The Analysis of Family Office Research LLC's Holdings
Currently, Family Office Research LLC holds 77 types of securities in its portfolio with a total value $244.6M. In the most recent quarter, they have increased their positions in N/A (+190.6K shares, valued at $2.9M), JAAA (+33.8K shares, valued at $1.7M), BALT (+44.4K shares, valued at $1.5M); decreased their positions in TBIL (-76.7K shares, valued at $3.8M), MAR (-2.5K shares, valued at $796.1K), N/A (-1.1K shares, valued at $677.5K); initiated new positions in N/A (+190.6K shares, valued at $2.9M), BALT (+44.4K shares, valued at $1.5M), ETHA (+24.9K shares, valued at $551.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MAR MARRIOTT INTL INC NEW177.4K shares-1.41%2025-12-312026-02-09
SMLF ISHARES TR203.1K shares1.21%2025-12-312026-02-09 MOAT VANECK ETF TRUST138.0K shares-2.74%2025-12-312026-02-09 TBIL RBB FD INC268.1K shares-22.26%2025-12-312026-02-09 DFAC DIMENSIONAL ETF TRUST325.0K shares-1.60%2025-12-312026-02-09 AVUS AMERICAN CENTY ETF TR111.4K shares-0.57%2025-12-312026-02-09 DAL DELTA AIR LINES INC DEL109.0K shares0.00%2025-12-312026-02-09 DFIC DIMENSIONAL ETF TRUST153.0K shares0.10%2025-12-312026-02-09 AVDE AMERICAN CENTY ETF TR50.0K shares2.90%2025-12-312026-02-09 DFEM DIMENSIONAL ETF TRUST108.4K shares-0.21%2025-12-312026-02-09 RTX RTX CORPORATION19.3K shares0.01%2025-12-312026-02-09 IWV ISHARES TR9.0K shares-0.50%2025-12-312026-02-09 JAAA JANUS DETROIT STR TR67.0K shares102.10%2025-12-312026-02-09 AVEM AMERICAN CENTY ETF TR41.4K shares3.15%2025-12-312026-02-09 TSLA TESLA INC5.7K shares26.66%2025-12-312026-02-09 IJR ISHARES TR20.9K shares0.57%2025-12-312026-02-09 AVSC AMERICAN CENTY ETF TR42.8K shares-14.79%2025-12-312026-02-09 SMOT VANECK ETF TRUST66.8K shares-13.06%2025-12-312026-02-09 AAPL APPLE INC8.7K shares-0.82%2025-12-312026-02-09 IVV ISHARES TR2.5K shares2.47%2025-12-312026-02-09 BALT INNOVATOR ETFS TRUST44.4K sharesnew addition2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR2.2K shares4.49%2025-12-312026-02-09 VGT VANGUARD WORLD FD1.8K shares-6.51%2025-12-312026-02-09 NVDA NVIDIA CORPORATION6.9K shares269.14%2025-12-312026-02-09 VAC MARRIOTT VACATIONS WORLDWIDE19.0K shares0.00%2025-12-312026-02-09 AMZN AMAZON COM INC4.4K shares-3.71%2025-12-312026-02-09 SNSR GLOBAL X FDS27.1K shares-15.02%2025-12-312026-02-09 IGM ISHARES TR5.8K shares-9.11%2025-12-312026-02-09 METV LISTED FDS TR1.1K shares-9.35%2025-12-312026-02-09 ICF ISHARES TR12.4K shares5.67%2025-12-312026-02-09 VTI VANGUARD INDEX FDS2.1K shares0.52%2025-12-312026-02-09 MGC VANGUARD WORLD FD2.8K shares0.49%2025-12-312026-02-09 XT ISHARES TR10.0K shares-26.48%2025-12-312026-02-09 MSFT MICROSOFT CORP1.4K shares-3.34%2025-12-312026-02-09 CRWV COREWEAVE INC8.7K shares0.21%2025-12-312026-02-09 GLD SPDR GOLD TR1.6K shares-1.78%2025-12-312026-02-09 HST HOST HOTELS & RESORTS INC34.2K shares0.00%2025-12-312026-02-09 DBEF DBX ETF TR13.0K shares0.00%2025-12-312026-02-09 RWO SPDR INDEX SHS FDS13.7K shares0.55%2025-12-312026-02-09 EFA ISHARES TR5.9K shares-5.40%2025-12-312026-02-09 JMST J P MORGAN EXCHANGE TRADED F10.8K shares0.68%2025-12-312026-02-09 ETHA ISHARES ETHEREUM TR24.9K sharesnew addition2025-12-312026-02-09 IVW ISHARES TR4.4K shares-4.33%2025-12-312026-02-09 PTNQ PACER FDS TR6.8K shares-5.23%2025-12-312026-02-09 VNLA JANUS DETROIT STR TR10.4K shares1.61%2025-12-312026-02-09 ARTY ISHARES TR10.2K shares-1.57%2025-12-312026-02-09 ALPHABET INC ALPHABET INC1.5K shares-2.69%2025-12-312026-02-09 TNA DIREXION SHS ETF TR10.0K shares0.06%2025-12-312026-02-09 ALPHABET INC ALPHABET INC1.4K shares1.18%2025-12-312026-02-09 JPLD J P MORGAN EXCHANGE TRADED F7.7K sharesnew addition2025-12-312026-02-09 NVR NVR INC55 shares0.00%2025-12-312026-02-09 DBMF LITMAN GREGORY FDS TR13.6K shares-60.27%2025-12-312026-02-09 BOTZ GLOBAL X FDS9.8K shares-19.51%2025-12-312026-02-09 IWF ISHARES TR753 shares0.00%2025-12-312026-02-09 IT GARTNER INC1.3K shares0.00%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW367 shares0.00%2025-12-312026-02-09 SHLD GLOBAL X FDS4.6K shares-12.18%2025-12-312026-02-09 ORCL ORACLE CORP1.5K shares0.07%2025-12-312026-02-09 IWB ISHARES TR774 shares0.13%2025-12-312026-02-09 ESPO VANECK ETF TRUST2.8K shares-8.82%2025-12-312026-02-09 QCOM QUALCOMM INC1.7K shares0.00%2025-12-312026-02-09 IJH ISHARES TR4.3K shares-14.02%2025-12-312026-02-09 IVE ISHARES TR1.3K shares-15.50%2025-12-312026-02-09 CPAG RBB FD INC2.8K sharesnew addition2025-12-312026-02-09 DFIS DIMENSIONAL ETF TRUST8.3K shares0.00%2025-12-312026-02-09 DE DEERE & CO546 shares-7.77%2025-12-312026-02-09 DFAU DIMENSIONAL ETF TRUST5.4K shares-0.61%2025-12-312026-02-09 SMH VANECK ETF TRUST676 shares0.30%2025-12-312026-02-09 ARKK ARK ETF TR3.0K shares0.00%2025-12-312026-02-09 IBIT ISHARES BITCOIN TRUST ETF4.4K shares-58.68%2025-12-312026-02-09 VTEB VANGUARD MUN BD FDS4.3K sharesnew addition2025-12-312026-02-09 MLPD GLOBAL X FDS3.5K shares-6.48%2025-12-312026-02-09 MDY SPDR S&P MIDCAP 400 ETF TR329 sharesnew addition2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available