Family Investment Center, Inc.

CIK 0001897700 • 7 13F filings • Apr 24, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $519.6M91 positionsView on SEC.gov

			% of Portfolio
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$240K	0.0%	1,097 SH	New
ALPHABET INC	CAP STK CL A	$279K	0.1%	971 SH	New
ALPHABET INC	CAP STK CL C	$239K	0.0%	832 SH	New
AMAZON COM INC	COM	$280K	0.1%	1,343 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$440K	0.1%Prev: 0.1%	5,463 SH	Increased-82 SH
AMERICAN CENTY ETF TR	AVANTIS US MID C	$11.9M	2.3%	160,917 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$38.7M	7.5%Prev: 2.9%	456,402 SH	Increased+277,199 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$14.5M	2.8%Prev: 3.6%	131,416 SH	Decreased-35,869 SH
APPLE INC	COM	$2.1M	0.4%Prev: 0.4%	8,442 SH	Increased+630 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$727K	0.1%Prev: 0.2%	1,518 SH	Increased+185 SH
BOEING CO	COM	$334K	0.1%	1,676 SH	New
CHEVRON CORPORATION	COM	$425K	0.1%	2,053 SH	New
CONOCOPHILLIPS	COM	$254K	0.0%	1,922 SH	New
DEERE & CO	COM	$203K	0.0%	361 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$20.4M	3.9%Prev: 0.7%	569,480 SH	Increased+468,631 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$852K	0.2%Prev: 0.2%	12,009 SH	Decreased-4,745 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$245K	0.0%Prev: 0.1%	3,448 SH	Increased
EXXON MOBIL CORP	COM	$1.7M	0.3%Prev: 0.3%	9,878 SH	Increased+1,236 SH
FORD MTR CO	COM	$276K	0.1%Prev: 0.1%	23,908 SH	Increased-882 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$458K	0.1%Prev: 2.5%	13,773 SH	Decreased-259,868 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN HDG	$1.3M	0.3%Prev: 2.4%	32,545 SH	Decreased-284,727 SH
GE AEROSPACE	COM NEW	$227K	0.0%	801 SH	New
GE VERNOVA INC	COM	$207K	0.0%	237 SH	New
GILEAD SCIENCES INC	COM	$207K	0.0%	1,482 SH	New
HOME DEPOT INC	COM	$517K	0.1%Prev: 0.2%	1,573 SH	Decreased-270 SH
HUBSPOT INC	COM	$610K	0.1%	2,500 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$40.3M	7.8%Prev: 9.2%	359,290 SH	Increased-47,907 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$14.2M	2.7%Prev: 2.7%	97,708 SH	Increased+1,899 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$2.0M	0.4%Prev: 3.0%	19,567 SH	Decreased-115,873 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$7.9M	1.5%	104,162 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$39.2M	7.5%Prev: 9.7%	520,845 SH	Decreased-80,395 SH
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.4%Prev: 0.3%	3,230 SH	Increased+321 SH
ISHARES GOLD TR	SHARES REPRESENT	$834K	0.2%Prev: 0.2%	17,851 SH	Decreased-9,588 SH
ISHARES INC	CORE MSCI EMKT	$1.3M	0.3%Prev: 0.3%	19,059 SH	Increased-2,999 SH
ISHARES TR	0-3 MNTH TREASRY	$321K	0.1%Prev: 0.1%	3,186 SH	Decreased-475 SH
ISHARES TR	CORE INTL AGGR	$215K	0.0%Prev: 0.1%	4,290 SH	Decreased-576 SH
ISHARES TR	CORE US AGGBD ET	$4.0M	0.8%Prev: 0.9%	39,858 SH	Increased+767 SH
ISHARES TR	MORNINGSTAR GRWT	$229K	0.0%	2,398 SH	New
ISHARES TR	NATIONAL MUN ETF	$289K	0.1%	2,723 SH	New
ISHARES TR	NORTH AMERN NAT	$1.0M	0.2%	16,433 SH	New
ISHARES TR	RUS 1000 GRW ETF	$732K	0.1%Prev: 0.2%	1,716 SH	Increased-37 SH
ISHARES TR	TIPS BD ETF	$245K	0.0%Prev: 0.1%	2,218 SH	Increased+75 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$20.8M	4.0%Prev: 5.0%	274,475 SH	Increased-49,607 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$645K	0.1%Prev: 0.2%	12,903 SH	Decreased-5,765 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$342K	0.1%Prev: 0.1%	6,161 SH	Increased+1,968 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$25.9M	5.0%Prev: 0.7%	511,390 SH	Increased+455,396 SH
JPMORGAN CHASE & CO	COM	$331K	0.1%	1,124 SH	New
META PLATFORMS INC	CL A	$210K	0.0%	367 SH	New
MICRON TECHNOLOGY INC	COM	$321K	0.1%	949 SH	New
MICROSOFT CORP	COM	$679K	0.1%Prev: 0.0%	1,833 SH	Increased+1,290 SH
NORFOLK SOUTHN CORP	COM	$1.9M	0.4%Prev: 0.4%	6,510 SH	Increased+10 SH
NVIDIA CORPORATION	COM	$506K	0.1%	2,901 SH	New
