13F HOLDINGS REPORT
Capitol Family Office, Inc.
Quarter ended Q4 2023 · Filed October 10, 2023 · Accession 0001863768-23-000007
Total Value
$53.1M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 74,682 | $15.9M | 29.87% |
| 2 | ISHARES TR | 464287655 | 36,213 | $6.4M | 12.05% |
| 3 | NIKE INC | NKE | 62,026 | $5.9M | 11.17% |
| 4 | INVESCO EXCHANGE TRADED FD T | IVZ | 27,055 | $3.8M | 7.22% |
| 5 | MICROSOFT CORP | MSFT | 10,792 | $3.4M | 6.42% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,026 | $3.2M | 5.95% |
| 7 | SELECT SECTOR SPDR TR | 81369Y209 | 20,474 | $2.6M | 4.96% |
| 8 | SELECT SECTOR SPDR TR | 81369Y886 | 40,937 | $2.4M | 4.54% |
| 9 | APPLE INC | AAPL | 13,752 | $2.4M | 4.43% |
| 10 | LILLY ELI & CO | LLY | 3,838 | $2.1M | 3.88% |
| 11 | ADOBE SYSTEMS INCORPORATED | ADBE | 3,559 | $1.8M | 3.42% |
| 12 | LULULEMON ATHLETICA INC | LULU | 4,342 | $1.7M | 3.15% |
| 13 | INTEL CORP | INTC | 16,829 | $598,271 | 1.13% |
| 14 | ISHARES TR | 46436E718 | 4,194 | $422,242 | 0.80% |
| 15 | AMGEN INC | AMGN | 1,160 | $311,762 | 0.59% |
| 16 | SELECT SECTOR SPDR TR | 81369Y803 | 1,395 | $228,682 | 0.43% |