Family-Investment-Center

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "AVDE",
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  null,
  null,
  null,
  "MMC",
  null,
  "MSFT",
  "MAA",
  null,
  "ORLY",
  null,
  "IWF",
  null,
  "PEP",
  "IEMG",
  "IVV",
  "AAPL",
  "PG",
  null,
  null,
  null,
  "SCHX",
  null,
  "BIV",
  "VO",
  "VOE",
  null,
  null,
  "VIG",
  null,
  "F",
  null,
  "VIGI",
  null,
  null,
  "BLV",
  "VYMI",
  "VXUS",
  "BNDX",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  "WMT",
  null,
  null,
  null,
  "SCHD",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  null,
  null,
  "BRK-B",
  "CVX",
  null,
  null,
  "QQQ",
  "XOM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 78
Total Value: 409222699
Accession Number: 0001667731-25-000510
Form Type: 13F-HR
CIK: family-investment-center
Manager Name: Family-Investment-Center

Data Enrichment

51% identified

40 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $409.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46138G508

Shares:37.5K

Value:$776.7K

% of Portfolio:0.2% ($776.7K/$409.2M)

78463X509

Shares:19.3K

Value:$760.5K

% of Portfolio:0.2% ($760.5K/$409.2M)

921946810

VIGI|921946810

Shares:8.8K

Value:$727.9K

% of Portfolio:0.2% ($727.9K/$409.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.3K

Value:$709.9K

% of Portfolio:0.2% ($709.9K/$409.2M)

922908769

VTI|922908769

Shares:2.6K

Value:$704.9K

% of Portfolio:0.2% ($704.9K/$409.2M)

HOME DEPOT, INC.

HD|437076102

Shares:1.8K

Value:$675.4K

% of Portfolio:0.2% ($675.4K/$409.2M)

46434V803

HEFA|46434V803

Shares:17.8K

Value:$645.3K

% of Portfolio:0.2% ($645.3K/$409.2M)

464287614

IWF|464287614

Shares:1.8K

Value:$633.0K

% of Portfolio:0.2% ($633.0K/$409.2M)

46431W564

Shares:29.6K

Value:$605.4K

% of Portfolio:0.1% ($605.4K/$409.2M)

81369Y886

Shares:7.0K

Value:$548.6K

% of Portfolio:0.1% ($548.6K/$409.2M)

922020755

Shares:7.1K

Value:$548.4K

% of Portfolio:0.1% ($548.4K/$409.2M)

922908611

VBR|922908611

Shares:2.7K

Value:$498.0K

% of Portfolio:0.1% ($498.0K/$409.2M)

808524854

Shares:19.4K

Value:$482.4K

% of Portfolio:0.1% ($482.4K/$409.2M)

Walmart Inc.

WMT|931142103

Shares:4.7K

Value:$414.7K

% of Portfolio:0.1% ($414.7K/$409.2M)

808524805

SCHF|808524805

Shares:20.0K

Value:$394.8K

% of Portfolio:0.1% ($394.8K/$409.2M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:262

Value:$375.3K

% of Portfolio:0.1% ($375.3K/$409.2M)

46436E718

Shares:3.7K

Value:$368.5K

% of Portfolio:0.1% ($368.5K/$409.2M)

922908512

VOE|922908512

Shares:2.2K

Value:$347.0K

% of Portfolio:0.1% ($347.0K/$409.2M)

025072604

AVEM|025072604

Shares:5.5K

Value:$333.6K

% of Portfolio:0.1% ($333.6K/$409.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.9K

