Family CFO

Family CFO as of March 31, 2026

Portfolio Holdings for Family CFO

Family CFO holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 22.2 $50M 155k 320.81
Vanguard Dividend Appreciation ETF (VIG) 10.0 $22M 104k 215.06
Vanguard Star Fd Intl Stk Idxf (VXUS) 9.4 $21M 272k 77.11
Vanguard Small-Cap Value ETF (VBR) 7.2 $16M 74k 217.25
Vanguard Mortgage Bkd Sects ETF (VMBS) 6.8 $15M 323k 46.95
Vanguard FTSE All Wld Ex USSml Cap (VSS) 5.4 $12M 83k 145.79
Bloom Energy Corp (BE) 4.7 $11M 77k 135.49
Vanguard S&p 500 Etf idx (VOO) 4.5 $10M 17k 597.55
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 4.1 $9.2M 112k 82.75
Vanguard Malvern Fds strm infproidx (VTIP) 3.5 $7.8M 156k 49.95
Vanguard Value ETF (VTV) 3.1 $7.0M 36k 196.20
Vanguard Growth ETF (VUG) 2.3 $5.2M 12k 436.79
Vanguard Emerging Markets ETF (VWO) 1.6 $3.6M 66k 54.05
Dimensional Etf Trust (DFIV) 1.5 $3.4M 65k 52.78
Ea Series Trust (AAUA) 1.4 $3.1M 63k 48.94
Vanguard Extended Market ETF (VXF) 1.3 $3.0M 15k 205.80
DFA Tax-Managed US Marketwide Value II (DFUV) 1.2 $2.7M 55k 48.46
Vanguard Europe Pacific ETF (VEA) 1.1 $2.5M 39k 64.08
Vanguard FTSE All-World ex-US ETF (VEU) 1.0 $2.1M 29k 75.10
Vanguard REIT ETF (VNQ) 0.9 $2.0M 23k 88.70
Berkshire Hathaway (BRK.B) 0.7 $1.5M 3.0k 479.20
Dimensional Etf Trust (DUSB) 0.6 $1.4M 28k 50.71
Vanguard Esg International Stock Etf etf (VSGX) 0.5 $1.2M 17k 71.73
Vanguard Instl Index (VBIL) 0.5 $1.1M 15k 75.65
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.5 $1.1M 9.4k 112.27
Tesla Motors (TSLA) 0.5 $1.0M 2.8k 371.75
Ea Series Trust (AAEQ) 0.4 $923k 20k 46.52
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.4 $793k 36k 21.95
Spdr Series Trust equity (IBND) 0.4 $789k 25k 31.08
Spdr Series Trust brcly em locl (EBND) 0.4 $785k 38k 20.64
Dimensional Etf Trust (DFEV) 0.3 $620k 17k 35.78
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.2 $537k 12k 44.45
Vanguard Small-Cap ETF (VB) 0.2 $518k 2.0k 261.92
Spdr Gold Minishares Trust (GLDM) 0.2 $434k 4.7k 92.69
Vanguard Bd Index Fds (VUSB) 0.2 $427k 8.6k 49.78
Dimensional Etf Trust (DFSV) 0.2 $393k 11k 35.04
Apple (AAPL) 0.2 $383k 1.5k 253.79
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.1 $301k 6.3k 48.05
Dimensional International Small Cap Value ETF (DISV) 0.1 $248k 6.3k 39.44
Oracle Corporation (ORCL) 0.1 $230k 1.6k 147.11
West Coast Community Bancorp (WCCB) 0.1 $221k 4.6k 47.50