$146 Million is the total value of Family Investment Center, Inc.'s 49 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JWN | Exit | NORDSTROM INC | $0 | – | -14,658 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 24.4% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 14.9% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 12.6% |
| ISHARES TR | 4 | Q3 2023 | 11.1% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.4% |
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 5.0% |
| ISHARES TR | 4 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 2.1% |
| VANGUARD STAR FDS | 4 | Q3 2023 | 1.9% |
View Family Investment Center, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.