0001897700-24-000004.txt : 20240422 0001897700-24-000004.hdr.sgml : 20240422 20240422170434 ACCESSION NUMBER: 0001897700-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 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: 24861915 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 03-31-2024 03-31-2024 false Family Investment Center, Inc.
3805 Beck Road Saint Joseph MO 64506
13F HOLDINGS REPORT 028-22743 000113799 801-63744 N
Nathan C. Goodman Chief Compliance Officer 913-942-2512 /s/ Nathan C. Goodman Lenexa KS 03-31-2024 0 79 310356931
INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 287432 1593 SH SOLE 0 0 1593 ALPHABET INC CAP STK CL C 02079K107 379584 2493 SH SOLE 0 0 2493 AMAZON COM INC COM 023135106 392687 2177 SH SOLE 0 0 2177 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 949043 14410 SH SOLE 0 0 14410 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 12596172 197618 SH SOLE 0 0 197618 AMERICAN CENTY ETF TR US SML CP VALU 025072877 21836935 233027 SH SOLE 0 0 233027 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 349065 6023 SH SOLE 0 0 6023 APPLE INC COM 037833100 1572695 9171 SH SOLE 0 0 9171 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 977288 2324 SH SOLE 0 0 2324 CHEVRON CORP NEW COM 166764100 267012 1693 SH SOLE 0 0 1693 CONOCOPHILLIPS COM 20825C104 212303 1668 SH SOLE 0 0 1668 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 999580 17543 SH SOLE 0 0 17543 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 265942 4266 SH SOLE 0 0 4266 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 1827322 70390 SH SOLE 0 0 70390 ETF OPPORTUNITIES TRUST REX FANG & INNOV 26923N744 295142 5315 SH SOLE 0 0 5315 EXXON MOBIL CORP COM 30231G102 991062 8526 SH SOLE 0 0 8526 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 245622 3814 SH SOLE 0 0 3814 FORD MTR CO DEL COM 345370860 348740 26261 SH SOLE 0 0 26261 HOME DEPOT INC COM 437076102 581538 1516 SH SOLE 0 0 1516 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 266922 11229 SH SOLE 0 0 11229 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 22276773 277696 SH SOLE 0 0 277696 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 19071272 901715 SH SOLE 0 0 901715 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 22738971 206624 SH SOLE 0 0 206624 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 28481384 471390 SH SOLE 0 0 471390 INVESCO QQQ TR UNIT SER 1 46090E103 1523981 3432 SH SOLE 0 0 3432 ISHARES INC CORE MSCI EMKT 46434G103 1464407 28380 SH SOLE 0 0 28380 ISHARES TR MORNINGSTAR GRWT 464287119 271851 3602 SH SOLE 0 0 3602 ISHARES TR TIPS BD ETF 464287176 297918 2774 SH SOLE 0 0 2774 ISHARES TR RUS 2000 GRW ETF 464287648 201204 743 SH SOLE 0 0 743 ISHARES TR RUS 1000 GRW ETF 464287614 599949 1780 SH SOLE 0 0 1780 ISHARES TR RUS MID CAP ETF 464287499 251597 2992 SH SOLE 0 0 2992 ISHARES TR CORE S&P500 ETF 464287200 228167 434 SH SOLE 0 0 434 ISHARES TR CORE INTL AGGR 46435G672 706578 14146 SH SOLE 0 0 14146 ISHARES TR CORE US AGGBD ET 464287226 5401365 55150 SH SOLE 0 0 55150 ISHARES TR NATIONAL MUN ETF 464288414 308704 2869 SH SOLE 0 0 2869 ISHARES U S ETF TR COMMODITY CURVE 46431W564 8768898 412654 SH SOLE 0 0 412654 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 27837262 444543 SH SOLE 0 0 444543 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 664187 13090 SH SOLE 0 0 13090 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 592373 11742 SH SOLE 0 0 11742 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 240500 4434 SH SOLE 0 0 4434 JPMORGAN CHASE & CO COM 46625H100 297240 1484 SH SOLE 0 0 1484 LITMAN GREGORY FDS TR IMGP DBI MANAGED 53700T827 14710860 512931 SH SOLE 0 0 512931 MARSH & MCLENNAN COS INC COM 571748102 215661 1047 SH SOLE 0 0 1047 META PLATFORMS INC CL A 30303M102 452561 932 SH SOLE 0 0 932 MICROSOFT CORP COM 594918104 738684 1756 SH SOLE 0 0 1756 NORFOLK SOUTHN CORP COM 655844108 1656655 6500 SH SOLE 0 0 6500 NVIDIA CORPORATION COM 67066G104 290252 321 SH SOLE 0 0 321 OREILLY AUTOMOTIVE INC COM 67103H107 295767 262 SH SOLE 0 0 262 PEPSICO INC COM 713448108 249354 1425 SH SOLE 0 0 1425 PIMCO ETF TR MULTISECTOR BD 72201R585 6672508 259026 SH SOLE 0 0 259026 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 1798208 18956 SH SOLE 0 0 18956 PIMCO ETF TR SR LN ACTIVE ETF 72201R627 7827433 153029 SH SOLE 0 0 153029 PROCTER AND GAMBLE CO COM 742718109 309573 1908 SH SOLE 0 0 1908 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 934121 19376 SH SOLE 0 0 19376 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 340115 8716 SH SOLE 0 0 8716 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6464933 80180 SH SOLE 0 0 80180 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 257405 4148 SH SOLE 0 0 4148 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1276870 25932 SH SOLE 0 0 25932 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4843637 59482 SH SOLE 0 0 59482 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 333037 6790 SH SOLE 0 0 6790 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 831003 22962 SH SOLE 0 0 22962 SPDR SER TR RUSSELL YIELD 78468R770 3531193 32498 SH SOLE 0 0 32498 TIDAL ETF TR FOLIOBEYOND ALTE 886364637 483288 14621 SH SOLE 0 0 14621 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5346432 70908 SH SOLE 0 0 70908 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 693530 14099 SH SOLE 0 0 14099 VANGUARD INDEX FDS TOTAL STK MKT 922908769 469379 1806 SH SOLE 0 0 1806 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 331733 2128 SH SOLE 0 0 2128 VANGUARD INDEX FDS SMALL CP ETF 922908751 8177926 35776 SH SOLE 0 0 35776 VANGUARD INDEX FDS SM CP VAL ETF 922908611 514298 2680 SH SOLE 0 0 2680 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3534944 7354 SH SOLE 0 0 7354 VANGUARD INDEX FDS MID CAP ETF 922908629 8157006 32646 SH SOLE 0 0 32646 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 269597 5328 SH SOLE 0 0 5328 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 14073007 77066 SH SOLE 0 0 77066 VANGUARD STAR FDS VG TL INTL STK F 921909768 2355380 39061 SH SOLE 0 0 39061 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 349514 6967 SH SOLE 0 0 6967 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 751553 9218 SH SOLE 0 0 9218 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 8004531 116345 SH SOLE 0 0 116345 WALMART INC COM 931142103 325091 5403 SH SOLE 0 0 5403 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 14623225 318311 SH SOLE 0 0 318311