Sponsored

The Analysis of Family Investment Center, Inc.'s Holdings & P&L

Currently, Family Investment Center, Inc. holds 91 types of securities in its portfolio with a total value $519.6M. In the most recent quarter, they have increased their positions in AVDE (+212.4K shares, valued at $18.0M), DFEV (+461.3K shares, valued at $16.5M), AVMV (+160.9K shares, valued at $11.9M); decreased their positions in XMHQ (-123.0K shares, valued at $12.7M), FLJH (-239.3K shares, valued at $9.6M), FLIN (-281.6K shares, valued at $9.4M); initiated new positions in AVMV (+160.9K shares, valued at $11.9M), XSMO (+104.2K shares, valued at $7.9M), IGE (+16.4K shares, valued at $1.0M).

1M P&L

+10.6M+1.98%

3M P&L

-11.6M-2.08%

HY P&L

+21.9M+4.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A498.8M

97.4%

2Consumer Electronics2.1M

0.4%

3Oil & Gas Integrated2.1M

0.4%

Top Industries by Stock Count

1N/A60 stocks

70.6%

2Aerospace & Defense2 stocks

2.4%

3Oil & Gas Integrated2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIV VANGUARD BD INDEX FDS967.0K shares2.24%2026-03-312026-04-24

PYLD PIMCO ETF TR2.1M shares6.54%2026-03-312026-04-24

RISR TIDAL TRUST I1.2M shares32.40%2026-03-312026-04-24

SPMO INVESCO EXCH TRADED FD TR II359.3K shares-4.53%2026-03-312026-04-24

SPHQ INVESCO EXCHANGE TRADED FD T520.8K shares-16.52%2026-03-312026-04-24

AVDE AMERICAN CENTY ETF TR456.4K shares87.02%2026-03-312026-04-24

JPST J P MORGAN EXCHANGE TRADED F511.4K shares29.61%2026-03-312026-04-24

JIRE J P MORGAN EXCHANGE TRADED F274.5K shares-2.54%2026-03-312026-04-24

Sponsored

DFEV DIMENSIONAL ETF TRUST569.5K shares426.28%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS69.2K shares-2.28%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR131.4K shares-23.50%2026-03-312026-04-24

XMMO INVESCO EXCHANGE TRADED FD T97.7K shares-5.10%2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS141.7K shares0.27%2026-03-312026-04-24

AVMV AMERICAN CENTY ETF TR160.9K sharesnew addition2026-03-312026-04-24

XSMO INVESCO EXCHANGE TRADED FD T104.2K sharesnew addition2026-03-312026-04-24

VO VANGUARD INDEX FDS26.2K shares-4.04%2026-03-312026-04-24

Sponsored

SCHD SCHWAB STRATEGIC TR230.3K shares-0.79%2026-03-312026-04-24

VB VANGUARD INDEX FDS23.8K shares-3.57%2026-03-312026-04-24

SCHM SCHWAB STRATEGIC TR145.8K shares-2.16%2026-03-312026-04-24

ONEY SPDR SERIES TRUST35.9K shares-0.43%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS6.8K shares-2.27%2026-03-312026-04-24

AGG ISHARES TR39.9K shares1.83%2026-03-312026-04-24

VIGI VANGUARD WHITEHALL FDS34.4K shares0.55%2026-03-312026-04-24

VXUS VANGUARD STAR FDS32.6K shares-0.45%2026-03-312026-04-24

Sponsored

LDUR PIMCO ETF TR25.8K shares17.08%2026-03-312026-04-24

AAPL APPLE INC8.4K shares-5.80%2026-03-312026-04-24

XMHQ INVESCO EXCHANGE TRADED FD T19.6K shares-86.28%2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP6.5K shares0.15%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR3.2K shares6.28%2026-03-312026-04-24

XOM EXXON MOBIL CORP9.9K shares8.94%2026-03-312026-04-24

IEMG ISHARES INC19.1K shares0.40%2026-03-312026-04-24

FLJH FRANKLIN TEMPLETON ETF TR32.5K shares-88.03%2026-03-312026-04-24

Sponsored

XLU SELECT SECTOR SPDR TR25.1K shares20.04%2026-03-312026-04-24

IGE ISHARES TR16.4K sharesnew addition2026-03-312026-04-24

SCHO SCHWAB STRATEGIC TR37.0K shares0.42%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST12.0K shares-0.48%2026-03-312026-04-24

