13F HOLDINGS REPORT
Capitol Family Office, Inc.
Quarter ended Q4 2024 · Filed January 23, 2025 · Accession 0001667731-25-000113
Total Value
$74.9M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 134,849 | $39.1M | 52.17% |
| 2 | ISHARES TR | 464287655 | 43,459 | $9.6M | 12.82% |
| 3 | INVESCO EXCHANGE TRADED FD T | IVZ | 21,851 | $3.8M | 5.11% |
| 4 | MICROSOFT CORP | MSFT | 8,927 | $3.8M | 5.02% |
| 5 | NIKE INC | NKE | 44,132 | $3.3M | 4.46% |
| 6 | APPLE INC | AAPL | 13,212 | $3.3M | 4.42% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,173 | $3.3M | 4.34% |
| 8 | ELI LILLY & CO | LLY | 3,064 | $2.4M | 3.16% |
| 9 | SELECT SECTOR SPDR TR | 81369Y209 | 17,096 | $2.4M | 3.14% |
| 10 | LULULEMON ATHLETICA INC | LULU | 3,149 | $1.2M | 1.61% |
| 11 | ADOBE INC | ADBE | 1,902 | $845,781 | 1.13% |
| 12 | ALPHABET INC | GOOG | 2,116 | $403,015 | 0.54% |
| 13 | DELL TECHNOLOGIES INC | DELL | 3,212 | $370,151 | 0.49% |
| 14 | ISHARES TR | 46436E718 | 3,520 | $353,165 | 0.47% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 1,398 | $325,063 | 0.43% |
| 16 | AMGEN INC | AMGN | 1,160 | $302,342 | 0.40% |
| 17 | SELECT SECTOR SPDR TR | 81369Y704 | 1,585 | $208,840 | 0.28% |