Family Office Research LLC
Q4 2024 13F Holdings
- Locationbethesda, MD
- Num holdings
75
- Value ($000)
$228,131
- Date Filed02/13/2025
- Form type13F-HR
- CIK0002041267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MAR MARRIOTT INTL INC NEW | CL A | 571903202 | $60.33M | 26 % | 216,277 | ||
TBIL RBB FD INC | US TREAS 3 MNTH | 74933W452 | $21.50M | 9 % | 431,150 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $19.84M | 9 % | 36,825 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $13.70M | 6 % | 202,997 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $13.44M | 6 % | 144,906 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $12.12M | 5 % | 350,286 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.21M | 5 % | 19,969 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $7.92M | 4 % | 81,749 | ||
DAL DELTA AIR LINES INC DEL | COM NEW | 247361702 | $6.62M | 3 % | 109,354 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $4.41M | 2 % | 170,676 |
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