SCHA SCHWAB STRATEGIC TR29.1K shares-1.90%2026-03-312026-04-24

IAUM ISHARES GOLD TR17.9K shares-12.26%2026-03-312026-04-24

SPEM SPDR INDEX SHS FDS17.3K shares-1.18%2026-03-312026-04-24

VTI VANGUARD INDEX FDS2.5K shares-2.04%2026-03-312026-04-24

Sponsored

IWF ISHARES TR1.7K shares-1.10%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares20.29%2026-03-312026-04-24

TBUX T ROWE PRICE ETF INC13.8K shares92.09%2026-03-312026-04-24

VDC VANGUARD WORLD FD3.1K shares53.39%2026-03-312026-04-24

MSFT MICROSOFT CORP1.8K shares64.54%2026-03-312026-04-24

JMUB J P MORGAN EXCHANGE TRADED F12.9K shares10.25%2026-03-312026-04-24

WMT WALMART INC5.0K shares16.66%2026-03-312026-04-24

HUBS HUBSPOT INC2.5K sharesnew addition2026-03-312026-04-24

Sponsored

SCHR SCHWAB STRATEGIC TR22.6K shares12.93%2026-03-312026-04-24

VBR VANGUARD INDEX FDS2.5K shares-7.15%2026-03-312026-04-24

HD HOME DEPOT INC1.6K shares4.66%2026-03-312026-04-24

NVDA NVIDIA CORPORATION2.9K shares-15.37%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR18.5K shares0.00%2026-03-312026-04-24

FLIN FRANKLIN TEMPLETON ETF TR13.8K shares-95.34%2026-03-312026-04-24

AVEM AMERICAN CENTY ETF TR5.5K shares0.91%2026-03-312026-04-24

CVX CHEVRON CORPORATION2.1K shares3.37%2026-03-312026-04-24

Sponsored

VOE VANGUARD INDEX FDS2.2K shares-0.55%2026-03-312026-04-24

ORLY OREILLY AUTOMOTIVE INC4.0K shares1.15%2026-03-312026-04-24

JEPQ J P MORGAN EXCHANGE TRADED F6.2K shares-23.98%2026-03-312026-04-24

BA BOEING CO1.7K shares-5.90%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.1K shares-38.24%2026-03-312026-04-24

SGOV ISHARES TR3.2K shares-1.30%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC949 shares-65.96%2026-03-312026-04-24

TSLA TESLA INC800 shares32.89%2026-03-312026-04-24

Sponsored

PG PROCTER & GAMBLE CO2.0K shares5.35%2026-03-312026-04-24

MUB ISHARES TR2.7K shares0.00%2026-03-312026-04-24

PEP PEPSICO INC1.9K shares5.08%2026-03-312026-04-24

WDC WESTERN DIGITAL CORP1.0K shares-64.58%2026-03-312026-04-24

AMZN AMAZON COM INC1.3K shares-40.58%2026-03-312026-04-24

ALPHABET INC ALPHABET INC971 shares51.25%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR10.8K shares0.00%2026-03-312026-04-24

F FORD MTR CO23.9K shares-1.87%2026-03-312026-04-24

Sponsored

XLP SELECT SECTOR SPDR TR3.2K shares-0.13%2026-03-312026-04-24

RTX RTX CORPORATION1.3K shares-29.42%2026-03-312026-04-24

COP CONOCOPHILLIPS1.9K sharesnew addition2026-03-312026-04-24

TPYP TORTOISE CAPITAL SERIES TRUS5.8K sharesnew addition2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST3.4K shares0.00%2026-03-312026-04-24

TIP ISHARES TR2.2K shares1.65%2026-03-312026-04-24

IHDG WISDOMTREE TR5.1K shares-35.59%2026-03-312026-04-24

GLTR ABRDN PRECIOUS METALS BASKET1.1K shares-1.17%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC832 shares-68.32%2026-03-312026-04-24

