Family Office Research LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Family Office Research LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | MAR | MARRIOTT INTL INC NEW | 23.89% | 54.987 M $ | 168121 | 2024/12/31 | 2.985 M $ | 5.35 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 10.15% | 23.356 M $ | 39086 | 2024/12/31 | -1.177 M $ | -4.68 % |
| 2026/03/31 | SMLF | ISHARES TR | 6.74% | 15.507 M $ | 205416 | 2024/12/31 | 123.878 K $ | 0.80 % |
| 2026/03/31 | MOAT | VANECK ETF TRUST | 5.65% | 13.006 M $ | 134500 | 2024/12/31 | -946.810 K $ | -6.57 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 5.46% | 12.560 M $ | 323216 | 2024/12/31 | -237.214 K $ | -1.83 % |
| 2026/03/31 | AVUS | AMERICAN CENTY ETF TR | 5.43% | 12.494 M $ | 112381 | 2024/12/31 | -66.842 K $ | -0.53 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 5.27% | 12.120 M $ | 20999 | 2024/12/31 | -791.054 K $ | -5.98 % |
| 2026/03/31 | TBIL | RBB FD INC | 5.02% | 11.548 M $ | 231612 | 2024/12/31 | -5.361 K $ | -0.04 % |
| 2026/03/31 | DAL | DELTA AIR LINES INC | 3.15% | 7.248 M $ | 109018 | 2024/12/31 | -318.332 K $ | -4.20 % |
| 2026/03/31 | DFIC | DIMENSIONAL ETF TRUST | 2.31% | 5.321 M $ | 149774 | 2024/12/31 | 163.669 K $ | 3.10 % |
| 2026/03/31 | AVDE | AMERICAN CENTY ETF TR | 1.82% | 4.198 M $ | 49479 | 2024/12/31 | 125.987 K $ | 3.05 % |
| 2026/03/31 | DFEM | DIMENSIONAL ETF TRUST | 1.62% | 3.732 M $ | 108015 | 2024/12/31 | 159.305 K $ | 4.45 % |
| 2026/03/31 | IWV | ISHARES TR | 1.45% | 3.342 M $ | 9015 | 2024/12/31 | -146.209 K $ | -4.14 % |
| 2026/03/31 | AVEM | AMERICAN CENTY ETF TR | 1.44% | 3.309 M $ | 41062 | 2024/12/31 | 147.316 K $ | 4.62 % |
| 2026/03/31 | BLUEROCK PVT REAL ESTATE FD | 1.39% | 3.193 M $ | 192234 | 2025/12/31 | 272.583 K $ | 9.42 % | |
| 2026/03/31 | BALT | INNOVATOR ETFS TRUST | 1.29% | 2.967 M $ | 88660 | 2025/12/31 | -1.777 K $ | -0.12 % |
| 2026/03/31 | IJR | ISHARES TR | 1.17% | 2.701 M $ | 21728 | 2024/12/31 | 86.151 K $ | 3.37 % |
| 2026/03/31 | AVSC | AMERICAN CENTY ETF TR | 1.14% | 2.626 M $ | 42150 | 2024/12/31 | 152.311 K $ | 5.99 % |
| 2026/03/31 | AAPL | APPLE INC | 0.96% | 2.214 M $ | 8724 | 2024/12/31 | -157.714 K $ | -6.60 % |
| 2026/03/31 | METV | LISTED FDS TR | 0.91% | 2.091 M $ | 3655 | 2025/09/30 | -3.260 K $ | -0.43 % |
| 2026/03/31 | JAAA | JANUS DETROIT STR TR | 0.86% | 1.987 M $ | 39450 | 2024/12/31 | -14.063 K $ | -0.42 % |
| 2026/03/31 | SMOT | VANECK ETF TRUST | 0.79% | 1.812 M $ | 51505 | 2024/12/31 | -67.474 K $ | -2.76 % |
| 2026/03/31 | IVV | ISHARES TR | 0.70% | 1.602 M $ | 2453 | 2024/12/31 | -77.770 K $ | -4.59 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.61% | 1.407 M $ | 2164 | 2024/12/31 | -68.275 K $ | -4.59 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.52% | 1.208 M $ | 6928 | 2024/12/31 | -83.078 K $ | -6.43 % |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 0.51% | 1.184 M $ | 1696 | 2024/12/31 | -100.571 K $ | -7.35 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.41% | 938.628 K $ | 1959 | 2024/12/31 | -49.127 K $ | -4.68 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.40% | 913.289 K $ | 4385 | 2024/12/31 | -99.603 K $ | -9.72 % |
