Latest Family CFO Inc Stock Portfolio
About Family CFO Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Family CFO Inc reported an equity portfolio of $217.2 Millions as of 30 Sep, 2025.
The top stock holdings of Family CFO Inc are VB, VIG, VXUS. The fund has invested 23.5% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 10.3% of portfolio in VANGUARD DIVIDEND APPRECIATION ETF.
The fund managers got completely rid off COSTCO WHOLESALE CORP (COST), WEST COAST COMMUNITY BANCORP and VANGUARD INFORMATION TECHNOLOGY ETF (VAW) stocks. They significantly reduced their stock positions in VANGUARD 0-3 MONTH TREASURY BILL ETF, BLOOM ENERGY CORPORATION COM C L A (BE) and TESLA INC. (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSNL ULTRASHRT FIXED INCM ETF (DFAC), VANGUARD ULTRA-SHORT BOND ETF (VUSB) and VANGUARD INT-TERM CORP ETF (BNDW).
The top stock holdings of Family CFO Inc are VB, VIG, VXUS. The fund has invested 23.5% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 10.3% of portfolio in VANGUARD DIVIDEND APPRECIATION ETF.
The fund managers got completely rid off COSTCO WHOLESALE CORP (COST), WEST COAST COMMUNITY BANCORP and VANGUARD INFORMATION TECHNOLOGY ETF (VAW) stocks. They significantly reduced their stock positions in VANGUARD 0-3 MONTH TREASURY BILL ETF, BLOOM ENERGY CORPORATION COM C L A (BE) and TESLA INC. (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSNL ULTRASHRT FIXED INCM ETF (DFAC), VANGUARD ULTRA-SHORT BOND ETF (VUSB) and VANGUARD INT-TERM CORP ETF (BNDW).
Family CFO Inc Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| dimensnl ultrashrt fixed incm etf | 66.85 |
| vanguard ultra-short bond etf | 42.18 |
| vanguard int-term corp etf | 13.64 |
| dimensional etf tr emerging mkts va | 12.48 |
| vanguard mortgage-back sec etf | 8.14 |
| dimensional etf tr us marketwi de value etf | 4.19 |
| vanguard value etf | 2.45 |
| dimensional etf international value | 2.1 |
Additions to existing portfolio by Family CFO Inc
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard 0-3 month treasury bill etf | -43.43 |
| bloom energy corporation com c l a | -26.21 |
| tesla inc. | -12.57 |
| berkshire hathaway | -7.42 |
| vanguard est international stock etf | -5.54 |
| vanguard esg us stock etf | -4.61 |
| vanguard allwrld ex us etf | -4.23 |
| vanguard strm infproidx etf | -1.35 |
Family CFO Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| west coast community bancorp | -181,923 |
| vanguard glb ex us etf | -159,978 |
| cisco systems, inc. | -167,969 |
| vanguard total bond market | -158,525 |
| vanguard short-term corporate bond etf | -169,653 |
| goldman sachs activebeta intl eq etf | -59,133 |
| wells fargo & company | -107,922 |
| uber technologies inc | -98,245 |
Family CFO Inc got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 94.8 |
| Industrials | 4.1 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 94.8 |
| MID-CAP | 4.1 |
| MEGA-CAP | 1.2 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 94.8 |
| RUSSELL 2000 | 4.1 |
| S&P 500 | 1.2 |
Family CFO Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Family CFO Inc
Last Reported on: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies, inc. | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAPL | apple | 0.18 | 1,507 | 383,727 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMAT | applied materials | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMGN | amgen inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon.com | 0.09 | 912 | 200,248 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BE | bloom energy corporation com c l a | 4.06 | 104,173 | 8,809,910 | reduced | -26.21 | ||
| BGLD | first trust capital strength etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr s&p biotech etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIV | vanguard total bond market | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard mortgage-back sec etf | 6.43 | 297,194 | 13,956,300 | added | 8.14 | ||
| BNDW | vanguard int-term corp etf | 4.53 | 117,047 | 9,844,850 | added | 13.64 | ||
| BNDW | vanguard short-term corporate bond etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDX | vanguard total international bond etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BURL | burlington stores inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BX | blackstone inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CARR | carrier global corp-wi | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CHTR | charter communications inc com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| COST | costco wholesale corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||