Family Cfo Inc Portfolio Stock Holdings
Family Cfo Inc disclosed 41 stock positions valued at approximately $223.3 million in its latest SEC 13F filing. The largest holdings include Vanguard Total Stock Market ETF, VANGUARD DIVIDEND APPRECIATION ETF, and VANGUARD TOTAL INTL STOCK INDEX FUND ETF. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 41
- Portfolio Value
- $223.3M
Holdings by Sector
Family Cfo Inc Portfolio Holdings in Q1 2026
37 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | VTI | Other | 22.19% | 154,451 | -635 | -0.41% | $49,549,328 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 10.04% | 104,268 | +509 | +0.49% | $22,423,833 |
| VANGUARD TOTAL INTL STOCK INDEX FUND ETF | VXUS | Other | 9.39% | 271,855 | -1,926 | -0.70% | $20,962,729 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 7.22% | 74,220 | -2,316 | -3.03% | $16,124,212 |
| VANGUARD MORTGAGE-BACK SEC ETF | VMBS | Other | 6.79% | 322,897 | +9,488 | +3.03% | $15,160,035 |
| Vanguard FTSE All-World ex-US Sm-Cap Index Fund | VSS | Other | 5.41% | 82,905 | -816 | -0.97% | $12,086,702 |
| Bloom Energy Corporation Com C L A | BE | Industrials | 4.69% | 77,353 | -6,510 | -7.76% | $10,480,558 |
| Vanguard S&P 500 ETF | VOO | Other | 4.48% | 16,727 | -2,583 | -13.38% | $9,995,219 |
| VANGUARD INT-TERM CORP ETF | VCIT | Other | 4.14% | 111,575 | -8,414 | -7.01% | $9,232,836 |
| VANGUARD STRM INFPROIDX ETF | VTIP | Other | 3.49% | 156,099 | -1,828 | -1.16% | $7,797,145 |
| VANGUARD VALUE ETF | VTV | Other | 3.15% | 35,838 | -1,364 | -3.67% | $7,031,416 |
| VANGUARD GROWTH ETF | VUG | Other | 2.31% | 11,825 | - | - | $5,165,042 |
| VANGUARD FTSE EMR MKT ETF | VWO | Other | 1.59% | 65,726 | -1,224 | -1.83% | $3,552,490 |
| DIMENSIONAL ETF INTERNATIONAL VALUE | DFIV | Other | 1.53% | 64,609 | +347 | +0.54% | $3,410,063 |
| VANGUARD EXTEND MKT ETF | VXF | Other | 1.33% | 14,472 | -608 | -4.03% | $2,978,338 |
| DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | DFUV | Other | 1.20% | 55,422 | - | - | $2,685,750 |
| VANGUARD FTSE DEV MKT ETF | VEA | Other | 1.12% | 39,159 | +348 | +0.90% | $2,509,309 |
| VANGUARD ALLWRLD EX US ETF | VEU | Other | 0.96% | 28,567 | -198 | -0.69% | $2,145,382 |
| Vanguard Real Estate ETF | VNQ | Other | 0.90% | 22,671 | +995 | +4.59% | $2,010,918 |
| Berkshire Hathaway | BRK-B | Financial Services | 0.65% | 3,038 | - | - | $1,455,810 |
| DIMENSNL ULTRASHRT FIXED INCM ETF | DUSB | Other | 0.63% | 27,807 | -11,114 | -28.56% | $1,410,093 |
| Vanguard EST International Stock ETF | VSGX | Other | 0.53% | 16,613 | +1 | +0.01% | $1,191,623 |
| Vanguard ESG US Stock ETF | ESGV | Other | 0.47% | 9,364 | - | - | $1,051,296 |
| Tesla Inc. | TSLA | Consumer Cyclical | 0.46% | 2,783 | - | - | $1,034,580 |
| SPDR Blmbg Intl Trs Bd ETF | BWX | Other | 0.36% | 36,121 | +36,121 | +100.00% | $792,856 |
| SPDR Blmbg Intl Corp Bd ETF | IBND | Other | 0.35% | 25,397 | +25,397 | +100.00% | $789,349 |
| SPDR Blmbg Em Mkts Lcl Bd ETF | EBND | Other | 0.35% | 38,046 | +38,046 | +100.00% | $785,269 |
| DIMENSIONAL ETF TR EMERGING MKTS VA | DFEV | Other | 0.28% | 17,336 | - | - | $620,282 |
| VANGUARD GLB EX US ETF | VNQI | Other | 0.24% | 12,079 | +8,131 | +205.95% | $536,900 |
| Vanguard Small Cap ETF | VB | Other | 0.23% | 1,978 | -185 | -8.55% | $518,078 |
| SPDR Gold MiniShares | GLDM | Other | 0.19% | 4,684 | +4,684 | +100.00% | $434,160 |
| Vanguard Ultra-Short Bond ETF | VUSB | Other | 0.19% | 8,585 | -3,050 | -26.21% | $427,404 |
| Dimensional US Small Cap Value ETF | DFSV | Other | 0.18% | 11,214 | - | - | $392,939 |
| Apple | AAPL | Technology | 0.17% | 1,507 | - | - | $382,462 |
| Vanguard Total International Bond ETF | BNDX | Other | 0.13% | 6,268 | -2,125 | -25.32% | $301,177 |
| International Small Cap Value ETF | DISV | Other | 0.11% | 6,297 | - | - | $248,354 |
| Oracle Corp Com | ORCL | Technology | 0.10% | 1,562 | - | - | $229,786 |