Family CFO Inc

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Family CFO Inc reported 64 stock positions worth $161.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 23.6% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 10.9%) and Vanguard Total Intl Stock (VXUS, 9.9%). Compared with Q4 2023, it sold out of 2, added to 11 and reduced 16. The biggest buy was Dimensional International Va (DFIV, shares +13%) and the biggest sale Bloom Energy Class A (BE, shares −3%).

Most Recent 13F
Q2 2026
Location
LOS ALTOS, CA
CIK
0001911695
Portfolio Value
$161.4M (Q1 2024)
SEC Filing
0001911695-24-000002 ↗ filed Apr 17, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $161.4M $161.4M Q1 2024 Q2 2024: $162.5M Q2 2024 Q3 2024: $177.3M Q3 2024 Q4 2024: $181.6M Q4 2024 Q1 2025: $182.3M Q1 2025 Q2 2025: $199.7M Q2 2025 Q3 2025: $217.2M Q3 2025 Q4 2025: $223.6M Q4 2025 Q1 2026: $223.3M Q1 2026 Q2 2026: $259.9M Q2 2026

Holdings 64 stocks · $161.4M
VTI VG Morningstar TS MKT ETF-US 23.58% 146,493 $38.1M Reduce -1.4%
VIG Vanguard Dividend Apprec ETF 10.90% 96,392 $17.6M Reduce -1.1%
VXUS Vanguard Total Intl Stock 9.86% 264,098 $15.9M Reduce -1.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 8.65% 72,800 $14.0M Reduce -0.2%
VMBS Vanguard Mortgage-Backed Sec 6.89% 244,027 $11.1M Add +0.2%
VSS Vanguard Ftse All Wo X-US SC 6.12% 84,579 $9.9M Reduce -1.9%
VOO Vanguard S&P 500 ETF 5.59% 18,776 $9.0M Reduce -0.2%
VCIT Vanguard Int-Term Corporate 4.38% 87,784 $7.1M Reduce -1.2%
VTV Vanguard Mrngstr Val ETF-Aui 3.76% 37,268 $6.1M Reduce -2.8%
VTIP Vanguard Short-Term Tips 2.75% 92,737 $4.4M Reduce -9.3%
VUG Vanguard Mrngstar GR ETF-Sui 2.36% 11,075 $3.8M No change
VWO Vanguard Ftse Emerging Marke 1.94% 74,810 $3.1M Reduce -5.3%
VXF Vanguard Extended Market ETF 1.56% 14,398 $2.5M No change
BE Bloom Energy Corp. Class A 1.40% 201,173 $2.3M Reduce -2.9%
DFIV Dimensional International Va 1.19% 52,185 $1.9M Add +13.1%
VEU Vanguard Ftse All-World Ex-U 1.16% 31,909 $1.9M No change
VEA Vanguard Ftse Developed ETF 1.10% 35,478 $1.8M Add +0.6%
VNQ Vanguard Real Estate ETF 1.07% 19,917 $1.7M Add +0.4%
DFUV Dimensional US Marketwide Va 0.97% 38,252 $1.6M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.95% 3,639 $1.5M No change
VSGX Vanguard ESG Intl Stock ETF 0.64% 17,926 $1.0M Add +24.4%
ESGV Vanguard ESG US Stock ETF 0.53% 9,114 $849K Reduce -0.1%
VB Vanguard Most SM-Cap ETF-Usd 0.40% 2,824 $646K No change
TSLA Tesla Inc. 0.35% 3,190 $561K Reduce -0.5%
ORCL Oracle Corp. 0.20% 2,632 $331K No change
DFLV Dim US Large Cap Value ETF 0.16% 8,460 $254K Add +91.5%
DISV Dimensional International SM 0.11% 6,297 $171K Add +30.7%
AMZN Amazon.com Inc. 0.10% 937 $169K Reduce -10.1%
AAPL Apple Inc. 0.09% 890 $153K No change
MSFT Microsoft Corp. 0.09% 338 $142K Reduce -4.5%
AMGN Amgen Inc. 0.09% 500 $142K No change
BND Vanguard Total Bond Market 0.09% 1,943 $141K Add +8.4%
COST Costco Wholesale Corp. 0.09% 190 $139K No change
VNQI Vanguard GLBL Ex-US Real Est 0.08% 3,189 $134K Add +2.5%
SCZC Santa Cruz County Bank 0.08% 4,648 $130K No change
CSCO Cisco Systems Inc. 0.07% 2,421 $121K No change
A Agilent Technologies Inc. 0.07% 828 $120K No change
UBER Uber Technologies Inc. 0.05% 1,053 $81K No change
WFC Wells Fargo & Co. 0.05% 1,347 $78K No change
KEYS Keysight Technologies Inc. 0.04% 465 $73K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 283 $71K No change
DFEV Dimensional Emrg MRKT Val 0.04% 2,517 $65K Add +47.1%
UPS United Parcel Service Class B 0.04% 400 $59K No change
FDX FedEx Corp. 0.04% 200 $58K No change
LLY Eli Lilly & Co. 0.04% 74 $58K No change
META Meta Platforms Inc. Class A 0.03% 100 $49K No change
GOOG Alphabet Inc. Class C 0.03% 280 $43K No change
HD Home Depot Inc. 0.02% 100 $38K No change
ZS Zscaler Inc. 0.02% 150 $29K No change
BX Blackstone Inc. 0.01% 184 $24K Reduce -35.2%
JNJ Johnson & Johnson 0.01% 150 $24K No change
CHTR Charter Communications Inc. Class A 0.01% 81 $24K No change
PEP Pepsico Inc. 0.01% 125 $22K No change
INTC Intel Corp. 0.01% 400 $18K No change
T AT&T Inc. 0.01% 957 $17K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 80 $15K No change
AVGO Broadcom Inc. 0.01% 10 $13K No change
HPQ HP Inc. 0.01% 400 $12K No change
SBUX Starbucks Corp. 0.01% 115 $11K No change
VRSN Verisign Inc. 0.01% 50 $9K No change
AMAT Applied Materials Inc. 0.01% 45 $9K No change
HPE Hewlett Packard Enterprise 0.00% 400 $7K No change
WBD Warner Bros Discovery Inc. 0.00% 231 $2K No change
KD Kyndryl Holdings Inc. 0.00% 14 $305 No change

