Family Investment Center, Inc. Reduced Holdings in Q3 2024

Family Investment Center, Inc.

  • $362 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IHDG
Wisdomtree Tr

ETFs
-108K
- 31.63%
$42.42 - $46.78 $4.59M - $5.06M
234K $10.7M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-125K
- 22.08%
$26.82 - $30.58 $3.34M - $3.81M
440K $12.4M
CCRV
Ishares U S ETF Tr Commodity C

ETFs
-106K
- 21.37%
$19.54 - $22.16 $2.08M - $2.36M
392K $8.14M
VIG
Vanguard Dividend Appreciation

ETFs
-734
- 0.94%
$182.15 - $182.15 $134K - $134K
77.2K $14.1M
IEMG
Ishares Inc

ETFs
-1.87K
- 6.91%
$53.64 - $53.64 $100K - $100K
25.1K $1.35M
BNDX
Vanguard Total International B

ETFs
-1.99K
- 26.44%
$48.42 - $50.35 $96.5K - $100K
5.55K $279K
SCHO
Schwab Short Term Us Treasury

ETFs
-2.13K
- 10.9%
$47.93 - $49.06 $102K - $104K
17.4K $851K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-448
- 18.64%
$405.19 - $478.57 $182K - $214K
1.96K $900K
F
Ford Motor CO

Consumer Cyclical
-284
- 1.08%
$9.71 - $14.55 $2.76K - $4.13K
26K $274K
PG
Procter & Gamble CO

Consumer Defensive
-375
- 16.43%
$160.76 - $177.82 $60.3K - $66.7K
1.91K $330K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-465
- 4.61%
$50.25 - $50.74 $23.4K - $23.6K
9.63K $488K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-39
- 0.75%
$49.7 - $56.11 $1.94K - $2.19K
5.15K $283K
ILCG
Ishares Morningstar Growth ETF
-127
- 3.53%
N/A
3.48K $0
DFAS
Dimensional ETF Tr U S Small C

ETFs
-325
- 7.33%
$59.25 - $65.33 $19.3K - $21.2K
4.11K $266K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-12
- 0.32%
$63.74 - $73.47 $765 - $882
3.79K $271K
TIP
Ishares Tr Tips Bd ETF

ETFs
-29
- 1.04%
$105.92 - $110.83 $3.07K - $3.21K
2.76K $304K
XOM
Exxon Mobil Corp

Energy
-84
- 0.96%
$109.72 - $119.0 $9.22K - $10K
8.64K $1.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1
- 0.02%
$54.98 - $59.51 $55 - $59.5
4.05K $241K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.39%
$332.02 - $382.76 $2.32K - $2.68K
1.77K $664K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20
- 0.61%
$434.77 - $502.96 $8.7K - $10.1K
3.27K $1.6M
AVEM
American Centy ETF Tr Avantis

ETFs
-78
- 1.1%
$57.2 - $65.59 $4.46K - $5.12K
7K $452K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-737
- 3.34%
$36.02 - $41.68 $26.5K - $30.7K
21.3K $880K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-18
- 0.1%
$56.04 - $62.2 $1.01K - $1.12K
17.5K $1.09M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-505
- 2.26%
$46.9 - $51.96 $23.7K - $26.2K
21.8K $1.12M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-628
- 1.64%
$58.03 - $65.37 $36.4K - $41.1K
37.7K $2.44M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-145
- 0.41%
$102.5 - $112.27 $14.9K - $16.3K
35.1K $3.94M
VO
Vanguard Mid Cap ETF

ETFs
-846
- 2.68%
$237.84 - $263.83 $201K - $223K
30.8K $8.12M
VB
Vanguard Small Cap ETF

ETFs
-620
- 1.91%
$214.77 - $237.72 $133K - $147K
31.8K $7.54M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-909
- 1.12%
$77.02 - $85.06 $70K - $77.3K
80.5K $6.81M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.06K
- 0.77%
$66.31 - $74.08 $70K - $78.2K
136K $9.95M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-7.08K
- 1.6%
$60.25 - $66.85 $427K - $473K
436K $28.8M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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