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 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,366.0 | $687K | 0.14% | NEW | — | $502.74 | — |
| 42 | NFLX | NETFLIX INC | Communication Services | 519.0 | $622K | 0.13% | NEW | — | $1198.92 | -93.9% |
| 43 | HD | HOME DEPOT INC | Consumer Cyclical | 1,521.0 | $616K | 0.13% | NEW | — | $405.19 | -16.6% |
| 44 | VDC | VANGUARD WORLD FD | — | 2,838.0 | $607K | 0.13% | NEW | — | $213.73 | +5.9% |
| 45 | LONZ | PIMCO ETF TR | — | 11,738.0 | $599K | 0.12% | NEW | — | $51.07 | -3.7% |
| 46 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 11,703.0 | $591K | 0.12% | NEW | — | $50.47 | -0.2% |
| 47 | JPM | JPMORGAN CHASE & CO. | Financial Services | 1,818.0 | $574K | 0.12% | NEW | — | $315.49 | +8.7% |
| 48 | MSFT | MICROSOFT CORP | Technology | 1,080.0 | $559K | 0.12% | NEW | — | $518.05 | -25.7% |
| 49 | VBR | VANGUARD INDEX FDS | — | 2,661.0 | $557K | 0.12% | NEW | — | $209.24 | +15.6% |
| 50 | MU | MICRON TECHNOLOGY INC | Technology | 3,222.0 | $539K | 0.11% | NEW | — | $167.32 | +487.6% |
| 51 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2,956.0 | $528K | 0.11% | NEW | — | $178.73 | -37.2% |
| 52 | META | META PLATFORMS INC | Communication Services | 708.0 | $520K | 0.11% | NEW | — | $734.38 | -10.0% |
| 53 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 8,706.0 | $501K | 0.10% | NEW | — | $57.52 | +4.6% |
| 54 | SCHR | SCHWAB STRATEGIC TR | — | 19,786.0 | $497K | 0.10% | NEW | — | $25.13 | -2.5% |
| 55 | AMD | ADVANCED MICRO DEVICES INC | Technology | 3,025.0 | $489K | 0.10% | NEW | — | $161.80 | +238.8% |
| 56 | IHDG | WISDOMTREE TR | — | 10,476.0 | $483K | 0.10% | NEW | — | $46.08 | +13.4% |
| 57 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 490.0 | $454K | 0.09% | NEW | — | $926.31 | -0.5% |
| 58 | AVGO | BROADCOM INC | Technology | 1,364.0 | $450K | 0.09% | NEW | — | $329.91 | +17.9% |
| 59 | WMT | WALMART INC | Consumer Defensive | 4,309.0 | $444K | 0.09% | NEW | — | $103.05 | +10.3% |
| 60 | APP | APPLOVIN CORP | Technology | 612.0 | $440K | 0.09% | NEW | — | $718.54 | -37.5% |
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
31.0%
Financial Services
16.4%
Industrials
13.7%
Consumer Cyclical
11.4%
Consumer Defensive
7.0%
Communication Services
6.6%
Energy
6.4%
Healthcare
3.6%
Basic Materials
1.5%
Utilities
1.3%