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The Analysis of Family CFO Inc's Holdings & P&L

Currently, Family CFO Inc holds 41 types of securities in its portfolio with a total value $223.3M. In the most recent quarter, they have increased their positions in N/A (+63.1K shares, valued at $3.1M), BWX (+36.1K shares, valued at $792.9K), IBND (+25.4K shares, valued at $789.3K); decreased their positions in N/A (-2.6K shares, valued at $1.5M), BE (-6.5K shares, valued at $882.0K), VCIT (-8.4K shares, valued at $696.3K); initiated new positions in N/A (+63.1K shares, valued at $3.1M), BWX (+36.1K shares, valued at $792.9K), IBND (+25.4K shares, valued at $789.3K).

1M P&L

+10.7M+4.70%

3M P&L

-9.5M-3.86%

HY P&L

+6.6M+2.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A195.5M

94.2%

2Electrical Equipment & Parts10.5M

5.0%

3Auto Manufacturers1.0M

0.5%

Top Industries by Stock Count

1N/A32 stocks

88.9%

2Software - Infrastructure1 stocks

2.8%

3Consumer Electronics1 stocks

2.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI Vanguard Total Stock Market ETF154.5K shares-0.41%2026-03-312026-04-28

VIG VANGUARD DIVIDEND APPRECIATION ETF104.3K shares0.49%2026-03-312026-04-28

VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF271.9K shares-0.70%2026-03-312026-04-28

VBR VANGUARD SMALL CAP VALUE ETF74.2K shares-3.03%2026-03-312026-04-28

VMBS VANGUARD MORTGAGE-BACK SEC ETF322.9K shares3.03%2026-03-312026-04-28

VSS Vanguard FTSE All-World ex-US Sm-Cap Index Fund82.9K shares-0.97%2026-03-312026-04-28

BE Bloom Energy Corporation Com C L A77.4K shares-7.76%2026-03-312026-04-28

Vanguard S&P 500 ETF Vanguard S&P 500 ETF16.7K shares-13.38%2026-03-312026-04-28

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VCIT VANGUARD INT-TERM CORP ETF111.6K shares-7.01%2026-03-312026-04-28

VTIP VANGUARD STRM INFPROIDX ETF156.1K shares-1.16%2026-03-312026-04-28

VTV VANGUARD VALUE ETF35.8K shares-3.67%2026-03-312026-04-28

VUG VANGUARD GROWTH ETF11.8K shares0.00%2026-03-312026-04-28

VWO VANGUARD FTSE EMR MKT ETF65.7K shares-1.83%2026-03-312026-04-28

DFIV DIMENSIONAL ETF INTERNATIONAL VALUE64.6K shares0.54%2026-03-312026-04-28

ALPHA ARCHITECT US EQUTY 3 ETF ALPHA ARCHITECT US EQUTY 3 ETF63.1K sharesnew addition2026-03-312026-04-28

VXF VANGUARD EXTEND MKT ETF14.5K shares-4.03%2026-03-312026-04-28

Sponsored

DFUV DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF55.4K shares0.00%2026-03-312026-04-28

VEA VANGUARD FTSE DEV MKT ETF39.2K shares0.90%2026-03-312026-04-28

VEU VANGUARD ALLWRLD EX US ETF28.6K shares-0.69%2026-03-312026-04-28

VNQ Vanguard Real Estate ETF22.7K shares4.59%2026-03-312026-04-28

Berkshire Hathaway Berkshire Hathaway3.0K shares0.00%2026-03-312026-04-28

DUSB DIMENSNL ULTRASHRT FIXED INCM ETF27.8K shares-28.56%2026-03-312026-04-28

VSGX Vanguard EST International Stock ETF16.6K shares0.01%2026-03-312026-04-28

VBIL Vanguard 0-3 Month Treasury Bill ETF14.9K shares4.79%2026-03-312026-04-28

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ESGV Vanguard ESG US Stock ETF9.4K shares0.00%2026-03-312026-04-28

TSLA Tesla Inc.2.8K shares0.00%2026-03-312026-04-28

ALPHA ARCHITECT ETF US 2 EQUITY ALPHA ARCHITECT ETF US 2 EQUITY19.9K shares0.00%2026-03-312026-04-28

BWX SPDR Blmbg Intl Trs Bd ETF36.1K sharesnew addition2026-03-312026-04-28

IBND SPDR Blmbg Intl Corp Bd ETF25.4K sharesnew addition2026-03-312026-04-28

EBND SPDR Blmbg Em Mkts Lcl Bd ETF38.0K sharesnew addition2026-03-312026-04-28

DFEV DIMENSIONAL ETF TR EMERGING MKTS VA17.3K shares0.00%2026-03-312026-04-28

VNQI VANGUARD GLB EX US ETF12.1K shares205.95%2026-03-312026-04-28

Sponsored

VB Vanguard Small Cap ETF2.0K shares-8.55%2026-03-312026-04-28

GLDM SPDR Gold MiniShares4.7K sharesnew addition2026-03-312026-04-28

VUSB Vanguard Ultra-Short Bond ETF8.6K shares-26.21%2026-03-312026-04-28

DFSV Dimensional US Small Cap Value ETF11.2K shares0.00%2026-03-312026-04-28

AAPL Apple1.5K shares0.00%2026-03-312026-04-28

BNDX Vanguard Total International Bond ETF6.3K shares-25.32%2026-03-312026-04-28

DISV International Small Cap Value ETF6.3K shares0.00%2026-03-312026-04-28

ORCL Oracle Corp Com1.6K shares0.00%2026-03-312026-04-28

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West Coast Community Bancorp West Coast Community Bancorp4.6K shares0.00%2026-03-312026-04-28

