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Family Office Research

Latest statistics and disclosures from Family Office Research's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002041267

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Positions held by Family Office Research consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Family Office Research

Family Office Research holds 75 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Marriott Intl Cl A (MAR)	26.4	$60M	216k	278.94	View chart
RBB Us Treas 3 Mnth (TBIL)	9.4	$22M	431k	49.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.7	$20M	37k	538.82	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	6.0	$14M	203k	67.50	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.9	$13M	145k	92.73	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.3	$12M	350k	34.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$10M	20k	511.25	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.5	$7.9M	82k	96.93	View chart
Delta Air Lines Inc Del Com New (DAL)	2.9	$6.6M	109k	60.50	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.9	$4.4M	171k	25.85	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.5	$3.5M	10k	334.26	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.5	$3.4M	129k	26.19	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.4	$3.1M	57k	54.36	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	1.3	$2.9M	85k	34.47	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.3	$2.9M	47k	61.37	View chart
Apple (AAPL)	1.2	$2.8M	11k	250.43	View chart
Raytheon Technologies Corp (RTX)	1.0	$2.4M	20k	115.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$2.2M	38k	58.79	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.0	$2.2M	43k	50.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$2.2M	19k	115.22	View chart
Caredx (CDNA)	0.8	$1.9M	90k	21.41	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.7	$1.7M	19k	89.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.6M	2.7k	588.83	View chart
Global X Fds Internet Of Thng (SNSR)	0.6	$1.5M	42k	34.90	View chart
Amazon (AMZN)	0.6	$1.4M	6.3k	219.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.2M	2.1k	586.28	View chart
Ishares Tr Exponential Tech (XT)	0.5	$1.1M	18k	59.66	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.4	$871k	20k	42.89	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.4	$849k	14k	60.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$767k	1.7k	453.28	View chart
Gartner (IT)	0.3	$711k	1.5k	484.47	View chart
Microsoft Corporation (MSFT)	0.3	$675k	1.6k	421.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$662k	16k	40.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$647k	8.6k	75.61	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$645k	3.0k	212.69	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$623k	8.4k	74.03	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.3	$620k	19k	31.95	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$616k	6.0k	102.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$606k	6.0k	101.54	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$566k	12k	48.91	View chart
Host Hotels & Resorts (HST)	0.2	$562k	32k	17.52	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$540k	13k	41.40	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$534k	11k	50.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$529k	1.8k	289.93	View chart
Meta Platforms Cl A (META)	0.2	$498k	850.00	585.81	View chart
Nuveen Churchill Direct Lend Com Shs (NCDL)	0.2	$478k	29k	16.78	View chart
NVR (NVR)	0.2	$450k	55.00	8178.91	View chart
NVIDIA Corporation (NVDA)	0.2	$397k	3.0k	134.31	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$389k	11k	37.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$359k	1.9k	190.94	View chart
Costco Wholesale Corporation (COST)	0.2	$353k	385.00	916.85	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$350k	8.4k	41.88	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$332k	533.00	622.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$322k	1.3k	242.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$318k	5.1k	62.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$316k	1.3k	240.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$302k	1.6k	189.33	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$301k	5.3k	56.77	View chart
Cigna Corp (CI)	0.1	$301k	1.1k	276.20	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$294k	10k	29.20	View chart
Vaneck Etf Trust Video Gmng Esprt (ESPO)	0.1	$286k	3.4k	83.39	View chart
Qualcomm (QCOM)	0.1	$263k	1.7k	153.64	View chart
Deere & Company (DE)	0.1	$251k	591.00	424.38	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$248k	770.00	322.38	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$242k	7.6k	31.69	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$225k	3.7k	60.56	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$222k	4.3k	51.52	View chart
UnitedHealth (UNH)	0.1	$221k	437.00	506.72	View chart
Exxon Mobil Corporation (XOM)	0.1	$220k	2.0k	107.61	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.1	$220k	4.3k	50.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$214k	1.1k	190.50	View chart
American Express Company (AXP)	0.1	$209k	703.00	296.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$206k	512.00	401.59	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$203k	8.3k	24.55	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$200k	2.1k	96.84	View chart

Past Filings by Family Office Research

SEC 13F filings are viewable for Family Office Research going back to 2024

Family Office Research 2024 Q4 filed Feb. 13, 2025

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