Family CFO Inc

Q1 2026 13F Holdings

  • Location
    los altos, CA
  • Num holdings

    41

  • Value ($000)

    $223,268

  • Date Filed
    04/28/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI

Vanguard Total Stock Market ETF

COM
$49.55M
22 %

154,451

VIG

VANGUARD DIVIDEND APPRECIATION ETF

COM
$22.42M
10 %

104,268

---

VANGUARD TOTAL INTL STOCK INDEX FUND ETF

COM
$20.96M
9 %

271,855

VBR

VANGUARD SMALL CAP VALUE ETF

COM
$16.12M
7 %

74,220

---

VANGUARD MORTGAGE-BACK SEC ETF

COM
$15.16M
7 %

322,897

VSS

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

COM
$12.09M
5 %

82,905

BE

Bloom Energy Corporation Com C L A

COM
$10.48M
5 %

77,353

VOO

Vanguard S&P 500 ETF

COM
$10M
5 %

16,727

VCIT

VANGUARD INT-TERM CORP ETF

COM
$9.23M
4 %

111,575

VTIP

VANGUARD STRM INFPROIDX ETF

COM
$7.8M
4 %

156,099

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