Portfolio (Quarterly)
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Family Investment Center, Inc.
· CIK 0001897700| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | MU | MICRON TECHNOLOGY INC | Technology | 2,788.0 | $796K | 0.16% | -434.0 | -13.5% | $285.43 | +297.3% |
| 42 | AVGO | BROADCOM INC | Technology | 1,980.0 | $685K | 0.14% | +616.0 | +45.2% | $346.10 | +18.9% |
| 43 | NVDA | NVIDIA CORPORATION | Technology | 3,428.0 | $639K | 0.13% | -672.0 | -16.4% | $186.50 | +13.0% |
| 44 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,262.0 | $634K | 0.13% | -104.0 | -7.6% | $502.65 | — |
| 45 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 11,703.0 | $592K | 0.12% | — | — | $50.59 | -0.2% |
| 46 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,820.0 | $586K | 0.12% | — | — | $322.22 | +0.9% |
| 47 | VBR | VANGUARD INDEX FDS | — | 2,670.0 | $566K | 0.11% | — | — | $211.80 | +12.6% |
| 48 | MSFT | MICROSOFT CORP | Technology | 1,114.0 | $539K | 0.11% | +34.0 | +3.1% | $483.62 | -21.6% |
| 49 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,260.0 | $522K | 0.10% | +1K | +111.2% | $230.82 | +5.9% |
| 50 | HD | HOME DEPOT INC | Consumer Cyclical | 1,503.0 | $517K | 0.10% | -18.0 | -1.2% | $344.10 | -2.9% |
| 51 | WDC | WESTERN DIGITAL CORP | Technology | 2,936.0 | $506K | 0.10% | +149.0 | +5.3% | $172.27 | +333.2% |
| 52 | SCHR | SCHWAB STRATEGIC TR | — | 20,036.0 | $502K | 0.10% | +250.0 | +1.3% | $25.08 | -1.9% |
| 53 | WMT | WALMART INC | Consumer Defensive | 4,305.0 | $480K | 0.10% | — | — | $111.41 | +5.2% |
| 54 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 8,104.0 | $474K | 0.10% | -602.0 | -6.9% | $58.52 | +4.8% |
| 55 | APP | APPLOVIN CORP | Technology | 674.0 | $454K | 0.09% | +62.0 | +10.1% | $673.82 | -30.3% |
| 56 | LLY | ELI LILLY & CO | Healthcare | 415.0 | $446K | 0.09% | NEW | — | $1074.68 | +2.2% |
| 57 | SCHF | SCHWAB STRATEGIC TR | — | 18,543.0 | $446K | 0.09% | +288.0 | +1.6% | $24.04 | +17.4% |
| 58 | VDC | VANGUARD WORLD FD | — | 1,991.0 | $421K | 0.09% | -847.0 | -29.8% | $211.24 | +7.0% |
| 59 | GE | GE AEROSPACE | Industrials | 1,355.0 | $417K | 0.08% | +356.0 | +35.6% | $308.07 | +16.1% |
| 60 | AVEM | AMERICAN CENTY ETF TR | — | 5,414.0 | $417K | 0.08% | — | — | $77.01 | +29.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.5%
Financial Services
16.2%
Industrials
13.8%
Consumer Cyclical
9.1%
Energy
6.3%
Healthcare
6.0%
Communication Services
5.7%
Consumer Defensive
4.6%
Basic Materials
1.7%
Utilities
1.1%