Family CFO Inc Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$223.6B
Holdings
87
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVanguard Total Stock Market ETF | 155,086 | $52.0B | 23.25% | |
| 2 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 103,759 | $22.8B | 10.20% | |
| 3 | VXUSVANGUARD TOTAL INTL STOCK INDEX FUND ETF | 273,781 | $20.7B | 9.24% | |
| 4 | VBRVANGUARD SMALL CAP VALUE ETF | 76,536 | $16.2B | 7.25% | |
| 5 | VMBSVANGUARD MORTGAGE-BACK SEC ETF | 313,409 | $14.8B | 6.60% | |
| 6 | VOOVanguard S&P 500 ETF | 19,310 | $12.1B | 5.42% | |
| 7 | VSSVanguard FTSE All-World ex-US Sm-Cap Index Fund | 83,721 | $12.0B | 5.37% | |
| 8 | VCITVANGUARD INT-TERM CORP ETF | 119,989 | $10.0B | 4.49% | |
| 9 | VTIPVANGUARD STRM INFPROIDX ETF | 157,927 | $7.8B | 3.49% | |
| 10 | BEBloom Energy Corporation Com C L A | 83,863 | $7.3B | 3.26% | |
| 11 | VTVVANGUARD VALUE ETF | 37,202 | $7.1B | 3.18% | |
| 12 | VUGVANGUARD GROWTH ETF | 11,825 | $5.8B | 2.58% | |
| 13 | VWOVANGUARD FTSE EMR MKT ETF | 66,950 | $3.6B | 1.61% | |
| 14 | DFIVDIMENSIONAL ETF INTERNATIONAL VALUE | 64,262 | $3.2B | 1.43% | |
| 15 | VXFVANGUARD EXTEND MKT ETF | 15,080 | $3.2B | 1.41% | |
| 16 | DFUVDIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | 55,422 | $2.6B | 1.15% | |
| 17 | VEAVANGUARD FTSE DEV MKT ETF | 38,811 | $2.4B | 1.08% | |
| 18 | VEUVANGUARD ALLWRLD EX US ETF | 28,765 | $2.1B | 0.95% | |
| 19 | DUSBDIMENSNL ULTRASHRT FIXED INCM ETF | 38,921 | $2.0B | 0.88% | |
| 20 | VNQVanguard Real Estate ETF | 21,676 | $1.9B | 0.86% | |
| 21 | BRK/BBerkshire Hathaway | 3,038 | $1.5B | 0.68% | |
| 22 | TSLATesla Inc. | 2,783 | $1.3B | 0.56% | |
| 23 | VSGXVanguard EST International Stock ETF | 16,612 | $1.2B | 0.53% | |
| 24 | ESGVVanguard ESG US Stock ETF | 9,364 | $1.1B | 0.51% | |
| 25 | VBILVanguard 0-3 Month Treasury Bill ETF | 14,261 | $1.1B | 0.48% | |
| 26 | AAEQALPHA ARCHITECT ETF US EQUITY | 19,852 | $979.0M | 0.44% | |
| 27 | DFEVDIMENSIONAL ETF TR EMERGING MKTS VA | 17,336 | $584.0M | 0.26% | |
| 28 | VUSBVanguard Ultra-Short Bond ETF | 11,635 | $579.0M | 0.26% | |
| 29 | VBVanguard Small Cap ETF | 2,163 | $557.0M | 0.25% | |
| 30 | AAPLApple | 1,507 | $409.0M | 0.18% | |
| 31 | BNDXVanguard Total International Bond ETF | 8,393 | $405.0M | 0.18% | |
| 32 | DFSVDimensional US Small Cap Value ETF | 11,214 | $368.0M | 0.16% | |
| 33 | ORCLOracle Corp Com | 1,562 | $304.0M | 0.14% | |
| 34 | DISVInternational Small Cap Value ETF | 6,297 | $239.0M | 0.11% | |
| 35 | DFLVDimensional ETF US Large Cap Value | 6,904 | $236.0M | 0.11% | |
| 36 | AMZNAmazon.com | 912 | $210.0M | 0.09% | |
| 37 | WCCBWest Coast Community Bancorp | 4,648 | $204.0M | 0.09% | |
| 38 | VGTVanguard Information Technology ETF | 266 | $200.0M | 0.09% | |
