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

Currently, Family CFO Inc holds 47 types of securities in its portfolio with a total value $259.9M. In the most recent quarter, they have increased their positions in VUG (+59.1K shares, valued at $5.1M), N/A (+5.6K shares, valued at $2.1M), VMBS (+23.8K shares, valued at $1.1M); decreased their positions in BE (-9.4K shares, valued at $2.8M), VBR (-795 shares, valued at $193.2K), N/A (-370 shares, valued at $136.9K); initiated new positions in N/A (+5.6K shares, valued at $2.1M), NVDA (+1.7K shares, valued at $334.1K), IGF (+4.7K shares, valued at $311.2K).

1M P&L

+2.7M+1.38%

3M P&L

+5.5M+2.88%

HY P&L

-9.2M-4.52%

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/A171.1M

87.6%

2Electrical Equipment & Parts20.6M

10.5%

3Insurance - Diversified1.4M

0.7%

Top Industries by Stock Count

1N/A34 stocks

85.0%

2Internet Retail1 stocks

2.5%

3Semiconductors1 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Vanguard Total Stock Market ETF Vanguard Total Stock Market ETF154.1K shares-0.24%2026-06-302026-07-20

VIG VANGUARD DIVIDEND APPRECIATION ETF104.2K shares-0.06%2026-06-302026-07-20

VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF271.1K shares-0.26%2026-06-302026-07-20

BE Bloom Energy Corporation Com C L A68.0K shares-12.09%2026-06-302026-07-20

VBR VANGUARD SMALL CAP VALUE ETF73.4K shares-1.07%2026-06-302026-07-20

VMBS VANGUARD MORTGAGE-BACK SEC ETF346.7K shares7.38%2026-06-302026-07-20

VSS Vanguard FTSE All-World ex-US Sm-Cap Index Fund83.0K shares0.06%2026-06-302026-07-20

VOO Vanguard S&P 500 ETF16.6K shares-0.50%2026-06-302026-07-20

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VCIT VANGUARD INT-TERM CORP ETF119.9K shares7.45%2026-06-302026-07-20

VTIP VANGUARD STRM INFPROIDX ETF163.3K shares4.60%2026-06-302026-07-20

VTV VANGUARD VALUE ETF35.6K shares-0.58%2026-06-302026-07-20

VUG VANGUARD GROWTH ETF70.9K shares499.98%2026-06-302026-07-20

VWO VANGUARD FTSE EMR MKT ETF65.6K shares-0.26%2026-06-302026-07-20

ALPHA ARCHITECT US EQUTY 3 ETF ALPHA ARCHITECT US EQUTY 3 ETF63.1K shares0.00%2026-06-302026-07-20

DFIV DIMENSIONAL ETF INTERNATIONAL VALUE64.5K shares-0.11%2026-06-302026-07-20

VXF VANGUARD EXTEND MKT ETF14.1K shares-2.65%2026-06-302026-07-20

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DFUV DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF54.6K shares-1.40%2026-06-302026-07-20

VEA VANGUARD FTSE DEV MKT ETF39.5K shares0.75%2026-06-302026-07-20

VEU VANGUARD ALLWRLD EX US ETF28.1K shares-1.54%2026-06-302026-07-20

VNQ Vanguard Real Estate ETF22.7K shares0.26%2026-06-302026-07-20

Broadcom Inc Broadcom Inc5.6K sharesnew addition2026-06-302026-07-20

DUSB DIMENSNL ULTRASHRT FIXED INCM ETF28.4K shares2.20%2026-06-302026-07-20

BRK.B Berkshire Hathaway2.8K shares-8.89%2026-06-302026-07-20

VSGX Vanguard EST International Stock ETF16.8K shares1.00%2026-06-302026-07-20

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ESGV Vanguard ESG US Stock ETF9.7K shares3.35%2026-06-302026-07-20

TSLA Tesla Inc.2.8K shares-0.18%2026-06-302026-07-20

VBIL Vanguard 0-3 Month Treasury Bill ETF14.5K shares-2.78%2026-06-302026-07-20

ALPHA ARCHITECT ETF US 2 EQUITY ALPHA ARCHITECT ETF US 2 EQUITY19.9K shares0.00%2026-06-302026-07-20

IBND SPDR Blmbg Intl Corp Bd ETF25.0K shares-1.63%2026-06-302026-07-20

BWX SPDR Blmbg Intl Trs Bd ETF35.8K shares-0.79%2026-06-302026-07-20

EBND SPDR Blmbg Em Mkts Lcl Bd ETF36.4K shares-4.41%2026-06-302026-07-20

DFEV DIMENSIONAL ETF TR EMERGING MKTS VA17.3K shares0.00%2026-06-302026-07-20

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VB Vanguard Small Cap ETF2.0K shares0.00%2026-06-302026-07-20

VNQI VANGUARD GLB EX US ETF12.1K shares0.00%2026-06-302026-07-20

VUSB Vanguard Ultra-Short Bond ETF9.6K shares12.32%2026-06-302026-07-20

SPDR Gold MiniShares SPDR Gold MiniShares5.5K shares18.34%2026-06-302026-07-20

AAPL Apple1.5K shares0.00%2026-06-302026-07-20

DFSV Dimensional US Small Cap Value ETF11.2K shares0.00%2026-06-302026-07-20

BNDX Vanguard Total International Bond ETF7.2K shares15.08%2026-06-302026-07-20

NVDA NVIDIA CORP COM1.7K sharesnew addition2026-06-302026-07-20

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IGF iShares Global Infrastructure ETF4.7K sharesnew addition2026-06-302026-07-20

VGT Vanguard Information Technology ETF2.1K sharesnew addition2026-06-302026-07-20

