Family CFO Inc

CIK 0001911695 • 6 13F filings • Apr 24, 2025 – Jul 20, 2026

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Filer information

Filed by: Family CFO Inc, Compliance Consultant
Address: 1064 LAURELES DRIVE, LOS ALTOS, CA, 94022
Phone: 7202633776
AUM: $223.6M

AUM over time

$259.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsReal EstateOther

Holdings by filing

Portfolio value: $223.6M86 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	COM	$5K	0.0%	20 SH	New
Agilent Technologies, Inc.	COM	$113K	0.1%	828 SH	New
ALPHA ARCHITECT ETF US EQUITY	COM	$979K	0.4%	19,852 SH	New
Amazon.com	COM	$211K	0.1%Prev: 0.1%	912 SH	Increased
Amgen Inc	COM	$130K	0.1%	396 SH	New
Apple	COM	$410K	0.2%Prev: 0.2%	1,507 SH	Increased
Applied Materials	COM	$12K	0.0%	45 SH	New
Berkshire Hathaway	COM	$1.5M	0.7%Prev: 0.8%	3,038 SH	Decreased-331 SH
BlackRock Inc	COM	$3K	0.0%	3 SH	New
Blackstone Inc	COM	$28K	0.0%	184 SH	New
Bloom Energy Corporation Com C L A	COM	$7.3M	3.3%Prev: 4.1%	83,863 SH	Decreased-20,310 SH
Broadcom Inc	COM	$35K	0.0%	100 SH	New
Burlington Stores Inc	COM	$3K	0.0%	10 SH	New
Carrier Global Corp-Wi	COM	$10K	0.0%	186 SH	New
Cintas Corp	COM	$3K	0.0%	16 SH	New
Cisco Systems, Inc.	COM	$186K	0.1%	2,421 SH	New
Costco Wholesale Corp	COM	$164K	0.1%	190 SH	New
Dimensional ETF US Large Cap Value	COM	$236K	0.1%Prev: 0.1%	6,904 SH	Increased
DIMENSIONAL ETF INTERNATIONAL VALUE	COM	$3.2M	1.4%Prev: 1.4%	64,262 SH	Increased+94 SH
DIMENSIONAL ETF TR EMERGING MKTS VA	COM	$585K	0.3%Prev: 0.3%	17,336 SH	Increased
DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF	COM	$2.6M	1.2%Prev: 1.1%	55,422 SH	Increased
Dimensional US Small Cap Value ETF	COM	$369K	0.2%Prev: 0.2%	11,214 SH	Increased+571 SH
DIMENSNL ULTRASHRT FIXED INCM ETF	COM	$2.0M	0.9%Prev: 0.6%	38,921 SH	Increased+13,126 SH
Eli Lilly & Co	COM	$74K	0.0%	69 SH	New
Federal Express Corp	COM	$40K	0.0%	139 SH	New
First Trust Capital Strength ETF	COM	$20K	0.0%	218 SH	New
Goldman Sachs ActiveBeta Intl Eq ETF	COM	$64K	0.0%	1,491 SH	New
Google Inc	COM	$88K	0.0%	280 SH	New
GOOGLE INC CL A	COM	$7K	0.0%	22 SH	New
Home Depot Inc.	COM	$34K	0.0%	100 SH	New
International Business Machines	COM	$25K	0.0%	84 SH	New
International Small Cap Value ETF	COM	$239K	0.1%Prev: 0.1%	6,297 SH	Increased
Johnson & Johnson	COM	$31K	0.0%	150 SH	New
JP Morgan Chase	COM	$7K	0.0%	21 SH	New
Keysight Technologies, Inc.	COM	$94K	0.0%	465 SH	New
Kyndryl Hldgs Inc Com	COM	$372	0.0%	14 SH	New
Meta Platforms Inc Com Cl A	COM	$71K	0.0%	108 SH	New
Microsoft Corp Com	COM	$150K	0.1%	310 SH	New
NVIDIA CORP COM	COM	$9K	0.0%	50 SH	New
Oracle Corp Com	COM	$304K	0.1%Prev: 0.3%	1,562 SH	Decreased-1,070 SH
OTIS Worldwide Corp-Wi	COM	$8K	0.0%	93 SH	New
Palo Alto Networks	COM	$3K	0.0%	14 SH	New
Pepsico, Inc	COM	$18K	0.0%	125 SH	New
Rtx Corp	COM	$34K	0.0%	186 SH	New
Salesforce.com	COM	$3K	0.0%	11 SH	New
