Family CFO Inc
CIK: 0001911695SEC EDGAR →
Portfolio Value
$223.6M
Holdings
87
As of
Q4 2025
New Positions
87
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ETF | 155,086 | $52.0M | 23.25% |
| 2 | VANGUARD DIVIDEND APPRECIATION ETF | 103,759 | $22.8M | 10.20% |
| 3 | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 273,781 | $20.7M | 9.24% |
| 4 | VANGUARD SMALL CAP VALUE ETF | 76,536 | $16.2M | 7.25% |
| 5 | VANGUARD MORTGAGE-BACK SEC ETF | 313,409 | $14.8M | 6.60% |
| 6 | Vanguard S&P 500 ETF | 19,310 | $12.1M | 5.42% |
| 7 | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 83,721 | $12.0M | 5.37% |
| 8 | VANGUARD INT-TERM CORP ETF | 119,989 | $10.0M | 4.49% |
| 9 | VANGUARD STRM INFPROIDX ETF | 157,927 | $7.8M | 3.49% |
| 10 | Bloom Energy Corporation Com C L A | 83,863 | $7.3M | 3.26% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (87)
$52.0M · 155K shares
$22.8M · 104K shares
$20.7M · 274K shares
$16.2M · 77K shares
$14.8M · 313K shares
$12.1M · 19K shares
$12.0M · 84K shares
$10.0M · 120K shares
$7.8M · 158K shares
$7.3M · 84K shares
$7.1M · 37K shares
$5.8M · 12K shares
$3.6M · 67K shares
$3.2M · 64K shares
$3.2M · 15K shares
$2.6M · 55K shares
$2.4M · 39K shares
$2.1M · 29K shares
$2.0M · 39K shares
$1.9M · 22K shares
$1.5M · 3K shares
$1.3M · 3K shares
$1.2M · 17K shares
$1.1M · 9K shares
$1.1M · 14K shares
$979K · 20K shares
$584K · 17K shares
$579K · 12K shares
$557K · 2K shares
$409K · 2K shares
$405K · 8K shares
$368K · 11K shares
$304K · 2K shares
$239K · 6K shares
$236K · 7K shares
$210K · 912 shares
$204K · 5K shares
$200K · 266 shares
$186K · 2K shares
$180K · 4K shares
$170K · 2K shares
$166K · 2K shares
$163K · 190 shares
$149K · 310 shares
$136K · 469 shares
$129K · 396 shares
$125K · 1K shares
$112K · 828 shares
$94K · 465 shares
$87K · 280 shares
$86K · 1K shares
$79K · 116 shares
$74K · 69 shares
$73K · 809 shares
$71K · 108 shares
$64K · 1K shares
$64K · 526 shares
$40K · 139 shares
$34K · 186 shares
$34K · 100 shares
$34K · 100 shares
$33K · 150 shares
$31K · 150 shares
$28K · 184 shares
$24K · 84 shares
$20K · 218 shares
$17K · 125 shares
$12K · 50 shares
$11K · 45 shares
$9K · 50 shares
$9K · 186 shares
$9K · 115 shares
$8K · 93 shares
$6K · 21 shares
$6K · 22 shares
$4K · 12 shares
$4K · 20 shares
$4K · 60 shares
$4K · 18 shares
$3K · 3 shares
$3K · 16 shares
$3K · 9 shares
$2K · 10 shares
$2K · 14 shares
$2K · 11 shares
$0 · 14 shares
$0 · 60 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $210.9M | 94.3% |
| Industrials | 5 | $7.4M | 3.3% |
| Unknown | 4 | $1.8M | 0.8% |
| Consumer Cyclical | 5 | $1.5M | 0.7% |
| Technology | 16 | $1.4M | 0.6% |
| Healthcare | 6 | $241K | 0.1% |
| Consumer Defensive | 2 | $180K | 0.1% |
| Communication Services | 3 | $164K | 0.1% |