Value:$325.2K

% of Portfolio:0.1% ($325.2K/$409.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138G508)✕	37.5K	QoQ -95.37% (-774.6K) YoY -95.83% (-864.2K)	All Managers (Combined)	$776.7K	0.2% ($776.7K/$409.2M)	QoQ -95.46% (-$16.3M) YoY -95.92% (-$18.3M)
(cusip78463X509)✕	19.3K	QoQ -6.17% (-1.3K) YoY -15.87% (-3.6K)	All Managers (Combined)	$760.5K	0.2% ($760.5K/$409.2M)	QoQ -3.72% (-$29.5K) YoY -8.48% (-$70.5K)
(VIGIcusip921946810)	8.8K	QoQ -10.95% (-1.1K) YoY -4.78% (-441)	All Managers (Combined)	$727.9K	0.2% ($727.9K/$409.2M)	QoQ -7.67% (-$60.5K) YoY -3.14% (-$23.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.3K	QoQ -49.45% (-1.3K) YoY -42.64% (-991)	All Managers (Combined)	$709.9K	0.2% ($709.9K/$409.2M)	QoQ -40.60% (-$485.4K) YoY -27.35% (-$267.4K)
(VTIcusip922908769)	2.6K	QoQ -9.36% (-265) YoY +42.02% (+759)	All Managers (Combined)	$704.9K	0.2% ($704.9K/$409.2M)	QoQ -14.06% (-$115.4K) YoY +50.17% (+$235.5K)
HOME DEPOT, INC.(HDcusip437076102)	1.8K	QoQ +21.56% (+327) YoY +21.56% (+327)	All Managers (Combined)	$675.4K	0.2% ($675.4K/$409.2M)	QoQ +14.53% (+$85.7K) YoY +16.14% (+$93.9K)
(HEFAcusip46434V803)	17.8K	QoQ -8.74% (-1.7K) YoY NEW(+17.8K)	All Managers (Combined)	$645.3K	0.2% ($645.3K/$409.2M)	QoQ -4.70% (-$31.9K) YoY NEW(+$645.3K)
(IWFcusip464287614)	1.8K	QoQ -0.45% (-8) YoY -1.51% (-27)	All Managers (Combined)	$633.0K	0.2% ($633.0K/$409.2M)	QoQ -10.49% (-$74.2K) YoY +5.50% (-$33.0K)
(cusip46431W564)✕	29.6K	QoQ -90.32% (-276.6K) YoY -92.81% (-383.0K)	All Managers (Combined)	$605.4K	0.1% ($605.4K/$409.2M)	QoQ -90.11% (-$5.5M) YoY -93.09% (-$8.2M)
(cusip81369Y886)✕	7.0K	QoQ +118.29% (+3.8K) YoY NEW(+7.0K)	All Managers (Combined)	$548.6K	0.1% ($548.6K/$409.2M)	QoQ +127.38% (+$307.3K) YoY NEW(+$548.6K)
(cusip922020755)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$548.4K	0.1% ($548.4K/$409.2M)	QoQ NEW(+$548.4K) YoY NEW(+$548.4K)
(VBRcusip922908611)	2.7K	QoQ +2.17% (-57) YoY -0.26% (-7)	All Managers (Combined)	$498.0K	0.1% ($498.0K/$409.2M)	QoQ -3.92% (-$20.4K) YoY -3.16% (-$16.3K)
(cusip808524854)✕	19.4K	QoQ +5.11% (+945) YoY +185.78% (+12.6K)	All Managers (Combined)	$482.4K	0.1% ($482.4K/$409.2M)	QoQ +7.58% (+$34.0K) YoY +44.85% (+$149.4K)
Walmart Inc.(WMTcusip931142103)	4.7K	QoQ -12.74% (-690) YoY -12.58% (-680)	All Managers (Combined)	$414.7K	0.1% ($414.7K/$409.2M)	QoQ -15.21% (-$74.4K) YoY +27.55% (-$89.6K)
(SCHFcusip808524805)	20.0K	QoQ +12.53% (+2.2K) YoY +129.01% (+11.2K)	All Managers (Combined)	$394.8K	0.1% ($394.8K/$409.2M)	QoQ +20.32% (+$66.7K) YoY +16.08% (+$54.7K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	262	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$375.3K	0.1% ($375.3K/$409.2M)	QoQ +20.81% (+$64.7K) YoY +26.90% (+$79.6K)
(cusip46436E718)✕	3.7K	QoQ +29.27% (+829) YoY NEW(+3.7K)	All Managers (Combined)	$368.5K	0.1% ($368.5K/$409.2M)	QoQ +29.70% (+$84.4K) YoY NEW(+$368.5K)
(VOEcusip922908512)	2.2K	QoQ -1.99% (-44) YoY +1.55% (+33)	All Managers (Combined)	$347.0K	0.1% ($347.0K/$409.2M)	QoQ -2.73% (-$9.7K) YoY +4.60% (+$15.3K)
(AVEMcusip025072604)	5.5K	QoQ -17.83% (-1.2K) YoY -7.93% (-478)	All Managers (Combined)	$333.6K	0.1% ($333.6K/$409.2M)	QoQ -15.91% (-$63.2K) YoY -4.42% (-$15.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$325.2K	0.1% ($325.2K/$409.2M)	QoQ +1.65% (+$5.3K) YoY +5.03% (+$15.6K)