Family Investment Center, Inc. Reduced Holdings in Q4 2024

Family Investment Center, Inc.

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

ETFs
-61.7K
- 24.74%
$68.25 - $75.42 $4.21M - $4.66M
188K $12.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-4.74K
- 1.09%
$58.46 - $65.6 $277K - $311K
431K $25.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-144K
- 15.09%
$20.98 - $21.19 $3.03M - $3.06M
812K $17.1M
AVDE
American Centy ETF Tr Avantis

ETFs
-19.8K
- 6.95%
$60.9 - $66.69 $1.2M - $1.32M
264K $16.2M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-11.3K
- 4.88%
$98.47 - $109.35 $1.11M - $1.23M
220K $21.6M
CCRV
Ishares U S ETF Tr Commodity C

ETFs
-85.5K
- 21.82%
$19.65 - $21.86 $1.68M - $1.87M
306K $6.13M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-35.2K
- 8.8%
$26.16 - $29.13 $920K - $1.02M
364K $9.55M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-35.3K
- 12.88%
$50.81 - $51.59 $1.79M - $1.82M
239K $12.2M
IHDG
Wisdomtree Tr

ETFs
-15.8K
- 6.76%
$43.38 - $46.0 $686K - $727K
218K $9.47M
AVUV
American Centy ETF Tr Avantis

ETFs
-13.6K
- 5.5%
$94.37 - $106.41 $1.29M - $1.45M
235K $22.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-253
- 0.67%
$58.88 - $64.8 $14.9K - $16.4K
37.4K $2.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-487
- 14.88%
$481.22 - $538.17 $234K - $262K
2.79K $1.42M
VTI
Vanguard Total Stock Market Et

ETFs
-605
- 17.61%
$280.04 - $302.45 $169K - $183K
2.83K $820K
VB
Vanguard Small Cap ETF

ETFs
-991
- 3.12%
$233.76 - $261.58 $232K - $259K
30.8K $7.4M
VO
Vanguard Mid Cap ETF

ETFs
-492
- 1.6%
$261.5 - $284.63 $129K - $140K
30.3K $7.99M
IEMG
Ishares Inc

ETFs
-1.8K
- 7.17%
N/A
23.3K $1.25M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-734
- 3.44%
$38.37 - $42.82 $28.2K - $31.4K
20.6K $789K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.1K
- 14.34%
$49.87 - $52.46 $54.7K - $57.5K
6.56K $327K
AVEM
American Centy ETF Tr Avantis

ETFs
-249
- 3.56%
$58.59 - $66.14 $14.6K - $16.5K
6.75K $396K
BNDX
Vanguard Total International B

ETFs
-972
- 17.52%
$48.91 - $50.61 $47.5K - $49.2K
4.58K $224K
IVV
Ishares Core S&P 500 ETF

ETFs
-82
- 18.89%
$570.51 - $610.59 $46.8K - $50.1K
352 $207K
PEP
Pepsico Inc

Consumer Defensive
-5
- 0.33%
$151.29 - $176.1 $756 - $881
1.52K $231K
VBR
Vanguard Small Cap Value ETF

ETFs
-103
- 3.79%
$197.36 - $217.3 $20.3K - $22.4K
2.62K $518K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-763
- 4.36%
$61.52 - $66.5 $46.9K - $50.7K
16.7K $1.07M
F
Ford Motor CO

Consumer Cyclical
-187
- 0.72%
$9.69 - $11.4 $1.81K - $2.13K
25.8K $255K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-35
- 3.34%
$209.89 - $233.24 $7.35K - $8.16K
1.01K $214K
VOE
Vanguard Mid Cap Value Index F

ETFs
-8
- 0.36%
$160.89 - $176.18 $1.29K - $1.41K
2.21K $356K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-68
- 1.68%
$57.53 - $60.83 $3.91K - $4.14K
3.98K $229K
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 5.97%
$873.59 - $994.69 $23.6K - $26.9K
425 $389K
VIG
Vanguard Dividend Appreciation

ETFs
-6
- 0.01%
N/A
77.2K $14.1M
META
Meta Platforms, Inc.

Communication Services
-24
- 3.0%
$554.08 - $632.68 $13.3K - $15.2K
776 $457K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-60
- 1.16%
$53.94 - $58.15 $3.24K - $3.49K
5.09K $287K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-14
- 0.37%
$70.54 - $79.61 $988 - $1.11K
3.78K $287K
NVDA
Nvidia Corp

Technology
-242
- 5.29%
$117.0 - $148.88 $28.3K - $36K
4.33K $582K
NFLX
Netflix Inc

Communication Services
-71
- 13.4%
$687.65 - $936.56 $48.8K - $66.5K
459 $409K
JPM
Jpmorgan Chase & CO

Financial Services
-133
- 5.5%
$205.18 - $250.29 $27.3K - $33.3K
2.29K $548K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8
- 0.45%
$370.24 - $418.94 $2.96K - $3.35K
1.76K $707K
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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