Family Office Research LLC
Q1 2025 13F Holdings
- Locationbethesda, MD
- Num holdings
70
- Value ($000)
$205,306
- Date Filed05/15/2025
- Form type13F-HR
- CIK0002041267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MAR MARRIOTT INTL INC NEW | CL A | 571903202 | $49.45M | 24 % | 207,578 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $20.40M | 10 % | 39,698 | ||
TBIL RBB FD INC | US TREAS 3 MNTH | 74933W452 | $19.02M | 9 % | 380,317 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $12.94M | 6 % | 147,004 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $12.06M | 6 % | 193,941 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $11.95M | 6 % | 362,147 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $9.40M | 5 % | 20,055 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $8.96M | 4 % | 96,989 | ||
DAL DELTA AIR LINES INC DEL | COM NEW | 247361702 | $4.77M | 2 % | 109,354 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $4.46M | 2 % | 160,478 |
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