0001897700-24-000001.txt : 20240117 0001897700-24-000001.hdr.sgml : 20240117 20240117101310 ACCESSION NUMBER: 0001897700-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Family Investment Center, Inc. CENTRAL INDEX KEY: 0001897700 ORGANIZATION NAME: IRS NUMBER: 431814259 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22743 FILM NUMBER: 24537034 BUSINESS ADDRESS: STREET 1: 3805 BECK ROAD CITY: SAINT JOSEPH STATE: MO ZIP: 64506 BUSINESS PHONE: 816-233-4100 MAIL ADDRESS: STREET 1: 3805 BECK ROAD CITY: SAINT JOSEPH STATE: MO ZIP: 64506 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001897700 XXXXXXXX 12-31-2023 12-31-2023 false Family Investment Center, Inc.

3805 Beck Road Saint Joseph MO 64506

13F HOLDINGS REPORT 028-22743 000113799 801-63744 N Tamara S. Stelting 913-942-2511 /s/Tamara S. Stelting Lenexa KS 01-17-2024 0 52 165563060 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 268728 1823 SH SOLE 0 0 1823 ALPHABET INC CAP STK CL C 02079K107 264244 1875 SH SOLE 0 0 1875 ALPS ETF TR ALERIAN MLP 00162Q452 221742 5215 SH SOLE 0 0 5215 AMAZON COM INC COM 023135106 244320 1608 SH SOLE 0 0 1608 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 20474943 338821 SH SOLE 0 0 338821 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 317731 5635 SH SOLE 0 0 5635 AMERICAN CENTY ETF TR US SML CP VALU 025072877 15690371 174726 SH SOLE 0 0 174726 APPLE INC COM 037833100 1682305 8738 SH SOLE 0 0 8738 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 813185 2280 SH SOLE 0 0 2280 BNY MELLON ETF TRUST HIGH YIELD BETA 09661T800 207011 4371 SH SOLE 0 0 4371 CHEVRON CORP NEW COM 166764100 258403 1732 SH SOLE 0 0 1732 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 376412 14937 SH SOLE 0 0 14937 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 922970 17808 SH SOLE 0 0 17808 EXXON MOBIL CORP COM 30231G102 1172365 11726 SH SOLE 0 0 11726 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 242292 4090 SH SOLE 0 0 4090 FORD MTR CO DEL COM 345370860 332619 27286 SH SOLE 0 0 27286 HOME DEPOT INC COM 437076102 525370 1516 SH SOLE 0 0 1516 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 266247 11536 SH SOLE 0 0 11536 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 484323 22867 SH SOLE 0 0 22867 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 547429 6171 SH SOLE 0 0 6171 INVESCO QQQ TR UNIT SER 1 46090E103 1224980 2991 SH SOLE 0 0 2991 ISHARES INC CORE MSCI EMKT 46434G103 1745299 34506 SH SOLE 0 0 34506 ISHARES TR CORE INTL AGGR 46435G672 1502949 30180 SH SOLE 0 0 30180 ISHARES TR CORE S&P500 ETF 464287200 202515 424 SH SOLE 0 0 424 ISHARES TR RUS 1000 GRW ETF 464287614 539643 1780 SH SOLE 0 0 1780 ISHARES TR RUS MID CAP ETF 464287499 232568 2992 SH SOLE 0 0 2992 ISHARES TR NATIONAL MUN ETF 464288414 336288 3102 SH SOLE 0 0 3102 ISHARES TR CORE US AGGBD ET 464287226 7142172 71961 SH SOLE 0 0 71961 ISHARES TR TIPS BD ETF 464287176 385421 3586 SH SOLE 0 0 3586 ISHARES TR MORNINGSTAR GRWT 464287119 244263 3602 SH SOLE 0 0 3602 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 612132 12012 SH SOLE 0 0 12012 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 422081 7677 SH SOLE 0 0 7677 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 383213 7675 SH SOLE 0 0 7675 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 28079700 480488 SH SOLE 0 0 480488 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1134405 22584 SH SOLE 0 0 22584 JPMORGAN CHASE & CO COM 46625H100 252423 1484 SH SOLE 0 0 1484 LITMAN GREGORY FDS TR IMGP DBI MANAGED 53700T827 236734 9190 SH SOLE 0 0 9190 META PLATFORMS INC CL A 30303M102 254851 720 SH SOLE 0 0 720 MICROSOFT CORP COM 594918104 613862 1632 SH SOLE 0 0 1632 NORFOLK SOUTHN CORP COM 655844108 1536470 6500 SH SOLE 0 0 6500 OREILLY AUTOMOTIVE INC COM 67103H107 248921 262 SH SOLE 0 0 262 PEPSICO INC COM 713448108 248208 1461 SH SOLE 0 0 1461 PIMCO ETF TR MULTISECTOR BD 72201R585 5717020 222755 SH SOLE 0 0 222755 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 2496830 26349 SH SOLE 0 0 26349 PROCTER AND GAMBLE CO COM 742718109 274616 1874 SH SOLE 0 0 1874 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 322233 8718 SH SOLE 0 0 8718 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 233830 4146 SH SOLE 0 0 4146 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2031766 43009 SH SOLE 0 0 43009 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2645220 34746 SH SOLE 0 0 34746 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4773973 63383 SH SOLE 0 0 63383 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 934133 19280 SH SOLE 0 0 19280 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 335571 6749 SH SOLE 0 0 6749 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 222530 3514 SH SOLE 0 0 3514 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 939460 26531 SH SOLE 0 0 26531 TESLA INC COM 88160R101 240032 966 SH SOLE 0 0 966 VANECK ETF TRUST BDC INCOME ETF 92189F411 316180 19712 SH SOLE 0 0 19712 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 208735 2838 SH SOLE 0 0 2838 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3058511 40043 SH SOLE 0 0 40043 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2613588 52944 SH SOLE 0 0 52944 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3334868 7635 SH SOLE 0 0 7635 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 301786 2081 SH SOLE 0 0 2081 VANGUARD INDEX FDS MID CAP ETF 922908629 8966332 38542 SH SOLE 0 0 38542 VANGUARD INDEX FDS SM CP VAL ETF 922908611 490881 2728 SH SOLE 0 0 2728 VANGUARD INDEX FDS SMALL CP ETF 922908751 8707845 40819 SH SOLE 0 0 40819 VANGUARD INDEX FDS TOTAL STK MKT 922908769 459021 1935 SH SOLE 0 0 1935 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 271229 5313 SH SOLE 0 0 5313 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 44641498 261981 SH SOLE 0 0 261981 VANGUARD STAR FDS VG TL INTL STK F 921909768 2371513 40916 SH SOLE 0 0 40916 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 355099 7413 SH SOLE 0 0 7413 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 721868 9098 SH SOLE 0 0 9098 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 7749835 116556 SH SOLE 0 0 116556 WALMART INC COM 931142103 283715 1800 SH SOLE 0 0 1800