Family CFO as of March 31, 2025
Portfolio Holdings for Family CFO
Family CFO holds 65 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 22.9 | $42M | 152k | 274.84 | |
| Vanguard Dividend Appreciation ETF (VIG) | 10.8 | $20M | 102k | 193.99 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 9.5 | $17M | 279k | 62.10 | |
| Vanguard Small-Cap Value ETF (VBR) | 7.8 | $14M | 77k | 186.29 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 6.7 | $12M | 265k | 46.31 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 5.4 | $9.9M | 86k | 115.60 | |
| Vanguard S&p 500 Etf idx (VOO) | 5.4 | $9.8M | 19k | 513.91 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 4.8 | $8.7M | 175k | 49.90 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 4.6 | $8.4M | 103k | 81.76 | |
| Vanguard Value ETF (VTV) | 3.5 | $6.4M | 37k | 172.74 | |
| Vanguard Growth ETF (VUG) | 2.4 | $4.3M | 12k | 370.82 | |
| Vanguard Emerging Markets ETF (VWO) | 1.8 | $3.2M | 72k | 45.26 | |
| Bloom Energy Corp (BE) | 1.6 | $2.9M | 147k | 19.66 | |
| Vanguard Extended Market ETF (VXF) | 1.4 | $2.5M | 15k | 172.26 | |
| Dimensional Etf Trust (DFIV) | 1.3 | $2.4M | 62k | 39.36 | |
| DFA Tax-Managed US Marketwide Value II (DFUV) | 1.1 | $2.0M | 50k | 41.21 | |
| Berkshire Hathaway (BRK.B) | 1.1 | $1.9M | 3.6k | 532.58 | |
| Vanguard Europe Pacific ETF (VEA) | 1.1 | $1.9M | 38k | 50.83 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 1.0 | $1.9M | 31k | 60.66 | |
| Vanguard REIT ETF (VNQ) | 1.0 | $1.8M | 20k | 90.54 | |
| Vanguard Esg International Stock Etf etf (VSGX) | 0.6 | $1.0M | 18k | 58.98 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.5 | $947k | 9.7k | 97.95 | |
| Tesla Motors (TSLA) | 0.5 | $825k | 3.2k | 259.16 | |
| Vanguard Small-Cap ETF (VB) | 0.4 | $660k | 3.0k | 221.75 | |
| Vanguard Bd Index Fds (VUSB) | 0.3 | $576k | 12k | 49.85 | |
| Dimensional Etf Trust (DUSB) | 0.3 | $481k | 9.5k | 50.73 | |
| Vanguard Instl Index (VBIL) | 0.2 | $407k | 5.4k | 75.44 | |
| Oracle Corporation (ORCL) | 0.2 | $368k | 2.6k | 139.81 | |
| Apple (AAPL) | 0.2 | $335k | 1.5k | 222.13 | |
| Dimensional Etf Trust (DFLV) | 0.1 | $211k | 6.9k | 30.57 | |
| Dimensional International Small Cap Value ETF (DISV) | 0.1 | $183k | 6.3k | 29.12 | |
| West Coast Community Bancorp (WCCB) | 0.1 | $183k | 4.6k | 39.39 | |
| Costco Wholesale Corporation (COST) | 0.1 | $180k | 190.00 | 945.78 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $177k | 2.2k | 78.94 | |
| Amazon (AMZN) | 0.1 | $174k | 912.00 | 190.26 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $158k | 2.2k | 73.45 | |
| SPDR S&P Biotech (XBI) | 0.1 | $156k | 1.9k | 81.10 | |
| Amgen (AMGN) | 0.1 | $156k | 500.00 | 311.55 | |
| Cisco Systems (CSCO) | 0.1 | $149k | 2.4k | 61.71 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $135k | 3.3k | 40.47 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $121k | 469.00 | 258.62 | |
| Microsoft Corporation (MSFT) | 0.1 | $116k | 310.00 | 375.39 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $107k | 192.00 | 559.39 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $97k | 828.00 | 116.98 | |
| Wells Fargo & Company (WFC) | 0.1 | $97k | 1.3k | 71.79 | |
| Dimensional Etf Trust (DFEV) | 0.0 | $82k | 3.0k | 27.05 | |
| Uber Technologies (UBER) | 0.0 | $77k | 1.1k | 72.86 | |
| Keysight Technologies (KEYS) | 0.0 | $70k | 465.00 | 149.77 | |
| Facebook Inc cl a (META) | 0.0 | $62k | 108.00 | 576.36 | |
| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.0 | $53k | 1.5k | 35.65 | |
| FedEx Corporation (FDX) | 0.0 | $49k | 200.00 | 243.78 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $44k | 280.00 | 156.23 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.0 | $43k | 522.00 | 82.94 | |
| Home Depot (HD) | 0.0 | $37k | 100.00 | 366.49 | |
| At&t (T) | 0.0 | $27k | 957.00 | 28.28 | |
| Johnson & Johnson (JNJ) | 0.0 | $25k | 150.00 | 165.84 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $25k | 186.00 | 132.46 | |
| First Trust DB Strateg Val Idx Fnd (FTCS) | 0.0 | $20k | 218.00 | 89.64 | |
| Pepsi (PEP) | 0.0 | $19k | 125.00 | 149.94 | |
| Broadcom (AVGO) | 0.0 | $17k | 100.00 | 167.43 | |
| Starbucks Corporation (SBUX) | 0.0 | $11k | 115.00 | 98.09 | |
| Hp (HPQ) | 0.0 | $11k | 400.00 | 27.69 | |
| United Parcel Service (UPS) | 0.0 | $11k | 100.00 | 109.99 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $6.2k | 400.00 | 15.43 | |
| Warner Bros. Discovery (WBD) | 0.0 | $2.5k | 231.00 | 10.73 |
