Family CFO
Latest statistics and disclosures from Family CFO's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VIG, VXUS, VBR, VMBS, and represent 56.87% of Family CFO's stock portfolio.
- Added to shares of these 10 stocks: VCIT, VMBS, DUSB, VTI, VUSB, VIG, VBR, VXUS, VTV, DFUV.
- Reduced shares in these 10 stocks: BE, VBIL, , WCCB, TSLA, , , , VNQI, BND.
- Sold out of its positions in T, ABBV, A, GOOG, GOOGL, AMGN, AMAT, WRB, BX, BLK.
- Family CFO was a net seller of stock by $-3.1M.
- Family CFO has $217M in assets under management (AUM), dropping by 8.78%.
- Central Index Key (CIK): 0001911695
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Portfolio Holdings for Family CFO
Family CFO holds 34 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 23.5 | $51M | 155k | 328.17 |
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| Vanguard Dividend Appreciation ETF (VIG) | 10.3 | $22M | 104k | 215.79 |
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| Vanguard Star Fd Intl Stk Idxf (VXUS) | 9.3 | $20M | 274k | 73.46 |
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| Vanguard Small-Cap Value ETF (VBR) | 7.4 | $16M | 77k | 208.71 |
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| Vanguard Mortgage Bkd Sects ETF (VMBS) | 6.4 | $14M | +8% | 297k | 46.96 |
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| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 5.6 | $12M | 86k | 142.55 |
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| Vanguard S&p 500 Etf idx (VOO) | 5.4 | $12M | 19k | 612.38 |
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| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 4.5 | $9.8M | +13% | 117k | 84.11 |
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| Bloom Energy Corp (BE) | 4.1 | $8.8M | -26% | 104k | 84.57 |
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| Vanguard Malvern Fds strm infproidx (VTIP) | 3.5 | $7.7M | 152k | 50.63 |
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| Vanguard Value ETF (VTV) | 3.2 | $7.0M | +2% | 38k | 186.49 |
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| Vanguard Growth ETF (VUG) | 2.6 | $5.7M | 12k | 479.61 |
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| Vanguard Emerging Markets ETF (VWO) | 1.8 | $3.9M | 72k | 54.18 |
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| Vanguard Extended Market ETF (VXF) | 1.4 | $3.1M | 15k | 209.34 |
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| Dimensional Etf Trust (DFIV) | 1.4 | $3.0M | +2% | 64k | 46.12 |
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| DFA Tax-Managed US Marketwide Value II (DFUV) | 1.1 | $2.5M | +4% | 55k | 44.69 |
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| Vanguard Europe Pacific ETF (VEA) | 1.1 | $2.3M | 39k | 59.92 |
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| Vanguard FTSE All-World ex-US ETF (VEU) | 0.9 | $2.1M | -4% | 29k | 71.37 |
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| Vanguard REIT ETF (VNQ) | 0.8 | $1.8M | 20k | 91.42 |
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| Berkshire Hathaway (BRK.B) | 0.8 | $1.7M | -7% | 3.4k | 502.74 |
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| Dimensional Etf Trust (DUSB) | 0.6 | $1.3M | +66% | 26k | 50.78 |
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| Tesla Motors (TSLA) | 0.6 | $1.2M | -12% | 2.8k | 444.72 |
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| Vanguard Instl Index (VBIL) | 0.5 | $1.2M | -43% | 15k | 75.61 |
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| Vanguard Esg International Stock Etf etf (VSGX) | 0.5 | $1.2M | -5% | 17k | 69.37 |
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| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.5 | $1.1M | -4% | 9.4k | 118.44 |
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| Vanguard Bd Index Fds (VUSB) | 0.4 | $821k | +42% | 16k | 49.99 |
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| Vanguard Small-Cap ETF (VB) | 0.4 | $787k | 3.1k | 254.28 |
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| Oracle Corporation (ORCL) | 0.3 | $740k | 2.6k | 281.24 |
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| Dimensional Etf Trust (DFEV) | 0.3 | $553k | +12% | 17k | 31.89 |
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| Apple (AAPL) | 0.2 | $384k | 1.5k | 254.63 |
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| Dimensional Etf Trust (DFSV) | 0.2 | $339k | 11k | 31.84 |
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| Dimensional Etf Trust (DFLV) | 0.1 | $227k | 6.9k | 32.90 |
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| Dimensional International Small Cap Value ETF (DISV) | 0.1 | $225k | 6.3k | 35.69 |
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| Amazon (AMZN) | 0.1 | $200k | 912.00 | 219.57 |
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Past Filings by Family CFO
SEC 13F filings are viewable for Family CFO going back to 2021
- Family CFO 2025 Q3 filed Oct. 28, 2025
- Family CFO 2025 Q2 filed July 21, 2025
- Family CFO 2025 Q1 filed April 24, 2025
- Family CFO 2024 Q4 filed Jan. 30, 2025
- Family CFO 2024 Q3 filed Oct. 17, 2024
- Family CFO 2024 Q2 filed July 24, 2024
- Family CFO 2024 Q1 filed April 17, 2024
- Family CFO 2023 Q4 filed Jan. 31, 2024
- Family CFO 2023 Q3 filed Nov. 3, 2023
- Family CFO 2023 Q2 filed Aug. 9, 2023
- Family CFO 2023 Q1 filed April 17, 2023
- Family CFO 2022 Q4 filed Jan. 18, 2023
- Family CFO 2022 Q3 filed Oct. 26, 2022
- Family CFO 2022 Q2 filed July 25, 2022
- Family CFO 2022 Q1 filed April 28, 2022
- Family CFO 2021 Q4 filed Feb. 18, 2022