| 39 | CSCOCisco Systems, Inc. | 2,421 | $186.0M | 0.08% | |
| 40 | VNQIVANGUARD GLB EX US ETF | 3,948 | $180.0M | 0.08% | |
| 41 | VCSHVanguard Short-Term Corporate Bond ETF | 2,134 | $170.0M | 0.08% | |
| 42 | BNDVanguard Total Bond Market | 2,250 | $166.0M | 0.07% | |
| 43 | COSTCostco Wholesale Corp | 190 | $163.0M | 0.07% | |
| 44 | MSFTMicrosoft Corp Com | 310 | $149.0M | 0.07% | |
| 45 | VOVANGUARD MID CAP ETF | 469 | $136.0M | 0.06% | |
| 46 | AMGNAmgen Inc | 396 | $129.0M | 0.06% | |
| 47 | WFCWells Fargo & Company | 1,347 | $125.0M | 0.06% | |
| 48 | AG8Agilent Technologies, Inc. | 828 | $112.0M | 0.05% | |
| 49 | KEYSKeysight Technologies, Inc. | 465 | $94.0M | 0.04% | |
| 50 | GOOGGoogle Inc | 280 | $87.0M | 0.04% | |
| 51 | UBERUber Technologies Inc | 1,053 | $86.0M | 0.04% | |
| 52 | SPYSpdr Tr Unit Ser 1 | 116 | $79.0M | 0.04% | |
| 53 | LLYEli Lilly & Co | 69 | $74.0M | 0.03% | |
| 54 | VIGIVanguard Intl Div Apprec ETF | 809 | $73.0M | 0.03% | |
| 55 | METAMeta Platforms Inc Com Cl A | 108 | $71.0M | 0.03% | |
| 56 | GSIEGoldman Sachs ActiveBeta Intl Eq ETF | 1,491 | $64.0M | 0.03% | |
| 57 | XBISPDR S&P Biotech ETF | 526 | $64.0M | 0.03% | |
| 58 | FDXFederal Express Corp | 139 | $40.0M | 0.02% | |
| 59 | RTXRtx Corp | 186 | $34.0M | 0.02% | |
| 60 | AVGOBroadcom Inc | 100 | $34.0M | 0.02% | |
| 61 | HDHome Depot Inc. | 100 | $34.0M | 0.02% | |
| 62 | ZSZscaler Inc | 150 | $33.0M | 0.01% | |
| 63 | JNJJohnson & Johnson | 150 | $31.0M | 0.01% | |
| 64 | BXBlackstone Inc | 184 | $28.0M | 0.01% | |
| 65 | IBMInternational Business Machines | 84 | $24.0M | 0.01% | |
| 66 | FTCSFirst Trust Capital Strength ETF | 218 | $20.0M | 0.01% | |
| 67 | PEPPepsico, Inc | 125 | $17.0M | 0.01% | |
| 68 | VRSNVeriSign, Inc. | 50 | $12.0M | 0.01% | |
| 69 | AMATApplied Materials | 45 | $11.0M | 0.00% | |
| 70 | NVDANVIDIA CORP COM | 50 | $9.0M | 0.00% | |
| 71 | CARRCarrier Global Corp-Wi | 186 | $9.0M | 0.00% | |
| 72 | SBUXStarbucks Corporation | 115 | $9.0M | 0.00% | |
| 73 | OTISOTIS Worldwide Corp-Wi | 93 | $8.0M | 0.00% | |
| 74 | JPMJP Morgan Chase | 21 | $6.0M | 0.00% | |
| 75 | GOOGLGOOGLE INC CL A | 22 | $6.0M | 0.00% | |
| 76 | VVisa Inc | 12 | $4.0M | 0.00% | |
| 77 | ABBVAbbvie Inc | 20 | $4.0M | 0.00% | |
| 78 | WRBWR Berkley Corp | 60 | $4.0M | 0.00% | |
| 79 | SAPSAP SE ADR | 18 | $4.0M | 0.00% | |
| 80 | BLKBlackRock Inc | 3 | $3.0M | 0.00% | |
| 81 | CITCintas Corp | 16 | $3.0M | 0.00% | |
| 82 | SYKStryker Corp | 9 | $3.0M | 0.00% | |
| 83 | BURLBurlington Stores Inc | 10 | $2.0M | 0.00% | |
| 84 | PANWPalo Alto Networks | 14 | $2.0M | 0.00% | |
| 85 | CRMSalesforce.com | 11 | $2.0M | 0.00% | |
| 86 | KDKyndryl Hldgs Inc Com | 14 | $0 | 0.00% | |
| 87 | ENDVENDONOVO THERAPEUTICS INC COM | 60 | $0 | 0.00% |