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Nathan C. Goodman

Family Investment Center, Inc.

Assets Managed
$519.609M
Holdings
91
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
4.93%(2Q avg: 3.89%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Family Investment Center, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Family Investment Center, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 519.609M in assets, with a quarterly growth rate of 4.93% and a 2-quarter average growth rate of 3.89%. The portfolio is managed by Nathan C. Goodman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 2.24%
14.37%
$74.63M
966,958 shares@ $77.19 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 6.54%
10.76%
$55.862M
2.132M shares@ $26.2 avg price
RISR
Foliobe Altr In&in H Etf-usd
Recent Activity
Increased 32.41%
8.35%
$43.355M
1.197M shares@ $36.22 avg price
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Decreased -4.52%
7.76%
$40.28M
359,290 shares@ $112.12 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Decreased -16.52%
7.54%
$39.162M
520,845 shares@ $75.19 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 87.03%
7.46%
$38.721M
456,402 shares@ $84.84 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 29.62%
4.99%
$25.881M
511,390 shares@ $50.61 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
Decreased -2.53%
4.01%
$20.789M
274,475 shares@ $75.74 avg price
DFEV
Dimensional Emerging Markets
Recent Activity
Increased 426.28%
3.93%
$20.376M
569,480 shares@ $35.78 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -2.27%
2.87%
$14.874M
69,163 shares@ $215.07 avg price

1-10 of 91