Family Investment Center, Inc. Incresed Positions in Q3 2025

Family Investment Center, Inc.

  • $428 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
178K
+ 25.43%
$76.16 - $78.59 $13.6M - $14M
878K $68.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
137K
+ 56.55%
$50.47 - $50.74 $6.91M - $6.95M
379K $19.2M
AVDE
American Centy ETF Tr Avantis

ETFs
12.4K
+ 5.57%
$73.24 - $79.04 $910K - $982K
235K $18.6M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
71.5K
+ 8.97%
$35.84 - $37.19 $2.56M - $2.66M
869K $31.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
8.74K
+ 1.42%
$70.77 - $73.59 $619K - $643K
623K $45.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.02K
+ 1.44%
$98.53 - $107.1 $199K - $216K
141K $14.8M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.12K
+ 3.13%
$128.6 - $136.01 $401K - $424K
103K $13.9M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.87K
+ 33.91%
$95.22 - $96.21 $464K - $469K
19.2K $1.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
73
+ 1.04%
$567.77 - $614.76 $41.4K - $44.9K
7.08K $4.33M
XLU
Utilities Sector Spdr

ETFs
3.68K
+ 58.9%
$81.14 - $87.32 $299K - $322K
9.93K $866K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
3.29K
+ 3.15%
$29.97 - $32.38 $98.5K - $106K
108K $3.43M
AMD
Advanced Micro Devices Inc

Technology
1.31K
+ 75.97%
$134.8 - $184.42 $176K - $241K
3.03K $489K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.08K
+ 54.61%
$53.81 - $57.52 $165K - $177K
8.71K $500K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
27
+ 0.07%
$108.77 - $115.6 $2.94K - $3.12K
36.7K $4.15M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.29K
+ 3.42%
$97.75 - $100.75 $126K - $130K
39.1K $3.92M
IAUM
I Shares Gold Trust Micro

ETFs
402
+ 2.15%
$32.6 - $38.5 $13.1K - $15.5K
19.1K $735K
XOM
Exxon Mobil Corp

Energy
427
+ 4.94%
$105.83 - $117.22 $45.2K - $50.1K
9.07K $1.02M
COST
Costco Wholesale Corp

Consumer Defensive
117
+ 31.37%
$915.95 - $994.57 $107K - $116K
490 $453K
CVX
Chevron Corp

Energy
296
+ 17.44%
$145.57 - $161.83 $43.1K - $47.9K
1.99K $309K
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.19%
$303.93 - $329.86 $1.52K - $1.65K
2.58K $846K
UBER
Uber Technologies, Inc

Technology
496
+ 18.65%
$86.91 - $99.57 $43.1K - $49.4K
3.16K $309K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
559
+ 19.33%
$100.37 - $100.74 $56.1K - $56.3K
3.45K $347K
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.26%
$195.41 - $212.37 $1.37K - $1.49K
2.66K $555K
SCHR
Schwab Intermediate Term Us Tr

ETFs
191
+ 0.97%
$24.69 - $25.26 $4.72K - $4.82K
19.8K $497K
JEPI
J P Morgan Exchange Traded Fd

ETFs
88
+ 2.36%
$55.61 - $57.37 $4.89K - $5.05K
3.82K $218K
SCHO
Schwab Short Term Us Treasury

ETFs
239
+ 0.66%
$24.23 - $24.42 $5.79K - $5.84K
36.5K $891K
TIP
Ishares Tr Tips Bd ETF

ETFs
11
+ 0.51%
$109.11 - $111.88 $1.2K - $1.23K
2.17K $241K
Pimco ETF Tr
209K
+ 12.61%
N/A
1.87M $0
NFLX
Netflix Inc

Communication Services
41
+ 8.58%
$1147.87 - $1297.18 $47.1K - $53.2K
519 $622K
FLIN
Franklin Templeton ETF Tr

ETFs
7.16K
+ 2.49%
$37.28 - $39.98 $267K - $286K
294K $11M
Activity Summary
Buys All Purchases 50 New Holdings 19 Increased Positions 31 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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