13F HOLDINGS REPORT
Capitol Family Office, Inc.
Quarter ended Q1 2024 · Filed April 15, 2024 · Accession 0001863768-24-000003
Total Value
$77.3M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 139,938 | $36.4M | 47.05% |
| 2 | ISHARES TR | 464287655 | 46,960 | $9.9M | 12.78% |
| 3 | NIKE INC | NKE | 64,211 | $6.0M | 7.81% |
| 4 | INVESCO EXCHANGE TRADED FD T | IVZ | 25,165 | $4.3M | 5.51% |
| 5 | MICROSOFT CORP | MSFT | 9,639 | $4.1M | 5.25% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,494 | $3.6M | 4.62% |
| 7 | SELECT SECTOR SPDR TR | 81369Y209 | 20,240 | $3.0M | 3.87% |
| 8 | ELI LILLY & CO | LLY | 3,489 | $2.7M | 3.51% |
| 9 | APPLE INC | AAPL | 13,797 | $2.4M | 3.06% |
| 10 | ADOBE INC | ADBE | 3,313 | $1.7M | 2.16% |
| 11 | LULULEMON ATHLETICA INC | LULU | 3,968 | $1.6M | 2.01% |
| 12 | INTEL CORP | INTC | 21,458 | $947,800 | 1.23% |
| 13 | AMGEN INC | AMGN | 1,160 | $329,811 | 0.43% |
| 14 | SELECT SECTOR SPDR TR | 81369Y803 | 1,395 | $290,537 | 0.38% |
| 15 | DELL TECHNOLOGIES INC | DELL | 2,309 | $263,480 | 0.34% |