# Family CFO Inc: Form 13F holdings

An institutional investment manager in LOS ALTOS, CA. SEC CIK 1911695.

- Quarter ended: 2026-06-30
- Filed: 2026-07-20
- Reported value: $259.9m
- Positions: 47 (47 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1911695/000191169526000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| Vanguard Total Stock Market ETF | COM | $57.0m | 21.9% | 154,081 |  | Reduced −370 |
| VANGUARD DIVIDEND APPRECIATION ETF | COM | $24.7m | 9.5% | 104,202 |  | Reduced −66 |
| VANGUARD TOTAL INTL STOCK INDEX FUND ETF | COM | $23.2m | 8.9% | 271,144 |  | Reduced −711 |
| [Bloom Energy Corporation Com C L A (BE)](/companies/be.md) | COM | $20.6m | 7.9% | 68,000 |  | Reduced −9,353 |
| VANGUARD SMALL CAP VALUE ETF | COM | $17.8m | 6.9% | 73,425 |  | Reduced −795 |
| VANGUARD MORTGAGE-BACK SEC ETF | COM | $16.2m | 6.2% | 346,727 |  | Added +23,830 |
| Vanguard FTSE All-World ex-US Sm-Cap Index Fund | COM | $12.8m | 4.9% | 82,953 |  | Added +48 |
| Vanguard S&P 500 ETF | COM | $11.4m | 4.4% | 16,643 |  | Reduced −84 |
| VANGUARD INT-TERM CORP ETF | COM | $9.9m | 3.8% | 119,883 |  | Added +8,308 |
| VANGUARD STRM INFPROIDX ETF | COM | $8.2m | 3.2% | 163,287 |  | Added +7,188 |
| VANGUARD VALUE ETF | COM | $7.8m | 3.0% | 35,630 |  | Reduced −208 |
| VANGUARD GROWTH ETF | COM | $6.1m | 2.4% | 70,948 |  | Added +59,123 |
| VANGUARD FTSE EMR MKT ETF | COM | $3.9m | 1.5% | 65,553 |  | Reduced −173 |
| ALPHA ARCHITECT US EQUTY 3 ETF | COM | $3.6m | 1.4% | 63,129 |  | Unchanged |
| DIMENSIONAL ETF INTERNATIONAL VALUE | COM | $3.5m | 1.3% | 64,540 |  | Reduced −69 |
| VANGUARD EXTEND MKT ETF | COM | $3.5m | 1.3% | 14,089 |  | Reduced −383 |
| DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | COM | $3.0m | 1.2% | 54,645 |  | Reduced −777 |
| VANGUARD FTSE DEV MKT ETF | COM | $2.8m | 1.1% | 39,454 |  | Added +295 |
| VANGUARD ALLWRLD EX US ETF | COM | $2.4m | 0.9% | 28,128 |  | Reduced −439 |
| Vanguard Real Estate ETF | COM | $2.2m | 0.8% | 22,729 |  | Added +58 |
| [Broadcom Inc (AVGO)](/companies/avgo.md) | COM | $2.1m | 0.8% | 5,600 |  | New +5,600 |
| DIMENSNL ULTRASHRT FIXED INCM ETF | COM | $1.4m | 0.6% | 28,419 |  | Added +612 |
| [Berkshire Hathaway (BRK-B)](/companies/brk-b.md) | COM | $1.4m | 0.5% | 2,768 |  | Reduced −270 |
| Vanguard EST International Stock ETF | COM | $1.4m | 0.5% | 16,779 |  | Added +166 |
| Vanguard ESG US Stock ETF | COM | $1.3m | 0.5% | 9,678 |  | Added +314 |
| [Tesla Inc. (TSLA)](/companies/tsla.md) | COM | $1.2m | 0.4% | 2,778 |  | Reduced −5 |
| Vanguard 0-3 Month Treasury Bill ETF | COM | $1.1m | 0.4% | 14,528 |  | Reduced −416 |
| ALPHA ARCHITECT ETF US 2 EQUITY | COM | $1.1m | 0.4% | 19,852 |  | Unchanged |
| SPDR Blmbg Intl Corp Bd ETF | COM | $778.9k | 0.3% | 24,982 |  | Reduced −415 |
| SPDR Blmbg Intl Trs Bd ETF | COM | $776.9k | 0.3% | 35,835 |  | Reduced −286 |
| SPDR Blmbg Em Mkts Lcl Bd ETF | COM | $760.8k | 0.3% | 36,368 |  | Reduced −1,678 |
| DIMENSIONAL ETF TR EMERGING MKTS VA | COM | $739.7k | 0.3% | 17,336 |  | Unchanged |
| Vanguard Small Cap ETF | COM | $599.6k | 0.2% | 1,978 |  | Unchanged |
| VANGUARD GLB EX US ETF | COM | $541.7k | 0.2% | 12,079 |  | Unchanged |
| Vanguard Ultra-Short Bond ETF | COM | $480.0k | 0.2% | 9,643 |  | Added +1,058 |
| [SPDR Gold MiniShares (GLDM)](/companies/gldm.md) | COM | $440.2k | 0.2% | 5,543 |  | Added +859 |
| [Apple (AAPL)](/companies/aapl.md) | COM | $436.1k | 0.2% | 1,507 |  | Unchanged |
| Dimensional US Small Cap Value ETF | COM | $435.0k | 0.2% | 11,214 |  | Unchanged |
| Vanguard Total International Bond ETF | COM | $349.3k | 0.1% | 7,213 |  | Added +945 |
| [NVIDIA CORP COM (NVDA)](/companies/nvda.md) | COM | $334.1k | 0.1% | 1,670 |  | New +1,670 |
| iShares Global Infrastructure ETF | COM | $311.2k | 0.1% | 4,673 |  | New +4,673 |
| Vanguard Information Technology ETF | COM | $254.3k | <0.1% | 2,128 |  | New +2,128 |
| International Small Cap Value ETF | COM | $252.7k | <0.1% | 6,297 |  | Unchanged |
| [West Coast Community Bancorp (WCCB)](/companies/wccb.md) | COM | $232.4k | <0.1% | 4,648 |  | Unchanged |
| [Oracle Corp Com (ORCL)](/companies/orcl.md) | COM | $228.9k | <0.1% | 1,562 |  | Unchanged |
| [iSHARES SILVER TRUST (SLV)](/companies/slv.md) | COM | $224.0k | <0.1% | 4,190 |  | New +4,190 |
| [Amazon.com (AMZN)](/companies/amzn.md) | COM | $214.3k | <0.1% | 899 |  | New +899 |

Source: SEC EDGAR, Form 13F-HR, accession 0001911695-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.