OREILLY AUTOMOTIVE INC	COM	$367K	0.1%Prev: 0.1%	3,975 SH	Decreased+3,713 SH
PEPSICO INC	COM	$289K	0.1%Prev: 0.0%	1,860 SH	Increased+525 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$2.5M	0.5%Prev: 0.3%	25,814 SH	Increased+11,485 SH
PIMCO ETF TR	MULTISECTOR BD	$55.9M	10.8%Prev: 10.5%	2,132,136 SH	Increased+494,896 SH
PIMCO ETF TR	SR LN ACTIVE ETF	$201K	0.0%Prev: 0.4%	4,073 SH	Decreased-28,178 SH
PROCTER & GAMBLE CO	COM	$290K	0.1%	2,010 SH	New
RTX CORPORATION	COM	$255K	0.0%	1,324 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$564K	0.1%Prev: 0.1%	22,626 SH	Increased+3,221 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$459K	0.1%Prev: 0.1%	18,543 SH	Increased-1,418 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$898K	0.2%Prev: 0.2%	37,007 SH	Increased+941 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.1M	1.4%Prev: 1.7%	230,294 SH	Increased-15,042 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$276K	0.1%Prev: 0.1%	10,779 SH	Decreased-3,936 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.5M	0.9%Prev: 1.0%	145,778 SH	Increased-15,254 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$845K	0.2%Prev: 0.2%	29,057 SH	Decreased-8,151 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$259K	0.0%	3,160 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.2M	0.2%	25,107 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$812K	0.2%	17,302 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$4.3M	0.8%	35,905 SH	New
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$689K	0.1%	13,846 SH	New
TESLA INC	COM	$297K	0.1%	800 SH	New
TIDAL TRUST I	FOLIOBEYOND ALTE	$43.4M	8.3%	1,196,985 SH	New
TORTOISE CAPITAL SERIES TRUS	NORTH AMRCN PIPE	$246K	0.0%	5,819 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$74.6M	14.4%Prev: 12.2%	966,958 SH	Increased+314,057 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$398K	0.1%Prev: 0.1%	2,159 SH	Increased-2 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.5M	1.5%Prev: 1.9%	26,241 SH	Decreased-3,165 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.1M	0.8%Prev: 0.8%	6,807 SH	Increased+95 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$538K	0.1%Prev: 0.1%	2,479 SH	Increased-194 SH
VANGUARD INDEX FDS	SMALL CP ETF	$6.2M	1.2%Prev: 1.5%	23,825 SH	Decreased-4,732 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$800K	0.2%Prev: 0.2%	2,493 SH	Increased-72 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$225K	0.0%	2,992 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$14.9M	2.9%Prev: 3.6%	69,163 SH	Decreased-7,609 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.5M	0.5%Prev: 0.6%	32,553 SH	Increased-3,974 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.0M	0.6%Prev: 0.2%	34,354 SH	Increased+25,577 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$13.4M	2.6%Prev: 2.7%	141,738 SH	Increased-10,326 SH
VANGUARD WORLD FD	CONSUM STP ETF	$686K	0.1%Prev: 0.1%	3,054 SH	Increased+2,071 SH
VANGUARD WORLD FD	UTILITIES ETF	$212K	0.0%	1,072 SH	New
WALMART INC	COM	$624K	0.1%Prev: 0.1%	5,022 SH	Increased+299 SH
WESTERN DIGITAL CORP	COM	$281K	0.1%	1,040 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$245K	0.0%Prev: 1.4%	5,083 SH	Decreased-124,156 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $284K
FIDELITY COMWLTH TR — $247K
INVESCO ACTIVELY MANAGED EXC — $2.2M
INVESCO EXCH TRADED FD TR II — $777K
ISHARES TR — $214K
ISHARES TR — $645K
ISHARES U S ETF TR — $605K
JANUS DETROIT STR TR — $4.9M
JPMORGAN CHASE & CO. — $265K
LITMAN GREGORY FDS TR — $8.9M
MARSH & MCLENNAN COS INC — $238K
MID-AMER APT CMNTYS INC — $241K
PROCTER AND GAMBLE CO — $325K
SELECT SECTOR SPDR TR — $549K
SPDR INDEX SHS FDS — $761K
SPDR SER TR — $3.9M
TIDAL ETF TR — $26.8M
VANGUARD BD INDEX FDS — $224K
VANGUARD CHARLOTTE FDS — $215K
VANGUARD MALVERN FDS — $548K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0002085853-26-001230	—	View
Jan 23, 2026	Q4 2025	13F-HR	0002085853-26-000073	$495.2M	View
Oct 22, 2025	Q3 2025