Family CFO Inc
CIK: 0001911695Latest portfolio: $223.6M · Q4 2025
Holdings
87
Total Value
$223.6M
New Positions
87
Closed Positions
0
Top Holdings
View All 87 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVanguard Total Stock Market ETF | 155,086 | $52.0M | 23.25% | NEW | |
| 2 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 103,759 | $22.8M | 10.20% | NEW | |
| 3 | VXUSVANGUARD TOTAL INTL STOCK INDEX FUND ETF | 273,781 | $20.7M | 9.24% | NEW | |
| 4 | VBRVANGUARD SMALL CAP VALUE ETF | 76,536 | $16.2M | 7.25% | NEW | |
| 5 | VMBSVANGUARD MORTGAGE-BACK SEC ETF | 313,409 | $14.8M | 6.60% | NEW | |
| 6 | VOOVanguard S&P 500 ETF | 19,310 | $12.1M | 5.42% | NEW | |
| 7 | VSSVanguard FTSE All-World ex-US Sm-Cap Index Fund | 83,721 | $12.0M | 5.37% | NEW | |
| 8 | VCITVANGUARD INT-TERM CORP ETF | 119,989 | $10.0M | 4.49% | NEW | |
| 9 | VTIPVANGUARD STRM INFPROIDX ETF | 157,927 | $7.8M | 3.49% | NEW | |
| 10 | BEBloom Energy Corporation Com C L A | 83,863 | $7.3M | 3.26% | NEW | |
| 11 | VTVVANGUARD VALUE ETF | 37,202 | $7.1M | 3.18% | NEW | |
| 12 | VUGVANGUARD GROWTH ETF | 11,825 | $5.8M | 2.58% | NEW | |
| 13 | VWOVANGUARD FTSE EMR MKT ETF | 66,950 | $3.6M | 1.61% | NEW | |
| 14 | DFIVDIMENSIONAL ETF INTERNATIONAL VALUE | 64,262 | $3.2M | 1.43% | NEW | |
| 15 | VXFVANGUARD EXTEND MKT ETF | 15,080 | $3.2M | 1.41% | NEW | |
| 16 | DFUVDIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | 55,422 | $2.6M | 1.15% | NEW | |
| 17 | VEAVANGUARD FTSE DEV MKT ETF | 38,811 | $2.4M | 1.08% | NEW | |
| 18 | VEUVANGUARD ALLWRLD EX US ETF | 28,765 | $2.1M | 0.95% | NEW | |
| 19 | DUSBDIMENSNL ULTRASHRT FIXED INCM ETF | 38,921 | $2.0M | 0.88% | NEW | |
| 20 | VNQVanguard Real Estate ETF | 21,676 | $1.9M | 0.86% | NEW | |
| 21 | BRK/BBerkshire Hathaway | 3,038 | $1.5M | 0.68% | NEW | |
| 22 | TSLATesla Inc. | 2,783 | $1.3M | 0.56% | NEW | |
| 23 | VSGXVanguard EST International Stock ETF | 16,612 | $1.2M | 0.53% | NEW | |
| 24 | ESGVVanguard ESG US Stock ETF | 9,364 | $1.1M | 0.51% | NEW | |
| 25 | VBILVanguard 0-3 Month Treasury Bill ETF | 14,261 | $1.1M | 0.48% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.1995228042065415e+144T)
Technology0.0% ($4.093041861499486e+21T)
Unknown0.0% ($15.3T)
Consumer Cyclical0.0% ($12.5T)
Industrials0.0% ($7.3T)
Healthcare0.0% ($1.3T)
Communication Services0.0% ($87.7M)
Consumer Defensive0.0% ($16.3M)
Filing History
Fund Information
Family CFO Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $223.6M across 87 holdings. The largest position is Vanguard Total Stock Market ETF (VTI), representing 23.3% of the portfolio. Compared to the previous quarter, the fund opened 87 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.