Family CFO as of Dec. 31, 2025
Portfolio Holdings for Family CFO
Family CFO holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 23.3 | $52M | 155k | 335.27 | |
| Vanguard Dividend Appreciation ETF (VIG) | 10.2 | $23M | 104k | 219.78 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 9.2 | $21M | 274k | 75.44 | |
| Vanguard Small-Cap Value ETF (VBR) | 7.2 | $16M | 77k | 211.79 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 6.6 | $15M | 313k | 47.08 | |
| Vanguard S&p 500 Etf idx (VOO) | 5.4 | $12M | 19k | 627.13 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 5.4 | $12M | 84k | 143.33 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 4.5 | $10M | 120k | 83.75 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 3.5 | $7.8M | 158k | 49.46 | |
| Bloom Energy Corp (BE) | 3.3 | $7.3M | 84k | 86.89 | |
| Vanguard Value ETF (VTV) | 3.2 | $7.1M | 37k | 190.99 | |
| Vanguard Growth ETF (VUG) | 2.6 | $5.8M | 12k | 487.86 | |
| Vanguard Emerging Markets ETF (VWO) | 1.6 | $3.6M | 67k | 53.76 | |
| Dimensional Etf Trust (DFIV) | 1.4 | $3.2M | 64k | 49.90 | |
| Vanguard Extended Market ETF (VXF) | 1.4 | $3.2M | 15k | 209.12 | |
| DFA Tax-Managed US Marketwide Value II (DFUV) | 1.2 | $2.6M | 55k | 46.59 | |
| Vanguard Europe Pacific ETF (VEA) | 1.1 | $2.4M | 39k | 62.47 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.9 | $2.1M | 29k | 73.56 | |
| Dimensional Etf Trust (DUSB) | 0.9 | $2.0M | 39k | 50.65 | |
| Vanguard REIT ETF (VNQ) | 0.9 | $1.9M | 22k | 88.49 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $1.5M | 3.0k | 502.65 | |
| Tesla Motors (TSLA) | 0.6 | $1.3M | 2.8k | 449.72 | |
| Vanguard Esg International Stock Etf etf (VSGX) | 0.5 | $1.2M | 17k | 71.62 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.5 | $1.1M | 9.4k | 120.96 | |
| Vanguard Instl Index (VBIL) | 0.5 | $1.1M | 14k | 75.43 | |
| Ea Series Trust (AAEQ) | 0.4 | $979k | 20k | 49.33 | |
| Dimensional Etf Trust (DFEV) | 0.3 | $585k | 17k | 33.74 | |
| Vanguard Bd Index Fds (VUSB) | 0.3 | $580k | 12k | 49.84 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $558k | 2.2k | 257.95 | |
| Apple (AAPL) | 0.2 | $410k | 1.5k | 271.86 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.2 | $406k | 8.4k | 48.32 | |
| Dimensional Etf Trust (DFSV) | 0.2 | $369k | 11k | 32.89 | |
| Oracle Corporation (ORCL) | 0.1 | $304k | 1.6k | 194.91 | |
| Dimensional International Small Cap Value ETF (DISV) | 0.1 | $239k | 6.3k | 38.00 | |
| Dimensional Etf Trust (DFLV) | 0.1 | $236k | 6.9k | 34.21 | |
| Amazon (AMZN) | 0.1 | $211k | 912.00 | 230.82 | |
| West Coast Community Bancorp (WCCB) | 0.1 | $205k | 4.6k | 44.00 | |
| Vanguard Information Technology ETF (VGT) | 0.1 | $201k | 266.00 | 753.78 | |
| Cisco Systems (CSCO) | 0.1 | $187k | 2.4k | 77.03 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $181k | 3.9k | 45.84 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $170k | 2.1k | 79.73 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $167k | 2.3k | 74.07 | |
| Costco Wholesale Corporation (COST) | 0.1 | $164k | 190.00 | 862.34 | |
| Microsoft Corporation (MSFT) | 0.1 | $150k | 310.00 | 483.62 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $136k | 469.00 | 290.22 | |
| Amgen (AMGN) | 0.1 | $130k | 396.00 | 327.31 | |
| Wells Fargo & Company (WFC) | 0.1 | $126k | 1.3k | 93.20 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $113k | 828.00 | 136.07 | |
| Keysight Technologies (KEYS) | 0.0 | $95k | 465.00 | 203.19 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $88k | 280.00 | 313.80 | |
| Uber Technologies (UBER) | 0.0 | $86k | 1.1k | 81.71 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $79k | 116.00 | 681.92 | |
| Eli Lilly & Co. (LLY) | 0.0 | $74k | 69.00 | 1074.68 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.0 | $74k | 809.00 | 91.45 | |
| Facebook Inc cl a (META) | 0.0 | $71k | 108.00 | 660.09 | |
| SPDR S&P Biotech (XBI) | 0.0 | $64k | 526.00 | 121.93 | |
| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.0 | $64k | 1.5k | 42.94 | |
| FedEx Corporation (FDX) | 0.0 | $40k | 139.00 | 288.86 | |
| Broadcom (AVGO) | 0.0 | $35k | 100.00 | 346.10 | |
| Home Depot (HD) | 0.0 | $34k | 100.00 | 344.10 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $34k | 186.00 | 183.40 | |
| Zscaler Incorporated (ZS) | 0.0 | $34k | 150.00 | 224.92 | |
| Johnson & Johnson (JNJ) | 0.0 | $31k | 150.00 | 206.95 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $28k | 184.00 | 154.14 | |
| International Business Machines (IBM) | 0.0 | $25k | 84.00 | 297.49 | |
| First Trust DB Strateg Val Idx Fnd (FTCS) | 0.0 | $20k | 218.00 | 92.51 | |
| Pepsi (PEP) | 0.0 | $18k | 125.00 | 143.52 | |
| Verisign (VRSN) | 0.0 | $12k | 50.00 | 242.96 | |
| Applied Materials (AMAT) | 0.0 | $12k | 45.00 | 257.00 | |
| Carrier Global Corporation (CARR) | 0.0 | $9.8k | 186.00 | 52.84 | |
| Starbucks Corporation (SBUX) | 0.0 | $9.7k | 115.00 | 84.21 | |
| NVIDIA Corporation (NVDA) | 0.0 | $9.3k | 50.00 | 186.50 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $8.1k | 93.00 | 87.35 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $6.9k | 22.00 | 313.00 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $6.8k | 21.00 | 322.24 | |
| Abbvie (ABBV) | 0.0 | $4.6k | 20.00 | 228.50 | |
| Sap (SAP) | 0.0 | $4.4k | 18.00 | 242.89 | |
| Visa (V) | 0.0 | $4.2k | 12.00 | 350.75 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $4.2k | 60.00 | 70.12 | |
| Blackrock (BLK) | 0.0 | $3.2k | 3.00 | 1070.33 | |
| Stryker Corporation (SYK) | 0.0 | $3.2k | 9.00 | 351.44 | |
| Cintas Corporation (CTAS) | 0.0 | $3.0k | 16.00 | 188.06 | |
| salesforce (CRM) | 0.0 | $2.9k | 11.00 | 264.91 | |
| Burlington Stores (BURL) | 0.0 | $2.9k | 10.00 | 288.90 | |
| Palo Alto Networks (PANW) | 0.0 | $2.6k | 14.00 | 184.21 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $371.999600 | 14.00 | 26.57 | |
| Endonovo Therapeutics (ENDV) | 0.0 | $0 | 60.00 | 0.00 |
