SEC Form 13F

Family CFO Inc 13F Holdings

Inspect Family CFO Inc's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-21T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-21
Reported value
$259,869,221
Positions
47

Disclosed positions

Vanguard Total Stock Market ETFVTICOM$57,016,089154,081SHNone
VANGUARD DIVIDEND APPRECIATION ETFVIGCOM$24,656,390104,202SHNone
VANGUARD TOTAL INTL STOCK INDEX FUND ETFVXUSCOM$23,180,119271,144SHNone
Bloom Energy Corporation Com C L ABECOM$20,583,60068,000SHNone
VANGUARD SMALL CAP VALUE ETFVBRCOM$17,841,56673,425SHNone
VANGUARD MORTGAGE-BACK SEC ETFVMBSCOM$16,230,272346,727SHNone
Vanguard FTSE All-World ex-US Sm-Cap Index FundVSSCOM$12,798,76682,953SHNone
Vanguard S&P 500 ETFVOOCOM$11,430,57916,643SHNone
VANGUARD INT-TERM CORP ETFVCITCOM$9,908,308119,883SHNone
VANGUARD STRM INFPROIDX ETFVTIPCOM$8,201,906163,287SHNone
VANGUARD VALUE ETFVTVCOM$7,764,84635,630SHNone
VANGUARD GROWTH ETFVUGCOM$6,111,46170,948SHNone
VANGUARD FTSE EMR MKT ETFVWOCOM$3,912,85965,553SHNone
ALPHA ARCHITECT US EQUTY 3 ETFAAUACOM$3,593,50263,129SHNone
DIMENSIONAL ETF INTERNATIONAL VALUEDFIVCOM$3,486,45164,540SHNone
VANGUARD EXTEND MKT ETFVXFCOM$3,468,85314,089SHNone
DIMENSIONAL ETF TR US MARKETWI DE VALUE ETFDFUVCOM$3,006,02154,645SHNone
VANGUARD FTSE DEV MKT ETFVEACOM$2,811,09839,454SHNone
VANGUARD ALLWRLD EX US ETFVEUCOM$2,355,72028,128SHNone
Vanguard Real Estate ETFVNQCOM$2,191,75722,729SHNone
Broadcom IncAVGOCOM$2,115,4005,600SHNone
DIMENSNL ULTRASHRT FIXED INCM ETFDUSBCOM$1,443,11728,419SHNone
Berkshire HathawayBRK.BCOM$1,385,0802,768SHNone
Vanguard EST International Stock ETFVSGXCOM$1,381,57816,779SHNone
Vanguard ESG US Stock ETFESGVCOM$1,279,8199,678SHNone
Tesla Inc.TSLACOM$1,168,4272,778SHNone
Vanguard 0-3 Month Treasury Bill ETFVBILCOM$1,099,47914,528SHNone
ALPHA ARCHITECT ETF US 2 EQUITYAAEQCOM$1,055,84419,852SHNone
SPDR Blmbg Intl Corp Bd ETFIBNDCOM$778,94824,982SHNone
SPDR Blmbg Intl Trs Bd ETFBWXCOM$776,90335,835SHNone
SPDR Blmbg Em Mkts Lcl Bd ETFEBNDCOM$760,81936,368SHNone
DIMENSIONAL ETF TR EMERGING MKTS VADFEVCOM$739,67717,336SHNone
Vanguard Small Cap ETFVBCOM$599,5711,978SHNone
VANGUARD GLB EX US ETFVNQICOM$541,73112,079SHNone
Vanguard Ultra-Short Bond ETFVUSBCOM$480,0299,643SHNone
SPDR Gold MiniSharesGLDMCOM$440,2255,543SHNone
AppleAAPLCOM$436,0661,507SHNone
Dimensional US Small Cap Value ETFDFSVCOM$434,99111,214SHNone
Vanguard Total International Bond ETFBNDXCOM$349,3267,213SHNone
NVIDIA CORP COMNVDACOM$334,1501,670SHNone
iShares Global Infrastructure ETFIGFCOM$311,2224,673SHNone
Vanguard Information Technology ETFVGTCOM$254,3392,128SHNone
International Small Cap Value ETFDISVCOM$252,6996,297SHNone
West Coast Community BancorpUnresolvedCOM$232,4004,648SHNone
Oracle Corp ComORCLCOM$228,9111,562SHNone
iSHARES SILVER TRUSTSLVCOM$224,0394,190SHNone
Amazon.comAMZNCOM$214,268899SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.