONAL ETF TRUST | 94.7K | $4.0M | $3.9M | 1.55% | +40.3K | 2026-03-31 |
| 16 | FVD | FIRST TR EXCHANGE-TRADED FD | 83.8K | $3.9M | $4.2M | 1.65% | -20,334 | 2026-03-31 |
| 17 | DGRW | WISDOMTREE TR | 44.1K | $3.9M | $4.3M | 1.68% | -71,106 | 2026-03-31 |
| 18 | VB | VANGUARD INDEX FDS | 14.6K | $3.8M | $4.3M | 1.70% | +2.2K | 2026-03-31 |
| 19 | XMHQ | INVESCO EXCHANGE TRADED FD T | 36.4K | $3.8M | $4.2M | 1.64% | +5.8K | 2026-03-31 |
| 20 | JPSE | J P MORGAN EXCHANGE TRADED F | 66.0K | $3.5M | $3.9M | 1.54% | +12.5K | 2026-03-31 |
| 21 | IWF | ISHARES TR | 7.6K | $3.2M | $3.6M | 1.41% | -1,599 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 8.7K | $3.2M | $4.0M | 1.59% | +650 | 2026-03-31 |
| 23 | HELO | J P MORGAN EXCHANGE TRADED F | 49.4K | $3.2M | $3.4M | 1.33% | +12.3K | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 10.9K | $3.1M | $3.9M | 1.53% | -353 | 2026-03-31 |
| 25 | BUFD | FIRST TR EXCHNG TRADED FD VI | 95.0K | $2.7M | $2.8M | 1.12% | +5.5K | 2026-03-31 |
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