| 2026/03/31 | FIGR | FIGURE TECHNOLOGY SOLUTIO | 0.39% | 896.247 K $ | 26399 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TSLA | TESLA INC | 0.36% | 817.567 K $ | 2199 | 2025/06/30 | -448.249 K $ | -16.96 % |
| 2026/03/31 | ICF | ISHARES TR | 0.33% | 765.304 K $ | 12366 | 2024/12/31 | 27.567 K $ | 3.70 % |
| 2026/03/31 | MUNX | AMG ETF TRUST | 0.31% | 711.232 K $ | 28705 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.30% | 693.979 K $ | 1613 | 2024/12/31 | 54.368 K $ | 8.52 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.30% | 686.856 K $ | 2141 | 2024/12/31 | -30.872 K $ | -4.27 % |
| 2026/03/31 | SNSR | GLOBAL X FDS | 0.30% | 681.536 K $ | 18286 | 2024/12/31 | 8.405 K $ | 0.83 % |
| 2026/03/31 | XT | ISHARES TR | 0.29% | 675.587 K $ | 9913 | 2024/12/31 | -15.925 K $ | -2.26 % |
| 2026/03/31 | MGC | VANGUARD WORLD FD | 0.29% | 673.995 K $ | 2852 | 2024/12/31 | -42.133 K $ | -5.85 % |
| 2026/03/31 | CRWV | COREWEAVE INC | 0.29% | 670.425 K $ | 8654 | 2025/09/30 | 50.712 K $ | 7.82 % |
| 2026/03/31 | DBEF | DBX ETF TR | 0.28% | 644.176 K $ | 13040 | 2024/12/31 | 16.821 K $ | 2.68 % |
| 2026/03/31 | RWO | SPDR INDEX SHS FDS | 0.27% | 623.238 K $ | 13617 | 2024/12/31 | 10.261 K $ | 1.65 % |
| 2026/03/31 | EFA | ISHARES TR | 0.25% | 564.387 K $ | 5811 | 2024/12/31 | 6.469 K $ | 1.14 % |
| 2026/03/31 | JMST | J P MORGAN EXCHANGE TRADED F | 0.24% | 556.073 K $ | 10908 | 2024/12/31 | 433.000 $ | 0.08 % |
| 2026/03/31 | IGM | ISHARES TR | 0.23% | 528.321 K $ | 4458 | 2024/12/31 | -61.759 K $ | -8.15 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.23% | 525.209 K $ | 1419 | 2024/12/31 | -160.758 K $ | -23.28 % |
| 2026/03/31 | VNLA | JANUS DETROIT STR TR | 0.22% | 513.213 K $ | 10504 | 2024/12/31 | -2.918 K $ | -0.57 % |
| 2026/03/31 | SHLD | GLOBAL X FDS | 0.22% | 510.548 K $ | 7055 | 2025/03/31 | 27.739 K $ | 9.21 % |
| 2026/03/31 | IVW | ISHARES TR | 0.21% | 492.029 K $ | 4350 | 2024/12/31 | -44.812 K $ | -8.16 % |
| 2026/03/31 | ISHARES TR | 0.21% | 474.318 K $ | 10194 | 2024/12/31 | 147.186 K $ | 29.70 % | |
| 2026/03/31 | PTNQ | PACER FDS TR | 0.20% | 464.029 K $ | 6360 | 2024/12/31 | -38.435 K $ | -7.09 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.19% | 436.107 K $ | 1520 | 2024/12/31 | -40.921 K $ | -8.56 % |
| 2026/03/31 | IMDX | INSIGHT MOLECULAR DIA INC | 0.18% | 417.432 K $ | 127266 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ETHA | ISHARES ETHEREUM TR | 0.18% | 405.232 K $ | 25599 | 2025/12/31 | -164.663 K $ | -29.86 % |
| 2026/03/31 | JPLD | J P MORGAN EXCHANGE TRADED F | 0.18% | 403.742 K $ | 7736 | 2025/12/31 | -1.160 K $ | -0.29 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.16% | 367.231 K $ | 1277 | 2024/12/31 | -34.776 K $ | -8.11 % |
