Capitol Family Office as of June 30, 2024
Portfolio Holdings for Capitol Family Office
Capitol Family Office holds 15 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 49.3 | $37M | 138k | 267.51 | |
Ishares Tr Russell 2000 Etf (IWM) | 12.2 | $9.1M | 45k | 202.89 | |
Nike CL B (NKE) | 6.2 | $4.6M | 62k | 75.37 | |
Microsoft Corporation (MSFT) | 5.6 | $4.2M | 9.3k | 446.94 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.1 | $3.8M | 23k | 164.28 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.3 | $3.2M | 7.9k | 406.80 | |
Eli Lilly & Co. (LLY) | 3.9 | $2.9M | 3.2k | 905.38 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.9 | $2.9M | 20k | 145.75 | |
Apple (AAPL) | 3.7 | $2.8M | 13k | 210.62 | |
Adobe Systems Incorporated (ADBE) | 2.3 | $1.7M | 3.1k | 555.54 | |
Lululemon Athletica (LULU) | 1.5 | $1.1M | 3.7k | 298.70 | |
Intel Corporation (INTC) | 0.7 | $549k | 18k | 30.97 | |
Amgen (AMGN) | 0.5 | $362k | 1.2k | 312.45 | |
Dell Technologies CL C (DELL) | 0.4 | $318k | 2.3k | 137.91 | |
Select Sector Spdr Tr Technology (XLK) | 0.4 | $316k | 1.4k | 226.23 |