Capitol Family Office as of Sept. 30, 2023
Portfolio Holdings for Capitol Family Office
Capitol Family Office holds 16 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 29.9 | $16M | 75k | 212.41 | |
| Ishares Tr Russell 2000 Etf (IWM) | 12.1 | $6.4M | 36k | 176.74 | |
| Nike CL B (NKE) | 11.2 | $5.9M | 62k | 95.62 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 7.2 | $3.8M | 27k | 141.69 | |
| Microsoft Corporation (MSFT) | 6.4 | $3.4M | 11k | 315.74 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.0 | $3.2M | 9.0k | 350.30 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 5.0 | $2.6M | 21k | 128.74 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 4.5 | $2.4M | 41k | 58.93 | |
| Apple (AAPL) | 4.4 | $2.4M | 14k | 171.21 | |
| Eli Lilly & Co. (LLY) | 3.9 | $2.1M | 3.8k | 537.13 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $1.8M | 3.6k | 509.90 | |
| Lululemon Athletica (LULU) | 3.2 | $1.7M | 4.3k | 385.61 | |
| Intel Corporation (INTC) | 1.1 | $598k | 17k | 35.55 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $422k | 4.2k | 100.68 | |
| Amgen (AMGN) | 0.6 | $312k | 1.2k | 268.76 | |
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $229k | 1.4k | 163.93 |
