13F-HR/A filed by Capitol Family Office, Inc.
Capitol Family Office, Inc. filed this 13F-HR/A for the quarter ended 2025-03-31, filed 2025-04-24, with 48 holding rows worth $70,672,611.
- Accession
- 0001863768-25-000003
- Filer
- CIK 1863768
- Filed
- 2025-04-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, amendment of type restatement, 48 entries on the cover page, a total value of $70,672,611 stated on the cover page (in dollars after the unit check, H1), rows summing to $70,672,611 with VALUE read as dollars as filed, 13F file number 028-21696. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 126,074 | $34,650,227 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 64,013 | $6,693,849 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 16,346 | $3,375,162 | dollars as filed | |
| Apple Inc | 037833100 | COM | 12,154 | $2,699,768 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 40,861 | $2,593,850 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,799 | $2,555,851 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,796 | $2,551,036 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 10,187 | $2,032,205 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,328 | $1,922,718 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 10,430 | $1,367,095 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 23,548 | $1,172,928 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 11,646 | $1,123,222 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 5,394 | $1,065,036 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 5,939 | $1,028,813 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 7,997 | $869,200 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 2,129 | $602,635 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,108 | $517,092 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,405 | $457,575 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 689 | $397,112 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,160 | $361,398 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,116 | $330,619 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 3,249 | $327,050 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 771 | $295,702 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 3,212 | $292,774 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 1,999 | $291,898 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 728 | $240,094 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 715 | $123,457 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 990 | $96,971 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 828 | $92,065 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 655 | $77,899 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 265 | $68,677 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 183 | $67,068 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 1,913 | $54,100 | dollars as filed | |
| Intel Corp | 458140100 | COM | 2,302 | $52,278 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 529 | $52,212 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 605 | $23,238 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 289 | $22,827 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 269 | $21,947 | dollars as filed | |
| ISHARES TR | 464287812 | US CONSM STAPLES | 297 | $21,256 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 200 | $17,952 | dollars as filed | |
| ISHARES TR | 46435U218 | ESG MSCI LEADR | 164 | $15,713 | dollars as filed | |
| UNDER ARMOUR INC | 904311206 | CL C | 1,960 | $11,662 | dollars as filed | |
| SPY | 78462F103 | SHS | 17 | $9,510 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 70 | $7,587 | dollars as filed | |
| NUSHARES ETF TR | 67092P300 | NUVEEN ESG LRGVL | 139 | $5,628 | dollars as filed | |
| SPDR S&P 500 ESG ETF | 78468R531 | SHS | 99 | $5,297 | dollars as filed | |
| DBX ETF TR | 233051150 | XTRACKERS MSCI | 104 | $5,238 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 42 | $5,120 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001863768-25-000002 | superseded | 2025-04-23 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001863768-25-000003 | this filing | 2025-04-24 | acceptance time not in the bulk data set |