Capitol Family Office, Inc.
Q4 2024 13F Holdings
- Locationbeaverton, OR
- Num holdings
17
- Value ($000)
$74,904
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001863768
- 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 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $39.08M | 52 % | 134,849 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $9.60M | 13 % | 43,459 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $3.83M | 5 % | 21,851 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.76M | 5 % | 8,927 | ||
NKE NIKE INC | CL B | 654106103 | $3.34M | 5 % | 44,132 | ||
AAPL APPLE INC | COM | 037833100 | $3.31M | 4 % | 13,212 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.25M | 4 % | 7,173 | ||
LLY ELI LILLY & CO | COM | 532457108 | $2.37M | 3 % | 3,064 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $2.35M | 3 % | 17,096 | ||
LULU LULULEMON ATHLETICA INC | COM | 550021109 | $1.20M | 2 % | 3,149 |
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