Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED FUNDS | 7 | Q2 2024 | 24.4% |
AMERICAN CENTY ETF TR | 7 | Q2 2024 | 14.9% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 12.6% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 5.4% |
VANGUARD WHITEHALL FDS | 7 | Q2 2024 | 5.0% |
ISHARES TR | 7 | Q2 2024 | 4.6% |
SCHWAB STRATEGIC TR | 7 | Q2 2024 | 3.0% |
VANGUARD INDEX FDS | 7 | Q2 2024 | 2.1% |
SCHWAB STRATEGIC TR | 7 | Q2 2024 | 2.1% |
VANGUARD STAR FDS | 7 | Q2 2024 | 1.9% |
View Family Investment Center, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-02 |
13F-HR | 2024-07-19 |
13F-HR | 2024-04-22 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-05 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-20 |
View Family Investment Center, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.