Family Investment Center, Inc. - Portfolio overview
Family Investment Center, Inc. has 116 reported holdings in this dataset, with the latest filing dated 2026-04-24.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- BIV - VANGUARD BD INDEX FDS, 14.15%
- PYLD - PIMCO ETF TR, 10.60%
- RISR - TIDAL TRUST I, 8.22%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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