Family CFO Inc
41 holdingsFiling period: 2026-03-31Current AUM: $248.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ETF | 154.5K | $49.5M | $56.9M | 22.85% | -635 | 2026-03-31 |
| 2 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 104.3K | $22.4M | $24.9M | 10.02% | +509 | 2026-03-31 |
| 3 | VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 271.9K | $21.0M | $23.0M | 9.24% | -1,926 | 2026-03-31 |
| 4 | VBR | VANGUARD SMALL CAP VALUE ETF | 74.2K | $16.1M | $18.2M | 7.30% | -2,316 | 2026-03-31 |
| 5 | VMBS | VANGUARD MORTGAGE-BACK SEC ETF | 322.9K | $15.2M | $14.9M | 5.98% | +9.5K | 2026-03-31 |
| 6 | VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 82.9K | $12.1M | $12.5M | 5.01% | -816 | 2026-03-31 |
| 7 | BE | Bloom Energy Corporation Com C L A | 77.4K | $10.5M | $15.9M | 6.40% | -6,510 | 2026-03-31 |
| 8 | VOO | Vanguard S&P 500 ETF | 16.7K | $10.0M | $11.5M | 4.61% | -2,583 | 2026-03-31 |
| 9 | VCIT | VANGUARD INT-TERM CORP ETF | 111.6K | $9.2M | $9.1M | 3.64% | -8,414 | 2026-03-31 |
| 10 | VTIP | VANGUARD STRM INFPROIDX ETF | 156.1K | $7.8M | $7.8M | 3.11% | -1,828 | 2026-03-31 |
| 11 | VTV | VANGUARD VALUE ETF | 35.8K | $7.0M | $7.9M | 3.17% | -1,364 | 2026-03-31 |
| 12 | VUG | VANGUARD GROWTH ETF | 11.8K | $5.2M | $6.0M | 2.43% | -- | 2026-03-31 |
| 13 | VWO | VANGUARD FTSE EMR MKT ETF | 65.7K | $3.6M | $3.9M | 1.55% | -1,224 | 2026-03-31 |
| 14 | DFIV | DIMENSIONAL ETF INTERNATIONAL VALUE | 64.6K | $3.4M | $3.7M | 1.49% | +347 | 2026-03-31 |
| 15 | AAUA | ALPHA ARCHITECT US EQUTY 3 ETF | 63.1K | $3.1M | $3.6M | 1.45% | -- | 2026-03-31 |
| 16 | VXF | VANGUARD EXTEND MKT ETF | 14.5K | $3.0M | $3.4M | 1.37% | -608 | 2026-03-31 |
| 17 | DFUV | DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | 55.4K | $2.7M | $3.1M | 1.24% | -- | 2026-03-31 |
| 18 | VEA | VANGUARD FTSE DEV MKT ETF | 39.2K | $2.5M | $2.8M | 1.11% | +348 | 2026-03-31 |
| 19 | VEU | VANGUARD ALLWRLD EX US ETF | 28.6K | $2.1M | $2.4M | 0.95% | -198 | 2026-03-31 |
| 20 | VNQ | Vanguard Real Estate ETF | 22.7K | $2.0M | $2.2M | 0.90% | +995 | 2026-03-31 |
| 21 | BRK-B | Berkshire Hathaway | 3.0K | $1.5M | $1.5M | 0.58% | -- | 2026-03-31 |
| 22 | DUSB | DIMENSNL ULTRASHRT FIXED INCM ETF | 27.8K | $1.4M | $1.4M | 0.57% | -11,114 | 2026-03-31 |
| 23 | VSGX | Vanguard EST International Stock ETF | 16.6K | $1.2M | $1.3M | 0.53% | +1 | 2026-03-31 |
| 24 | VBIL | Vanguard 0-3 Month Treasury Bill ETF | 14.9K | $1.1M | $1.1M | 0.45% | +683 | 2026-03-31 |
| 25 | ESGV | Vanguard ESG US Stock ETF | 9.4K | $1.1M | $1.2M | 0.50% | -- | 2026-03-31 |
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