Family CFO Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Family CFO Inc reported 41 stock positions worth $223.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.2% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 10.0%) and Vanguard Total Intl Stock (VXUS, 9.4%). Compared with Q4 2025, it opened 5 new positions, sold out of 51, added to 8 and reduced 16. The biggest buy was a new position in Alpha Architect US Equ 3 ETF (AAUA) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ALTOS, CA
- CIK
- 0001911695
- Portfolio Value
- $223.3M (Q1 2026)
- SEC Filing
- 0001911695-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 41 stocks · $223.3M
| VTI VG Morningstar TS MKT ETF-US | 22.19% | 154,451 | $49.5M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 10.04% | 104,268 | $22.4M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 9.39% | 271,855 | $21.0M | Reduce -0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 7.22% | 74,220 | $16.1M | Reduce -3.0% |
| VMBS Vanguard Mortgage-Backed Sec | 6.79% | 322,897 | $15.2M | Add +3.0% |
| VSS Vanguard Ftse All Wo X-US SC | 5.41% | 82,905 | $12.1M | Reduce -1.0% |
| BE Bloom Energy Corp. Class A | 4.69% | 77,353 | $10.5M | Reduce -7.8% |
| VOO Vanguard S&P 500 ETF | 4.48% | 16,727 | $10.0M | Reduce -13.4% |
| VCIT Vanguard Int-Term Corporate | 4.14% | 111,575 | $9.2M | Reduce -7.0% |
| VTIP Vanguard Short-Term Tips | 3.49% | 156,099 | $7.8M | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.15% | 35,838 | $7.0M | Reduce -3.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.31% | 11,825 | $5.2M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.59% | 65,726 | $3.6M | Reduce -1.8% |
| DFIV Dimensional International Va | 1.53% | 64,609 | $3.4M | Add +0.5% |
| AAUA Alpha Architect US Equ 3 ETF | 1.38% | 63,129 | $3.1M | New |
| VXF Vanguard Extended Market ETF | 1.33% | 14,472 | $3.0M | Reduce -4.0% |
| DFUV Dimensional US Marketwide Va | 1.20% | 55,422 | $2.7M | No change |
| VEA Vanguard Ftse Developed ETF | 1.12% | 39,159 | $2.5M | Add +0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.96% | 28,567 | $2.1M | Reduce -0.7% |
| VNQ Vanguard Real Estate ETF | 0.90% | 22,671 | $2.0M | Add +4.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 3,038 | $1.5M | No change |
| DUSB Dimension Ultrashort Fi ETF | 0.63% | 27,807 | $1.4M | Reduce -28.6% |
| VSGX Vanguard ESG Intl Stock ETF | 0.53% | 16,613 | $1.2M | Add +0.0% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.51% | 14,944 | $1.1M | Add +4.8% |
| ESGV Vanguard ESG US Stock ETF | 0.47% | 9,364 | $1.1M | No change |
| TSLA Tesla Inc. | 0.46% | 2,783 | $1.0M | No change |
| AAEQ Alpha Architct US Eqty 2 ETF | 0.41% | 19,852 | $923K | No change |
| BWX SS SPDR BB Intl Treasury BD | 0.36% | 36,121 | $793K | New |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.35% | 25,397 | $789K | New |
| EBND State Street SPDR Bloomberg | 0.35% | 38,046 | $785K | New |
| DFEV Dimensional Emrg MRKT Val | 0.28% | 17,336 | $620K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.24% | 12,079 | $537K | Add +205.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 1,978 | $518K | Reduce -8.6% |
| GLDM SPDR Gold Minishares Trust | 0.19% | 4,684 | $434K | New |
| VUSB Vanguard Ultra Short Bond Et | 0.19% | 8,585 | $427K | Reduce -26.2% |
| DFSV Dimensional US Small Cap Val | 0.18% | 11,214 | $393K | No change |
| AAPL Apple Inc. | 0.17% | 1,507 | $382K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.13% | 6,268 | $301K | Reduce -25.3% |
| DISV Dimensional International SM | 0.11% | 6,297 | $248K | No change |
| ORCL Oracle Corp. | 0.10% | 1,562 | $230K | No change |
| WCCB West Coast Community Bancorp | 0.10% | 4,648 | $221K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 22.19% | −1.06 |
| VOO Vanguard S&P 500 ETF | Reduce -13.4% | 4.48% | −0.94 |
| VCIT Vanguard Int-Term Corporate | Reduce -7.0% | 4.14% | −0.36 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -28.6% | 0.63% | −0.25 |
| DFLV Dim US Large Cap Value ETF | Sold out | 0.00% | −0.11 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.09 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.09 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.08 |
| VXF Vanguard Extended Market ETF | Reduce -4.0% | 1.33% | −0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.08 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.07 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -26.2% | 0.19% | −0.07 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.06 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.06 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.06 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -25.3% | 0.13% | −0.05 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.04 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.04 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.03 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.03 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.03 |
| GSIE Goldman Sachs Activebeta Int | Sold out | 0.00% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.7% | 3.15% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.0% | 7.22% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.8% | 1.59% | −0.02 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.6% | 0.23% | −0.02 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.02 |
| RTX RTX Corp. | Sold out | 0.00% | −0.02 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.02 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.01 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.01 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −0.01 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.01 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.01 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.00 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.00 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.00 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| AAUA Alpha Architect US Equ 3 ETF | New | 1.38% | +1.38 |
| BWX SS SPDR BB Intl Treasury BD | New | 0.36% | +0.36 |
| IBND SS SPDR BB Intl Corp. BD ETF | New | 0.35% | +0.35 |
| EBND State Street SPDR Bloomberg | New | 0.35% | +0.35 |
| GLDM SPDR Gold Minishares Trust | New | 0.19% | +0.19 |
| VMBS Vanguard Mortgage-Backed Sec | Add +3.0% | 6.79% | +0.19 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +205.9% | 0.24% | +0.16 |
| DFIV Dimensional International Va | Add +0.5% | 1.53% | +0.09 |
| VNQ Vanguard Real Estate ETF | Add +4.6% | 0.90% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +0.9% | 1.12% | +0.04 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +4.8% | 0.51% | +0.03 |
| VSGX Vanguard ESG Intl Stock ETF | Add +0.0% | 0.53% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 10.04% | −0.15 |
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 |