VTI

Vanguard Total Stock Market ETF

-0.41%

Shares154.5K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.49%

Shares104.3K

Event2026-03-31

Filed2026-04-28

VXUS

VANGUARD TOTAL INTL STOCK INDEX FUND ETF

-0.70%

Shares271.9K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD SMALL CAP VALUE ETF

-3.03%

Shares74.2K

Event2026-03-31

Filed2026-04-28

VMBS

VANGUARD MORTGAGE-BACK SEC ETF

3.03%

Shares322.9K

Event2026-03-31

Filed2026-04-28

VSS

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

-0.97%

Shares82.9K

Event2026-03-31

Filed2026-04-28

Bloom Energy Corporation Com C L A

-7.76%

Shares77.4K

Event2026-03-31

Filed2026-04-28

Vanguard S&P 500 ETF

-13.38%

Shares16.7K

Event2026-03-31

Filed2026-04-28

VCIT

VANGUARD INT-TERM CORP ETF

-7.01%

Shares111.6K

Event2026-03-31

Filed2026-04-28

VTIP

VANGUARD STRM INFPROIDX ETF

-1.16%

Shares156.1K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD VALUE ETF

-3.67%

Shares35.8K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD GROWTH ETF

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD FTSE EMR MKT ETF

-1.83%

Shares65.7K

Event2026-03-31

Filed2026-04-28

DFIV

DIMENSIONAL ETF INTERNATIONAL VALUE

0.54%

Shares64.6K

Event2026-03-31

Filed2026-04-28

ALPHA ARCHITECT US EQUTY 3 ETF

New

Shares63.1K

Event2026-03-31

Filed2026-04-28

VXF

VANGUARD EXTEND MKT ETF

-4.03%

Shares14.5K

Event2026-03-31

Filed2026-04-28

DFUV

DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF

0.00%

Shares55.4K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD FTSE DEV MKT ETF

0.90%

Shares39.2K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD ALLWRLD EX US ETF

-0.69%

Shares28.6K

Event2026-03-31

Filed2026-04-28

VNQ

Vanguard Real Estate ETF

4.59%

Shares22.7K

Event2026-03-31

Filed2026-04-28

Berkshire Hathaway

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

DUSB

DIMENSNL ULTRASHRT FIXED INCM ETF

-28.56%

Shares27.8K

Event2026-03-31

Filed2026-04-28

VSGX

Vanguard EST International Stock ETF

0.01%

Shares16.6K

Event2026-03-31

Filed2026-04-28

VBIL

Vanguard 0-3 Month Treasury Bill ETF

4.79%

Shares14.9K

Event2026-03-31

Filed2026-04-28

ESGV

Vanguard ESG US Stock ETF

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-28

TSLA

Tesla Inc.

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28

ALPHA ARCHITECT ETF US 2 EQUITY

0.00%

Shares19.9K

Event2026-03-31

Filed2026-04-28

BWX

SPDR Blmbg Intl Trs Bd ETF

New

Shares36.1K

Event2026-03-31

Filed2026-04-28

IBND

SPDR Blmbg Intl Corp Bd ETF

New

Shares25.4K

Event2026-03-31

Filed2026-04-28

EBND

SPDR Blmbg Em Mkts Lcl Bd ETF

New

Shares38.0K

Event2026-03-31

Filed2026-04-28

DFEV

DIMENSIONAL ETF TR EMERGING MKTS VA

0.00%

Shares17.3K

Event2026-03-31

Filed2026-04-28

VNQI

VANGUARD GLB EX US ETF

205.95%

Shares12.1K

Event2026-03-31

Filed2026-04-28

Vanguard Small Cap ETF

-8.55%

Shares2.0K

Event2026-03-31

Filed2026-04-28

GLDM

SPDR Gold MiniShares

New

Shares4.7K

Event2026-03-31

Filed2026-04-28

VUSB

Vanguard Ultra-Short Bond ETF

-26.21%

Shares8.6K

Event2026-03-31

Filed2026-04-28

DFSV

Dimensional US Small Cap Value ETF

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-28

AAPL

Apple

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

BNDX

Vanguard Total International Bond ETF

-25.32%

Shares6.3K

Event2026-03-31

Filed2026-04-28

DISV

International Small Cap Value ETF

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-28

ORCL

Oracle Corp Com

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-28

West Coast Community Bancorp

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available