Family CFO Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Family CFO Inc reported 65 stock positions worth $182.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.9% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 10.8%) and Vanguard Total Intl Stock (VXUS, 9.5%). Compared with Q4 2024, it opened 4 new positions, sold out of 31, added to 17 and reduced 5. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +1%) and the biggest sale Bloom Energy Class A (BE, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ALTOS, CA
- CIK
- 0001911695
- Portfolio Value
- $182.3M (Q1 2025)
- SEC Filing
- 0001911695-25-000002 ↗ filed Apr 24, 2025
Holdings Value
Holdings 65 stocks · $182.3M
| VTI VG Morningstar TS MKT ETF-US | 22.88% | 151,734 | $41.7M | Add +1.6% |
| VIG Vanguard Dividend Apprec ETF | 10.82% | 101,656 | $19.7M | Add +2.3% |
| VXUS Vanguard Total Intl Stock | 9.50% | 278,962 | $17.3M | Add +0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 7.82% | 76,470 | $14.2M | Add +2.0% |
| VMBS Vanguard Mortgage-Backed Sec | 6.72% | 264,601 | $12.3M | Add +1.0% |
| VSS Vanguard Ftse All Wo X-US SC | 5.44% | 85,712 | $9.9M | Reduce -2.3% |
| VOO Vanguard S&P 500 ETF | 5.39% | 19,121 | $9.8M | Add +2.6% |
| VTIP Vanguard Short-Term Tips | 4.79% | 174,937 | $8.7M | Add +5.4% |
| VCIT Vanguard Int-Term Corporate | 4.62% | 102,943 | $8.4M | Add +6.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.50% | 36,928 | $6.4M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.36% | 11,589 | $4.3M | Add +2.9% |
| VWO Vanguard Ftse Emerging Marke | 1.78% | 71,785 | $3.2M | Reduce -0.8% |
| BE Bloom Energy Corp. Class A | 1.59% | 147,173 | $2.9M | Reduce -9.8% |
| VXF Vanguard Extended Market ETF | 1.40% | 14,793 | $2.5M | Add +2.7% |
| DFIV Dimensional International Va | 1.34% | 61,860 | $2.4M | Add +0.2% |
| DFUV Dimensional US Marketwide Va | 1.12% | 49,454 | $2.0M | Add +6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.06% | 3,639 | $1.9M | No change |
| VEA Vanguard Ftse Developed ETF | 1.05% | 37,722 | $1.9M | Add +6.8% |
| VEU Vanguard Ftse All-World Ex-U | 1.04% | 31,186 | $1.9M | No change |
| VNQ Vanguard Real Estate ETF | 1.00% | 20,122 | $1.8M | Reduce -1.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.57% | 17,583 | $1.0M | Add +0.1% |
| ESGV Vanguard ESG US Stock ETF | 0.52% | 9,669 | $947K | Add +1.1% |
| TSLA Tesla Inc. | 0.45% | 3,183 | $825K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 2,974 | $659K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.32% | 11,546 | $576K | Add +82.7% |
| DUSB Dimension Ultrashort Fi ETF | 0.26% | 9,483 | $481K | New |
| VBIL Vanguard 0-3M T-Bill ETF | 0.22% | 5,395 | $407K | New |
| ORCL Oracle Corp. | 0.20% | 2,632 | $368K | No change |
| AAPL Apple Inc. | 0.18% | 1,507 | $335K | No change |
| DFLV Dim US Large Cap Value ETF | 0.12% | 6,904 | $211K | No change |
| DISV Dimensional International SM | 0.10% | 6,297 | $183K | No change |
| WCCB West Coast Community Bancorp | 0.10% | 4,648 | $183K | No change |
| COST Costco Wholesale Corp. | 0.10% | 190 | $180K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.10% | 2,239 | $177K | New |
| AMZN Amazon.com Inc. | 0.10% | 912 | $174K | No change |
| BND Vanguard Total Bond Market | 0.09% | 2,153 | $158K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.09% | 1,921 | $156K | No change |
| AMGN Amgen Inc. | 0.09% | 500 | $156K | No change |
| CSCO Cisco Systems Inc. | 0.08% | 2,421 | $149K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.07% | 3,329 | $135K | Reduce -4.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 469 | $121K | No change |
| MSFT Microsoft Corp. | 0.06% | 310 | $116K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 192 | $107K | No change |
| A Agilent Technologies Inc. | 0.05% | 828 | $97K | No change |
| WFC Wells Fargo & Co. | 0.05% | 1,347 | $97K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.04% | 3,030 | $82K | No change |
| UBER Uber Technologies Inc. | 0.04% | 1,053 | $77K | No change |
| KEYS Keysight Technologies Inc. | 0.04% | 465 | $70K | No change |
| META Meta Platforms Inc. Class A | 0.03% | 108 | $62K | No change |
| GSIE Goldman Sachs Activebeta Int | 0.03% | 1,491 | $53K | No change |
| FDX FedEx Corp. | 0.03% | 200 | $49K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 280 | $44K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.02% | 522 | $43K | New |
| HD Home Depot Inc. | 0.02% | 100 | $37K | No change |
| T AT&T Inc. | 0.01% | 957 | $27K | No change |