DISV International Small Cap Value ETF6.3K shares0.00%2026-06-302026-07-20

West Coast Community Bancorp West Coast Community Bancorp4.6K shares0.00%2026-06-302026-07-20

Oracle Corp Com Oracle Corp Com1.6K shares0.00%2026-06-302026-07-20

SLV iSHARES SILVER TRUST4.2K sharesnew addition2026-06-302026-07-20

AMZN Amazon.com899 sharesnew addition2026-06-302026-07-20

Vanguard Total Stock Market ETF

-0.24%

Shares154.1K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-0.06%

Shares104.2K

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD TOTAL INTL STOCK INDEX FUND ETF

-0.26%

Shares271.1K

Event2026-06-30

Filed2026-07-20

Bloom Energy Corporation Com C L A

-12.09%

Shares68.0K

Event2026-06-30

Filed2026-07-20

VBR

VANGUARD SMALL CAP VALUE ETF

-1.07%

Shares73.4K

Event2026-06-30

Filed2026-07-20

VMBS

VANGUARD MORTGAGE-BACK SEC ETF

7.38%

Shares346.7K

Event2026-06-30

Filed2026-07-20

VSS

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

0.06%

Shares83.0K

Event2026-06-30

Filed2026-07-20

VOO

Vanguard S&P 500 ETF

-0.50%

Shares16.6K

Event2026-06-30

Filed2026-07-20

VCIT

VANGUARD INT-TERM CORP ETF

7.45%

Shares119.9K

Event2026-06-30

Filed2026-07-20

VTIP

VANGUARD STRM INFPROIDX ETF

4.60%

Shares163.3K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD VALUE ETF

-0.58%

Shares35.6K

Event2026-06-30

Filed2026-07-20

VUG

VANGUARD GROWTH ETF

499.98%

Shares70.9K

Event2026-06-30

Filed2026-07-20

VWO

VANGUARD FTSE EMR MKT ETF

-0.26%

Shares65.6K

Event2026-06-30

Filed2026-07-20

ALPHA ARCHITECT US EQUTY 3 ETF

0.00%

Shares63.1K

Event2026-06-30

Filed2026-07-20

DFIV

DIMENSIONAL ETF INTERNATIONAL VALUE

-0.11%

Shares64.5K

Event2026-06-30

Filed2026-07-20

VXF

VANGUARD EXTEND MKT ETF

-2.65%

Shares14.1K

Event2026-06-30

Filed2026-07-20

DFUV

DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF

-1.40%

Shares54.6K

Event2026-06-30

Filed2026-07-20

VEA

VANGUARD FTSE DEV MKT ETF

0.75%

Shares39.5K

Event2026-06-30

Filed2026-07-20

VEU

VANGUARD ALLWRLD EX US ETF

-1.54%

Shares28.1K

Event2026-06-30

Filed2026-07-20

VNQ

Vanguard Real Estate ETF

0.26%

Shares22.7K

Event2026-06-30

Filed2026-07-20

Broadcom Inc

New

Shares5.6K

Event2026-06-30

Filed2026-07-20

DUSB

DIMENSNL ULTRASHRT FIXED INCM ETF

2.20%

Shares28.4K

Event2026-06-30

Filed2026-07-20

BRK.B

Berkshire Hathaway

-8.89%

Shares2.8K

Event2026-06-30

Filed2026-07-20

VSGX

Vanguard EST International Stock ETF

1.00%

Shares16.8K

Event2026-06-30

Filed2026-07-20

ESGV

Vanguard ESG US Stock ETF

3.35%

Shares9.7K

Event2026-06-30

Filed2026-07-20

TSLA

Tesla Inc.

-0.18%

Shares2.8K

Event2026-06-30

Filed2026-07-20

VBIL

Vanguard 0-3 Month Treasury Bill ETF

-2.78%

Shares14.5K

Event2026-06-30

Filed2026-07-20

ALPHA ARCHITECT ETF US 2 EQUITY

0.00%

Shares19.9K

Event2026-06-30

Filed2026-07-20

IBND

SPDR Blmbg Intl Corp Bd ETF

-1.63%

Shares25.0K

Event2026-06-30

Filed2026-07-20

BWX

SPDR Blmbg Intl Trs Bd ETF

-0.79%

Shares35.8K

Event2026-06-30

Filed2026-07-20

EBND

SPDR Blmbg Em Mkts Lcl Bd ETF

-4.41%

Shares36.4K

Event2026-06-30

Filed2026-07-20

DFEV

DIMENSIONAL ETF TR EMERGING MKTS VA

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-20

Vanguard Small Cap ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

VNQI

VANGUARD GLB EX US ETF

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-20

VUSB

Vanguard Ultra-Short Bond ETF

12.32%

Shares9.6K

Event2026-06-30

Filed2026-07-20

SPDR Gold MiniShares

18.34%

Shares5.5K

Event2026-06-30

Filed2026-07-20

AAPL

Apple

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

DFSV

Dimensional US Small Cap Value ETF

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-20

BNDX

Vanguard Total International Bond ETF

15.08%

Shares7.2K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORP COM

New

Shares1.7K

Event2026-06-30

Filed2026-07-20

IGF

iShares Global Infrastructure ETF

New

Shares4.7K

Event2026-06-30

Filed2026-07-20

VGT

Vanguard Information Technology ETF

New

Shares2.1K

Event2026-06-30

Filed2026-07-20

DISV

International Small Cap Value ETF

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-20

West Coast Community Bancorp

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-20

Oracle Corp Com

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-20

SLV

iSHARES SILVER TRUST

New

Shares4.2K

Event2026-06-30

Filed2026-07-20

AMZN

Amazon.com

New

Shares899

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available