| 2026/03/31 | NVR | NVR INC | 0.16% | 362.441 K $ | 55 | 2024/12/31 | -38.661 K $ | -9.56 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.14% | 324.212 K $ | 325 | 2024/12/31 | 49.211 K $ | 15.44 % |
| 2026/03/31 | IWF | ISHARES TR | 0.14% | 321.206 K $ | 753 | 2024/12/31 | -35.315 K $ | -9.80 % |
| 2026/03/31 | RBB FD INC | 0.12% | 282.425 K $ | 2763 | 2025/12/31 | -801.000 $ | -0.28 % | |
| 2026/03/31 | IVE | ISHARES TR | 0.12% | 280.033 K $ | 1326 | 2024/12/31 | -1.218 K $ | -0.43 % |
| 2026/03/31 | DFIS | DIMENSIONAL ETF TRUST | 0.12% | 278.047 K $ | 8258 | 2024/12/31 | 6.028 K $ | 2.21 % |
| 2026/03/31 | IWB | ISHARES TR | 0.12% | 276.538 K $ | 776 | 2024/12/31 | -13.065 K $ | -4.48 % |
| 2026/03/31 | DE | DEERE & CO | 0.12% | 268.677 K $ | 477 | 2024/12/31 | 53.360 K $ | 20.76 % |
| 2026/03/31 | SMH | VANECK ETF TRUST | 0.11% | 259.509 K $ | 677 | 2025/09/30 | 15.730 K $ | 6.38 % |
| 2026/03/31 | IJH | ISHARES TR | 0.11% | 255.070 K $ | 3777 | 2024/12/31 | 6.551 K $ | 2.29 % |
| 2026/03/31 | HGER | HARBOR ETF TRUST | 0.11% | 254.116 K $ | 8195 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ESPO | VANECK ETF TRUST | 0.11% | 252.716 K $ | 2792 | 2024/12/31 | -36.603 K $ | -12.56 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.11% | 248.991 K $ | 1693 | 2025/09/30 | -73.181 K $ | -24.45 % |
| 2026/03/31 | TSLL | DIREXION SHARES ETF TRUST | 0.11% | 245.107 K $ | 20173 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFAU | DIMENSIONAL ETF TRUST | 0.11% | 243.018 K $ | 5386 | 2024/12/31 | -9.041 K $ | -3.56 % |
| 2026/03/31 | BOTZ | GLOBAL X FDS | 0.10% | 225.888 K $ | 6800 | 2024/12/31 | -29.624 K $ | -8.19 % |
| 2026/03/31 | QCOM | QUALCOMM INC | 0.09% | 214.017 K $ | 1662 | 2024/12/31 | -70.210 K $ | -24.36 % |
| 2026/03/31 | CALAMOS ETF TR | 0.09% | 212.262 K $ | 7794 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | IT | GARTNER INC | 0.09% | 209.167 K $ | 1321 | 2024/12/31 | -124.094 K $ | -37.01 % |
| 2026/03/31 | ED | CONSOLIDATED EDISON INC | 0.09% | 208.288 K $ | 1840 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CAIQ | CALAMOS ETF TR | 0.09% | 200.569 K $ | 8414 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TNA | DIREXION SHS ETF TR | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | ARKK | ARK ETF TR | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HST | HOST HOTELS & RESORTS INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MDY | SPDR S&P MIDCAP 400 ETF TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IBIT | ISHARES BITCOIN TRUST ETF | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DBMF | LITMAN GREGORY FDS TR | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VAC | MARRIOTT VACATIONS WORLDWIDE | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GLOBAL X FDS | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % | |
| 2026/03/31 | VTEB | VANGUARD MUN BD FDS | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |