Family CFO Inc
Q1 2025 13F Holdings
- Locationlos altos, CA
- Num holdings
65
- Value ($000)
$182,260
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001911695
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | COM | 922908769 | $41.70M | 23 % | 151,734 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | COM | 921908844 | $19.72M | 11 % | 101,656 | ||
VANGUARD TOTAL INTL STOCK INDEX FUND ETF | COM | 921909768 | $17.32M | 10 % | 278,962 | ||
VBR VANGUARD SMALL CAP VALUE ETF | COM | 922908611 | $14.25M | 8 % | 76,470 | ||
VANGUARD MORTGAGE-BACK SEC ETF | COM | 92206C771 | $12.25M | 7 % | 264,601 | ||
VSS Vanguard FTSE All-World ex-US Sm-Cap Index Fund | COM | 922042718 | $9.91M | 5 % | 85,712 | ||
VOO Vanguard S&P 500 ETF | COM | 922908363 | $9.83M | 5 % | 19,121 | ||
VTIP VANGUARD STRM INFPROIDX ETF | COM | 922020805 | $8.73M | 5 % | 174,937 | ||
VCIT VANGUARD INT-TERM CORP ETF | COM | 92206C870 | $8.42M | 5 % | 102,943 | ||
VTV VANGUARD VALUE ETF | COM | 922908744 | $6.38M | 4 % | 36,928 |
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