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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Family Investment Center, Inc.

Quarter ended Q1 2025 · Filed April 24, 2025 · Accession 0001667731-25-000510

Total Value
$409.2M
Positions
78
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (78)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937819652,901$50.0M12.22%
2PIMCO ETF TR72201R5851,637,240$43.1M10.54%
3INVESCO EXCHANGE TRADED FD TIVZ601,240$39.9M9.75%
4INVESCO EXCH TRADED FD TR IIIVZ407,197$37.7M9.21%
5TIDAL ETF TR886364637739,028$26.8M6.56%
6J P MORGAN EXCHANGE TRADED F46641Q134324,082$20.7M5.05%
7VANGUARD SPECIALIZED FUNDS92190884476,772$14.9M3.64%
8AMERICAN CENTY ETF TR025072877167,285$14.6M3.56%
9INVESCO EXCHANGE TRADED FD TIVZ135,440$12.4M3.03%
10AMERICAN CENTY ETF TR025072703179,203$11.9M2.90%
11VANGUARD WHITEHALL FDS921946794152,064$11.2M2.74%
12INVESCO EXCHANGE TRADED FD TIVZ95,809$10.9M2.66%
13FRANKLIN TEMPLETON ETF TRFGDL273,641$10.1M2.46%
14FRANKLIN TEMPLETON ETF TRFGDL317,272$9.8M2.39%
15LITMAN GREGORY FDS TR53700T827353,893$8.9M2.18%
16VANGUARD INDEX FDS92290862929,406$7.6M1.86%
17SCHWAB STRATEGIC TR808524797245,336$6.9M1.68%
18VANGUARD INDEX FDS92290875128,557$6.3M1.55%
19WISDOMTREE TRWT129,239$5.6M1.37%
20JANUS DETROIT STR TR47103U84596,762$4.9M1.20%
21SCHWAB STRATEGIC TR808524508161,032$4.2M1.03%
22SPDR SER TR78468R77035,699$3.9M0.95%
23ISHARES TR46428722639,091$3.9M0.94%
24VANGUARD INDEX FDS9229083636,712$3.4M0.84%
25J P MORGAN EXCHANGE TRADED F46641Q83755,994$2.8M0.69%
26DIMENSIONAL ETF TRUST25434V740100,849$2.7M0.67%
27VANGUARD STAR FDS92190976836,527$2.3M0.55%
28INVESCO ACTIVELY MANAGED EXCIVZ86,804$2.2M0.54%
29APPLE INCAAPL7,812$1.7M0.42%
30PIMCO ETF TR72201R62732,251$1.6M0.40%
31NORFOLK SOUTHN CORP6558441086,500$1.5M0.38%
32PIMCO ETF TR72201R71814,329$1.4M0.34%
33INVESCO QQQ TRIVZ2,909$1.4M0.33%
34ISHARES INC46434G10322,058$1.2M0.29%
35EXXON MOBIL CORPXOM8,642$1.0M0.25%
36DIMENSIONAL ETF TRUST25434V40116,754$1.0M0.25%
37J P MORGAN EXCHANGE TRADED F46641Q64718,668$933,4000.23%
38SCHWAB STRATEGIC TR80852486236,066$877,8520.21%
39SCHWAB STRATEGIC TR80852460737,208$871,7800.21%
40ISHARES GOLD TRIAU27,439$855,2740.21%
41INVESCO EXCH TRADED FD TR IIIVZ37,523$776,7260.19%
42SPDR INDEX SHS FDS78463X50919,317$760,5110.19%
43VANGUARD WHITEHALL FDS9219468108,777$727,9370.18%
44BERKSHIRE HATHAWAY INC DELBRK-A1,333$709,9290.17%
45VANGUARD INDEX FDS9229087692,565$704,8970.17%
46HOME DEPOT INCHD1,843$675,4410.17%
47ISHARES TR46434V80317,782$645,3090.16%
48ISHARES TR4642876141,753$632,9910.15%
49ISHARES U S ETF TR46431W56429,632$605,3830.15%
50SELECT SECTOR SPDR TR81369Y8866,957$548,5690.13%
51VANGUARD MALVERN FDS9220207557,071$548,4270.13%
52VANGUARD INDEX FDS9229086112,673$498,0280.12%
53SCHWAB STRATEGIC TR80852485419,405$482,4150.12%
54WALMART INCWMT4,723$414,6640.10%
55SCHWAB STRATEGIC TR80852480519,961$394,8210.10%
56OREILLY AUTOMOTIVE INC67103H107262$375,3360.09%
57ISHARES TR46436E7183,661$368,5450.09%
58VANGUARD INDEX FDS9229085122,161$346,9980.08%
59AMERICAN CENTY ETF TR0250726045,545$333,6250.08%
60PROCTER AND GAMBLE CO7427181091,908$325,1610.08%
61SCHWAB STRATEGIC TR80852420114,715$324,9060.08%
62CHEVRON CORP NEWCVX1,695$283,5000.07%
63VANGUARD MUN BD FDS9229077465,649$280,3030.07%
64JPMORGAN CHASE & CO.VYLD1,079$264,6770.06%
65FORD MTR CO34537086024,790$248,6410.06%
66FIDELITY COMWLTH TR3159128083,622$246,5310.06%
67ISHARES TR46435G6724,866$243,2620.06%
68MID-AMER APT CMNTYS INC59522J1031,440$241,3150.06%
69ISHARES TR4642871762,143$238,0280.06%
70MARSH & MCLENNAN COS INC571748102974$237,6850.06%
71VANGUARD BD INDEX FDS9219377933,184$224,2330.05%
72J P MORGAN EXCHANGE TRADED F46654Q2034,193$217,1140.05%
73VANGUARD WORLD FD92204A207983$215,1000.05%
74VANGUARD CHARLOTTE FDS92203J4074,399$214,7370.05%
75ISHARES TR464287200381$214,0840.05%
76DIMENSIONAL ETF TRUST25434V5003,448$206,0180.05%
77MICROSOFT CORPMSFT543$203,8270.05%
78PEPSICO INCPEP1,335$200,1700.05%