Family CFO Inc Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$199.7B
Holdings
90
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVanguard Total Stock Market ETF | 153,825 | $46.8B | 23.42% | |
| 2 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 102,772 | $21.0B | 10.53% | |
| 3 | VXUSVANGUARD TOTAL INTL STOCK INDEX FUND ETF | 272,089 | $18.8B | 9.42% | |
| 4 | VBRVANGUARD SMALL CAP VALUE ETF | 75,806 | $14.8B | 7.40% | |
| 5 | VMBSVANGUARD MORTGAGE-BACK SEC ETF | 274,826 | $12.7B | 6.38% | |
| 6 | VSSVanguard FTSE All-World ex-US Sm-Cap Index Fund | 85,878 | $11.5B | 5.78% | |
| 7 | VOOVanguard S&P 500 ETF | 19,255 | $10.9B | 5.48% | |
| 8 | VCITVANGUARD INT-TERM CORP ETF | 102,997 | $8.5B | 4.28% | |
| 9 | VTIPVANGUARD STRM INFPROIDX ETF | 154,058 | $7.7B | 3.88% | |
| 10 | VTVVANGUARD VALUE ETF | 36,556 | $6.5B | 3.24% | |
| 11 | VUGVANGUARD GROWTH ETF | 11,825 | $5.2B | 2.60% | |
| 12 | VWOVANGUARD FTSE EMR MKT ETF | 71,994 | $3.6B | 1.78% | |
| 13 | BEBloom Energy Corporation Com C L A | 141,173 | $3.4B | 1.69% | |
| 14 | VXFVANGUARD EXTEND MKT ETF | 14,887 | $2.9B | 1.44% | |
| 15 | DFIVDIMENSIONAL ETF INTERNATIONAL VALUE | 62,850 | $2.7B | 1.35% | |
| 16 | DFUVDIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | 53,193 | $2.2B | 1.13% | |
| 17 | VEAVANGUARD FTSE DEV MKT ETF | 38,356 | $2.2B | 1.10% | |
| 18 | VBILVanguard 0-3 Month Treasury Bill ETF | 26,965 | $2.0B | 1.02% | |
| 19 | VEUVANGUARD ALLWRLD EX US ETF | 30,109 | $2.0B | 1.01% | |
| 20 | VNQVanguard Real Estate ETF | 20,180 | $1.8B | 0.90% | |
| 21 | BRK/BBerkshire Hathaway | 3,639 | $1.8B | 0.89% | |
| 22 | VSGXVanguard EST International Stock ETF | 17,585 | $1.2B | 0.58% | |
| 23 | ESGVVanguard ESG US Stock ETF | 9,817 | $1.1B | 0.54% | |
| 24 | TSLATesla Inc. | 3,183 | $1.0B | 0.51% | |
| 25 | DUSBDIMENSNL ULTRASHRT FIXED INCM ETF | 15,460 | $784.6M | 0.39% | |
| 26 | VBVanguard Small Cap ETF | 3,094 | $733.2M | 0.37% | |
| 27 | VUSBVanguard Ultra-Short Bond ETF | 11,546 | $575.7M | 0.29% | |
| 28 | ORCLOracle Corp Com | 2,632 | $575.4M | 0.29% | |
| 29 | DFEVDIMENSIONAL ETF TR EMERGING MKTS VA | 15,413 | $462.2M | 0.23% | |
| 30 | DFSVDimensional US Small Cap Value ETF | 10,643 | $313.2M | 0.16% | |
| 31 | AAPLApple | 1,507 | $309.2M | 0.15% | |
| 32 | DFLVDimensional ETF US Large Cap Value | 6,904 | $214.2M | 0.11% | |
| 33 | DISVInternational Small Cap Value ETF | 6,297 | $207.2M | 0.10% | |
| 34 | AMZNAmazon.com | 912 | $200.1M | 0.10% | |
| 35 | COSTCostco Wholesale Corp | 190 | $188.1M | 0.09% | |
| 36 | WCCBWest Coast Community Bancorp | 4,648 | $181.9M | 0.09% | |
| 37 | VGTVanguard Information Technology ETF | 266 | $176.4M | 0.09% | |
| 38 | VCSHVanguard Short-Term Corporate Bond ETF | 2,134 | $169.7M | 0.08% | |
| 39 | CSCOCisco Systems, Inc. | 2,421 | $168.0M | 0.08% | |
| 40 | VNQIVANGUARD GLB EX US ETF | 3,466 | $160.0M | 0.08% | |
