Family CFO Inc
An institutional investment manager in LOS ALTOS, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 20, 2026. SEC CIK 1911695.
- Reported value$259.9m
- Positions47
Holdings: 47 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | COM | 922908769 | 57.0 | 21.9% | 154,081 | Reduced−370 | |
| Vanguard Dividend Appreciation ETF | COM | 921908844 | 24.7 | 9.5% | 104,202 | Reduced−66 | |
| Vanguard Total International Stock Index Fund ETF | COM | 921909768 | 23.2 | 8.9% | 271,144 | Reduced−711 | |
| Bloom Energy Corporation Com C L ABE | COM | 093712107 | 20.6 | 7.9% | 68,000 | Reduced−9,353 | |
| Vanguard Small Cap Value ETF | COM | 922908611 | 17.8 | 6.9% | 73,425 | Reduced−795 | |
| Vanguard Mortgage-Back Sec ETF | COM | 92206C771 | 16.2 | 6.2% | 346,727 | Added+23,830 | |
| Vanguard FTSE All-World ex-US Sm-Cap Index Fund | COM | 922042718 | 12.8 | 4.9% | 82,953 | Added+48 | |
| Vanguard S&P 500 ETF | COM | 922908363 | 11.4 | 4.4% | 16,643 | Reduced−84 | |
| Vanguard Int-Term Corp ETF | COM | 92206C870 | 9.9 | 3.8% | 119,883 | Added+8,308 | |
| Vanguard STRM Infproidx ETF | COM | 922020805 | 8.2 | 3.2% | 163,287 | Added+7,188 | |
| Vanguard Value ETF | COM | 922908744 | 7.8 | 3.0% | 35,630 | Reduced−208 | |
| Vanguard Growth ETF | COM | 922908736 | 6.1 | 2.4% | 70,948 | Added+59,123 | |
| Vanguard Ftse Emr MKT ETF | COM | 922042858 | 3.9 | 1.5% | 65,553 | Reduced−173 | |
| Alpha Architect US Equty 3 ETF | COM | 02072Q275 | 3.6 | 1.4% | 63,129 | Unchanged | |
| Dimensional ETF International Value | COM | 25434V807 | 3.5 | 1.3% | 64,540 | Reduced−69 | |
| Vanguard Extend MKT ETF | COM | 922908652 | 3.5 | 1.3% | 14,089 | Reduced−383 | |
| Dimensional ETF TR US Marketwi de Value ETF | COM | 25434V724 | 3.0 | 1.2% | 54,645 | Reduced−777 | |
| Vanguard Ftse Dev MKT ETF | COM | 921943858 | 2.8 | 1.1% | 39,454 | Added+295 | |
| Vanguard Allwrld Ex US ETF | COM | 922042775 | 2.4 | 0.9% | 28,128 | Reduced−439 | |
| Vanguard Real Estate ETF | COM | 922908553 | 2.2 | 0.8% | 22,729 | Added+58 | |
| Broadcom IncAVGO | COM | 11135F101 | 2.1 | 0.8% | 5,600 | New+5,600 | |
| Dimensnl Ultrashrt Fixed Incm ETF | COM | 25434V591 | 1.4 | 0.6% | 28,419 | Added+612 | |
| Berkshire HathawayBRK-B | COM | 084670702 | 1.4 | 0.5% | 2,768 | Reduced−270 | |
| Vanguard EST International Stock ETF | COM | 921910725 | 1.4 | 0.5% | 16,779 | Added+166 | |
| Vanguard ESG US Stock ETF | COM | 921910733 | 1.3 | 0.5% | 9,678 | Added+314 | |
| Tesla Inc.TSLA | COM | 88160R101 | 1.2 | 0.4% | 2,778 | Reduced−5 | |
| Vanguard 0-3 Month Treasury Bill ETF | COM | 922040845 | 1.1 | 0.4% | 14,528 | Reduced−416 | |
| Alpha Architect ETF US 2 Equity | COM | 02072Q358 | 1.1 | 0.4% | 19,852 | Unchanged | |
| SPDR Blmbg Intl Corp Bd ETF | COM | 78464A151 | 0.8 | 0.3% | 24,982 | Reduced−415 | |
| SPDR Blmbg Intl Trs Bd ETF | COM | 78464A516 | 0.8 | 0.3% | 35,835 | Reduced−286 | |
| SPDR Blmbg Em Mkts Lcl Bd ETF | COM | 78464A391 | 0.8 | 0.3% | 36,368 | Reduced−1,678 | |
| Dimensional ETF TR Emerging MKTS Va | COM | 25434V740 | 0.7 | 0.3% | 17,336 | Unchanged | |
| Vanguard Small Cap ETF | COM | 922908751 | 0.6 | 0.2% | 1,978 | Unchanged | |
| Vanguard GLB Ex US ETF | COM | 922042676 | 0.5 | 0.2% | 12,079 | Unchanged | |
| Vanguard Ultra-Short Bond ETF | COM | 92203C303 | 0.5 | 0.2% | 9,643 | Added+1,058 | |
| SPDR Gold MiniSharesGLDM | COM | 98149E303 | 0.4 | 0.2% | 5,543 | Added+859 | |
| AppleAAPL | COM | 037833100 | 0.4 | 0.2% | 1,507 | Unchanged | |
| Dimensional US Small Cap Value ETF | COM | 25434V815 | 0.4 | 0.2% | 11,214 | Unchanged | |
| Vanguard Total International Bond ETF | COM | 92203J407 | 0.3 | 0.1% | 7,213 | Added+945 | |
| Nvidia Corp ComNVDA | COM | 67066G104 | 0.3 | 0.1% | 1,670 | New+1,670 | |
| iShares Global Infrastructure ETF | COM | 464288372 | 0.3 | 0.1% | 4,673 | New+4,673 | |
| Vanguard Information Technology ETF | COM | 92204A702 | 0.3 | <0.1% | 2,128 | New+2,128 | |
| International Small Cap Value ETF | COM | 25434V781 | 0.3 | <0.1% | 6,297 | Unchanged | |
| West Coast Community BancorpWCCB | COM | 952170108 | 0.2 | <0.1% | 4,648 | Unchanged | |
| Oracle Corp ComORCL | COM | 68389X105 | 0.2 | <0.1% | 1,562 | Unchanged | |
| iSHARES SILVER TRUSTSLV | COM | 46428Q109 | 0.2 | <0.1% | 4,190 | New+4,190 | |
| Amazon.comAMZN | COM | 023135106 | 0.2 | <0.1% | 899 | New+899 |
Source: SEC EDGAR, Form 13F-HR, accession 0001911695-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.