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  Name: Capitol Family Office Inc.
  City: Beaverton
  State: OR
  Zip: 97006
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $74,762,000
  Total Value Change : $-2,532,000
  Securities Held Change : 0
   
All Securities Held : 15
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 1
  Unchanged Positions : 2
  Decreased Positions : 12

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Holdings Found : 15     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 1 - $277.35 $36,853,000 137,762 49.29% 483,000 -2,176 0.014    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 2 - $219.45 $9,091,000 44,806 12.16% -785,000 -2,154 0.002    Closed - End Fund - E...
   (NKE)1 Year Chart         NKE Nike Inc B 3 - $80.90 $4,633,000 61,469 6.2% -1,402,000 -2,742 0.005    Textile - Apparel Foo...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 4 - $430.81 $4,156,000 9,300 5.56% 101,000 -339 0    Application Software
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 5 - $176.21 $3,798,000 23,122 5.08% -464,000 -2,043 0.008    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 6 - $456.60 $3,197,000 7,860 4.28% -375,000 -634 0.001    Property & Casualty I...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 7 - $904.97 $2,940,000 3,247 3.93% 226,000 -242 0    Drug Manufacturers - ...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 8 - $155.36 $2,916,000 20,004 3.9% -74,000 -236 0.001    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 9 - $220.69 $2,787,000 13,233 3.73% 421,000 -564 0    Personal Computers
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 10 - $508.13 $1,736,000 3,124 2.32% 64,000 -189 0.001    Application Software
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 11 - $270.20 $1,110,000 3,716 1.48% -440,000 -252 0.003    Textile - Apparel Clo...
   (INTC)1 Year Chart         INTC Intel Corp 12 - $20.77 $549,000 17,733 0.73% -399,000 -3,725 0    Semiconductor- Broad...
   (AMGN)1 Year Chart         AMGN Amgen Inc 13 - $332.92 $362,000 1,160 0.48% 32,000 0 0    Biotechnology
   (DELL)1 Year Chart         DELL Dell Technologies Inc 14 - $115.99 $318,000 2,309 0.43% 55,000 0 0.001    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 15 - $217.17 $316,000 1,398 0.42% 25,000 3 0    Closed - End Fund - E...

      15 Records Found
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