Family Cfo Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Family Cfo Inc disclosed 47 stock positions valued at approximately $259.87M as of quarter-end June 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
- June 30, 2026
- No. of Stocks
- 47
- Portfolio Value
- $259.87M
Holdings by Sector
Family Cfo Inc Portfolio Holdings in Q2 2026
43 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 | 21.94% | 154,081 | -370 | -0.24% | $57,016,089 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 9.49% | 104,202 | -66 | -0.06% | $24,656,390 |
| VANGUARD TOTAL INTL STOCK INDEX FUND ETF | VXUS | Other | 8.92% | 271,144 | -711 | -0.26% | $23,180,119 |
| Bloom Energy Corporation Com C L A | BE | Industrials | 7.92% | 68,000 | -9,353 | -12.09% | $20,583,600 |
| VANGUARD SMALL CAP VALUE ETF | VBR | Other | 6.87% | 73,425 | -795 | -1.07% | $17,841,566 |
| VANGUARD MORTGAGE-BACK SEC ETF | VMBS | Other | 6.25% | 346,727 | +23,830 | +7.38% | $16,230,272 |
| Vanguard FTSE All-World ex-US Sm-Cap Index Fund | VSS | Other | 4.93% | 82,953 | +48 | +0.06% | $12,798,766 |
| Vanguard S&P 500 ETF | VOO | Other | 4.40% | 16,643 | -84 | -0.50% | $11,430,579 |
| VANGUARD INT-TERM CORP ETF | VCIT | Other | 3.81% | 119,883 | +8,308 | +7.45% | $9,908,308 |
| VANGUARD STRM INFPROIDX ETF | VTIP | Other | 3.16% | 163,287 | +7,188 | +4.60% | $8,201,906 |
| VANGUARD VALUE ETF | VTV | Other | 2.99% | 35,630 | -208 | -0.58% | $7,764,846 |
| VANGUARD GROWTH ETF | VUG | Other | 2.35% | 70,948 | +59,123 | +499.98% | $6,111,461 |
| VANGUARD FTSE EMR MKT ETF | VWO | Other | 1.51% | 65,553 | -173 | -0.26% | $3,912,859 |
| DIMENSIONAL ETF INTERNATIONAL VALUE | DFIV | Other | 1.34% | 64,540 | -69 | -0.11% | $3,486,451 |
| VANGUARD EXTEND MKT ETF | VXF | Other | 1.33% | 14,089 | -383 | -2.65% | $3,468,853 |
| DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | DFUV | Other | 1.16% | 54,645 | -777 | -1.40% | $3,006,021 |
| VANGUARD FTSE DEV MKT ETF | VEA | Other | 1.08% | 39,454 | +295 | +0.75% | $2,811,098 |
| VANGUARD ALLWRLD EX US ETF | VEU | Other | 0.91% | 28,128 | -439 | -1.54% | $2,355,720 |
| Vanguard Real Estate ETF | VNQ | Other | 0.84% | 22,729 | +58 | +0.26% | $2,191,757 |
| Broadcom Inc | AVGO | Technology | 0.81% | 5,600 | +5,500 | +5500.00% | $2,115,400 |
| DIMENSNL ULTRASHRT FIXED INCM ETF | DUSB | Other | 0.56% | 28,419 | +612 | +2.20% | $1,443,117 |
| Berkshire Hathaway | BRK-B | Financial Services | 0.53% | 2,768 | -270 | -8.89% | $1,385,080 |
| Vanguard EST International Stock ETF | VSGX | Other | 0.53% | 16,779 | +166 | +1.00% | $1,381,578 |
| Vanguard ESG US Stock ETF | ESGV | Other | 0.49% | 9,678 | +314 | +3.35% | $1,279,819 |
| Tesla Inc. | TSLA | Consumer Cyclical | 0.45% | 2,778 | -5 | -0.18% | $1,168,427 |
| SPDR Blmbg Intl Corp Bd ETF | IBND | Other | 0.30% | 24,982 | -415 | -1.63% | $778,948 |
| SPDR Blmbg Intl Trs Bd ETF | BWX | Other | 0.30% | 35,835 | -286 | -0.79% | $776,903 |
| SPDR Blmbg Em Mkts Lcl Bd ETF | EBND | Other | 0.29% | 36,368 | -1,678 | -4.41% | $760,819 |
| DIMENSIONAL ETF TR EMERGING MKTS VA | DFEV | Other | 0.28% | 17,336 | - | - | $739,677 |
| Vanguard Small Cap ETF | VB | Other | 0.23% | 1,978 | - | - | $599,571 |
| VANGUARD GLB EX US ETF | VNQI | Other | 0.21% | 12,079 | - | - | $541,731 |
| Vanguard Ultra-Short Bond ETF | VUSB | Other | 0.18% | 9,643 | +1,058 | +12.32% | $480,029 |
| SPDR Gold MiniShares | GLDM | Other | 0.17% | 5,543 | +859 | +18.34% | $440,225 |
| Apple | AAPL | Technology | 0.17% | 1,507 | - | - | $436,066 |
| Dimensional US Small Cap Value ETF | DFSV | Other | 0.17% | 11,214 | - | - | $434,991 |
| Vanguard Total International Bond ETF | BNDX | Other | 0.13% | 7,213 | +945 | +15.08% | $349,326 |
| NVIDIA CORP COM | NVDA | Technology | 0.13% | 1,670 | +1,620 | +3240.00% | $334,150 |
| iShares Global Infrastructure ETF | IGF | Other | 0.12% | 4,673 | +4,673 | +100.00% | $311,222 |
| Vanguard Information Technology ETF | VGT | Other | 0.10% | 2,128 | +1,862 | +700.00% | $254,339 |
| International Small Cap Value ETF | DISV | Other | 0.10% | 6,297 | - | - | $252,699 |
| Oracle Corp Com | ORCL | Technology | 0.09% | 1,562 | - | - | $228,911 |
| iSHARES SILVER TRUST | SLV | Other | 0.09% | 4,190 | +4,190 | +100.00% | $224,039 |
| Amazon.com | AMZN | Consumer Cyclical | 0.08% | 899 | -13 | -1.43% | $214,268 |