Family CFO

Family CFO as of Sept. 30, 2025

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
Vanguard Dividend Appreciation ETF (VIG) 10.3 $22M 104k 215.79
Vanguard Star Fd Intl Stk Idxf (VXUS) 9.3 $20M 274k 73.46
Vanguard Small-Cap Value ETF (VBR) 7.4 $16M 77k 208.71
Vanguard Mortgage Bkd Sects ETF (VMBS) 6.4 $14M 297k 46.96
Vanguard FTSE All Wld Ex USSml Cap (VSS) 5.6 $12M 86k 142.55
Vanguard S&p 500 Etf idx (VOO) 5.4 $12M 19k 612.38
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 4.5 $9.8M 117k 84.11
Bloom Energy Corp (BE) 4.1 $8.8M 104k 84.57
Vanguard Malvern Fds strm infproidx (VTIP) 3.5 $7.7M 152k 50.63
Vanguard Value ETF (VTV) 3.2 $7.0M 38k 186.49
Vanguard Growth ETF (VUG) 2.6 $5.7M 12k 479.61
Vanguard Emerging Markets ETF (VWO) 1.8 $3.9M 72k 54.18
Vanguard Extended Market ETF (VXF) 1.4 $3.1M 15k 209.34
Dimensional Etf Trust (DFIV) 1.4 $3.0M 64k 46.12
DFA Tax-Managed US Marketwide Value II (DFUV) 1.1 $2.5M 55k 44.69
Vanguard Europe Pacific ETF (VEA) 1.1 $2.3M 39k 59.92
Vanguard FTSE All-World ex-US ETF (VEU) 0.9 $2.1M 29k 71.37
Vanguard REIT ETF (VNQ) 0.8 $1.8M 20k 91.42
Berkshire Hathaway (BRK.B) 0.8 $1.7M 3.4k 502.74
Dimensional Etf Trust (DUSB) 0.6 $1.3M 26k 50.78
Tesla Motors (TSLA) 0.6 $1.2M 2.8k 444.72
Vanguard Instl Index (VBIL) 0.5 $1.2M 15k 75.61
Vanguard Esg International Stock Etf etf (VSGX) 0.5 $1.2M 17k 69.37
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.5 $1.1M 9.4k 118.44
Vanguard Bd Index Fds (VUSB) 0.4 $821k 16k 49.99
Vanguard Small-Cap ETF (VB) 0.4 $787k 3.1k 254.28
Oracle Corporation (ORCL) 0.3 $740k 2.6k 281.24
Dimensional Etf Trust (DFEV) 0.3 $553k 17k 31.89
Apple (AAPL) 0.2 $384k 1.5k 254.63
Dimensional Etf Trust (DFSV) 0.2 $339k 11k 31.84
Dimensional Etf Trust (DFLV) 0.1 $227k 6.9k 32.90
Dimensional International Small Cap Value ETF (DISV) 0.1 $225k 6.3k 35.69
Amazon (AMZN) 0.1 $200k 912.00 219.57