Family CFO

Latest statistics and disclosures from Family CFO's latest quarterly 13F-HR filing:

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Positions held by Family CFO consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Family CFO

Family CFO holds 73 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Total Stock Market ETF (VTI) 23.3 $41M 146k 283.16
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Vanguard Dividend Appreciation ETF (VIG) 10.7 $19M 96k 198.06
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Vanguard Star Fd Intl Stk Idxf (VXUS) 9.5 $17M 260k 64.74
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Vanguard Small-Cap Value ETF (VBR) 8.2 $15M 73k 200.78
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Vanguard Mortgage Bkd Sects ETF (VMBS) 6.2 $11M -2% 234k 47.21
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Vanguard FTSE All Wld Ex USSml Cap (VSS) 6.1 $11M 86k 125.96
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Vanguard S&p 500 Etf idx (VOO) 5.5 $9.8M 19k 527.67
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Vanguard Malvern Fds strm infproidx (VTIP) 4.8 $8.5M +66% 172k 49.31
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Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 4.4 $7.8M 93k 83.75
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Vanguard Value ETF (VTV) 3.5 $6.2M 36k 174.57
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Vanguard Growth ETF (VUG) 2.4 $4.3M 11k 383.93
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Vanguard Emerging Markets ETF (VWO) 2.0 $3.5M 73k 47.85
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Vanguard Extended Market ETF (VXF) 1.5 $2.6M 14k 181.99
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Dimensional Etf Trust (DFIV) 1.2 $2.1M 54k 38.08
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Bloom Energy Corp (BE) 1.1 $2.0M 189k 10.56
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Vanguard REIT ETF (VNQ) 1.1 $2.0M 20k 97.42
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Vanguard FTSE All-World ex-US ETF (VEU) 1.1 $2.0M 31k 63.00
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Vanguard Europe Pacific ETF (VEA) 1.1 $1.9M 35k 52.81
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Berkshire Hathaway (BRK.B) 0.9 $1.7M 3.6k 460.26
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DFA Tax-Managed US Marketwide Value II (DFUV) 0.9 $1.6M 39k 41.69
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Vanguard Esg International Stock Etf etf (VSGX) 0.6 $1.1M 18k 61.51
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Vanguard Esg U.s. Stock Etf etf (ESGV) 0.5 $890k 8.8k 101.65
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Tesla Motors (TSLA) 0.5 $835k 3.2k 261.63
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Vanguard Small-Cap ETF (VB) 0.4 $678k 2.9k 237.21
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Oracle Corporation (ORCL) 0.3 $449k 2.6k 170.40
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Vanguard Bd Index Fds (VUSB) 0.2 $316k NEW 6.3k 49.94
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Dimensional Etf Trust (DFLV) 0.1 $261k 8.5k 30.81
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Apple (AAPL) 0.1 $207k 890.00 233.00
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Dimensional International Small Cap Value ETF (DISV) 0.1 $183k 6.3k 29.06
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West Coast Community Bancorp (SCZC) 0.1 $181k NEW 4.6k 39.00
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Amazon (AMZN) 0.1 $175k 937.00 186.33
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Costco Wholesale Corporation (COST) 0.1 $168k 190.00 886.52
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Amgen (AMGN) 0.1 $161k 500.00 322.21
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Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.1 $150k 3.2k 46.91
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Vanguard Total Bond Market ETF (BND) 0.1 $146k 1.9k 75.11
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Microsoft Corporation (MSFT) 0.1 $145k 338.00 430.30
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SPDR S&P Biotech (XBI) 0.1 $141k NEW 1.4k 98.80
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Cisco Systems (CSCO) 0.1 $129k 2.4k 53.22
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Agilent Technologies Inc C ommon (A) 0.1 $123k 828.00 148.48
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iShares Russell 1000 Value Index (IWD) 0.1 $118k NEW 623.00 189.80
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $88k NEW 1.1k 78.05
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Spdr S&p 500 Etf (SPY) 0.0 $81k NEW 141.00 573.76
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Uber Technologies (UBER) 0.0 $79k 1.1k 75.16
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iShares Russell 1000 Growth Index (IWF) 0.0 $78k NEW 207.00 375.38
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Wells Fargo & Company (WFC) 0.0 $76k 1.3k 56.49
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Vanguard Mid-Cap ETF (VO) 0.0 $75k 283.00 263.83
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Keysight Technologies (KEYS) 0.0 $74k 465.00 158.93
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Dimensional Etf Trust (DFEV) 0.0 $72k 2.5k 28.46
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Eli Lilly & Co. (LLY) 0.0 $63k -4% 71.00 885.94
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Facebook Inc cl a (META) 0.0 $57k 100.00 572.44
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FedEx Corporation (FDX) 0.0 $55k 200.00 273.68
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Alphabet Inc Class C cs (GOOG) 0.0 $47k 280.00 167.19
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Home Depot (HD) 0.0 $41k 100.00 405.20
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Ishares Inc core msci emkt (IEMG) 0.0 $41k NEW 705.00 57.41
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iShares Russell 2000 Index (IWM) 0.0 $35k NEW 157.00 220.89
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Blackstone Group Inc Com Cl A (BX) 0.0 $28k 184.00 153.13
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Charter Communications Inc New Cl A cl a (CHTR) 0.0 $26k 81.00 324.07
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Zscaler Incorporated (ZS) 0.0 $26k 150.00 170.94
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Johnson & Johnson (JNJ) 0.0 $24k 150.00 162.06
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Pepsi (PEP) 0.0 $21k 125.00 170.05
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At&t (T) 0.0 $21k 957.00 22.00
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International Business Machines (IBM) 0.0 $18k 82.00 220.41
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Broadcom (AVGO) 0.0 $17k +900% 100.00 172.50
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Hp (HPQ) 0.0 $14k 400.00 35.87
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United Parcel Service (UPS) 0.0 $14k 100.00 136.34
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Starbucks Corporation (SBUX) 0.0 $11k 115.00 97.49
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Verisign (VRSN) 0.0 $9.5k 50.00 189.96
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Applied Materials (AMAT) 0.0 $9.1k 45.00 202.04
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Hewlett Packard Enterprise (HPE) 0.0 $8.2k 400.00 20.46
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Intel Corporation (INTC) 0.0 $4.7k -50% 200.00 23.46
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Warner Bros. Discovery (WBD) 0.0 $1.9k 231.00 8.25
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Kyndryl Holdings Ord Wi (KD) 0.0 $322.000000 14.00 23.00
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Endonovo Therapeutics (ENDV) 0.0 $0 NEW 60.00 0.00
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Past Filings by Family CFO

SEC 13F filings are viewable for Family CFO going back to 2021