Family Cfo Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$223.3M
Q ending 2026-03-31
Prior quarter
$223.6M
Q ending 2025-12-31
Change
-0.2% QoQ · +22.5% YoY
Positions
41
reported holdings
Largest positions
All 41 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Total Stock Market Etf | VTI | Shares | $49.5M | 154K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $22.4M | 104K |
| Vanguard Total Intl Stock Index Fu | VXUS | Shares | $21.0M | 272K |
| Vanguard Small Cap Value Etf | VBR | Shares | $16.1M | 74K |
| Vanguard Mortgage-Back Sec Etf | VMBS | Shares | $15.2M | 323K |
| Vanguard Ftse All-World Ex-Us Sm-C | VSS | Shares | $12.1M | 83K |
| Bloom Energy Corporation Com C L A | BE | Shares | $10.5M | 77K |
| Vanguard S&P 500 Etf | VOO | Shares | $10.0M | 17K |
| Vanguard Int-Term Corp Etf | VCIT | Shares | $9.2M | 112K |
| Vanguard Strm Infproidx Etf | VTIP | Shares | $7.8M | 156K |
| Vanguard Value Etf | VTV | Shares | $7.0M | 36K |
| Vanguard Growth Etf | VUG | Shares | $5.2M | 12K |
| Vanguard Ftse Emr Mkt Etf | VWO | Shares | $3.6M | 66K |
| Dimensional Etf International Valu | DFIV | Shares | $3.4M | 65K |
| Alpha Architect Us Equty 3 Etf | AAUA | Shares | $3.1M | 63K |
| Vanguard Extend Mkt Etf | VXF | Shares | $3.0M | 14K |
| Dimensional Etf Tr Us Marketwi De | DFUV | Shares | $2.7M | 55K |
| Vanguard Ftse Dev Mkt Etf | VEA | Shares | $2.5M | 39K |
| Vanguard Allwrld Ex Us Etf | VEU | Shares | $2.1M | 29K |
| Vanguard Real Estate Etf | VNQ | Shares | $2.0M | 23K |
| Berkshire Hathaway | BRK/B | Shares | $1.5M | 3K |
| Dimensnl Ultrashrt Fixed Incm Etf | DUSB | Shares | $1.4M | 28K |
| Vanguard Est International Stock E | VSGX | Shares | $1.2M | 17K |
| Vanguard 0-3 Month Treasury Bill E | VBIL | Shares | $1.1M | 15K |
| Vanguard Esg Us Stock Etf | ESGV | Shares | $1.1M | 9K |
| Tesla Inc. | TSLA | Shares | $1.0M | 3K |
| Alpha Architect Etf Us 2 Equity | AAEQ | Shares | $923K | 20K |
| Spdr Blmbg Intl Trs Bd Etf | BWX | Shares | $793K | 36K |
| Spdr Blmbg Intl Corp Bd Etf | IBND | Shares | $789K | 25K |
| Spdr Blmbg Em Mkts Lcl Bd Etf | EBND | Shares | $785K | 38K |
| Dimensional Etf Tr Emerging Mkts V | DFEV | Shares | $620K | 17K |
| Vanguard Glb Ex Us Etf | VNQI | Shares | $537K | 12K |
| Vanguard Small Cap Etf | VB | Shares | $518K | 2K |
| Spdr Gold Minishares | GLDM | Shares | $434K | 5K |
| Vanguard Ultra-Short Bond Etf | VUSB | Shares | $427K | 9K |
| Dimensional Us Small Cap Value Etf | DFSV | Shares | $393K | 11K |
| Apple | AAPL | Shares | $382K | 2K |
| Vanguard Total International Bond | BNDX | Shares | $301K | 6K |
| International Small Cap Value Etf | DISV | Shares | $248K | 6K |
| Oracle Corp Com | ORCL | Shares | $230K | 2K |
| West Coast Community Bancorp | WCCB | Shares | $221K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.