Capitol Family Office as of March 31, 2025
Portfolio Holdings for Capitol Family Office
Capitol Family Office holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 49.0 | $35M | 126k | 274.84 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 9.5 | $6.7M | 64k | 104.57 | |
| Select Sector Spdr Tr Technology (XLK) | 4.8 | $3.4M | 16k | 206.48 | |
| Apple (AAPL) | 3.8 | $2.7M | 12k | 222.13 | |
| Nike CL B (NKE) | 3.7 | $2.6M | 41k | 63.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.6 | $2.6M | 4.8k | 532.58 | |
| Microsoft Corporation (MSFT) | 3.6 | $2.6M | 6.8k | 375.37 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.9 | $2.0M | 10k | 199.49 | |
| Eli Lilly & Co. (LLY) | 2.7 | $1.9M | 2.3k | 825.91 | |
| Select Sector Spdr Tr Indl (XLI) | 1.9 | $1.4M | 10k | 131.07 | |
| Select Sector Spdr Tr Financial (XLF) | 1.7 | $1.2M | 24k | 49.81 | |
| Select Sector Spdr Tr Communication (XLC) | 1.6 | $1.1M | 12k | 96.45 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.5 | $1.1M | 5.4k | 197.45 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.5 | $1.0M | 5.9k | 173.23 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.2 | $869k | 8.0k | 108.69 | |
| Lululemon Athletica (LULU) | 0.9 | $603k | 2.1k | 283.06 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $517k | 2.1k | 245.30 | |
| Amazon (AMZN) | 0.6 | $458k | 2.4k | 190.26 | |
| Meta Platforms Cl A (META) | 0.6 | $397k | 689.00 | 576.36 | |
| Amgen (AMGN) | 0.5 | $361k | 1.2k | 311.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $331k | 2.1k | 156.25 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $327k | 3.2k | 100.66 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $296k | 771.00 | 383.53 | |
| Dell Technologies CL C (DELL) | 0.4 | $293k | 3.2k | 91.15 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $292k | 2.0k | 146.02 | |
| Caterpillar (CAT) | 0.3 | $240k | 728.00 | 329.80 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $124k | 715.00 | 172.67 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $97k | 990.00 | 97.95 | |
| AFLAC Incorporated (AFL) | 0.1 | $92k | 828.00 | 111.19 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $78k | 655.00 | 118.93 | |
| Tesla Motors (TSLA) | 0.1 | $69k | 265.00 | 259.16 | |
| Home Depot (HD) | 0.1 | $67k | 183.00 | 366.49 | |
| At&t (T) | 0.1 | $54k | 1.9k | 28.28 | |
| Intel Corporation (INTC) | 0.1 | $52k | 2.3k | 22.71 | |
| Walt Disney Company (DIS) | 0.1 | $52k | 529.00 | 98.70 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $23k | 605.00 | 38.41 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $23k | 289.00 | 78.99 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $22k | 269.00 | 81.59 | |
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $21k | 297.00 | 71.57 | |
| Merck & Co (MRK) | 0.0 | $18k | 200.00 | 89.76 | |
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $16k | 164.00 | 95.81 | |
| Under Armour CL C (UA) | 0.0 | $12k | 2.0k | 5.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $9.5k | 17.00 | 559.41 | |
| NVIDIA Corporation (NVDA) | 0.0 | $7.6k | 70.00 | 108.39 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $5.6k | 139.00 | 40.49 | |
| Spdr Ser Tr S&p 500 Esg Etf (EFIV) | 0.0 | $5.3k | 99.00 | 53.51 | |
| Dbx Etf Tr Xtrackers Msci (USSG) | 0.0 | $5.2k | 104.00 | 50.37 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $5.1k | 42.00 | 121.90 |
