Family Investment Center, Inc.
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$519.6M
Holdings
91
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIV
VANGUARD BD INDEX FDS
Q4 2025: Sold 99.4% (877.9k → 5.3k shares)
14.4%
02
$PYLD
PIMCO ETF TR
Q4 2025: Exited (was 1.87M shares)
10.8%
03
$RISR
TIDAL TRUST I
Q4 2025: Exited (was 868.9k shares)
8.3%
04
$SPMO
INVESCO EXCH TRADED FD TR II
Q4 2025: Exited (was 370.4k shares)
7.8%
05
$SPHQ
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 622.6k shares)
7.5%
06
$AVDE
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 235.5k shares)
7.5%
07
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 379.2k shares)
5.0%
08
$JIRE
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 290.0k shares)
4.0%
09
$DFEV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 107.6k shares)
3.9%
10
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 72.9k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.