Family CFO Inc
Q2 2025 13F Holdings
- Locationlos altos, CA
- Num holdings
90
- Value ($000)
$199,662
- Date Filed07/21/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | COM | 922908769 | $46.75M | 23 % | 153,825 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | COM | 921908844 | $21.03M | 11 % | 102,772 | ||
VANGUARD TOTAL INTL STOCK INDEX FUND ETF | COM | 921909768 | $18.80M | 9 % | 272,089 | ||
VBR VANGUARD SMALL CAP VALUE ETF | COM | 922908611 | $14.78M | 7 % | 75,806 | ||
VANGUARD MORTGAGE-BACK SEC ETF | COM | 92206C771 | $12.74M | 6 % | 274,826 | ||
VSS Vanguard FTSE All-World ex-US Sm-Cap Index Fund | COM | 922042718 | $11.54M | 6 % | 85,878 | ||
VOO Vanguard S&P 500 ETF | COM | 922908363 | $10.94M | 6 % | 19,255 | ||
VCIT VANGUARD INT-TERM CORP ETF | COM | 92206C870 | $8.54M | 4 % | 102,997 | ||
VTIP VANGUARD STRM INFPROIDX ETF | COM | 922020805 | $7.74M | 4 % | 154,058 | ||
VTV VANGUARD VALUE ETF | COM | 922908744 | $6.46M | 3 % | 36,556 |
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