Family CFO as of June 30, 2025
Portfolio Holdings for Family CFO
Family CFO holds 90 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 23.4 | $47M | 154k | 303.93 | |
| Vanguard Dividend Appreciation ETF (VIG) | 10.5 | $21M | 103k | 204.67 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 9.4 | $19M | 272k | 69.09 | |
| Vanguard Small-Cap Value ETF (VBR) | 7.4 | $15M | 76k | 195.01 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 6.4 | $13M | 275k | 46.34 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 5.8 | $12M | 86k | 134.39 | |
| Vanguard S&p 500 Etf idx (VOO) | 5.5 | $11M | 19k | 568.03 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 4.3 | $8.5M | 103k | 82.92 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 3.9 | $7.7M | 154k | 50.27 | |
| Vanguard Value ETF (VTV) | 3.2 | $6.5M | 37k | 176.74 | |
| Vanguard Growth ETF (VUG) | 2.6 | $5.2M | 12k | 438.40 | |
| Vanguard Emerging Markets ETF (VWO) | 1.8 | $3.6M | 72k | 49.46 | |
| Bloom Energy Corp (BE) | 1.7 | $3.4M | 141k | 23.92 | |
| Vanguard Extended Market ETF (VXF) | 1.4 | $2.9M | 15k | 192.71 | |
| Dimensional Etf Trust (DFIV) | 1.3 | $2.7M | 63k | 42.83 | |
| DFA Tax-Managed US Marketwide Value II (DFUV) | 1.1 | $2.2M | 53k | 42.28 | |
| Vanguard Europe Pacific ETF (VEA) | 1.1 | $2.2M | 38k | 57.01 | |
| Vanguard Instl Index (VBIL) | 1.0 | $2.0M | 27k | 75.55 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 1.0 | $2.0M | 30k | 67.22 | |
| Vanguard REIT ETF (VNQ) | 0.9 | $1.8M | 20k | 89.06 | |
| Berkshire Hathaway (BRK.B) | 0.9 | $1.8M | 3.6k | 485.77 | |
| Vanguard Esg International Stock Etf etf (VSGX) | 0.6 | $1.2M | 18k | 65.50 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.5 | $1.1M | 9.8k | 109.64 | |
| Tesla Motors (TSLA) | 0.5 | $1.0M | 3.2k | 317.66 | |
| Dimensional Etf Trust (DUSB) | 0.4 | $785k | 16k | 50.75 | |
| Vanguard Small-Cap ETF (VB) | 0.4 | $733k | 3.1k | 236.98 | |
| Vanguard Bd Index Fds (VUSB) | 0.3 | $576k | 12k | 49.87 | |
| Oracle Corporation (ORCL) | 0.3 | $575k | 2.6k | 218.63 | |
| Dimensional Etf Trust (DFEV) | 0.2 | $462k | 15k | 29.99 | |
| Dimensional Etf Trust (DFSV) | 0.2 | $313k | 11k | 29.43 | |
| Apple (AAPL) | 0.2 | $309k | 1.5k | 205.17 | |
| Dimensional Etf Trust (DFLV) | 0.1 | $214k | 6.9k | 31.02 | |
| Dimensional International Small Cap Value ETF (DISV) | 0.1 | $207k | 6.3k | 32.91 | |
| Amazon (AMZN) | 0.1 | $200k | 912.00 | 219.39 | |
| Costco Wholesale Corporation (COST) | 0.1 | $188k | 190.00 | 989.94 | |
| West Coast Community Bancorp (WCCB) | 0.1 | $182k | 4.6k | 39.14 | |
| Vanguard Information Technology ETF (VGT) | 0.1 | $176k | 266.00 | 663.28 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $170k | 2.1k | 79.50 | |
| Cisco Systems (CSCO) | 0.1 | $168k | 2.4k | 69.38 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $160k | 3.5k | 46.16 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $159k | 2.2k | 73.63 | |
| Microsoft Corporation (MSFT) | 0.1 | $154k | 310.00 | 497.41 | |
