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

  1. BIV - VANGUARD BD INDEX FDS, 14.15%
  2. PYLD - PIMCO ETF TR, 10.60%
  3. 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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