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Custos Family Office, LLC 13F Holdings
Holdings from the most recent 13F from Custos Family Office, LLC
Filed: 2025-02-10 (Q4 2024) | Holdings: 70 | Value: $285.8M | 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 | Add 2% ($944.8K) | 16.69% | $47.7M | -0.80% | -2.96% | ||
| FVAL - FIDELITY COVINGTON TRUST | Add 5% ($852.3K) | 6.90% | $19.7M | -1.61% | -2.72% | ||
| USMV - ISHARES TR | Add 7% ($1.2M) | 6.71% | $19.2M | +0.89% | +0.41% | ||
| DGRO - ISHARES TR | Add 6% ($932.3K) | 6.07% | $17.4M | -1.02% | -1.75% | ||
| IEMG - ISHARES INC | Add 4% ($642.4K) | 5.87% | $16.8M | +7.49% | +5.23% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Add 8% ($1.2M) | 5.45% | $15.6M | +6.53% | +5.15% | ||
| IEFA - ISHARES TR | Add 11% ($1.4M) | 4.76% | $13.6M | +11.93% | +7.97% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 3% $(335.2K) | 4.57% | $13.1M | -0.80% | -2.96% | ||
| VO - VANGUARD INDEX FDS | Add 7% ($818.0K) | 4.33% | $12.4M | -1.03% | -2.22% | ||
| QUAL - ISHARES TR | Add 5% ($521.2K) | 4.05% | $11.6M | -1.92% | -3.72% | ||
| SCHD - SCHWAB STRATEGIC TR | Add 201% ($4.8M) | 2.54% | $7.2M | -4.10% | -3.59% | ||
| IEF - ISHARES TR | Add 6% ($373.3K) | 2.47% | $7.1M | +3.07% | +1.87% | ||
| VYM - VANGUARD WHITEHALL FDS | 2.47% | $7.0M | -1.52% | -2.38% | |||
| TLT - ISHARES TR | Add 9% ($569.3K) | 2.46% | $7.0M | -1.03% | -1.57% | ||
| EMB - ISHARES TR | Add 8% ($483.3K) | 2.23% | $6.4M | +2.30% | +1.18% | ||
| VTI - VANGUARD INDEX FDS | 2.17% | $6.2M | -1.46% | -3.50% | |||
| INDA - ISHARES TR | Add 15% ($724.6K) | 1.94% | $5.6M | +7.41% | +8.21% | ||
| VOO - VANGUARD INDEX FDS | 1.91% | $5.5M | -0.82% | -2.95% | |||
| VWOB - VANGUARD WHITEHALL FDS | Add 2% ($109.6K) | 1.75% | $5.0M | +2.38% | +1.25% | ||
| AAPL - APPLE INC | Add 7% ($236.1K) | 1.35% | $3.9M | -11.01% | -7.51% | ||
| IWF - ISHARES TR | Reduce 14% $(502.4K) | 1.06% | $3.0M | -0.87% | -4.61% | ||
| VXUS - VANGUARD STAR FDS | Add 1% ($16.6K) | 0.91% | $2.6M | +10.24% | +6.78% | ||
| IVW - ISHARES TR | Reduce 1% $(25.7K) | 0.75% | $2.2M | +0.22% | -4.11% | ||
| IWD - ISHARES TR | Reduce 9% $(218.1K) | 0.74% | $2.1M | -1.64% | -1.81% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Add 1% ($22.8K) | 0.68% | $1.9M | +11.74% | +7.43% | ||
| IVE - ISHARES TR | Add 11% ($180.0K) | 0.66% | $1.9M | -2.09% | -1.98% | ||
| SCHG - SCHWAB STRATEGIC TR | Add 300% ($1.3M) | 0.60% | $1.7M | -1.65% | -5.16% | ||
| VB - VANGUARD INDEX FDS | Reduce 2% $(30.3K) | 0.56% | $1.6M | -6.18% | -5.79% | ||
| VOT - VANGUARD INDEX FDS | 0.53% | $1.5M | -0.71% | -3.58% | |||
| SCHA - SCHWAB STRATEGIC TR | Add 100% ($620.7K) | 0.43% | $1.2M | -7.33% | -7.30% | ||
| TSLA - TESLA INC | Add 4% ($47.2K) | 0.42% | $1.2M | -3.98% | -7.93% | ||
| VGK - VANGUARD INTL EQUITY INDEX F | Add 1% ($12.5K) | 0.39% | $1.1M | +13.64% | +9.07% | ||
| GDX - VANECK ETF TRUST | Reduce 4% $(47.7K) | 0.39% | $1.1M | +27.54% | +11.74% | ||
| PEP - PEPSICO INC | Add 1% ($6.1K) | 0.34% | $976.7K | -7.94% | -7.98% | ||
| XOM - EXXON MOBIL CORP | New Purchase | 0.31% | $891.3K | -6.66% | -1.31% | ||
| NKE - NIKE INC | 0.26% | $754.5K | -10.01% | -10.87% | |||
| CORZ - CORE SCIENTIFIC INC NEW | 0.26% | $734.1K | -0.32% | -21.59% | |||
| GUNR - FLEXSHARES TR | 0.23% | $649.8K | +3.86% | +1.60% | |||
| RTX - RTX CORPORATION | New Purchase | 0.22% | $616.2K | +8.41% | +1.64% | ||
| MSFT - MICROSOFT CORP | Add 51% ($206.6K) | 0.21% | $610.4K | +13.67% | +9.89% | ||
| BA - BOEING CO | New Purchase | 0.21% | $597.7K | +17.91% | +10.43% | ||
| QQQ - INVESCO QQQ TR | 0.20% | $579.0K | +0.68% | -3.30% | |||
| NVDA - NVIDIA CORPORATION | Add 52% ($188.9K) | 0.19% | $549.2K | +7.05% | -7.22% | ||
| SCHB - SCHWAB STRATEGIC TR | Add 200% ($347.7K) | 0.18% | $521.5K | -1.51% | -3.57% | ||
| NCLH - NORWEGIAN CRUISE LINE HLDG L | 0.13% | $372.9K | -30.14% | -27.30% | |||
| CRWD - CROWDSTRIKE HLDGS INC | 0.13% | $366.1K | +7.95% | +0.65% | |||
| AMZN - AMAZON COM INC | New Purchase | 0.13% | $363.7K | -10.65% | -10.04% | ||
| SBR - SABINE RTY TR | 0.13% | $360.6K | -0.49% | -3.31% | |||
| BBJP - J P MORGAN EXCHANGE TRADED F | Reduce 8% $(32.4K) | 0.13% | $357.7K | +8.59% | +6.62% | ||
| CARR - CARRIER GLOBAL CORPORATION | New Purchase | 0.12% | $343.5K | +11.04% | +14.23% | ||
| BBEU - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| IJH - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| GM - GENERAL MTRS CO | Reduce 100% | 0.00% | $0.00 | ||||
| BBCA - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||