0001897700-23-000002.txt : 20230413 0001897700-23-000002.hdr.sgml : 20230413 20230413135439 ACCESSION NUMBER: 0001897700-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230413 DATE AS OF CHANGE: 20230413 EFFECTIVENESS DATE: 20230413 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Family Investment Center, Inc. CENTRAL INDEX KEY: 0001897700 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: 23817934 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 03-31-2023 03-31-2023 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 04-13-2023 0 49 145580316 INFORMATION TABLE 2 infotable.xml AMERICAN CENTY ETF TR INTL EQT ETF 025072703 21686262 380261 SH SOLE 0 0 380261 APPLE INC COM 037833100 1311487 7953 SH SOLE 0 0 7953 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 538804 1745 SH SOLE 0 0 1745 CHEVRON CORP NEW COM 166764100 266030 1630 SH SOLE 0 0 1630 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 807348 18171 SH SOLE 0 0 18171 EXXON MOBIL CORP COM 30231G102 983979 8973 SH SOLE 0 0 8973 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 416740 24880 SH SOLE 0 0 24880 FORD MTR CO DEL COM 345370860 375923 29835 SH SOLE 0 0 29835 INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 999043 45104 SH SOLE 0 0 45104 ISHARES INC CORE MSCI EMKT 46434G103 2025641 41518 SH SOLE 0 0 41518 ISHARES TR CORE INTL AGGR 46435G672 1338503 27344 SH SOLE 0 0 27344 ISHARES TR RUS MID CAP ETF 464287499 209201 2992 SH SOLE 0 0 2992 ISHARES TR RUS 1000 GRW ETF 464287614 447124 1830 SH SOLE 0 0 1830 ISHARES TR CORE US AGGBD ET 464287226 6092184 61142 SH SOLE 0 0 61142 ISHARES TR TIPS BD ETF 464287176 403725 3662 SH SOLE 0 0 3662 ISHARES TR PFD AND INCM SEC 464288687 16118429 516285 SH SOLE 0 0 516285 ISHARES TR NATIONAL MUN ETF 464288414 378598 3514 SH SOLE 0 0 3514 JPMORGAN CHASE & CO COM 46625H100 220691 1694 SH SOLE 0 0 1694 MICROSOFT CORP COM 594918104 383400 1330 SH SOLE 0 0 1330 MID-AMER APT CMNTYS INC COM 59522J103 217498 1440 SH SOLE 0 0 1440 NORFOLK SOUTHN CORP COM 655844108 1378000 6500 SH SOLE 0 0 6500 OREILLY AUTOMOTIVE INC COM 67103H107 222433 262 SH SOLE 0 0 262 PEPSICO INC COM 713448108 220808 1211 SH SOLE 0 0 1211 PFIZER INC COM 717081103 242100 5934 SH SOLE 0 0 5934 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 2449526 25816 SH SOLE 0 0 25816 PROCTER AND GAMBLE CO COM 742718109 205691 1383 SH SOLE 0 0 1383 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 348927 10027 SH SOLE 0 0 10027 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2307803 55039 SH SOLE 0 0 55039 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 920562 18868 SH SOLE 0 0 18868 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 331302 6570 SH SOLE 0 0 6570 SCHWAB STRATEGIC TR US TIPS ETF 808524870 227275 4239 SH SOLE 0 0 4239 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4256180 62729 SH SOLE 0 0 62729 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2184927 29865 SH SOLE 0 0 29865 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 625576 9242 SH SOLE 0 0 9242 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 906662 26565 SH SOLE 0 0 26565 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1480567 30265 SH SOLE 0 0 30265 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2915936 7754 SH SOLE 0 0 7754 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 248926 1857 SH SOLE 0 0 1857 VANGUARD INDEX FDS MID CAP ETF 922908629 7598893 36027 SH SOLE 0 0 36027 VANGUARD INDEX FDS SM CP VAL ETF 922908611 410242 2584 SH SOLE 0 0 2584 VANGUARD INDEX FDS SMALL CP ETF 922908751 17582312 92753 SH SOLE 0 0 92753 VANGUARD INDEX FDS TOTAL STK MKT 922908769 381055 1867 SH SOLE 0 0 1867 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 31302626 203251 SH SOLE 0 0 203251 VANGUARD STAR FDS VG TL INTL STK F 921909768 2660176 48183 SH SOLE 0 0 48183 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 300932 6662 SH SOLE 0 0 6662 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 771099 10466 SH SOLE 0 0 10466 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 7324410 118231 SH SOLE 0 0 118231 VANGUARD WORLD FDS UTILITIES ETF 92204A876 290003 1966 SH SOLE 0 0 1966 WALMART INC COM 931142103 264757 1796 SH SOLE 0 0 1796