Capitol Family Office

Capitol Family Office as of March 31, 2024

Portfolio Holdings for Capitol Family Office

Capitol Family Office holds 15 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 47.1 $36M 140k 259.90
Ishares Tr Russell 2000 Etf (IWM) 12.8 $9.9M 47k 210.30
Nike CL B (NKE) 7.8 $6.0M 64k 93.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.5 $4.3M 25k 169.37
Microsoft Corporation (MSFT) 5.2 $4.1M 9.6k 420.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $3.6M 8.5k 420.52
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.9 $3.0M 20k 147.73
Eli Lilly & Co. (LLY) 3.5 $2.7M 3.5k 777.96
Apple (AAPL) 3.1 $2.4M 14k 171.48
Adobe Systems Incorporated (ADBE) 2.2 $1.7M 3.3k 504.60
Lululemon Athletica (LULU) 2.0 $1.6M 4.0k 390.65
Intel Corporation (INTC) 1.2 $948k 22k 44.17
Amgen (AMGN) 0.4 $330k 1.2k 284.32
Select Sector Spdr Tr Technology (XLK) 0.4 $291k 1.4k 208.27
Dell Technologies CL C (DELL) 0.3 $264k 2.3k 114.11