Portfolio Sells Q4 2023 → Q1 2024
BE Bloom Energy Corp. Class A Reduce -2.9% 1.40% −0.58
VTIP Vanguard Short-Term Tips Reduce -9.3% 2.75% −0.38
VCIT Vanguard Int-Term Corporate Reduce -1.2% 4.38% −0.28
VSS Vanguard Ftse All Wo X-US SC Reduce -1.9% 6.12% −0.27
TSLA Tesla Inc. Reduce -0.5% 0.35% −0.17
VWO Vanguard Ftse Emerging Marke Reduce -5.3% 1.94% −0.16
VXUS Vanguard Total Intl Stock Reduce -1.0% 9.86% −0.10
BX Blackstone Inc. Reduce -35.2% 0.01% −0.01
ORLY O'reilly Automotive Inc. Sold out 0.00% −0.00
ENDV Endonovo Therapeutics Inc. Sold out 0.00% 0.00
MSFT Microsoft Corp. Reduce -4.5% 0.09% +0.00
AMZN Amazon.com Inc. Reduce -10.1% 0.10% +0.00
ESGV Vanguard ESG US Stock ETF Reduce -0.1% 0.53% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.8% 3.76% +0.06
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.2% 8.65% +0.18
VIG Vanguard Dividend Apprec ETF Reduce -1.1% 10.90% +0.19
VOO Vanguard S&P 500 ETF Reduce -0.2% 5.59% +0.29
VTI VG Morningstar TS MKT ETF-US Reduce -1.4% 23.58% +0.85

Portfolio Buys Q4 2023 → Q1 2024
DFIV Dimensional International Va Add +13.1% 1.19% +0.17
VSGX Vanguard ESG Intl Stock ETF Add +24.4% 0.64% +0.12
DFLV Dim US Large Cap Value ETF Add +91.5% 0.16% +0.08
DFUV Dimensional US Marketwide Va Add +0.6% 0.97% +0.06
DISV Dimensional International SM Add +30.7% 0.11% +0.03
VEA Vanguard Ftse Developed ETF Add +0.6% 1.10% +0.01
DFEV Dimensional Emrg MRKT Val Add +47.1% 0.04% +0.01
BND Vanguard Total Bond Market Add +8.4% 0.09% +0.00
VNQI Vanguard GLBL Ex-US Real Est Add +2.5% 0.08% −0.00
VNQ Vanguard Real Estate ETF Add +0.4% 1.07% −0.06
VMBS Vanguard Mortgage-Backed Sec Add +0.2% 6.89% −0.39

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 47$259.9MVTI, VIG, VXUS, BE, VBR
Q1 2026 41$223.3MVTI, VIG, VXUS, VBR, VMBS
Q4 2025 87$223.6MVTI, VIG, VXUS, VBR, VMBS
Q3 2025 34$217.2MVTI, VIG, VXUS, VBR, VMBS
Q2 2025 90$199.7MVTI, VIG, VXUS, VBR, VMBS
Q1 2025 65$182.3MVTI, VIG, VXUS, VBR, VMBS
Q4 2024 92$181.6MVTI, VIG, VXUS, VBR, VMBS
Q3 2024 73$177.3MVTI, VIG, VXUS, VBR, VMBS
Q2 2024 64$162.5MVTI, VIG, VXUS, VBR, VMBS
Q1 2024 64$161.4MVTI, VIG, VXUS, VBR, VMBS