| JNJ Johnson & Johnson | 0.01% | 150 | $25K | No change |
| RTX RTX Corp. | 0.01% | 186 | $25K | No change |
| FTCS First Trust Capital Strength | 0.01% | 218 | $20K | No change |
| PEP Pepsico Inc. | 0.01% | 125 | $19K | No change |
| AVGO Broadcom Inc. | 0.01% | 100 | $17K | No change |
| SBUX Starbucks Corp. | 0.01% | 115 | $11K | No change |
| HPQ HP Inc. | 0.01% | 400 | $11K | No change |
| UPS United Parcel Service Class B | 0.01% | 100 | $11K | No change |
| HPE Hewlett Packard Enterprise | 0.00% | 400 | $6K | No change |
| WBD Warner Bros Discovery Inc. | 0.00% | 231 | $2K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| BE Bloom Energy Corp. Class A | Reduce -9.8% | 1.59% | −0.41 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.13 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -2.3% | 5.44% | −0.09 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.03 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.02 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.02 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.01 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.01 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.01 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.00 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.00 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.00 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.00 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.00 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.00 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.00 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.00 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.00 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.00 |
| XYZ Block Inc. | Sold out | 0.00% | −0.00 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.00 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -4.2% | 0.07% | −0.00 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.00 |
| BURL Burlington Stores Inc. | Sold out | 0.00% | −0.00 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.00 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.00 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.00 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.00 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -1.3% | 1.00% | −0.00 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.00 |
| ENDV Endonovo Therapeutics Inc. | Sold out | 0.00% | 0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 1.78% | +0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| VXUS Vanguard Total Intl Stock | Add +0.6% | 9.50% | +0.51 |
| VTIP Vanguard Short-Term Tips | Add +5.4% | 4.79% | +0.36 |
| VCIT Vanguard Int-Term Corporate | Add +6.8% | 4.62% | +0.36 |
| DUSB Dimension Ultrashort Fi ETF | New | 0.26% | +0.26 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.22% | +0.22 |
| VMBS Vanguard Mortgage-Backed Sec | Add +1.0% | 6.72% | +0.18 |
| VUSB Vanguard Ultra Short Bond Et | Add +82.7% | 0.32% | +0.14 |
| DFIV Dimensional International Va | Add +0.2% | 1.34% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +6.8% | 1.05% | +0.12 |
| VIG Vanguard Dividend Apprec ETF | Add +2.3% | 10.82% | +0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.10% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 3.50% | +0.08 |
| DFUV Dimensional US Marketwide Va | Add +6.0% | 1.12% | +0.07 |
| VIGI Vanguard Int Div App Indx FD | New | 0.02% | +0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.1% | 0.57% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +1.1% | 0.52% | −0.03 |
| VXF Vanguard Extended Market ETF | Add +2.7% | 1.40% | −0.11 |
| VOO Vanguard S&P 500 ETF | Add +2.6% | 5.39% | −0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.9% | 2.36% | −0.19 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.0% | 7.82% | −0.37 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 22.88% | −0.95 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $259.9M | VTI, VIG, VXUS, BE, VBR |
| Q1 2026 | 41 | $223.3M | VTI, VIG, VXUS, VBR, VMBS |
| Q4 2025 | 87 | $223.6M | VTI, VIG, VXUS, VBR, VMBS |
| Q3 2025 | 34 | $217.2M | VTI, VIG, VXUS, VBR, VMBS |
| Q2 2025 | 90 | $199.7M | VTI, VIG, VXUS, VBR, VMBS |
| Q1 2025 | 65 | $182.3M | VTI, VIG, VXUS, VBR, VMBS |
| Q4 2024 | 92 | $181.6M | VTI, VIG, VXUS, VBR, VMBS |
| Q3 2024 | 73 | $177.3M | VTI, VIG, VXUS, VBR, VMBS |
| Q2 2024 | 64 | $162.5M | VTI, VIG, VXUS, VBR, VMBS |
| Q1 2024 | 64 | $161.4M | VTI, VIG, VXUS, VBR, VMBS |