Family CFO Inc Portfolio Holdings - 13F Filings | 13F Fund Database
Family CFO Inc 13F Holdings
CIK 0001911695 · LOS ALTOS, CA
As of Sep 30, 2025, Family CFO Inc reported
34 positions worth $217.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 155,388 | $51.0M | 23.48% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 103,746 | $22.4M | 10.31% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 274,443 | $20.2M | 9.28% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 76,761 |
|
6.0M7.38% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 297,194 |
4.0M | 6.43% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 85,717 |
2.2M | 5.63% |
| VANGUARD 500 INDEX FUND | VOO | — | 19,290 |
1.8M | 5.44% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 117,047 | $9.8M | 4.53% |
| BLOOM ENERGY CORP | BE | Industrials | 104,173 | $8.8M | 4.06% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 151,984 | $7.7M | 3.54% |
| VANGUARD VALUE INDEX FUND | VTV | — | 37,451 | $7.0M | 3.22% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 11,825 | $5.7M | 2.61% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 71,997 | $3.9M | 1.80% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 14,959 | $3.1M | 1.44% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 64,168 | $3.0M | 1.36% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 55,422 | $2.5M | 1.14% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 38,810 | $2.3M | 1.07% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 28,834 | $2.1M | 0.95% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 20,180 |
.8M | 0.85% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,369 |
.7M | 0.78% |
| DIMENSIONAL ETF TRUST | DUSB | — | 25,795 |
.3M | 0.60% |
| TESLA INC | TSLA | Consumer Cyclical | 2,783 |
.2M | 0.57% |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | VBIL | — | 15,254 |
.2M | 0.53% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 16,610 |
.2M | 0.53% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 9,364 |
.1M | 0.51% |