Capitol Family Office, Inc. historic quarter change: USA ETF, Reduced
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 IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 49,503.
- Q2 2026: Stock RSP; Country of operation —; Class S&P500 EQL WGT; Shares before 3,865.
- Q4 2025: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 58,427.
- Q4 2025: Stock RSP; Country of operation —; Class S&P500 EQL WGT; Shares before 5,322.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | IJR
ISHARES TR | | CORE S&P SCP ETF | 49,503 | 35,835 | -13,668 | $5,949,287 | $5,314,730 | -$634,557 | 2026-07-31 |
|---|
| Q2 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 3,865 | 2,169 | -1,696 | $740,379 | $461,498 | -$278,881 | 2026-07-31 |
|---|
| Q4 2025 | IJR
ISHARES TR | | CORE S&P SCP ETF | 58,427 | 49,503 | -8,924 | $6,942,865 | $5,949,287 | -$993,578 | 2026-01-26 |
|---|
| Q4 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 5,322 | 3,865 | -1,457 | $1,009,583 | $740,379 | -$269,204 | 2026-01-26 |
|---|
| Q4 2025 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 3,288 | 2,288 | -1,000 | $331,084 | $229,622 | -$101,462 | 2026-01-26 |
|---|
| Q4 2025 | ESGV
VANGUARD WORLD FD | | ESG US STK ETF | 990 | 945 | -45 | $117,256 | $114,307 | -$2,949 | 2026-01-26 |
|---|
| Q4 2025 | SUSL
ISHARES TR | | ESG MSCI LEADR | 164 | 155 | -9 | $19,195 | $18,796 | -$399 | 2026-01-26 |
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| Q4 2025 | ESML
ISHARES TR | | ESG AWARE MSCI | 605 | 589 | -16 | $27,273 | $27,082 | -$191 | 2026-01-26 |
|---|
| Q4 2025 | USSG
DBX ETF TR | | XTRACKERS MSCI | 104 | 99 | -5 | $6,380 | $6,287 | -$93 | 2026-01-26 |
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| Q4 2025 | NULV
NUSHARES ETF TR | | NUVEEN ESG LRGVL | 139 | 134 | -5 | $6,092 | $6,037 | -$55 | 2026-01-26 |
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| Q4 2025 | ESGU
ISHARES TR | | ESG AWR MSCI USA | 42 | 41 | -1 | $6,115 | $6,108 | -$7 | 2026-01-26 |
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| Q3 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 126,759 | 126,114 | -645 | $38,525,917 | $41,386,953 | +$2,861,036 | 2025-10-10 |
|---|
| Q3 2025 | IJR
ISHARES TR | | CORE S&P SCP ETF | 64,085 | 58,427 | -5,658 | $7,003,893 | $6,942,865 | -$61,028 | 2025-10-10 |
|---|
| Q3 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 1,766 | 1,468 | -298 | $238,062 | $204,325 | -$33,737 | 2025-10-10 |
|---|
| Q3 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 5,614 | 5,322 | -292 | $1,020,288 | $1,009,583 | -$10,705 | 2025-10-10 |
|---|
| Q3 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 17 | 1 | -16 | $10,503 | $666 | -$9,837 | 2025-10-10 |
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| Q3 2025 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 3,291 | 3,288 | -3 | $331,398 | $331,084 | -$314 | 2025-10-10 |
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| Q2 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 1,999 | 1,766 | -233 | $291,898 | $238,062 | -$53,836 | 2025-08-07 |
|---|
| Q2 2025 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 10,187 | 9,624 | -563 | $2,032,205 | $2,076,763 | +$44,558 | 2025-08-07 |
|---|
| Q2 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 5,939 | 5,614 | -325 | $1,028,813 | $1,020,288 | -$8,525 | 2025-08-07 |
|---|
| Q1 2025 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 43,459 | 10,187 | -33,272 | $9,602,605 | $2,032,205 | -$7,570,400 | 2025-04-24 |
|---|
| Q1 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 134,849 | 126,074 | -8,775 | $39,080,605 | $34,650,227 | -$4,430,378 | 2025-04-24 |
|---|
| Q1 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 21,851 | 5,939 | -15,912 | $3,828,951 | $1,028,813 | -$2,800,138 | 2025-04-24 |
|---|
| Q1 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 17,096 | 1,999 | -15,097 | $2,351,892 | $291,898 | -$2,059,994 | 2025-04-24 |
|---|
| Q1 2025 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 3,520 | 3,249 | -271 | $353,165 | $327,050 | -$26,115 | 2025-04-24 |
|---|
| Q4 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 142,067 | 134,849 | -7,218 | $40,227,553 | $39,080,605 | -$1,146,948 | 2025-01-23 |
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| Q4 2024 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 20,656 | 17,096 | -3,560 | $3,181,397 | $2,351,892 | -$829,505 | 2025-01-23 |
|---|
| Q4 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 45,040 | 43,459 | -1,581 | $9,948,793 | $9,602,605 | -$346,188 | 2025-01-23 |
|---|
| Q4 2024 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 22,775 | 21,851 | -924 | $4,080,369 | $3,828,951 | -$251,418 | 2025-01-23 |
|---|
| Q3 2024 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 23,122 | 22,775 | -347 | $3,798,482 | $4,080,369 | +$281,887 | 2024-10-29 |
|---|
| Q2 2024 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 46,960 | 44,806 | -2,154 | $9,875,628 | $9,090,609 | -$785,019 | 2024-07-24 |
|---|
| Q2 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 139,938 | 137,762 | -2,176 | $36,369,838 | $36,852,663 | +$482,825 | 2024-07-24 |
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| Q2 2024 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 25,165 | 23,122 | -2,043 | $4,262,196 | $3,798,482 | -$463,714 | 2024-07-24 |
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| Q2 2024 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 20,240 | 20,004 | -236 | $2,990,081 | $2,915,581 | -$74,500 | 2024-07-24 |
|---|
| Q1 2024 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 21,005 | 20,240 | -765 | $2,864,630 | $2,990,081 | +$125,451 | 2024-04-15 |
|---|
| Q1 2024 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 26,231 | 25,165 | -1,066 | $4,139,252 | $4,262,196 | +$122,944 | 2024-04-15 |
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