StockDriftsStockDriftsTop 50 Family Investment Center, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 14.36% | 967.0K | $74.6M | +2.24%(+21.18K) | $76.54(+0.10%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 10.75% | 2.13M | $55.9M | +6.54%(+130.86K) | $26.11(+0.88%) | 2026-03-31 | |
| RISR | TIDAL TRUST I | 8.34% | 1.20M | $43.4M | +32.40%(+292.94K) | $36.16(+0.62%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 7.75% | 359.3K | $40.3M | -4.53%(-17.04K) | $80.69(+81.30%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 7.54% | 520.8K | $39.2M | -16.52%(-103.09K) | $59.50(+38.48%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 7.45% | 456.4K | $38.7M | +87.02%(+212.37K) | $71.08(+28.54%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.98% | 511.4K | $25.9M | +29.61%(+116.84K) | $50.63(-0.22%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 4% | 274.5K | $20.8M | -2.54%(-7.14K) | $55.80(+44.30%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 3.92% | 569.5K | $20.4M | +426.28%(+461.27K) | $33.24(+26.47%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.86% | 69.2K | $14.9M | -2.28%(-1.61K) | $147.52(+55.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.18% | +26.62% |
| Top 20 Holdings Unweighted | +7.90% | +25.63% |
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