Family Office Research

Family Office Research as of Dec. 31, 2024

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