ILCG ISHARES TR2.4K shares0.00%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE801 shares-40.89%2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F3.0K sharesnew addition2026-03-312026-04-24

IAGG ISHARES TR4.3K shares-10.51%2026-03-312026-04-24

VPU VANGUARD WORLD FD1.1K sharesnew addition2026-03-312026-04-24

META META PLATFORMS INC367 sharesnew addition2026-03-312026-04-24

GEV GE VERNOVA INC237 shares-36.46%2026-03-312026-04-24

Sponsored

GILD GILEAD SCIENCES INC1.5K shares-42.71%2026-03-312026-04-24

DE DEERE & CO361 sharesnew addition2026-03-312026-04-24

LONZ PIMCO ETF TR4.1K shares-15.62%2026-03-312026-04-24

BIV

VANGUARD BD INDEX FDS

2.24%

Shares967.0K

Event2026-03-31

Filed2026-04-24

PYLD

PIMCO ETF TR

6.54%

Shares2.1M

Event2026-03-31

Filed2026-04-24

RISR

TIDAL TRUST I

32.40%

Shares1.2M

Event2026-03-31

Filed2026-04-24

SPMO

INVESCO EXCH TRADED FD TR II

-4.53%

Shares359.3K

Event2026-03-31

Filed2026-04-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-16.52%

Shares520.8K

Event2026-03-31

Filed2026-04-24

AVDE

AMERICAN CENTY ETF TR

87.02%

Shares456.4K

Event2026-03-31

Filed2026-04-24

JPST

J P MORGAN EXCHANGE TRADED F

29.61%

Shares511.4K

Event2026-03-31

Filed2026-04-24

JIRE

J P MORGAN EXCHANGE TRADED F

-2.54%

Shares274.5K

Event2026-03-31

Filed2026-04-24

DFEV

DIMENSIONAL ETF TRUST

426.28%

Shares569.5K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-2.28%

Shares69.2K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTY ETF TR

-23.50%

Shares131.4K

Event2026-03-31

Filed2026-04-24

XMMO

INVESCO EXCHANGE TRADED FD T

-5.10%

Shares97.7K

Event2026-03-31

Filed2026-04-24

VYMI

VANGUARD WHITEHALL FDS

0.27%

Shares141.7K

Event2026-03-31

Filed2026-04-24

AVMV

AMERICAN CENTY ETF TR

New

Shares160.9K

Event2026-03-31

Filed2026-04-24

XSMO

INVESCO EXCHANGE TRADED FD T

New

Shares104.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-4.04%

Shares26.2K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

-0.79%

Shares230.3K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-3.57%

Shares23.8K

Event2026-03-31

Filed2026-04-24

SCHM

SCHWAB STRATEGIC TR

-2.16%

Shares145.8K

Event2026-03-31

Filed2026-04-24

ONEY

SPDR SERIES TRUST

-0.43%

Shares35.9K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-2.27%

Shares6.8K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

1.83%

Shares39.9K

Event2026-03-31

Filed2026-04-24

VIGI

VANGUARD WHITEHALL FDS

0.55%

Shares34.4K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

-0.45%

Shares32.6K

Event2026-03-31

Filed2026-04-24

LDUR

PIMCO ETF TR

17.08%

Shares25.8K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-5.80%

Shares8.4K

Event2026-03-31

Filed2026-04-24

XMHQ

INVESCO EXCHANGE TRADED FD T

-86.28%

Shares19.6K

Event2026-03-31

Filed2026-04-24

NSC

NORFOLK SOUTHN CORP

0.15%

Shares6.5K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

6.28%

Shares3.2K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

8.94%

Shares9.9K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

0.40%

Shares19.1K

Event2026-03-31

Filed2026-04-24

FLJH

FRANKLIN TEMPLETON ETF TR

-88.03%

Shares32.5K

Event2026-03-31

Filed2026-04-24

XLU

SELECT SECTOR SPDR TR

20.04%

Shares25.1K

Event2026-03-31

Filed2026-04-24

IGE

ISHARES TR

New

Shares16.4K

Event2026-03-31

Filed2026-04-24

SCHO

SCHWAB STRATEGIC TR

0.42%

Shares37.0K

Event2026-03-31

Filed2026-04-24

DFUS

DIMENSIONAL ETF TRUST

-0.48%

Shares12.0K

Event2026-03-31

Filed2026-04-24

SCHA

SCHWAB STRATEGIC TR

-1.90%

Shares29.1K

Event2026-03-31

