| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PEP | Exit | PEPSICO INC | $0 | – | -1,204 | -100.0% | -0.12% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -2,992 | -100.0% | -0.12% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,484 | -100.0% | -0.13% | – |
| ILCG | Exit | ISHARES TRmorningstar grwt | $0 | – | -3,602 | -100.0% | -0.13% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -262 | -100.0% | -0.14% | – |
| Exit | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $0 | – | -5,114 | -100.0% | -0.14% | – | |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -1,854 | -100.0% | -0.15% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -4,332 | -100.0% | -0.15% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,800 | -100.0% | -0.17% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,731 | -100.0% | -0.18% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -6,934 | -100.0% | -0.18% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -3,102 | -100.0% | -0.19% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRint-trm u.s tres | $0 | – | -6,671 | -100.0% | -0.19% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -10,086 | -100.0% | -0.21% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -6,901 | -100.0% | -0.21% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -984 | -100.0% | -0.21% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -28,920 | -100.0% | -0.22% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -3,682 | -100.0% | -0.23% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,237 | -100.0% | -0.24% | – |
| VRP | Exit | INVESCO EXCH TRADED FD TR IIvar rate pfd | $0 | – | -17,668 | -100.0% | -0.24% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,870 | -100.0% | -0.24% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -2,740 | -100.0% | -0.26% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,516 | -100.0% | -0.28% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,809 | -100.0% | -0.29% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -12,929 | -100.0% | -0.42% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -10,506 | -100.0% | -0.45% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,192 | -100.0% | -0.46% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -18,473 | -100.0% | -0.52% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -26,536 | -100.0% | -0.54% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -19,105 | -100.0% | -0.55% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -8,891 | -100.0% | -0.63% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -6,500 | -100.0% | -0.77% | – |
| AAPL | Exit | APPLE INC | $0 | – | -8,124 | -100.0% | -0.84% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -30,443 | -100.0% | -0.90% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -54,198 | -100.0% | -0.99% | – |
| Exit | PIMCO ETF TRmultisector bd | $0 | – | -77,302 | -100.0% | -1.14% | – | |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -47,413 | -100.0% | -1.19% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -42,782 | -100.0% | -1.24% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -43,716 | -100.0% | -1.26% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -30,862 | -100.0% | -1.32% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -47,839 | -100.0% | -1.55% | – |
| LDUR | Exit | PIMCO ETF TRenhncd lw dur ac | $0 | – | -29,442 | -100.0% | -1.67% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -7,970 | -100.0% | -1.89% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -61,940 | -100.0% | -2.53% | – |
| VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -120,046 | -100.0% | -4.49% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -96,045 | -100.0% | -4.52% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -81,788 | -100.0% | -4.65% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -38,317 | -100.0% | -4.82% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -52,801 | -100.0% | -6.03% | – |
| AVDE | Exit | AMERICAN CENTY ETF TRintl eqt etf | $0 | – | -326,213 | -100.0% | -10.96% | – |
| Exit | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $0 | – | -447,347 | -100.0% | -14.69% | – | |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -259,500 | -100.0% | -24.35% | – |
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.