Family CFO as of Dec. 31, 2021
Portfolio Holdings for Family CFO
Family CFO holds 53 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 28.9 | $30M | 124k | 241.44 | |
| Vanguard Dividend Appreciation ETF (VIG) | 11.6 | $12M | 70k | 171.75 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 10.4 | $11M | 169k | 63.57 | |
| Vanguard Small-Cap Value ETF (VBR) | 8.8 | $9.2M | 51k | 178.85 | |
| Vanguard S&p 500 Etf idx (VOO) | 6.5 | $6.8M | 16k | 436.55 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 6.3 | $6.5M | 49k | 133.95 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 4.4 | $4.5M | 86k | 52.84 | |
| Vanguard Growth ETF (VUG) | 3.5 | $3.6M | 11k | 320.93 | |
| Vanguard Value ETF (VTV) | 2.6 | $2.7M | 19k | 147.12 | |
| Vanguard Emerging Markets ETF (VWO) | 2.0 | $2.1M | 43k | 49.46 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 2.0 | $2.0M | 33k | 61.27 | |
| Vanguard Extended Market ETF (VXF) | 1.7 | $1.8M | 9.8k | 182.84 | |
| Apple (AAPL) | 1.5 | $1.6M | 8.9k | 177.56 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.4 | $1.5M | 16k | 92.79 | |
| Vanguard REIT ETF (VNQ) | 1.3 | $1.3M | 12k | 116.02 | |
| Tesla Motors (TSLA) | 1.1 | $1.1M | 1.0k | 1057.00 | |
| Vanguard Europe Pacific ETF (VEA) | 1.0 | $1.1M | 21k | 51.06 | |
| Berkshire Hathaway (BRK.B) | 0.9 | $965k | 3.2k | 299.04 | |
| Vanguard Small-Cap ETF (VB) | 0.6 | $570k | 2.5k | 225.83 | |
| Vanguard Total Bond Market ETF (BND) | 0.5 | $524k | 6.2k | 84.80 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $451k | 1.00 | 451000.00 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.2 | $258k | 2.9k | 87.76 | |
| Vanguard Esg International Stock Etf etf (VSGX) | 0.2 | $234k | 3.8k | 62.15 | |
| Oracle Corporation (ORCL) | 0.2 | $230k | 2.6k | 87.39 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.2 | $157k | 2.9k | 54.01 | |
| Cisco Systems (CSCO) | 0.1 | $155k | 2.5k | 63.19 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $132k | 828.00 | 159.42 | |
| Amazon (AMZN) | 0.1 | $120k | 36.00 | 3333.33 | |
| Santa Cruz County Bank Ca | 0.1 | $115k | 2.4k | 47.52 | |
| Amgen (AMGN) | 0.1 | $112k | 500.00 | 224.00 | |
| Costco Wholesale Corporation (COST) | 0.1 | $108k | 190.00 | 568.42 | |
| Microsoft Corporation (MSFT) | 0.1 | $106k | 316.00 | 335.44 | |
| Automatic Data Processing (ADP) | 0.1 | $99k | 400.00 | 247.50 | |
| Keysight Technologies (KEYS) | 0.1 | $96k | 465.00 | 206.45 | |
| United Parcel Service (UPS) | 0.1 | $86k | 400.00 | 215.00 | |
| Wells Fargo & Company (WFC) | 0.1 | $65k | 1.3k | 48.26 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $64k | 532.00 | 120.30 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $55k | 216.00 | 254.63 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $53k | 81.00 | 654.32 | |
| FedEx Corporation (FDX) | 0.1 | $52k | 200.00 | 260.00 | |
| Home Depot (HD) | 0.0 | $42k | 100.00 | 420.00 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $41k | 14.00 | 2928.57 | |
| Johnson & Johnson (JNJ) | 0.0 | $26k | 150.00 | 173.33 | |
| At&t (T) | 0.0 | $24k | 957.00 | 25.08 | |
| Pepsi (PEP) | 0.0 | $22k | 125.00 | 176.00 | |
| NVIDIA Corporation (NVDA) | 0.0 | $15k | 50.00 | 300.00 | |
| Hp (HPQ) | 0.0 | $15k | 400.00 | 37.50 | |
| Starbucks Corporation (SBUX) | 0.0 | $13k | 115.00 | 113.04 | |
| Verisign (VRSN) | 0.0 | $13k | 50.00 | 260.00 | |
| International Business Machines (IBM) | 0.0 | $10k | 73.00 | 136.99 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $6.0k | 400.00 | 15.00 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $0 | 14.00 | 0.00 | |
| Endonovo Therapeutics (ENDV) | 0.0 | $0 | 60.00 | 0.00 |
