Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Family CFO Inc (CIK 1911695) reported $259.9M across 47 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($57.0M, 21.94%), VIG ($24.7M, 9.49%), VXUS ($23.2M, 8.92%), BE ($20.6M, 7.92%), VBR ($17.8M, 6.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ETF | $57.0M | 21.94% | 154,081 | Trimmed |
| 2 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $24.7M | 9.49% | 104,202 | Trimmed |
| 3 | VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | $23.2M | 8.92% | 271,144 | Trimmed |
| 4 | BE | Bloom Energy Corporation Com C L A | $20.6M | 7.92% | 68,000 | Trimmed |
| 5 | VBR | VANGUARD SMALL CAP VALUE ETF | $17.8M | 6.87% | 73,425 | Trimmed |
| 6 | VMBS | VANGUARD MORTGAGE-BACK SEC ETF | $16.2M | 6.25% | 346,727 | Added |
| 7 | VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | $12.8M | 4.93% | 82,953 | Added |
| 8 | VOO | Vanguard S&P 500 ETF | $11.4M | 4.40% | 16,643 | Trimmed |
| 9 | VCIT | VANGUARD INT-TERM CORP ETF | $9.9M | 3.81% | 119,883 | Added |
| 10 | VTIP | VANGUARD STRM INFPROIDX ETF | $8.2M | 3.16% | 163,287 | Added |
| 11 | VTV | VANGUARD VALUE ETF | $7.8M | 2.99% | 35,630 | Trimmed |
| 12 | VUG | VANGUARD GROWTH ETF | $6.1M | 2.35% | 70,948 | Added |
| 13 | VWO | VANGUARD FTSE EMR MKT ETF | $3.9M | 1.51% | 65,553 | Trimmed |
| 14 | AAUA | ALPHA ARCHITECT US EQUTY 3 ETF | $3.6M | 1.38% | 63,129 | Hold |
| 15 | DFIV | DIMENSIONAL ETF INTERNATIONAL VALUE | $3.5M | 1.34% | 64,540 | Trimmed |
| 16 | VXF | VANGUARD EXTEND MKT ETF | $3.5M | 1.33% | 14,089 | Trimmed |
| 17 | DFUV | DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | $3.0M | 1.16% | 54,645 | Trimmed |
| 18 | VEA | VANGUARD FTSE DEV MKT ETF | $2.8M | 1.08% | 39,454 | Added |
| 19 | VEU | VANGUARD ALLWRLD EX US ETF | $2.4M | 0.91% | 28,128 | Trimmed |
| 20 | VNQ | Vanguard Real Estate ETF | $2.2M | 0.84% | 22,729 | Added |
| 21 | AVGO | Broadcom Inc | $2.1M | 0.81% | 5,600 | New |
| 22 | DUSB | DIMENSNL ULTRASHRT FIXED INCM ETF | $1.4M | 0.56% | 28,419 | Added |
| 23 | VSGX | Vanguard EST International Stock ETF | $1.4M | 0.53% | 16,779 | Added |
| 24 | BRK/B | Berkshire Hathaway | $1.4M | 0.53% | 2,768 | Trimmed |
| 25 | ESGV | Vanguard ESG US Stock ETF | $1.3M | 0.49% | 9,678 | Added |
Source: SEC Form 13F filings · as of 2026-06-30