Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
INVESCO EXCHANGE TRADED FD T (SPHQ) | 471,390 | +471,390 | $28,481 |
SPHQ | 471,390 | +471,390 | $28,481 |
J P MORGAN EXCHANGE TRADED F (JIRE) | 444,543 | -35,945 | $27,837 |
JIRE | 444,543 | -35,945 | $27,837 |
INVESCO EXCHANGE TRADED FD T (XMHQ) | 206,624 | +200,453 | $22,739 |
XMHQ | 206,624 | +200,453 | $22,739 |
INVESCO EXCH TRADED FD TR II (SPMO) | 277,696 | +277,696 | $22,277 |
SPMO | 277,696 | +277,696 | $22,277 |
AMERICAN CENTY ETF TR (AVUV) | 233,027 | +58,301 | $21,837 |
AVUV | 233,027 | +58,301 | $21,837 |
INVESCO EXCH TRADED FD TR II (BKLN) | 901,715 | +878,848 | $19,071 |
BKLN | 901,715 | +878,848 | $19,071 |
LITMAN GREGORY FDS TR | 512,931 | +503,741 | $14,711 |
DBMF | 512,931 | +503,741 | $14,711 |
WISDOMTREE TR | 318,311 | +318,311 | $14,623 |
IHDG | 318,311 | +318,311 | $14,623 |
VANGUARD SPECIALIZED FUNDS (VIG) | 77,066 | -184,915 | $14,073 |
VIG | 77,066 | -184,915 | $14,073 |
AMERICAN CENTY ETF TR (AVDE) | 197,618 | -141,203 | $12,596 |
AVDE | 197,618 | -141,203 | $12,596 |
ISHARES U S ETF TR (CCRV) | 412,654 | +412,654 | $8,769 |
CCRV | 412,654 | +412,654 | $8,769 |
VANGUARD INDEX FDS (VB) | 35,776 | -5,043 | $8,178 |
VB | 35,776 | -5,043 | $8,178 |
VANGUARD INDEX FDS (VO) | 32,646 | -5,896 | $8,157 |
VO | 32,646 | -5,896 | $8,157 |
VANGUARD WHITEHALL FDS (VYMI) | 116,345 | -211 | $8,005 |
VYMI | 116,345 | -211 | $8,005 |
PIMCO ETF TR (LONZ) | 153,029 | +153,029 | $7,827 |
LONZ | 153,029 | +153,029 | $7,827 |
PIMCO ETF TR (PYLD) | 259,026 | +36,271 | $6,673 |
PYLD | 259,026 | +36,271 | $6,673 |
SCHWAB STRATEGIC TR | 80,180 | +45,434 | $6,465 |
SCHD | 80,180 | +45,434 | $6,465 |
ISHARES TR (AGG) | 55,150 | -16,811 | $5,401 |
AGG | 55,150 | -16,811 | $5,401 |
VANGUARD BD INDEX FDS (BIV) | 70,908 | +30,865 | $5,346 |
BIV | 70,908 | +30,865 | $5,346 |
SCHWAB STRATEGIC TR | 59,482 | -3,901 | $4,844 |
SCHM | 59,482 | -3,901 | $4,844 |
VANGUARD INDEX FDS (VOO) | 7,354 | -281 | $3,535 |
VOO | 7,354 | -281 | $3,535 |
SPDR SER TR (ONEY) | 32,498 | +32,498 | $3,531 |
ONEY | 32,498 | +32,498 | $3,531 |
VANGUARD STAR FDS (VXUS) | 39,061 | -1,855 | $2,355 |
VXUS | 39,061 | -1,855 | $2,355 |
DIMENSIONAL ETF TRUST (DFEV) | 70,390 | +55,453 | $1,827 |
DFEV | 70,390 | +55,453 | $1,827 |
PIMCO ETF TR (LDUR) | 18,956 | -7,393 | $1,798 |
LDUR | 18,956 | -7,393 | $1,798 |
NORFOLK SOUTHN CORP | 6,500 | UNCH | $1,657 |
NSC | 6,500 | UNCH | $1,657 |
APPLE INC | 9,171 | +433 | $1,573 |
AAPL | 9,171 | +433 | $1,573 |
INVESCO QQQ TR | 3,432 | +441 | $1,524 |
QQQ | 3,432 | +441 | $1,524 |
ISHARES INC (IEMG) | 28,380 | -6,126 | $1,464 |
IEMG | 28,380 | -6,126 | $1,464 |
SCHWAB STRATEGIC TR | 25,932 | -17,077 | $1,277 |
SCHA | 25,932 | -17,077 | $1,277 |
DIMENSIONAL ETF TRUST (DFUS) | 17,543 | -265 | $1,000 |
DFUS | 17,543 | -265 | $1,000 |
EXXON MOBIL CORP | 8,526 | -3,200 | $991 |
XOM | 8,526 | -3,200 | $991 |
BERKSHIRE HATHAWAY INC DEL | $977 | ||
BRK.B | 2,324 | +44 | $977 |
AMERICAN CENTY ETF TR (AVDV) | 14,410 | +14,410 | $949 |
AVDV | 14,410 | +14,410 | $949 |
SCHWAB STRATEGIC TR | 19,376 | +96 | $934 |
SCHO | 19,376 | +96 | $934 |
SPDR INDEX SHS FDS (SPEM) | 22,962 | -3,569 | $831 |
SPEM | 22,962 | -3,569 | $831 |
VANGUARD WHITEHALL FDS (VIGI) | 9,218 | +120 | $752 |
VIGI | 9,218 | +120 | $752 |
MICROSOFT CORP | 1,756 | +124 | $739 |
MSFT | 1,756 | +124 | $739 |
ISHARES TR (IAGG) | 14,146 | -16,034 | $707 |
IAGG | 14,146 | -16,034 | $707 |
VANGUARD CHARLOTTE FDS (BNDX) | 14,099 | -38,845 | $694 |
BNDX | 14,099 | -38,845 | $694 |
J P MORGAN EXCHANGE TRADED F (JMUB) | 13,090 | +1,078 | $664 |
JMUB | 13,090 | +1,078 | $664 |
ISHARES TR (IWF) | 1,780 | UNCH | $600 |
IWF | 1,780 | UNCH | $600 |
J P MORGAN EXCHANGE TRADED F (JPST) | 11,742 | -10,842 | $592 |
JPST | 11,742 | -10,842 | $592 |
HOME DEPOT INC | 1,516 | UNCH | $582 |
HD | 1,516 | UNCH | $582 |
VANGUARD INDEX FDS (VBR) | 2,680 | -48 | $514 |
VBR | 2,680 | -48 | $514 |
TIDAL ETF TR (RISR) | 14,621 | +14,621 | $483 |
RISR | 14,621 | +14,621 | $483 |
VANGUARD INDEX FDS (VTI) | 1,806 | -129 | $469 |
VTI | 1,806 | -129 | $469 |
META PLATFORMS INC | 932 | +212 | $453 |
META | 932 | +212 | $453 |
AMAZON COM INC | 2,177 | +569 | $393 |
AMZN | 2,177 | +569 | $393 |
ALPHABET INC | 2,493 | +618 | $380 |
GOOG | 2,493 | +618 | $380 |
See Full List: All Stocks Held By Family Investment Center Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Family Investment Center Inc.
Size ($ in 1000's)
At 03/31/2024: $310,358 At 12/31/2023: $198,910 Family Investment Center Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Family Investment Center Inc. 13F filings. Link to 13F filings: SEC filings |