Capitol Family Office, Inc.
Q1 2025 13F Holdings
- Locationbeaverton, OR
- Num holdings
48
- Value ($000)
$70,673
- Date Filed04/24/2025
- Form typerestatement
- CIK0001863768
- 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 |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $34.65M | 49 % | 126,074 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.69M | 10 % | 64,013 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $3.38M | 5 % | 16,346 | ||
AAPL APPLE INC | COM | 037833100 | $2.70M | 4 % | 12,154 | ||
NKE NIKE INC | CL B | 654106103 | $2.59M | 4 % | 40,861 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $2.56M | 4 % | 4,799 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.55M | 4 % | 6,796 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $2.03M | 3 % | 10,187 | ||
LLY ELI LILLY & CO | COM | 532457108 | $1.92M | 3 % | 2,328 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $1.37M | 2 % | 10,430 |
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