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Capitol Family Office, Inc. Historic Quarter Change: USA ETF, Added

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Capitol Family Office, Inc. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Capitol Family Office, Inc. opened 39 positions, added to 34, reduced 36 and sold out of 23.

  • Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 128,485.
  • Q2 2026: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 14,244.
  • Q2 2026: Stock LQD; Country of operation —; Class IBOXX INV CP ETF; Shares before 8,994.
  • Q2 2026: Stock ESGV; Country of operation —; Class ESG US STK ETF; Shares before 945.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1863768), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT128,485130,889+2,404$43,077,109$48,434,022+$5,356,9132026-07-31
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF14,24421,447+7,203$3,506,226$6,443,690+$2,937,4642026-07-31
Q2 2026LQD
ISHARES TR		IBOXX INV CP ETF8,99411,701+2,707$991,033$1,276,194+$285,1612026-07-31
Q2 2026ESGV
VANGUARD WORLD FD		ESG US STK ETF945956+11$114,307$126,421+$12,1142026-07-31
Q2 2026ESML
ISHARES TR		ESG AWARE MSCI589590+1$27,082$32,999+$5,9172026-07-31
Q2 2026ESGU
ISHARES TR		ESG AWR MSCI USA4142+1$6,108$6,874+$7662026-07-31
Q4 2025VTI
VANGUARD INDEX FDS		TOTAL STK MKT126,114128,485+2,371$41,386,953$43,077,109+$1,690,1562026-01-26
Q4 2025IWM
ISHARES TR		RUSSELL 2000 ETF11,03114,244+3,213$2,669,077$3,506,226+$837,1492026-01-26
Q4 2025LQD
ISHARES TR		IBOXX INV CP ETF8,1908,994+804$912,885$991,033+$78,1482026-01-26
Q3 2025IWM
ISHARES TR		RUSSELL 2000 ETF9,62411,031+1,407$2,076,763$2,669,077+$592,3142025-10-10
Q3 2025XLK
SELECT SECTOR SPDR TR		TECHNOLOGY16,42416,615+191$4,159,129$4,683,165+$524,0362025-10-10
Q3 2025XLY
SELECT SECTOR SPDR TR		SBI CONS DISCR5,4315,536+105$1,180,366$1,326,572+$146,2062025-10-10
Q3 2025XLC
SELECT SECTOR SPDR TR		COMMUNICATION11,70911,769+60$1,270,776$1,393,098+$122,3222025-10-10
Q3 2025XLI
SELECT SECTOR SPDR TR		INDL10,44710,493+46$1,541,072$1,618,382+$77,3102025-10-10
Q3 2025XLF
SELECT SECTOR SPDR TR		FINANCIAL23,71423,903+189$1,241,895$1,287,639+$45,7442025-10-10
Q3 2025LQD
ISHARES TR		IBOXX INV CP ETF8,1028,190+88$888,098$912,885+$24,7872025-10-10
Q2 2025VTI
VANGUARD INDEX FDS		TOTAL STK MKT126,074126,759+685$34,650,227$38,525,917+$3,875,6902025-08-07
Q2 2025XLK
SELECT SECTOR SPDR TR		TECHNOLOGY16,34616,424+78$3,375,162$4,159,129+$783,9672025-08-07
Q2 2025IJR
ISHARES TR		CORE S&P SCP ETF64,01364,085+72$6,693,849$7,003,893+$310,0442025-08-07
Q2 2025XLI
SELECT SECTOR SPDR TR		INDL10,43010,447+17$1,367,095$1,541,072+$173,9772025-08-07
Q2 2025XLC
SELECT SECTOR SPDR TR		COMMUNICATION11,64611,709+63$1,123,222$1,270,776+$147,5542025-08-07
Q2 2025XLY
SELECT SECTOR SPDR TR		SBI CONS DISCR5,3945,431+37$1,065,036$1,180,366+$115,3302025-08-07
Q2 2025XLF
SELECT SECTOR SPDR TR		FINANCIAL23,54823,714+166$1,172,928$1,241,895+$68,9672025-08-07
Q2 2025LQD
ISHARES TR		IBOXX INV CP ETF7,9978,102+105$869,200$888,098+$18,8982025-08-07
Q2 2025SGOV
ISHARES TR		0-3 MNTH TREASRY3,2493,291+42$327,050$331,398+$4,3482025-08-07
Q1 2025XLK
SELECT SECTOR SPDR TR		TECHNOLOGY1,39816,346+14,948$325,063$3,375,162+$3,050,0992025-04-24
Q1 2025XLI
SELECT SECTOR SPDR TR		INDL1,58510,430+8,845$208,840$1,367,095+$1,158,2552025-04-24
Q4 2024SGOV
ISHARES TR		0-3 MNTH TREASRY2,0203,520+1,500$203,410$353,165+$149,7552025-01-23
Q3 2024VTI
VANGUARD INDEX FDS		TOTAL STK MKT137,762142,067+4,305$36,852,663$40,227,553+$3,374,8902024-10-29
Q3 2024IWM
ISHARES TR		RUSSELL 2000 ETF44,80645,040+234$9,090,609$9,948,793+$858,1842024-10-29
Q3 2024XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE20,00420,656+652$2,915,581$3,181,397+$265,8162024-10-29
Q2 2024XLK
SELECT SECTOR SPDR TR		TECHNOLOGY1,3951,398+3$290,537$316,270+$25,7332024-07-24
Q1 2024VTI
VANGUARD INDEX FDS		TOTAL STK MKT76,070139,938+63,868$18,045,212$36,369,838+$18,324,6262024-04-15
Q1 2024IWM
ISHARES TR		RUSSELL 2000 ETF36,59046,960+10,370$7,343,926$9,875,628+$2,531,7022024-04-15

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