13F HOLDINGS REPORT
Capitol Family Office, Inc.
Quarter ended Q2 2024 · Filed July 24, 2024 · Accession 0001863768-24-000004
Total Value
$74.8M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 137,762 | $36.9M | 49.29% |
| 2 | ISHARES TR | 464287655 | 44,806 | $9.1M | 12.16% |
| 3 | NIKE INC | NKE | 61,469 | $4.6M | 6.20% |
| 4 | MICROSOFT CORP | MSFT | 9,300 | $4.2M | 5.56% |
| 5 | INVESCO EXCHANGE TRADED FD T | IVZ | 23,122 | $3.8M | 5.08% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,860 | $3.2M | 4.28% |
| 7 | ELI LILLY & CO | LLY | 3,247 | $2.9M | 3.93% |
| 8 | SELECT SECTOR SPDR TR | 81369Y209 | 20,004 | $2.9M | 3.90% |
| 9 | APPLE INC | AAPL | 13,233 | $2.8M | 3.73% |
| 10 | ADOBE INC | ADBE | 3,124 | $1.7M | 2.32% |
| 11 | LULULEMON ATHLETICA INC | LULU | 3,716 | $1.1M | 1.48% |
| 12 | INTEL CORP | INTC | 17,733 | $549,191 | 0.73% |
| 13 | AMGEN INC | AMGN | 1,160 | $362,442 | 0.48% |
| 14 | DELL TECHNOLOGIES INC | DELL | 2,309 | $318,434 | 0.43% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 1,398 | $316,270 | 0.42% |