| 41 | BNDVanguard Total Bond Market | 2,153 | $158.5M | 0.08% | |
| 42 | MSFTMicrosoft Corp Com | 310 | $154.2M | 0.08% | |
| 43 | AMGNAmgen Inc | 500 | $139.6M | 0.07% | |
| 44 | VOVANGUARD MID CAP ETF | 469 | $131.2M | 0.07% | |
| 45 | SPYSpdr Tr Unit Ser 1 | 192 | $118.6M | 0.06% | |
| 46 | WFCWells Fargo & Company | 1,347 | $107.9M | 0.05% | |
| 47 | UBERUber Technologies Inc | 1,053 | $98.2M | 0.05% | |
| 48 | AG8Agilent Technologies, Inc. | 828 | $97.7M | 0.05% | |
| 49 | METAMeta Platforms Inc Com Cl A | 108 | $79.7M | 0.04% | |
| 50 | KEYSKeysight Technologies, Inc. | 465 | $76.2M | 0.04% | |
| 51 | VIGIVanguard Intl Div Apprec ETF | 677 | $61.0M | 0.03% | |
| 52 | GSIEGoldman Sachs ActiveBeta Intl Eq ETF | 1,491 | $59.1M | 0.03% | |
| 53 | LLYEli Lilly & Co | 69 | $53.8M | 0.03% | |
| 54 | GOOGGoogle Inc | 280 | $49.7M | 0.02% | |
| 55 | ZSZscaler Inc | 150 | $47.1M | 0.02% | |
| 56 | FDXFederal Express Corp | 200 | $45.5M | 0.02% | |
| 57 | XBISPDR S&P Biotech ETF | 526 | $43.6M | 0.02% | |
| 58 | HDHome Depot Inc. | 100 | $36.7M | 0.02% | |
| 59 | CHTRCharter Communications Inc Com | 81 | $33.1M | 0.02% | |
| 60 | TAT&T INC COM | 957 | $27.7M | 0.01% | |
| 61 | AVGOBroadcom Inc | 100 | $27.6M | 0.01% | |
| 62 | BXBlackstone Inc | 184 | $27.5M | 0.01% | |
| 63 | RTXRtx Corp | 186 | $27.2M | 0.01% | |
| 64 | IBMInternational Business Machines | 83 | $24.6M | 0.01% | |
| 65 | JNJJohnson & Johnson | 150 | $22.9M | 0.01% | |
| 66 | FTCSFirst Trust Capital Strength ETF | 218 | $19.8M | 0.01% | |
| 67 | PEPPepsico, Inc | 125 | $16.5M | 0.01% | |
| 68 | BNDXVanguard Total International Bond ETF | 303 | $15.0M | 0.01% | |
| 69 | VRSNVeriSign, Inc. | 50 | $14.4M | 0.01% | |
| 70 | CARRCarrier Global Corp-Wi | 186 | $13.6M | 0.01% | |
| 71 | SBUXStarbucks Corporation | 115 | $10.5M | 0.01% | |
| 72 | 7HPHewlett Packard, Inc. | 400 | $9.8M | 0.00% | |
| 73 | OTISOTIS Worldwide Corp-Wi | 93 | $9.2M | 0.00% | |
| 74 | AMATApplied Materials | 45 | $8.2M | 0.00% | |
| 75 | HPEHewlett Packard Enterprise Co. | 400 | $8.2M | 0.00% | |
| 76 | NVDANVIDIA CORP COM | 50 | $7.9M | 0.00% | |
| 77 | JPMJP Morgan Chase | 21 | $6.1M | 0.00% | |
| 78 | SAPSAP SE ADR | 18 | $5.5M | 0.00% | |
| 79 | WRBWR Berkley Corp | 60 | $4.4M | 0.00% | |
| 80 | VVisa Inc | 12 | $4.3M | 0.00% | |
| 81 | GOOGLGOOGLE INC CL A | 22 | $3.9M | 0.00% | |
| 82 | ABBVAbbvie Inc | 20 | $3.7M | 0.00% | |
| 83 | CITCintas Corp | 16 | $3.6M | 0.00% | |
| 84 | SYKStryker Corp | 9 | $3.6M | 0.00% | |
| 85 | BLKBlackRock Inc | 3 | $3.1M | 0.00% | |
| 86 | CRMSalesforce.com | 11 | $3.0M | 0.00% | |
| 87 | PANWPalo Alto Networks | 14 | $2.9M | 0.00% | |
| 88 | WBDWARNER BROS DISCOVERY INC COM | 231 | $2.6M | 0.00% | |
| 89 | BURLBurlington Stores Inc | 10 | $2.3M | 0.00% | |
| 90 | KDKyndryl Hldgs Inc Com | 14 | $587K | 0.00% |