Family Cfo Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Family Cfo Inc disclosed 47 stock positions valued at approximately $257.83M as of quarter-end September 30, 2026. The largest holdings include Vanguard Total Stock Market ETF, VANGUARD DIVIDEND APPRECIATION ETF, and VANGUARD TOTAL INTL STOCK INDEX FUND ETF.
- Report Period
- September 30, 2026
- No. of Stocks
- 47
- Portfolio Value
- $257.83M
Holdings by Sector
Family Cfo Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | VTI | Other | 20.95% | 144,331 | -9,750 | -6.33% | $54,014,577 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 9.54% | 105,384 | +1,182 | +1.13% | $24,587,112 |
| VANGUARD TOTAL INTL STOCK INDEX FUND ETF | VXUS | Other | 8.99% | 272,878 | +1,734 | +0.64% | $23,183,702 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 6.42% | 71,650 | -1,775 | -2.42% | $16,553,405 |
| VANGUARD MORTGAGE-BACK SEC ETF | VMBS | Other | 6.34% | 368,309 | +21,582 | +6.22% | $16,356,582 |
| Bloom Energy Corporation Com C L A | BE | Industrials | 5.19% | 48,350 | -19,650 | -28.90% | $13,391,983 |
| Vanguard FTSE All-World ex-US Sm-Cap Index Fund | VSS | Other | 5.02% | 83,401 | +448 | +0.54% | $12,947,999 |
| Vanguard S&P 500 ETF | VOO | Other | 4.53% | 16,659 | +16 | +0.10% | $11,675,627 |
| VANGUARD INT-TERM CORP ETF | VCIT | Other | 4.08% | 134,404 | +14,521 | +12.11% | $10,525,209 |
| VANGUARD STRM INFPROIDX ETF | VTIP | Other | 3.15% | 165,039 | +1,752 | +1.07% | $8,123,220 |
| VANGUARD VALUE ETF | VTV | Other | 2.99% | 35,687 | +57 | +0.16% | $7,711,247 |
| ALPHA ARCHITECT US EQUTY 4 ETF | AAUB | Other | 2.57% | 129,397 | +129,397 | +100.00% | $6,634,388 |
| VANGUARD GROWTH ETF | VUG | Other | 2.48% | 70,948 | - | - | $6,393,124 |
| VANGUARD FTSE EMR MKT ETF | VWO | Other | 1.54% | 66,842 | +1,289 | +1.97% | $3,964,399 |
| ALPHA ARCHITECT US EQUTY 3 ETF | AAUA | Other | 1.44% | 63,129 | - | - | $3,710,266 |
| DIMENSIONAL ETF INTERNATIONAL VALUE | DFIV | Other | 1.40% | 64,655 | +115 | +0.18% | $3,611,628 |
| DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | DFUV | Other | 1.13% | 52,975 | -1,670 | -3.06% | $2,913,625 |
| VANGUARD EXTEND MKT ETF | VXF | Other | 1.12% | 12,452 | -1,637 | -11.62% | $2,884,257 |
| VANGUARD FTSE DEV MKT ETF | VEA | Other | 1.11% | 40,606 | +1,152 | +2.92% | $2,867,190 |
| VANGUARD ALLWRLD EX US ETF | VEU | Other | 0.87% | 26,983 | -1,145 | -4.07% | $2,238,780 |
| Vanguard Real Estate ETF | VNQ | Other | 0.81% | 23,267 | +538 | +2.37% | $2,085,421 |
| Broadcom Inc | AVGO | Technology | 0.77% | 5,681 | +81 | +1.45% | $1,995,110 |
| DIMENSNL ULTRASHRT FIXED INCM ETF | DUSB | Other | 0.61% | 31,404 | +2,985 | +10.50% | $1,585,588 |
| VanEck JPMorgan EMLcl Ccy Bd ETF | EMLC | Other | 0.60% | 62,357 | +62,357 | +100.00% | $1,548,324 |
| Berkshire Hathaway | BRK-B | Financial Services | 0.53% | 2,768 | - | - | $1,378,326 |
| Vanguard EST International Stock ETF | VSGX | Other | 0.53% | 16,780 | +1 | +0.01% | $1,360,341 |
| Vanguard ESG US Stock ETF | ESGV | Other | 0.51% | 9,678 | - | - | $1,311,659 |
| ALPHA ARCHITECT ETF US 2 EQUITY | AAEQ | Other | 0.42% | 19,852 | - | - | $1,089,227 |
| Vanguard 0-3 Month Treasury Bill ETF | VBIL | Other | 0.39% | 13,162 | -1,366 | -9.40% | $996,627 |
| Tesla Inc. | TSLA | Consumer Cyclical | 0.38% | 2,778 | - | - | $985,662 |
Showing 30 of 47 holdings in the latest reporting period.