Capitol Family Office, Inc. Top Holdings and 13F Report (2024)

About Capitol Family Office, Inc.

Capitol Family Office, Inc. has $74.76 million in total holdings as of June 30, 2024.
Capitol Family Office, Inc. owns shares of 15 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
Approximately 0.00% of the portfolio was purchased this quarter.
About 3.53% of the portfolio was sold this quarter.
This quarter, Capitol Family Office, Inc. has purchased 15 new stocks and bought additional shares in 1 stock.
Capitol Family Office, Inc. sold shares of 12 stocks and completely divested from 0 stocks this quarter.

Vanguard Total Stock Market ETF: 2,176 shares (about $582.10K)
iShares Russell 2000 ETF: 2,154 shares (about $437.02K)
Invesco S&P 500 Equal Weight ETF: 2,043 shares (about $335.62K)
Berkshire Hathaway: 634 shares (about $257.91K)
Eli Lilly and Company: 242 shares (about $219.10K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$36,852,663	$582,101 ▼	-1.6%	137,762	49.3%	ETF
IWM iShares Russell 2000 ETF	$9,090,609	$437,021 ▼	-4.6%	44,806	12.2%	Finance
NKE NIKE	$4,632,908	$206,664 ▼	-4.3%	61,469	6.2%	Consumer Discretionary
MSFT Microsoft	$4,156,498	$151,511 ▼	-3.5%	9,300	5.6%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$3,798,482	$335,624 ▼	-8.1%	23,122	5.1%	ETF
BRK.B Berkshire Hathaway	$3,197,448	$257,911 ▼	-7.5%	7,860	4.3%	Finance
LLY Eli Lilly and Company	$2,939,769	$219,102 ▼	-6.9%	3,247	3.9%	Medical
XLV Health Care Select Sector SPDR Fund	$2,915,581	$34,397 ▼	-1.2%	20,004	3.9%	ETF
AAPL Apple	$2,787,134	$118,790 ▼	-4.1%	13,233	3.7%	Computer and Technology
ADBE Adobe	$1,735,507	$104,997 ▼	-5.7%	3,124	2.3%	Computer and Technology
LULU Lululemon Athletica	$1,109,969	$75,272 ▼	-6.4%	3,716	1.5%	Consumer Discretionary
INTC Intel	$549,191	$115,363 ▼	-17.4%	17,733	0.7%	Computer and Technology
AMGN Amgen	$362,442		0.0%	1,160	0.5%	Medical
DELL Dell Technologies	$318,434		0.0%	2,309	0.4%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$316,270	$679 ▲	0.2%	1,398	0.4%	ETF