SAP SE ADR	COM	$4K	0.0%	18 SH	New
SPDR S&P Biotech ETF	COM	$64K	0.0%	526 SH	New
Spdr Tr Unit Ser 1	COM	$79K	0.0%	116 SH	New
Starbucks Corporation	COM	$10K	0.0%	115 SH	New
Stryker Corp	COM	$3K	0.0%	9 SH	New
Tesla Inc.	COM	$1.3M	0.6%Prev: 0.6%	2,783 SH	Increased
Uber Technologies Inc	COM	$86K	0.0%	1,053 SH	New
Vanguard 0-3 Month Treasury Bill ETF	COM	$1.1M	0.5%Prev: 0.5%	14,261 SH	Decreased-993 SH
VANGUARD ALLWRLD EX US ETF	COM	$2.1M	0.9%Prev: 0.9%	28,765 SH	Increased-69 SH
VANGUARD DIVIDEND APPRECIATION ETF	COM	$22.8M	10.2%Prev: 10.3%	103,759 SH	Increased+13 SH
Vanguard ESG US Stock ETF	COM	$1.1M	0.5%Prev: 0.5%	9,364 SH	Increased
Vanguard EST International Stock ETF	COM	$1.2M	0.5%Prev: 0.5%	16,612 SH	Increased+2 SH
VANGUARD EXTEND MKT ETF	COM	$3.2M	1.4%Prev: 1.4%	15,080 SH	Increased+121 SH
Vanguard FTSE All-World ex-US Sm-Cap Index Fund	COM	$12.0M	5.4%Prev: 5.6%	83,721 SH	Decreased-1,996 SH
VANGUARD FTSE DEV MKT ETF	COM	$2.4M	1.1%Prev: 1.1%	38,811 SH	Increased+1 SH
VANGUARD FTSE EMR MKT ETF	COM	$3.6M	1.6%Prev: 1.8%	66,950 SH	Decreased-5,047 SH
VANGUARD GLB EX US ETF	COM	$181K	0.1%	3,948 SH	New
VANGUARD GROWTH ETF	COM	$5.8M	2.6%Prev: 2.6%	11,825 SH	Increased
Vanguard Information Technology ETF	COM	$201K	0.1%	266 SH	New
VANGUARD INT-TERM CORP ETF	COM	$10.0M	4.5%Prev: 4.5%	119,989 SH	Increased+2,942 SH
Vanguard Intl Div Apprec ETF	COM	$74K	0.0%	809 SH	New
VANGUARD MID CAP ETF	COM	$136K	0.1%	469 SH	New
VANGUARD MORTGAGE-BACK SEC ETF	COM	$14.8M	6.6%Prev: 6.4%	313,409 SH	Increased+16,215 SH
Vanguard Real Estate ETF	COM	$1.9M	0.9%Prev: 0.8%	21,676 SH	Increased+1,496 SH
Vanguard S&P 500 ETF	COM	$12.1M	5.4%Prev: 5.4%	19,310 SH	Increased+20 SH
Vanguard Short-Term Corporate Bond ETF	COM	$170K	0.1%	2,134 SH	New
Vanguard Small Cap ETF	COM	$558K	0.2%Prev: 0.4%	2,163 SH	Decreased-931 SH
VANGUARD SMALL CAP VALUE ETF	COM	$16.2M	7.2%Prev: 7.4%	76,536 SH	Increased-225 SH
VANGUARD STRM INFPROIDX ETF	COM	$7.8M	3.5%Prev: 3.5%	157,927 SH	Increased+5,943 SH
Vanguard Total Bond Market	COM	$167K	0.1%	2,250 SH	New
Vanguard Total International Bond ETF	COM	$406K	0.2%	8,393 SH	New
VANGUARD TOTAL INTL STOCK INDEX FUND ETF	COM	$20.7M	9.2%Prev: 9.3%	273,781 SH	Increased-662 SH
Vanguard Total Stock Market ETF	COM	$52.0M	23.3%Prev: 23.5%	155,086 SH	Increased-302 SH
Vanguard Ultra-Short Bond ETF	COM	$580K	0.3%Prev: 0.4%	11,635 SH	Decreased-4,781 SH
VANGUARD VALUE ETF	COM	$7.1M	3.2%Prev: 3.2%	37,202 SH	Increased-249 SH
VeriSign, Inc.	COM	$12K	0.0%	50 SH	New
Visa Inc	COM	$4K	0.0%	12 SH	New
Wells Fargo & Company	COM	$126K	0.1%	1,347 SH	New
West Coast Community Bancorp	COM	$205K	0.1%	4,648 SH	New
WR Berkley Corp	COM	$4K	0.0%	60 SH	New
Zscaler Inc	COM	$34K	0.0%	150 SH	New

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001911695-26-000001	$223.6M	View
Oct 28, 2025	Q3 2025	13F-HR	0001911695-25-000006	$217.2M	View
Jul 20, 2026	Q2 2026