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Custos Family Office, LLC 13F Holdings
Holdings from the most recent 13F from Custos Family Office, LLC
Filed: 2022-02-09 (Q4 2021) | Holdings: 37 | Value: $111.6K | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IVV - ISHARES TR | New Purchase | 33.36% | $37.2K | +38.62% | -11.33% | -8.13% | |
| IEMG - ISHARES INC | New Purchase | 9.18% | $10.2K | +4.88% | -18.05% | -15.57% | |
| VWO - VANGUARD INTL EQUITY INDEX F | New Purchase | 8.07% | $9.0K | +6.14% | -18.30% | -15.01% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 6.53% | $7.3K | +38.38% | -11.30% | -8.13% | |
| DGRO - ISHARES TR | New Purchase | 5.83% | $6.5K | +24.75% | -7.41% | -3.02% | |
| QUAL - ISHARES TR | New Purchase | 5.52% | $6.2K | +39.78% | -11.00% | -7.24% | |
| VLUE - ISHARES TR | New Purchase | 5.06% | $5.6K | +9.57% | -8.75% | -7.27% | |
| USMV - ISHARES TR | New Purchase | 4.74% | $5.3K | +30.07% | -5.65% | -2.59% | |
| EMB - ISHARES TR | New Purchase | 4.71% | $5.3K | +3.64% | -13.32% | -13.28% | |
| VO - VANGUARD INDEX FDS | New Purchase | 4.52% | $5.0K | +20.03% | -12.98% | -6.68% | |
| AAPL - APPLE INC | New Purchase | 2.58% | $2.9K | +18.51% | -11.14% | -12.76% | |
| SPY - SPDR S&P 500 ETF TR | PUT | New Purchase | 1.45% | $1.6K | |||
| QLTA - ISHARES TR | New Purchase | 1.05% | $1.2K | -0.49% | -8.35% | -9.24% | |
| VOO - VANGUARD INDEX FDS | New Purchase | 1.02% | $1.1K | +38.63% | -11.29% | -8.10% | |
| VMBS - VANGUARD SCOTTSDALE FDS | New Purchase | 0.98% | $1.1K | -0.07% | -5.79% | -7.38% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.54% | $606.00 | +57.13% | -11.18% | -12.65% | |
| LPRO - OPEN LENDING CORP | New Purchase | 0.52% | $582.00 | -89.90% | -34.25% | -53.76% | |
| DHI - D R HORTON INC | New Purchase | 0.42% | $469.00 | +48.41% | -20.44% | +15.98% | |
| VTEB - VANGUARD MUN BD FDS | New Purchase | 0.41% | $459.00 | -0.08% | -7.09% | -3.62% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.39% | $435.00 | -36.01% | -0.57% | +1.69% | |
| MUB - ISHARES TR | New Purchase | 0.28% | $309.00 | +0.03% | -6.35% | -3.30% | |
| GOOGL - ALPHABET INC | New Purchase | 0.22% | $240.00 | +20.87% | -18.12% | -32.31% | |
| CSCO - CISCO SYS INC | New Purchase | 0.21% | $236.00 | +28.91% | -9.69% | -11.58% | |
| GDX - VANECK ETF TRUST | New Purchase | 0.21% | $235.00 | +77.10% | +0.86% | -4.13% | |
| AMZN - AMAZON COM INC | New Purchase | 0.21% | $230.00 | +30.87% | -31.25% | -38.36% | |
| META - META PLATFORMS INC | New Purchase | 0.20% | $226.00 | +202.80% | -13.41% | -23.71% | |
| VXF - VANGUARD INDEX FDS | New Purchase | 0.20% | $225.00 | +15.99% | -18.16% | -11.50% | |
| PFE - PFIZER INC | New Purchase | 0.20% | $222.00 | -46.04% | -3.04% | -11.10% | |
| IWF - ISHARES TR | New Purchase | 0.20% | $220.00 | +49.55% | -16.36% | -14.71% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.19% | $213.00 | -0.75% | +4.10% | -2.80% | |
| VTI - VANGUARD INDEX FDS | New Purchase | 0.18% | $206.00 | +34.99% | -12.49% | -8.68% | |
| IYZ - ISHARES TR | New Purchase | 0.18% | $206.00 | -0.48% | -15.01% | -21.79% | |
| SPY - SPDR S&P 500 ETF TR | CALL | New Purchase | 0.08% | $90.00 | |||