Portfolio (Quarterly)
Guide ↗
Family Office Research LLC
· CIK 0002041267| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | RTX | RTX CORPORATION | Industrials | 19,299 | $3.6M | 1.46% | SOLD |
| 2 | VAC | MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 18,984 | $1.1M | 0.45% | SOLD |
| 3 | HST | HOST HOTELS & RESORTS INC | Real Estate | 34,243 | $630K | 0.26% | SOLD |
| 4 | TNA | DIREXION SHS ETF TR | — | 10,022 | $477K | 0.20% | SOLD |
| 5 | DBMF | LITMAN GREGORY FDS TR | — | 13,557 | $397K | 0.16% | SOLD |
| 6 | ARKK | ARK ETF TR | — | 3,031 | $238K | 0.10% | SOLD |
| 7 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,401 | $217K | 0.09% | SOLD |
| 8 | VTEB | VANGUARD MUN BD FDS | — | 4,305 | $216K | 0.09% | SOLD |
| 9 | MLPD | GLOBAL X FDS | — | 3,480 | $210K | 0.09% | SOLD |
| 10 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 329 | $201K | 0.08% | SOLD |
Sector Allocation
Consumer Cyclical
65.5%
Financial Services
17.8%
Industrials
8.6%
Technology
6.1%
Communication Services
0.9%
Healthcare
0.5%
Consumer Defensive
0.4%
Utilities
0.2%