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 $223.3M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($49.5M, 22.19%), VIG ($22.4M, 10.04%), VXUS ($21.0M, 9.39%), VBR ($16.1M, 7.22%), VMBS ($15.2M, 6.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ETF | $49.5M | 22.19% | 154,451 | Trimmed |
| 2 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $22.4M | 10.04% | 104,268 | Added |
| 3 | VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | $21.0M | 9.39% | 271,855 | Trimmed |
| 4 | VBR | VANGUARD SMALL CAP VALUE ETF | $16.1M | 7.22% | 74,220 | Trimmed |
| 5 | VMBS | VANGUARD MORTGAGE-BACK SEC ETF | $15.2M | 6.79% | 322,897 | Added |
| 6 | VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | $12.1M | 5.41% | 82,905 | Trimmed |
| 7 | BE | Bloom Energy Corporation Com C L A | $10.5M | 4.69% | 77,353 | Trimmed |
| 8 | VOO | Vanguard S&P 500 ETF | $10.0M | 4.48% | 16,727 | Trimmed |
| 9 | VCIT | VANGUARD INT-TERM CORP ETF | $9.2M | 4.14% | 111,575 | Trimmed |
| 10 | VTIP | VANGUARD STRM INFPROIDX ETF | $7.8M | 3.49% | 156,099 | Trimmed |
| 11 | VTV | VANGUARD VALUE ETF | $7.0M | 3.15% | 35,838 | Trimmed |
| 12 | VUG | VANGUARD GROWTH ETF | $5.2M | 2.31% | 11,825 | Hold |
| 13 | VWO | VANGUARD FTSE EMR MKT ETF | $3.6M | 1.59% | 65,726 | Trimmed |
| 14 | DFIV | DIMENSIONAL ETF INTERNATIONAL VALUE | $3.4M | 1.53% | 64,609 | Added |
| 15 | BOXA | ALPHA ARCHITECT US EQUTY 3 ETF | $3.1M | 1.38% | 63,129 | New |
| 16 | VXF | VANGUARD EXTEND MKT ETF | $3.0M | 1.33% | 14,472 | Trimmed |
| 17 | DFUV | DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | $2.7M | 1.20% | 55,422 | Hold |
| 18 | VEA | VANGUARD FTSE DEV MKT ETF | $2.5M | 1.12% | 39,159 | Added |
| 19 | VEU | VANGUARD ALLWRLD EX US ETF | $2.1M | 0.96% | 28,567 | Trimmed |
| 20 | VNQ | Vanguard Real Estate ETF | $2.0M | 0.90% | 22,671 | Added |
| 21 | BRK/B | Berkshire Hathaway | $1.5M | 0.65% | 3,038 | Hold |
| 22 | DUSB | DIMENSNL ULTRASHRT FIXED INCM ETF | $1.4M | 0.63% | 27,807 | Trimmed |
| 23 | VSGX | Vanguard EST International Stock ETF | $1.2M | 0.53% | 16,613 | Added |
| 24 | VBIL | Vanguard 0-3 Month Treasury Bill ETF | $1.1M | 0.51% | 14,944 | Added |
| 25 | ESGV | Vanguard ESG US Stock ETF | $1.1M | 0.47% | 9,364 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31