Family Investment Center, Inc. Incresed Positions in Q4 2024

Family Investment Center, Inc.

  • $358 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
107K
+ 65.66%
$74.5 - $78.37 $7.96M - $8.37M
270K $20.1M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
166K
+ 1600.08%
$33.74 - $36.85 $5.61M - $6.12M
177K $6.46M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
17.9K
+ 6.12%
$89.97 - $98.59 $1.61M - $1.77M
311K $29.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
16.2K
+ 3.2%
$65.67 - $69.79 $1.06M - $1.13M
522K $35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
681
+ 34.82%
$442.29 - $483.08 $301K - $329K
2.64K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
378
+ 5.29%
$521.84 - $558.82 $197K - $211K
7.53K $4.06M
AAPL
Apple Inc.

Technology
207
+ 2.08%
$221.69 - $259.02 $45.9K - $53.6K
10.2K $2.55M
AVGO
Broadcom Inc.

Technology
591
+ 48.52%
$159.67 - $250.0 $94.4K - $148K
1.81K $419K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.32K
+ 20.58%
$94.79 - $95.69 $220K - $222K
13.6K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
78
+ 3.55%
$180.88 - $232.93 $14.1K - $18.2K
2.28K $499K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
449
+ 4.66%
$50.37 - $50.6 $22.6K - $22.7K
10.1K $507K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.31K
+ 200.12%
$22.4 - $68.28 $186K - $567K
12.5K $288K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
223
+ 4.11%
$49.79 - $51.14 $11.1K - $11.4K
5.65K $283K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.02%
$63.58 - $71.15 $63.6 - $71.2
4.11K $267K
Pimco ETF Tr
104K
+ 8.27%
N/A
1.37M $0
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1
+ 0.04%
$100.16 - $100.7 $100 - $101
2.83K $284K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
19
+ 0.21%
$24.19 - $24.63 $460 - $468
9.16K $221K
CVX
Chevron Corp

Energy
1
+ 0.06%
$141.15 - $162.53 $141 - $163
1.69K $245K
XLU
Utilities Sector Spdr

ETFs
141
+ 4.63%
$74.89 - $82.93 $10.6K - $11.7K
3.19K $241K
SCHO
Schwab Short Term Us Treasury

ETFs
17.7K
+ 101.73%
$24.06 - $48.88 $426K - $865K
35.1K $843K
TIP
Ishares Tr Tips Bd ETF

ETFs
5
+ 0.18%
$106.33 - $110.69 $532 - $553
2.76K $294K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.34K
+ 102.48%
$24.19 - $50.58 $226K - $473K
18.5K $448K
LLY
Eli Lilly & CO

Healthcare
23
+ 6.1%
$727.2 - $932.06 $16.7K - $21.4K
400 $308K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.98K
+ 102.45%
$18.41 - $40.87 $165K - $367K
17.7K $328K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
109
+ 1.12%
$79.93 - $88.06 $8.71K - $9.6K
9.86K $788K
SCHA
Schwab Strategic Tr Us Small C

ETFs
17.7K
+ 80.96%
$25.33 - $51.16 $448K - $904K
39.5K $1.02M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
30
+ 0.09%
$108.28 - $117.54 $3.25K - $3.53K
35.1K $3.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
550
+ 1.34%
$96.64 - $101.23 $53.2K - $55.7K
41.6K $4.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
162K
+ 201.27%
$26.93 - $84.95 $4.37M - $13.8M
243K $6.63M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
111K
+ 187.47%
$27.54 - $83.04 $3.06M - $9.23M
170K $4.72M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
23.1K
+ 5.25%
$26.01 - $28.19 $601K - $651K
463K $12.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.83K
+ 1.35%
$67.29 - $73.38 $123K - $134K
137K $9.32M
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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