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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SCHF | SCHWAB STRATEGIC TR | — | 18,255.0 | $425K | 0.09% | NEW | — | $23.28 | +17.7% |
| 62 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 3,930.0 | $424K | 0.09% | NEW | — | $107.81 | -20.5% |
| 63 | AVEM | AMERICAN CENTY ETF TR | — | 5,388.0 | $405K | 0.08% | NEW | — | $75.11 | +23.1% |
| 64 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,132.0 | $389K | 0.08% | NEW | — | $182.42 | -26.7% |
| 65 | RTX | RTX CORPORATION | Industrials | 2,293.0 | $384K | 0.08% | NEW | — | $167.35 | +15.6% |
| 66 | VOE | VANGUARD INDEX FDS | — | 2,161.0 | $379K | 0.08% | NEW | — | $175.24 | +15.1% |
| 67 | SGOV | ISHARES TR | — | 3,451.0 | $348K | 0.07% | NEW | — | $100.70 | -0.2% |
| 68 | WDC | WESTERN DIGITAL CORP | Technology | 2,787.0 | $335K | 0.07% | NEW | — | $120.06 | +369.2% |
| 69 | NEM | NEWMONT CORP | Basic Materials | 3,795.0 | $320K | 0.07% | NEW | — | $84.31 | +12.4% |
| 70 | CVX | CHEVRON CORP NEW | Energy | 1,993.0 | $309K | 0.06% | NEW | — | $155.26 | +17.1% |
| 71 | UBER | UBER TECHNOLOGIES INC | Technology | 3,155.0 | $309K | 0.06% | NEW | — | $97.97 | -26.4% |
| 72 | GE | GE AEROSPACE | Industrials | 999.0 | $301K | 0.06% | NEW | — | $300.87 | +17.6% |
| 73 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,908.0 | $293K | 0.06% | NEW | — | $153.65 | -4.9% |
| 74 | F | FORD MTR CO | Consumer Cyclical | 24,363.0 | $291K | 0.06% | NEW | — | $11.96 | +16.6% |
| 75 | MUB | ISHARES TR | — | 2,723.0 | $290K | 0.06% | NEW | — | $106.50 | +0.4% |
| 76 | SCHX | SCHWAB STRATEGIC TR | — | 10,779.0 | $284K | 0.06% | NEW | — | $26.34 | +12.5% |
| 77 | AMGN | AMGEN INC | Healthcare | 988.0 | $279K | 0.06% | NEW | — | $282.20 | +25.9% |
| 78 | GEV | GE VERNOVA INC | Utilities | 445.0 | $274K | 0.06% | NEW | — | $614.90 | +73.4% |
| 79 | TSLA | TESLA INC | Consumer Cyclical | 605.0 | $269K | 0.06% | NEW | — | $444.70 | -10.9% |
| 80 | VPLS | VANGUARD MALVERN FDS | — | 3,279.0 | $258K | 0.05% | NEW | — | $78.63 | -2.3% |
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%