Filed2026-04-24

IAUM

ISHARES GOLD TR

-12.26%

Shares17.9K

Event2026-03-31

Filed2026-04-24

SPEM

SPDR INDEX SHS FDS

-1.18%

Shares17.3K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-2.04%

Shares2.5K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

-1.10%

Shares1.7K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

20.29%

Shares1.5K

Event2026-03-31

Filed2026-04-24

TBUX

T ROWE PRICE ETF INC

92.09%

Shares13.8K

Event2026-03-31

Filed2026-04-24

VDC

VANGUARD WORLD FD

53.39%

Shares3.1K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

64.54%

Shares1.8K

Event2026-03-31

Filed2026-04-24

JMUB

J P MORGAN EXCHANGE TRADED F

10.25%

Shares12.9K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

16.66%

Shares5.0K

Event2026-03-31

Filed2026-04-24

HUBS

HUBSPOT INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-24

SCHR

SCHWAB STRATEGIC TR

12.93%

Shares22.6K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

-7.15%

Shares2.5K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

4.66%

Shares1.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-15.37%

Shares2.9K

Event2026-03-31

Filed2026-04-24

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares18.5K

Event2026-03-31

Filed2026-04-24

FLIN

FRANKLIN TEMPLETON ETF TR

-95.34%

Shares13.8K

Event2026-03-31

Filed2026-04-24

AVEM

AMERICAN CENTY ETF TR

0.91%

Shares5.5K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

3.37%

Shares2.1K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD INDEX FDS

-0.55%

Shares2.2K

Event2026-03-31

Filed2026-04-24

ORLY

OREILLY AUTOMOTIVE INC

1.15%

Shares4.0K

Event2026-03-31

Filed2026-04-24

JEPQ

J P MORGAN EXCHANGE TRADED F

-23.98%

Shares6.2K

Event2026-03-31

Filed2026-04-24

BOEING CO

-5.90%

Shares1.7K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-38.24%

Shares1.1K

Event2026-03-31

Filed2026-04-24

SGOV

ISHARES TR

-1.30%

Shares3.2K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

-65.96%

Shares949

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

32.89%

Shares800

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

5.35%

Shares2.0K

Event2026-03-31

Filed2026-04-24

MUB

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

5.08%

Shares1.9K

Event2026-03-31

Filed2026-04-24

WDC

WESTERN DIGITAL CORP

-64.58%

Shares1.0K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-40.58%

Shares1.3K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

51.25%

Shares971

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-24

FORD MTR CO

-1.87%

Shares23.9K

Event2026-03-31

Filed2026-04-24

XLP

SELECT SECTOR SPDR TR

-0.13%

Shares3.2K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-29.42%

Shares1.3K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

New

Shares1.9K

Event2026-03-31

Filed2026-04-24

TPYP

TORTOISE CAPITAL SERIES TRUS

New

Shares5.8K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-24

TIP

ISHARES TR

1.65%

Shares2.2K

Event2026-03-31

Filed2026-04-24

IHDG

WISDOMTREE TR

-35.59%

Shares5.1K

Event2026-03-31

Filed2026-04-24

GLTR

ABRDN PRECIOUS METALS BASKET

-1.17%

Shares1.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-68.32%

Shares832

Event2026-03-31

Filed2026-04-24

ILCG

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

-40.89%

Shares801

Event2026-03-31

Filed2026-04-24

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares3.0K

Event2026-03-31

Filed2026-04-24

IAGG

ISHARES TR

-10.51%

Shares4.3K

Event2026-03-31

Filed2026-04-24

VPU

VANGUARD WORLD FD

New

Shares1.1K

Event2026-03-31

Filed2026-04-24