# Family CFO Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1911695. Source: https://holderbook.com/funds/1911695-family-cfo-inc/

- Reported value: $259.9M
- Positions: 47
- Weight of the ten largest: 77.7%
- Filed: 2026-07-20

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $57.0M | 154,081 | 21.9% | 19 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $24.7M | 104,202 | 9.5% | 19 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $23.2M | 271,144 | 8.9% | 19 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $20.6M | 68,000 | 7.9% | 15 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $17.8M | 73,425 | 6.9% | 19 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $16.2M | 346,727 | 6.2% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $12.8M | 82,953 | 4.9% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $11.4M | 16,643 | 4.4% | 19 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $9.9M | 119,883 | 3.8% | 19 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $8.2M | 163,287 | 3.2% | 14 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $7.8M | 35,630 | 3.0% | 19 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $6.1M | 70,948 | 2.4% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $3.9M | 65,553 | 1.5% | 19 |
| EA SERIES TRUST | [AAUA](https://holderbook.com/stocks/AAUA/) | $3.6M | 63,129 | 1.4% | 2 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $3.5M | 64,540 | 1.3% | 14 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $3.5M | 14,089 | 1.3% | 19 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $3.0M | 54,645 | 1.2% | 17 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $2.8M | 39,454 | 1.1% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $2.4M | 28,128 | 0.9% | 19 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $2.2M | 22,729 | 0.8% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.1M | 5,600 | 0.8% | 1 |
| DIMENSIONAL ETF TRUST | [DUSB](https://holderbook.com/stocks/DUSB/) | $1.4M | 28,419 | 0.6% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.4M | 2,768 | 0.5% | 19 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $1.4M | 16,779 | 0.5% | 19 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $1.3M | 9,678 | 0.5% | 19 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.2M | 2,778 | 0.4% | 19 |
| VANGUARD INSTL INDEX FD | [VBIL](https://holderbook.com/stocks/VBIL/) | $1.1M | 14,528 | 0.4% | 6 |
| EA SERIES TRUST | [AAEQ](https://holderbook.com/stocks/AAEQ/) | $1.1M | 19,852 | 0.4% | 3 |
| SPDR SERIES TRUST | [IBND](https://holderbook.com/stocks/IBND/) | $778.9K | 24,982 | 0.3% | 2 |
| SPDR SERIES TRUST | [BWX](https://holderbook.com/stocks/BWX/) | $776.9K | 35,835 | 0.3% | 2 |
| SPDR SERIES TRUST | [EBND](https://holderbook.com/stocks/EBND/) | $760.8K | 36,368 | 0.3% | 2 |
| DIMENSIONAL ETF TRUST | [DFEV](https://holderbook.com/stocks/DFEV/) | $739.7K | 17,336 | 0.3% | 11 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $599.6K | 1,978 | 0.2% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VNQI](https://holderbook.com/stocks/VNQI/) | $541.7K | 12,079 | 0.2% | 3 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $480.0K | 9,643 | 0.2% | 8 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $440.2K | 5,543 | 0.2% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $436.1K | 1,507 | 0.2% | 19 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $435.0K | 11,214 | 0.2% | 5 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $349.3K | 7,213 | 0.1% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $334.1K | 1,670 | 0.1% | 1 |
| ISHARES TR | [IGF](https://holderbook.com/stocks/IGF/) | $311.2K | 4,673 | 0.1% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $254.3K | 2,128 | 0.1% | 1 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $252.7K | 6,297 | 0.1% | 13 |
| West Coast Community Bancorp | [WCCB](https://holderbook.com/stocks/WCCB/) | $232.4K | 4,648 | 0.1% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $228.9K | 1,562 | 0.1% | 19 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $224.0K | 4,190 | 0.1% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $214.3K | 899 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.4% | +14.8% | +0.6% | 100% |
| Q1 2026 | +0.5% | -4.6% | +5.2% | 100% |
| Q4 2025 | +1.5% | +2.4% | -0.8% | 100% |
| Q3 2025 | +10.4% | +7.8% | +2.6% | 100% |
| Q2 2025 | +8.0% | +10.5% | -2.5% | 100% |
| Q1 2025 | -1.6% | -4.6% | +2.9% | 100% |
| Q4 2024 | -0.5% | +2.1% | -2.6% | 100% |
| Q3 2024 | +6.6% | +5.4% | +1.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $259.9M | 47 |
| Q1 2026 | $223.3M | 41 |
| Q4 2025 | $223.6M | 86 |
| Q3 2025 | $217.2M | 34 |
| Q2 2025 | $199.7M | 90 |
| Q1 2025 | $182.3M | 65 |
| Q4 2024 | $181.6M | 91 |
| Q3 2024 | $177.3M | 72 |
| Q2 2024 | $162.5M | 64 |
| Q1 2024 | $161.4M | 64 |
| Q4 2023 | $155.1M | 66 |
| Q3 2023 | $139.1M | 81 |