Family Office Research

Family Office Research as of March 31, 2025

Portfolio Holdings for Family Office Research

Family Office Research holds 70 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
Marriott Intl Cl A (MAR) 24.1 $49M 208k 238.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.9 $20M 40k 513.91
RBB Us Treas 3 Mnth (TBIL) 9.3 $19M 380k 50.01
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 6.3 $13M 147k 88.00
Ishares Tr Us Sml Cap Eqt (SMLF) 5.9 $12M 194k 62.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.8 $12M 362k 32.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $9.4M 20k 468.93
American Centy Etf Tr Us Eqt Etf (AVUS) 4.4 $9.0M 97k 92.38
Delta Air Lines Inc Del Com New (DAL) 2.3 $4.8M 109k 43.60
Dimensional Etf Trust Intl Core Equity (DFIC) 2.2 $4.5M 161k 27.77
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.5 $3.1M 47k 66.27
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.5 $3.1M 116k 26.46
Ishares Tr Russell 3000 Etf (IWV) 1.4 $2.9M 9.3k 317.65
Raytheon Technologies Corp (RTX) 1.3 $2.7M 20k 132.46
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.3 $2.7M 53k 50.71
Vaneck Etf Trust Morningstar Smid (SMOT) 1.3 $2.6M 80k 32.79
American Centy Etf Tr Avantis Us Small (AVSC) 1.3 $2.6M 54k 48.40
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $2.3M 38k 60.17
Apple (AAPL) 1.1 $2.3M 10k 222.14
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.0M 19k 104.57
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.3M 2.4k 561.90
Global X Fds Internet Of Thng (SNSR) 0.6 $1.3M 39k 32.94
Marriott Vacations Wrldwde Cp (VAC) 0.6 $1.2M 19k 64.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.2M 2.1k 559.46
Amazon (AMZN) 0.5 $980k 5.2k 190.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $966k 1.8k 532.58
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.4 $870k 20k 43.64
Ishares Tr Cohen Steer Reit (ICF) 0.4 $861k 14k 61.53
Ishares Tr Exponential Tech (XT) 0.4 $791k 14k 57.56
Meta Platforms Cl A (META) 0.4 $782k 1.4k 576.76
Microsoft Corporation (MSFT) 0.3 $661k 1.8k 375.57
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.3 $633k 25k 25.26
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.3 $577k 8.1k 71.02
Vanguard World Mega Cap Index (MGC) 0.3 $569k 2.8k 201.44
Vanguard World Inf Tech Etf (VGT) 0.3 $568k 1.0k 542.39
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $565k 13k 43.30
Gartner (IT) 0.3 $556k 1.3k 419.74
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $540k 6.0k 90.68
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $540k 11k 50.85
Ishares Tr Msci Eafe Etf (EFA) 0.3 $520k 6.4k 81.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $504k 1.8k 274.89
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $492k 10k 49.15
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $488k 17k 28.46
Host Hotels & Resorts (HST) 0.2 $487k 34k 14.21
Spdr Gold Tr Gold Shs (GLD) 0.2 $470k 1.6k 288.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $444k 4.8k 92.83
NVR (NVR) 0.2 $398k 55.00 7244.38
Costco Wholesale Corporation (COST) 0.2 $366k 387.00 946.43
Caredx (CDNA) 0.2 $354k 20k 17.75
Cigna Corp (CI) 0.2 $349k 1.1k 329.04
Ishares Tr Future Ai & Tech (ARTY) 0.2 $326k 10k 31.45
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $320k 8.4k 38.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $318k 5.4k 58.35
NVIDIA Corporation (NVDA) 0.2 $310k 2.9k 108.42
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $304k 1.6k 190.60
Vaneck Etf Trust Video Gmng Esprt (ESPO) 0.1 $281k 3.3k 86.30
Deere & Company (DE) 0.1 $280k 596.00 470.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $272k 752.00 361.34
Nuveen Churchill Direct Lend Com Shs (NCDL) 0.1 $271k 16k 16.98
Qualcomm (QCOM) 0.1 $263k 1.7k 153.62
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $252k 5.4k 46.81
Alphabet Cap Stk Cl A (GOOGL) 0.1 $247k 1.6k 154.68
Global X Fds Defense Tech Etf (SHLD) 0.1 $243k 5.2k 46.55
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $237k 3.7k 63.81
Ishares Tr Rus 1000 Etf (IWB) 0.1 $237k 771.00 306.95
UnitedHealth (UNH) 0.1 $221k 422.00 523.79
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $213k 8.3k 25.84
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $210k 5.5k 38.44
Alphabet Cap Stk Cl C (GOOG) 0.1 $203k 1.3k 156.31
Consolidated Edison (ED) 0.1 $203k 1.8k 110.64