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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| VTIP |
-9,566 | -$417 | | BE |
-6,000 | -$805 | | VWO |
-4,223 | -$123 | | VXUS |
-2,572 | +$469 | | VTI |
-2,125 | +$2,818 | | VSS |
-1,637 | -$35 | | VCIT |
-1,099 | -$156 | | VIG |
-1,095 | +$990 | | VTV |
-1,069 | +$338 |
Size ($ in 1000's)
At 03/31/2024: $161,435
At 12/31/2023: $155,061
Family CFO Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Family CFO Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Family CFO Inc to be as follows, presented in the
table below with each row detailing each Family CFO Inc position, ordered by largest to smallest position size.
The all-stocks-held-by-Family CFO Inc table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Family CFO Inc as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | | Charter Communications Inc Com |
81 |
UNCH |
$24 | | CHTR | 81 | UNCH | $24 | | Johnson & Johnson |
150 |
UNCH |
$24 | | JNJ | 150 | UNCH | $24 | | Pepsico Inc |
125 |
UNCH |
$22 | | PEP | 125 | UNCH | $22 | | Intel Corp |
400 |
UNCH |
$18 | | INTC | 400 | UNCH | $18 | | AT&T INC COM |
957 |
UNCH |
$17 | | T | 957 | UNCH | $17 | | International Business Machine |
80 |
UNCH |
$15 | | IBM | 80 | UNCH | $15 | | Broadcom Inc |
10 |
UNCH |
$13 | | AVGO | 10 | UNCH | $13 | | Hewlett Packard Inc |
400 |
UNCH |
$12 | | HPQ | 400 | UNCH | $12 | | Starbucks Corporation |
115 |
UNCH |
$11 | | SBUX | 115 | UNCH | $11 | | Applied Materials |
45 |
UNCH |
$9 | | AMAT | 45 | UNCH | $9 | | VeriSign Inc |
50 |
UNCH |
$9 | | VRSN | 50 | UNCH | $9 | | Hewlett Packard Enterprise Co |
400 |
UNCH |
$7 | | HPE | 400 | UNCH | $7 | | WARNER BROS DISCOVERY INC COM |
231 |
UNCH |
$2 | | WBD | 231 | UNCH | $2 | | Kyndryl Hldgs Inc Com |
14 |
+0 |
$0 | | KD | 14 | UNCH | $0 | | ENDONOVO THERAPEUTICS INC COM |
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$0 (exited) | | COM | 0 | -60 | $0 | | O Reilly Automotive |
0 |
-6 |
$0 (exited) | | ORLY | 0 | -6 | $0 |
See Summary: Family CFO Inc Top Holdings
See Details: Top 10 Stocks Held By Family CFO Inc
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