Family CFO Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Family CFO Inc held in its portfolio 87 assets valued at $223,605,677 (i.e. $223.61M).
The most valuable assets in the portfolio included: Vanguard Total Stock Market ETF ($52.00M), VANGUARD DIVIDEND APPRECIATION ETF ($22.80M), and VANGUARD TOTAL INTL STOCK INDEX FUND ETF ($20.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Family CFO Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Vanguard Total Stock Market ETF | 155086 | 51995676 | COM |
| VANGUARD DIVIDEND APPRECIATION ETF | 103759 | 22804258 | COM |
| VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 273781 | 20654002 | COM |
| VANGUARD SMALL CAP VALUE ETF | 76536 | 16209624 | COM |
| VANGUARD MORTGAGE-BACK SEC ETF | 313409 | 14755290 | COM |
| Vanguard S&P 500 ETF | 19310 | 12109880 | COM |
| Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 83721 | 11999713 | COM |
| VANGUARD INT-TERM CORP ETF | 119989 | 10049106 | COM |
| VANGUARD STRM INFPROIDX ETF | 157927 | 7811069 | COM |
| Bloom Energy Corporation Com C L A | 83863 | 7286856 | COM |
| VANGUARD VALUE ETF | 37202 | 7105155 | COM |
| VANGUARD GROWTH ETF | 11825 | 5768945 | COM |
| VANGUARD FTSE EMR MKT ETF | 66950 | 3599232 | COM |
| DIMENSIONAL ETF INTERNATIONAL VALUE | 64262 | 3206674 | COM |
| VANGUARD EXTEND MKT ETF | 15080 | 3153530 | COM |
| DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | 55422 | 2582111 | COM |
| VANGUARD FTSE DEV MKT ETF | 38811 | 2424523 | COM |
| VANGUARD ALLWRLD EX US ETF | 28765 | 2115953 | COM |
| DIMENSNL ULTRASHRT FIXED INCM ETF | 38921 | 1971349 | COM |
| Vanguard Real Estate ETF | 21676 | 1918109 | COM |
| Berkshire Hathaway | 3038 | 1527051 | COM |
| Tesla Inc. | 2783 | 1251571 | COM |
| Vanguard EST International Stock ETF | 16612 | 1189742 | COM |
| Vanguard ESG US Stock ETF | 9364 | 1132669 | COM |
| Vanguard 0-3 Month Treasury Bill ETF | 14261 | 1075707 | COM |
| ALPHA ARCHITECT ETF US EQUITY | 19852 | 979235 | COM |
| DIMENSIONAL ETF TR EMERGING MKTS VA | 17336 | 584917 | COM |
| Vanguard Ultra-Short Bond ETF | 11635 | 579888 | COM |
| Vanguard Small Cap ETF | 2163 | 557946 | COM |
| Apple | 1507 | 409693 | COM |
| Vanguard Total International Bond ETF | 8393 | 405550 | COM |
| Dimensional US Small Cap Value ETF | 11214 | 368828 | COM |
| Oracle Corp Com | 1562 | 304449 | COM |
| International Small Cap Value ETF | 6297 | 239286 | COM |
| Dimensional ETF US Large Cap Value | 6904 | 236186 | COM |
| Amazon.com | 912 | 210508 | COM |
| West Coast Community Bancorp | 4648 | 204512 | COM |
| Vanguard Information Technology ETF | 266 | 200505 | COM |
| Cisco Systems, Inc. | 2421 | 186490 | COM |
| VANGUARD GLB EX US ETF | 3948 | 180964 | COM |
| Vanguard Short-Term Corporate Bond ETF | 2134 | 170144 | COM |
| Vanguard Total Bond Market | 2250 | 166658 | COM |
| Costco Wholesale Corp | 190 | 163845 | COM |
| Microsoft Corp Com | 310 | 149922 | COM |
| VANGUARD MID CAP ETF | 469 | 136113 | COM |
| Amgen Inc | 396 | 129615 | COM |
| Wells Fargo & Company | 1347 | 125540 | COM |
| Agilent Technologies, Inc. | 828 | 112666 | COM |
| Keysight Technologies, Inc. | 465 | 94483 | COM |
| Google Inc | 280 | 87864 | COM |
| Uber Technologies Inc | 1053 | 86041 | COM |
| Spdr Tr Unit Ser 1 | 116 | 79103 | COM |
| Eli Lilly & Co | 69 | 74153 | COM |
| Vanguard Intl Div Apprec ETF | 809 | 73983 | COM |
| Meta Platforms Inc Com Cl A | 108 | 71290 | COM |
| SPDR S&P Biotech ETF | 526 | 64135 | COM |
| Goldman Sachs ActiveBeta Intl Eq ETF | 1491 | 64024 | COM |
| Federal Express Corp | 139 | 40152 | COM |
| Broadcom Inc | 100 | 34610 | COM |
| Home Depot Inc. | 100 | 34410 | COM |
| Rtx Corp | 186 | 34112 | COM |
| Zscaler Inc | 150 | 33738 | COM |
| Johnson & Johnson | 150 | 31043 | COM |
| Blackstone Inc | 184 | 28362 | COM |
| International Business Machines | 84 | 24989 | COM |
| First Trust Capital Strength ETF | 218 | 20168 | COM |
| Pepsico, Inc | 125 | 17940 | COM |
| VeriSign, Inc. | 50 | 12148 | COM |
| Applied Materials | 45 | 11565 | COM |
| Carrier Global Corp-Wi | 186 | 9828 | COM |
| Starbucks Corporation | 115 | 9684 | COM |
| NVIDIA CORP COM | 50 | 9325 | COM |
| OTIS Worldwide Corp-Wi | 93 | 8124 | COM |
| GOOGLE INC CL A | 22 | 6886 | COM |
| JP Morgan Chase | 21 | 6767 | COM |
| Abbvie Inc | 20 | 4570 | COM |
| SAP SE ADR | 18 | 4372 | COM |
| Visa Inc | 12 | 4209 | COM |
| WR Berkley Corp | 60 | 4207 | COM |
| BlackRock Inc | 3 | 3211 | COM |
| Stryker Corp | 9 | 3163 | COM |
| Cintas Corp | 16 | 3009 | COM |
| Salesforce.com | 11 | 2914 | COM |
| Burlington Stores Inc | 10 | 2889 | COM |
| Palo Alto Networks | 14 | 2579 | COM |
| Kyndryl Hldgs Inc Com | 14 | 372 | COM |
| ENDONOVO THERAPEUTICS INC COM | 60 | 0 | COM |
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