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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 55.64% of Family CFO's stock portfolio.
Added to shares of these 10 stocks: AAUA, BWX, IBND, EBND, VMBS, GLDM, VNQI, VIG, VNQ, VBIL.
Started 5 new stock positions in AAUA, BWX, GLDM, EBND, IBND.
Reduced shares in these 10 stocks: VOO, BE, VCIT, DUSB, VBR, VTV, DFLV, AMZN, VTI, .
Sold out of its positions in ABBV, A, GOOG, GOOGL, AMZN, AMGN, AMAT, WRB, BX, BLK.
Family CFO was a net seller of stock by $-1.6M.
Family CFO has $223M in assets under management (AUM), dropping by -0.15%.
Central Index Key (CIK): 0001911695

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Portfolio Holdings for Family CFO

Family CFO holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market ETF (VTI)	22.2	$50M		155k	320.81	View chart
Vanguard Dividend Appreciation ETF (VIG)	10.0	$22M		104k	215.06	View chart
Vanguard Star Fd Intl Stk Idxf (VXUS)	9.4	$21M		272k	77.11	View chart
Vanguard Small-Cap Value ETF (VBR)	7.2	$16M	-3%	74k	217.25	View chart
Vanguard Mortgage Bkd Sects ETF (VMBS)	6.8	$15M	+3%	323k	46.95	View chart
Vanguard FTSE All Wld Ex USSml Cap (VSS)	5.4	$12M		83k	145.79	View chart
Bloom Energy Corp (BE)	4.7	$11M	-7%	77k	135.49	View chart
Vanguard S&p 500 Etf idx (VOO)	4.5	$10M	-13%	17k	597.55	View chart
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)	4.1	$9.2M	-7%	112k	82.75	View chart
Vanguard Malvern Fds strm infproidx (VTIP)	3.5	$7.8M		156k	49.95	View chart
Vanguard Value ETF (VTV)	3.1	$7.0M	-3%	36k	196.20	View chart
Vanguard Growth ETF (VUG)	2.3	$5.2M		12k	436.79	View chart
Vanguard Emerging Markets ETF (VWO)	1.6	$3.6M		66k	54.05	View chart
Dimensional Etf Trust (DFIV)	1.5	$3.4M		65k	52.78	View chart
Ea Series Trust (AAUA)	1.4	$3.1M	NEW	63k	48.94	View chart
Vanguard Extended Market ETF (VXF)	1.3	$3.0M	-4%	15k	205.80	View chart
DFA Tax-Managed US Marketwide Value II (DFUV)	1.2	$2.7M		55k	48.46	View chart
Vanguard Europe Pacific ETF (VEA)	1.1	$2.5M		39k	64.08	View chart
Vanguard FTSE All-World ex-US ETF (VEU)	1.0	$2.1M		29k	75.10	View chart
Vanguard REIT ETF (VNQ)	0.9	$2.0M	+4%	23k	88.70	View chart
Berkshire Hathaway (BRK.B)	0.7	$1.5M		3.0k	479.20	View chart
Dimensional Etf Trust (DUSB)	0.6	$1.4M	-28%	28k	50.71	View chart
Vanguard Esg International Stock Etf etf (VSGX)	0.5	$1.2M		17k	71.73	View chart
Vanguard Instl Index (VBIL)	0.5	$1.1M	+4%	15k	75.65	View chart
Vanguard Esg U.s. Stock Etf etf (ESGV)	0.5	$1.1M		9.4k	112.27	View chart
Tesla Motors (TSLA)	0.5	$1.0M		2.8k	371.75	View chart
Ea Series Trust (AAEQ)	0.4	$923k		20k	46.52	View chart
SPDR Barclays Capital Intl Tresy Bd ETF (BWX)	0.4	$793k	NEW	36k	21.95	View chart
Spdr Series Trust equity (IBND)	0.4	$789k	NEW	25k	31.08	View chart
Spdr Series Trust brcly em locl (EBND)	0.4	$785k	NEW	38k	20.64	View chart
Dimensional Etf Trust (DFEV)	0.3	$620k		17k	35.78	View chart
Vanguard Intl Equity Index F glb ex us etf (VNQI)	0.2	$537k	+205%	12k	44.45	View chart
Vanguard Small-Cap ETF (VB)	0.2	$518k	-8%	2.0k	261.92	View chart
Spdr Gold Minishares Trust (GLDM)	0.2	$434k	NEW	4.7k	92.69	View chart
Vanguard Bd Index Fds (VUSB)	0.2	$427k	-26%	8.6k	49.78	View chart
Dimensional Etf Trust (DFSV)	0.2	$393k		11k	35.04	View chart
Apple (AAPL)	0.2	$383k		1.5k	253.79	View chart
Vanguard Charlotte Fds intl bd idx etf (BNDX)	0.1	$301k	-25%	6.3k	48.05	View chart
Dimensional International Small Cap Value ETF (DISV)	0.1	$248k		6.3k	39.44	View chart
Oracle Corporation (ORCL)	0.1	$230k		1.6k	147.11	View chart
West Coast Community Bancorp (WCCB)	0.1	$221k		4.6k	47.50	View chart

Past Filings by Family CFO

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

Family CFO 2026 Q1 filed April 28, 2026
Family CFO 2025 Q4 filed Jan. 23, 2026
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

View all past filings

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