Family CFO Inc
CIK: 0001911695SEC EDGAR →
Portfolio Value
$223.6B
Holdings
87
As of
Q4 2025
New Positions
87
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ETF | 155,086 | $52.0B | 23.25% |
| 2 | VANGUARD DIVIDEND APPRECIATION ETF | 103,759 | $22.8B | 10.20% |
| 3 | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 273,781 | $20.7B | 9.24% |
| 4 | VANGUARD SMALL CAP VALUE ETF | 76,536 | $16.2B | 7.25% |
| 5 | VANGUARD MORTGAGE-BACK SEC ETF | 313,409 | $14.8B | 6.60% |
| 6 | Vanguard S&P 500 ETF | 19,310 | $12.1B | 5.42% |
| 7 | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 83,721 | $12.0B | 5.37% |
| 8 | VANGUARD INT-TERM CORP ETF | 119,989 | $10.0B | 4.49% |
| 9 | VANGUARD STRM INFPROIDX ETF | 157,927 | $7.8B | 3.49% |
| 10 | Bloom Energy Corporation Com C L A | 83,863 | $7.3B | 3.26% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (87)
$52.0B · 155K shares
$22.8B · 104K shares
$20.7B · 274K shares
$16.2B · 77K shares
$14.8B · 313K shares
$12.1B · 19K shares
$12.0B · 84K shares
$10.0B · 120K shares
$7.8B · 158K shares
$7.3B · 84K shares
$7.1B · 37K shares
$5.8B · 12K shares
$3.6B · 67K shares
$3.2B · 64K shares
$3.2B · 15K shares
$2.6B · 55K shares
$2.4B · 39K shares
$2.1B · 29K shares
$2.0B · 39K shares
$1.9B · 22K shares
$1.5B · 3K shares
$1.3B · 3K shares
$1.2B · 17K shares
$1.1B · 9K shares
$1.1B · 14K shares
$979.0M · 20K shares
$584.0M · 17K shares
$579.0M · 12K shares
$557.0M · 2K shares
$409.0M · 2K shares
$405.0M · 8K shares
$368.0M · 11K shares
$304.0M · 2K shares
$239.0M · 6K shares
$236.0M · 7K shares
$210.0M · 912 shares
$204.0M · 5K shares
$200.0M · 266 shares
$186.0M · 2K shares
$180.0M · 4K shares
$170.0M · 2K shares
$166.0M · 2K shares
$163.0M · 190 shares
$149.0M · 310 shares
$136.0M · 469 shares
$129.0M · 396 shares
$125.0M · 1K shares
$112.0M · 828 shares
$94.0M · 465 shares
$87.0M · 280 shares
$86.0M · 1K shares
$79.0M · 116 shares
$74.0M · 69 shares
$73.0M · 809 shares
$71.0M · 108 shares
$64.0M · 1K shares
$64.0M · 526 shares
$40.0M · 139 shares
$34.0M · 186 shares
$34.0M · 100 shares
$34.0M · 100 shares
$33.0M · 150 shares
$31.0M · 150 shares
$28.0M · 184 shares
$24.0M · 84 shares
$20.0M · 218 shares
$17.0M · 125 shares
$12.0M · 50 shares
$11.0M · 45 shares
$9.0M · 50 shares
$9.0M · 186 shares
$9.0M · 115 shares
$8.0M · 93 shares
$6.0M · 21 shares
$6.0M · 22 shares
$4.0M · 12 shares
$4.0M · 20 shares
$4.0M · 60 shares
$4.0M · 18 shares
$3.0M · 3 shares
$3.0M · 16 shares
$3.0M · 9 shares
$2.0M · 10 shares
$2.0M · 14 shares
$2.0M · 11 shares
$0 · 14 shares
$0 · 60 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $210.9B | 94.3% |
| Industrials | 5 | $7.4B | 3.3% |
| Unknown | 4 | $1.8B | 0.8% |
| Consumer Cyclical | 5 | $1.5B | 0.7% |
| Technology | 16 | $1.4B | 0.6% |
| Healthcare | 6 | $241.0M | 0.1% |
| Consumer Defensive | 2 | $180.0M | 0.1% |
| Communication Services | 3 | $164.0M | 0.1% |