Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2023 · Filed October 5, 2023 · Accession 0001897700-23-000004

Total Value
$165.6M
Positions
52
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (52)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SPECIALIZED FUNDS921908844259,500$40.3M24.35%
2J P MORGAN EXCHANGE TRADED F46641Q134447,347$24.3M14.69%
3AMERICAN CENTY ETF TR025072703326,213$18.2M10.96%
4VANGUARD INDEX FDS92290875152,801$10.0M6.03%
5VANGUARD INDEX FDS92290862938,317$8.0M4.82%
6ISHARES TR46428722681,788$7.7M4.65%
7AMERICAN CENTY ETF TR02507287796,045$7.5M4.52%
8VANGUARD WHITEHALL FDS921946794120,046$7.4M4.49%
9SCHWAB STRATEGIC TR80852450861,940$4.2M2.53%
10VANGUARD INDEX FDS9229083637,970$3.1M1.89%
11PIMCO ETF TR72201R71829,442$2.8M1.67%
12VANGUARD STAR FDS92190976847,839$2.6M1.55%
13SCHWAB STRATEGIC TR80852479730,862$2.2M1.32%
14ISHARES INC46434G10343,716$2.1M1.26%
15VANGUARD CHARLOTTE FDS92203J40742,782$2.0M1.24%
16SCHWAB STRATEGIC TR80852460747,413$2.0M1.19%
17PIMCO ETF TR72201R58577,302$1.9M1.14%
18ISHARES TR46428868754,198$1.6M0.99%
19ISHARES TR46435G67230,443$1.5M0.90%
20APPLE INCAAPL8,124$1.4M0.84%
21NORFOLK SOUTHN CORP6558441086,500$1.3M0.77%
22EXXON MOBIL CORPXOM8,891$1.0M0.63%
23SCHWAB STRATEGIC TR80852486219,105$914,9240.55%
24SPDR INDEX SHS FDS78463X50926,536$890,8130.54%
25DIMENSIONAL ETF TRUST25434V40118,473$859,9400.52%
26BERKSHIRE HATHAWAY INC DELBRK-A2,192$767,8580.46%
27VANGUARD WHITEHALL FDS92194681010,506$749,3920.45%
28J P MORGAN EXCHANGE TRADED F46641Q33212,929$692,4770.42%
29ISHARES TR4642876141,809$481,1760.29%
30HOME DEPOT INCHD1,516$458,0750.28%
31VANGUARD INDEX FDS9229086112,740$436,9780.26%
32VANGUARD INDEX FDS9229087691,870$397,2070.24%
33INVESCO EXCH TRADED FD TR IIIVZ17,668$395,2230.24%
34MICROSOFT CORPMSFT1,237$390,6490.24%
35ISHARES TR4642871763,682$381,9450.23%
36FORD MTR CO DEL34537086028,920$359,1830.22%
37INVESCO QQQ TRIVZ984$352,6300.21%
38J P MORGAN EXCHANGE TRADED F46641Q8376,901$346,2960.21%
39SCHWAB STRATEGIC TR80852480510,086$342,5240.21%
40SCHWAB STRATEGIC TR8085248546,671$319,8260.19%
41ISHARES TR4642884143,102$318,0790.19%
42VANGUARD TAX-MANAGED FDS9219438586,934$303,1680.18%
43CHEVRON CORP NEWCVX1,731$291,9300.18%
44WALMART INCWMT1,800$287,8190.17%
45SELECT SECTOR SPDR TR81369Y8864,332$255,3130.15%
46VANGUARD INDEX FDS9229085121,854$242,8180.15%
47J P MORGAN EXCHANGE TRADED F46654Q2035,114$240,0000.14%
48OREILLY AUTOMOTIVE INC67103H107262$238,1210.14%
49JPMORGAN CHASE & COVYLD1,484$215,2040.13%
50ISHARES TR4642871193,602$214,8380.13%
51ISHARES TR4642874992,992$207,1960.13%
52PEPSICO INCPEP1,204$204,0150.12%