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Size ($ in 1000's)
At 03/31/2024: $161,435
At 12/31/2023: $155,061
Family CFO Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Family CFO Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Family CFO Inc top holdings by largest position size, as per the latest 13f filing made by Family CFO Inc.
In the Family CFO Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Family CFO Inc in that top holding, then the share count change between reporting periods, and finally the Family CFO Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| Vanguard Total Stock Market ET (VTI) |
146,493 |
-2,125 |
$38,073 | | VTI | 146,493 | -2,125 | $38,073 | | VANGUARD DIVIDEND APPRECIATION (VIG) |
96,392 |
-1,095 |
$17,602 | | VIG | 96,392 | -1,095 | $17,602 | | VANGUARD TOTAL INTL STOCK INDE (VXUS) |
264,098 |
-2,572 |
$15,925 | | VXUS | 264,098 | -2,572 | $15,925 | | VANGUARD SMALL CAP VALUE ETF (VBR) |
72,800 |
-165 |
$13,969 | | VBR | 72,800 | -165 | $13,969 | | VANGUARD MORTGAGE BACK SEC ETF (VMBS) |
244,027 |
+460 |
$11,130 | | VMBS | 244,027 | +460 | $11,130 | | Vanguard FTSE All World ex US (VSS) |
84,579 |
-1,637 |
$9,882 | | VSS | 84,579 | -1,637 | $9,882 | | Vanguard S&P 500 ETF (VOO) |
18,776 |
-45 |
$9,026 | | VOO | 18,776 | -45 | $9,026 | | VANGUARD INT TERM CORP ETF (VCIT) |
87,784 |
-1,099 |
$7,068 | | VCIT | 87,784 | -1,099 | $7,068 | | VANGUARD VALUE ETF (VTV) |
37,268 |
-1,069 |
$6,069 | | VTV | 37,268 | -1,069 | $6,069 | | VANGUARD STRM INFPROIDX ETF (VTIP) |
92,737 |
-9,566 |
$4,441 | | VTIP | 92,737 | -9,566 | $4,441 | | VANGUARD GROWTH ETF (VUG) |
11,075 |
UNCH |
$3,812 | | VUG | 11,075 | UNCH | $3,812 | | VANGUARD FTSE EMR MKT ETF (VWO) |
74,810 |
-4,223 |
$3,125 | | VWO | 74,810 | -4,223 | $3,125 | | VANGUARD EXTEND MKT ETF (VXF) |
14,398 |
UNCH |
$2,524 | | VXF | 14,398 | UNCH | $2,524 | | Bloom Energy Corporation Com C |
201,173 |
-6,000 |
$2,261 | | BE | 201,173 | -6,000 | $2,261 | | DIMENSIONAL ETF INTERNATIONAL (DFIV) |
52,185 |
+6,025 |
$1,918 | | DFIV | 52,185 | +6,025 | $1,918 | | VANGUARD ALLWRLD EX US ETF (VEU) |
31,909 |
UNCH |
$1,871 | | VEU | 31,909 | UNCH | $1,871 | | VANGUARD FTSE DEV MKT ETF (VEA) |
35,478 |
+224 |
$1,780 | | VEA | 35,478 | +224 | $1,780 | | Vanguard Real Estate ETF (VNQ) |
19,917 |
+72 |
$1,722 | | VNQ | 19,917 | +72 | $1,722 | | DIMENSIONAL ETF TR US MARKETWI (DFUV) |
38,252 |
+230 |
$1,565 | | DFUV | 38,252 | +230 | $1,565 |  Berkshire Hathaway |
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$1,530 | | BRK.B | 3,639 | UNCH | $1,530 | | Vanguard EST International Sto (VSGX) |
17,926 |
+3,515 |
$1,030 | | VSGX | 17,926 | +3,515 | $1,030 | | Vanguard ESG US Stock ETF (ESGV) |
9,114 |
-12 |
$849 | | ESGV | 9,114 | -12 | $849 | | Vanguard Small Cap ETF (VB) |
2,824 |
UNCH |
$646 | | VB | 2,824 | UNCH | $646 | | Tesla Inc |
3,190 |
-16 |
$561 | | TSLA | 3,190 | -16 | $561 | | Oracle Corp Com |
2,632 |
UNCH |
$331 | | ORCL | 2,632 | UNCH | $331 | | Dimensional ETF US Large Cap (DFLV) |
8,460 |
+4,042 |
$254 | | DFLV | 8,460 | +4,042 | $254 | | International Small Cap Value |
6,297 |
+1,478 |
$171 | | DISV | 6,297 | +1,478 | $171 | | Amazon com |
937 |
-105 |
$169 | | AMZN | 937 | -105 | $169 | | Apple |
890 |
UNCH |
$153 | | AAPL | 890 | UNCH | $153 | | Amgen Inc |
500 |
UNCH |
$142 | | AMGN | 500 | UNCH | $142 | | Microsoft Corp Com |
338 |
-16 |
$142 | | MSFT | 338 | -16 | $142 | | Vanguard Total Bond Market (BND) |
1,943 |
+151 |
$141 | | BND | 1,943 | +151 | $141 | | Costco Wholesale Corp |
190 |
UNCH |
$139 | | COST | 190 | UNCH | $139 | | VANGUARD GLB EX US ETF (VNQI) |
3,189 |
+79 |
$134 | | VNQI | 3,189 | +79 | $134 | | West Coast Cmnty Bancorp |
4,648 |
UNCH |
$130 | | COM | 4,648 | UNCH | $130 | | Cisco Systems Inc |
2,421 |
UNCH |
$121 | | CSCO | 2,421 | UNCH | $121 | | Agilent Technologies Inc |
828 |
UNCH |
$120 | | A | 828 | UNCH | $120 | | Uber Technologies Inc |
1,053 |
UNCH |
$81 | | UBER | 1,053 | UNCH | $81 | | Wells Fargo & Company |
1,347 |
UNCH |
$78 | | WFC | 1,347 | UNCH | $78 | | Keysight Technologies Inc |
465 |
UNCH |
$73 | | KEYS | 465 | UNCH | $73 | | VANGUARD MID CAP ETF (VO) |
283 |
UNCH |
$71 | | VO | 283 | UNCH | $71 | | DIMENSIONAL ETF TR EMERGING MK (DFEV) |
2,517 |
+806 |
$65 | | DFEV | 2,517 | +806 | $65 | | United Parcel Service Inc |
400 |
UNCH |
$59 | | UPS | 400 | UNCH | $59 | | Federal Express Corp |
200 |
UNCH |
$58 | | FDX | 200 | UNCH | $58 | | Eli Lilly & Co |
74 |
UNCH |
$58 | | LLY | 74 | UNCH | $58 | | Meta Platforms Inc Com Cl A |
100 |
UNCH |
$49 | | META | 100 | UNCH | $49 | | Google Inc |
280 |
UNCH |
$43 | | GOOG | 280 | UNCH | $43 | | Home Depot Inc |
100 |
UNCH |
$38 | | HD | 100 | UNCH | $38 | | Zscaler Inc |
150 |
UNCH |
$29 | | ZS | 150 | UNCH | $29 | | Blackstone Inc |
184 |
-100 |
$24 | | BX | 184 | -100 | $24 |
See Full List: All Stocks Held By Family CFO Inc
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Family CFO Inc
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