| Amgen (AMGN) | 0.1 | $140k | 500.00 | 279.21 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $131k | 469.00 | 279.83 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $119k | 192.00 | 617.85 | |
| Wells Fargo & Company (WFC) | 0.1 | $108k | 1.3k | 80.12 | |
| Uber Technologies (UBER) | 0.0 | $98k | 1.1k | 93.30 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $98k | 828.00 | 118.01 | |
| Facebook Inc cl a (META) | 0.0 | $80k | 108.00 | 738.09 | |
| Keysight Technologies (KEYS) | 0.0 | $76k | 465.00 | 163.86 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.0 | $61k | 677.00 | 90.12 | |
| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.0 | $59k | 1.5k | 39.66 | |
| Eli Lilly & Co. (LLY) | 0.0 | $54k | 69.00 | 779.54 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $50k | 280.00 | 177.39 | |
| Zscaler Incorporated (ZS) | 0.0 | $47k | 150.00 | 313.94 | |
| FedEx Corporation (FDX) | 0.0 | $46k | 200.00 | 227.31 | |
| SPDR S&P Biotech (XBI) | 0.0 | $44k | 526.00 | 82.93 | |
| Home Depot (HD) | 0.0 | $37k | 100.00 | 366.64 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $33k | 81.00 | 408.81 | |
| At&t (T) | 0.0 | $28k | 957.00 | 28.94 | |
| Broadcom (AVGO) | 0.0 | $28k | 100.00 | 275.65 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $28k | 184.00 | 149.58 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $27k | 186.00 | 146.02 | |
| International Business Machines (IBM) | 0.0 | $25k | 83.00 | 296.08 | |
| Johnson & Johnson (JNJ) | 0.0 | $23k | 150.00 | 152.75 | |
| First Trust DB Strateg Val Idx Fnd (FTCS) | 0.0 | $20k | 218.00 | 90.89 | |
| Pepsi (PEP) | 0.0 | $17k | 125.00 | 132.04 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $15k | 303.00 | 49.51 | |
| Verisign (VRSN) | 0.0 | $14k | 50.00 | 288.80 | |
| Carrier Global Corporation (CARR) | 0.0 | $14k | 186.00 | 73.19 | |
| Starbucks Corporation (SBUX) | 0.0 | $11k | 115.00 | 91.63 | |
| Hp (HPQ) | 0.0 | $9.8k | 400.00 | 24.46 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $9.2k | 93.00 | 99.02 | |
| Applied Materials (AMAT) | 0.0 | $8.2k | 45.00 | 183.07 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $8.2k | 400.00 | 20.45 | |
| NVIDIA Corporation (NVDA) | 0.0 | $7.9k | 50.00 | 158.00 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $6.1k | 21.00 | 289.90 | |
| Sap (SAP) | 0.0 | $5.5k | 18.00 | 304.11 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $4.4k | 60.00 | 73.47 | |
| Visa (V) | 0.0 | $4.3k | 12.00 | 355.08 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $3.9k | 22.00 | 176.23 | |
| Abbvie (ABBV) | 0.0 | $3.7k | 20.00 | 185.60 | |
| Cintas Corporation (CTAS) | 0.0 | $3.6k | 16.00 | 222.88 | |
| Stryker Corporation (SYK) | 0.0 | $3.6k | 9.00 | 395.67 | |
| Blackrock (BLK) | 0.0 | $3.1k | 3.00 | 1049.33 | |
| salesforce (CRM) | 0.0 | $3.0k | 11.00 | 272.73 | |
| Palo Alto Networks (PANW) | 0.0 | $2.9k | 14.00 | 204.64 | |
| Warner Bros. Discovery (WBD) | 0.0 | $2.6k | 231.00 | 11.46 | |
| Burlington Stores (BURL) | 0.0 | $2.3k | 10.00 | 232.60 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $587.000400 | 14.00 | 41.93 |
