Family CFO Inc

Q3 2025 13F Holdings

  • Location
    los altos, CA
  • Num holdings

    34

  • Value ($000)

    $217,184

  • Date Filed
    10/28/2025
  • Form type
    13F-HR
  • CIK
    0001911695
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

Vanguard Total Stock Market ETF

COM
922908769
$50.99M
24 %

155,388

VIG
VIG

VANGUARD DIVIDEND APPRECIATION ETF

COM
921908844
$22.39M
10 %

103,746

---

VANGUARD TOTAL INTL STOCK INDEX FUND ETF

COM
921909768
$20.16M
9 %

274,443

VBR
VBR

VANGUARD SMALL CAP VALUE ETF

COM
922908611
$16.02M
7 %

76,761

---

VANGUARD MORTGAGE-BACK SEC ETF

COM
92206C771
$13.96M
6 %

297,194

VSS
VSS

Vanguard FTSE All-World ex-US Sm-Cap Index Fund

COM
922042718
$12.22M
6 %

85,717

VOO
VOO

Vanguard S&P 500 ETF

COM
922908363
$11.81M
5 %

19,290

VCIT
VCIT

VANGUARD INT-TERM CORP ETF

COM
92206C870
$9.84M
5 %

117,047

BE
BE

Bloom Energy Corporation Com C L A

COM
093712107
$8.81M
4 %

104,173

VTIP
VTIP

VANGUARD STRM INFPROIDX ETF

COM
922020805
$7.69M
4 %

151,984

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