Family CFO Inc

Portfolio Overview

Family CFO Inc disclosed 41 positions worth $223.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 5 new positions and exited 51. The portfolio is most concentrated in Other (93.7% of disclosed assets). All figures are sourced directly from Family CFO Inc’s Form 13F-HR filing with the SEC under CIK 1911695.

• Vanguard Total Stock Market ETF

  —

  Quality

  $49.5M154,451 sh

• VANGUARD DIVIDEND APPRECIATION ETF

  —

  Quality

  $22.4M104,268 sh

• VANGUARD TOTAL INTL STOCK INDEX FUND ETF

  —

  Quality

  $21.0M271,855 sh

• VANGUARD SMALL CAP VALUE ETF

  —

  Quality

  $16.1M74,220 sh

• VANGUARD MORTGAGE-BACK SEC ETF

  —

  Quality

  $15.2M322,897 sh

• Vanguard FTSE All-World ex-US Sm-Cap Index Fund

  —

  Quality

  $12.1M82,905 sh
• 

  Bloom Energy Corp

  $BE

  54.4

  Quality

  $10.5M77,353 sh

• Vanguard S&P 500 ETF

  —

  Quality

  $10.0M16,727 sh

• VANGUARD INT-TERM CORP ETF

  —

  Quality

  $9.2M111,575 sh

• VANGUARD STRM INFPROIDX ETF

  —

  Quality

  $7.8M156,099 sh

Company	Quality	Value	Shares
Vanguard Total Stock Market ETF	—	$49.5M	154,451
VANGUARD DIVIDEND APPRECIATION ETF	—	$22.4M	104,268
VANGUARD TOTAL INTL STOCK INDEX FUND ETF	—	$21.0M	271,855
VANGUARD SMALL CAP VALUE ETF	—	$16.1M	74,220
VANGUARD MORTGAGE-BACK SEC ETF	—	$15.2M	322,897
Vanguard FTSE All-World ex-US Sm-Cap Index Fund	—	$12.1M	82,905
Bloom Energy Corp$BE	54.4	$10.5M	77,353
Vanguard S&P 500 ETF	—	$10.0M	16,727
VANGUARD INT-TERM CORP ETF	—	$9.2M	111,575
VANGUARD STRM INFPROIDX ETF	—	$7.8M	156,099

Showing top 10 of 41 holdings.

Full Holdings — Family CFO Inc (Q1 2026)

All 41 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	Vanguard Total Stock Market ETF	$49.5M	22.2%	-0%	—
2	—	VANGUARD DIVIDEND APPRECIATION ETF	$22.4M	10.0%	+0%	—
3	—	VANGUARD TOTAL INTL STOCK INDEX FUND ETF	$21.0M	9.4%	-1%	—
4	—	VANGUARD SMALL CAP VALUE ETF	$16.1M	7.2%	-3%	—
5	—	VANGUARD MORTGAGE-BACK SEC ETF	$15.2M	6.8%	+3%	—
6	—	Vanguard FTSE All-World ex-US Sm-Cap Index Fund	$12.1M	5.4%	-1%	—
7	$BE	Bloom Energy Corp	$10.5M	4.7%	-8%	54.4
8	—	Vanguard S&P 500 ETF	$10.0M	4.5%	-13%	—
9	—	VANGUARD INT-TERM CORP ETF	$9.2M	4.1%	-7%	—
10	—	VANGUARD STRM INFPROIDX ETF	$7.8M	3.5%	-1%	—
11	—	VANGUARD VALUE ETF	$7.0M	3.1%	-4%	—
12	—	VANGUARD GROWTH ETF	$5.2M	2.3%	+0%	—
13	—	VANGUARD FTSE EMR MKT ETF	$3.6M	1.6%	-2%	—
14	—	DIMENSIONAL ETF INTERNATIONAL VALUE	$3.4M	1.5%	+1%	—
15	—	ALPHA ARCHITECT US EQUTY 3 ETF	$3.1M	1.4%	NEW	—
16	—	VANGUARD EXTEND MKT ETF	$3.0M	1.3%	-4%	—
17	—	DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF	$2.7M	1.2%	+0%	—
18	—	VANGUARD FTSE DEV MKT ETF	$2.5M	1.1%	+1%	—
19	—	VANGUARD ALLWRLD EX US ETF	$2.1M	1.0%	-1%	—
20	—	Vanguard Real Estate ETF	$2.0M	0.9%	+5%	—
21	$BRK.B	BERKSHIRE HATHAWAY INC	$1.5M	0.7%	+0%	64.5
22	—	DIMENSNL ULTRASHRT FIXED INCM ETF	$1.4M	0.6%	-29%	—
23	—	Vanguard EST International Stock ETF	$1.2M	0.5%	+0%	—
24	—	Vanguard 0-3 Month Treasury Bill ETF	$1.1M	0.5%	+5%	—
25	—	Vanguard ESG US Stock ETF	$1.1M	0.5%	+0%	—
26	$TSLA	Tesla, Inc.	$1.0M	0.5%	+0%	50.1
27	—	ALPHA ARCHITECT ETF US 2 EQUITY	$923,444	0.4%	+0%	—
28	—	SPDR Blmbg Intl Trs Bd ETF	$792,856	0.4%	NEW	—
29	—	SPDR Blmbg Intl Corp Bd ETF	$789,349	0.3%	NEW	—
30	—	SPDR Blmbg Em Mkts Lcl Bd ETF	$785,269	0.3%	NEW	—
31	—	DIMENSIONAL ETF TR EMERGING MKTS VA	$620,282	0.3%	+0%	—
32	—	VANGUARD GLB EX US ETF	$536,900	0.2%	+206%	—
33	—	Vanguard Small Cap ETF	$518,078	0.2%	-9%	—
34	$GLDM	World Gold Trust	$434,160	0.2%	NEW	—
35	—	Vanguard Ultra-Short Bond ETF	$427,404	0.2%	-26%	—
36	—	Dimensional US Small Cap Value ETF	$392,939	0.2%	+0%	—
37	$AAPL	Apple Inc.	$382,462	0.2%	+0%	76.1
38	—	Vanguard Total International Bond ETF	$301,177	0.1%	-25%	—
39	—	International Small Cap Value ETF	$248,354	0.1%	+0%	—
40	$ORCL	ORACLE CORP	$229,786	0.1%	+0%	67.2
41	—	West Coast Community Bancorp	$220,780	0.1%	+0%	—