Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Family Investment Center, Inc. (CIK 1897700) reported $519.6M across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIV ($74.6M, 14.36%), PYLD ($55.9M, 10.75%), RISR ($43.4M, 8.34%), SPMO ($40.3M, 7.75%), SPHQ ($39.2M, 7.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $74.6M | 14.36% | 966,958 | Added |
| 2 | PYLD | PIMCO ETF TR | $55.9M | 10.75% | 2.1M | Added |
| 3 | RISR | TIDAL TRUST I | $43.4M | 8.34% | 1.2M | Added |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | $40.3M | 7.75% | 359,290 | Trimmed |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $39.2M | 7.54% | 520,845 | Trimmed |
| 6 | AVDE | AMERICAN CENTY ETF TR | $38.7M | 7.45% | 456,402 | Added |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $25.9M | 4.98% | 511,390 | Added |
| 8 | JIRE | J P MORGAN EXCHANGE TRADED F | $20.8M | 4.00% | 274,475 | Trimmed |
| 9 | DFEV | DIMENSIONAL ETF TRUST | $20.4M | 3.92% | 569,480 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $14.9M | 2.86% | 69,163 | Trimmed |
| 11 | AVUV | AMERICAN CENTY ETF TR | $14.5M | 2.79% | 131,416 | Trimmed |
| 12 | XMMO | INVESCO EXCHANGE TRADED FD T | $14.2M | 2.73% | 97,708 | Trimmed |
| 13 | VYMI | VANGUARD WHITEHALL FDS | $13.4M | 2.57% | 141,738 | Added |
| 14 | AVMV | AMERICAN CENTY ETF TR | $11.9M | 2.30% | 160,917 | New |
| 15 | XSMO | INVESCO EXCHANGE TRADED FD T | $7.9M | 1.52% | 104,162 | New |
| 16 | VO | VANGUARD INDEX FDS | $7.5M | 1.45% | 26,241 | Trimmed |
| 17 | SCHD | SCHWAB STRATEGIC TR | $7.1M | 1.36% | 230,294 | Trimmed |
| 18 | VB | VANGUARD INDEX FDS | $6.2M | 1.20% | 23,825 | Trimmed |
| 19 | SCHM | SCHWAB STRATEGIC TR | $4.5M | 0.87% | 145,778 | Trimmed |
| 20 | ONEY | SPDR SERIES TRUST | $4.3M | 0.83% | 35,905 | Trimmed |
| 21 | VOO | VANGUARD INDEX FDS | $4.1M | 0.78% | 6,807 | Trimmed |
| 22 | AGG | ISHARES TR | $4.0M | 0.76% | 39,858 | Added |
| 23 | VIGI | VANGUARD WHITEHALL FDS | $3.0M | 0.58% | 34,354 | Added |
| 24 | LDUR | PIMCO ETF TR | $2.5M | 0.48% | 25,814 | Added |
| 25 | VXUS | VANGUARD STAR FDS | $2.5M | 0.48% | 32,553 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31