Family CFO

Family CFO as of June 30, 2026

Portfolio Holdings for Family CFO

Family CFO holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 21.9 $57M 154k 370.04
Vanguard Dividend Appreciation ETF (VIG) 9.5 $25M 104k 236.62
Vanguard Star Fd Intl Stk Idxf (VXUS) 8.9 $23M 271k 85.49
Bloom Energy Corp (BE) 7.9 $21M 68k 302.70
Vanguard Small-Cap Value ETF (VBR) 6.9 $18M 73k 242.99
Vanguard Mortgage Bkd Sects ETF (VMBS) 6.2 $16M 347k 46.81
Vanguard FTSE All Wld Ex USSml Cap (VSS) 4.9 $13M 83k 154.29
Vanguard S&p 500 Etf idx (VOO) 4.4 $11M 17k 686.81
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.8 $9.9M 120k 82.65
Vanguard Malvern Fds strm infproidx (VTIP) 3.2 $8.2M 163k 50.23
Vanguard Value ETF (VTV) 3.0 $7.8M 36k 217.93
Vanguard Growth ETF (VUG) 2.4 $6.1M 71k 86.14
Vanguard Emerging Markets ETF (VWO) 1.5 $3.9M 66k 59.69
Ea Series Trust (AAUA) 1.4 $3.6M 63k 56.92
Dimensional Etf Trust (DFIV) 1.3 $3.5M 65k 54.02
Vanguard Extended Market ETF (VXF) 1.3 $3.5M 14k 246.21
DFA Tax-Managed US Marketwide Value II (DFUV) 1.2 $3.0M 55k 55.01
Vanguard Europe Pacific ETF (VEA) 1.1 $2.8M 40k 71.25
Vanguard FTSE All-World ex-US ETF (VEU) 0.9 $2.4M 28k 83.75
Vanguard REIT ETF (VNQ) 0.8 $2.2M 23k 96.43
Broadcom (AVGO) 0.8 $2.1M 5.6k 377.75
Dimensional Etf Trust (DUSB) 0.6 $1.4M 28k 50.78
Berkshire Hathaway (BRK.B) 0.5 $1.4M 2.8k 500.39
Vanguard Esg International Stock Etf etf (VSGX) 0.5 $1.4M 17k 82.34
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.5 $1.3M 9.7k 132.24
Tesla Motors (TSLA) 0.4 $1.2M 2.8k 420.60
Vanguard Instl Index (VBIL) 0.4 $1.1M 15k 75.68
Ea Series Trust (AAEQ) 0.4 $1.1M 20k 53.19
Spdr Series Trust equity (IBND) 0.3 $779k 25k 31.18
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.3 $777k 36k 21.68
Spdr Series Trust brcly em locl (EBND) 0.3 $761k 36k 20.92
Dimensional Etf Trust (DFEV) 0.3 $740k 17k 42.67
Vanguard Small-Cap ETF (VB) 0.2 $600k 2.0k 303.12
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.2 $542k 12k 44.85
Vanguard Bd Index Fds (VUSB) 0.2 $480k 9.6k 49.78
Spdr Gold Minishares Trust (GLDM) 0.2 $440k 5.5k 79.42
Apple (AAPL) 0.2 $436k 1.5k 289.36
Dimensional Etf Trust (DFSV) 0.2 $435k 11k 38.79
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.1 $349k 7.2k 48.43
NVIDIA Corporation (NVDA) 0.1 $334k 1.7k 200.09
iShares S&P Global Infrastructure Index (IGF) 0.1 $311k 4.7k 66.60
Vanguard Information Technology ETF (VGT) 0.1 $254k 2.1k 119.52
Dimensional International Small Cap Value ETF (DISV) 0.1 $253k 6.3k 40.13
West Coast Community Bancorp (WCCB) 0.1 $232k 4.6k 50.00
Oracle Corporation (ORCL) 0.1 $229k 1.6k 146.55
iShares Silver Trust (SLV) 0.1 $224k 4.2k 53.47
Amazon (AMZN) 0.1 $214k 899.00 238.34