Family CFO Inc

Portfolio Overview

Family CFO Inc disclosed 47 positions worth $259.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 0 — including a new stake in $AVGO. The portfolio is most concentrated in Other (89.6% 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 - COM

  —

  Quality

  $57.0M154,081 sh

• VANGUARD DIVIDEND APPRECIATION ETF - COM

  —

  Quality

  $24.7M104,202 sh

• VANGUARD TOTAL INTL STOCK INDEX FUND ETF - COM

  —

  Quality

  $23.2M271,144 sh
• 

  Bloom Energy Corp

  $BE

  66.0

  Quality

  $20.6M68,000 sh

• VANGUARD SMALL CAP VALUE ETF - COM

  —

  Quality

  $17.8M73,425 sh

• VANGUARD MORTGAGE-BACK SEC ETF - COM

  —

  Quality

  $16.2M346,727 sh

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

  —

  Quality

  $12.8M82,953 sh

• Vanguard S&P 500 ETF - COM

  —

  Quality

  $11.4M16,643 sh

• VANGUARD INT-TERM CORP ETF - COM

  —

  Quality

  $9.9M119,883 sh

• VANGUARD STRM INFPROIDX ETF - COM

  —

  Quality

  $8.2M163,287 sh

Company	Quality	Value	Shares
Vanguard Total Stock Market ETF - COM	—	$57.0M	154,081
VANGUARD DIVIDEND APPRECIATION ETF - COM	—	$24.7M	104,202
VANGUARD TOTAL INTL STOCK INDEX FUND ETF - COM	—	$23.2M	271,144
Bloom Energy Corp$BE	66.0	$20.6M	68,000
VANGUARD SMALL CAP VALUE ETF - COM	—	$17.8M	73,425
VANGUARD MORTGAGE-BACK SEC ETF - COM	—	$16.2M	346,727
Vanguard FTSE All-World ex-US Sm-Cap Index Fund - COM	—	$12.8M	82,953
Vanguard S&P 500 ETF - COM	—	$11.4M	16,643
VANGUARD INT-TERM CORP ETF - COM	—	$9.9M	119,883
VANGUARD STRM INFPROIDX ETF - COM	—	$8.2M	163,287

Showing top 10 of 47 holdings.

Full Holdings — Family CFO Inc (Q2 2026)

All 47 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 - COM	$57.0M	21.9%	-0%	—
2	—	VANGUARD DIVIDEND APPRECIATION ETF - COM	$24.7M	9.5%	-0%	—
3	—	VANGUARD TOTAL INTL STOCK INDEX FUND ETF - COM	$23.2M	8.9%	-0%	—
4	$BE	Bloom Energy Corp	$20.6M	7.9%	-12%	66
5	—	VANGUARD SMALL CAP VALUE ETF - COM	$17.8M	6.9%	-1%	—
6	—	VANGUARD MORTGAGE-BACK SEC ETF - COM	$16.2M	6.3%	+7%	—
7	—	Vanguard FTSE All-World ex-US Sm-Cap Index Fund - COM	$12.8M	4.9%	+0%	—
8	—	Vanguard S&P 500 ETF - COM	$11.4M	4.4%	-1%	—
9	—	VANGUARD INT-TERM CORP ETF - COM	$9.9M	3.8%	+7%	—
10	—	VANGUARD STRM INFPROIDX ETF - COM	$8.2M	3.2%	+5%	—
11	—	VANGUARD VALUE ETF - COM	$7.8M	3.0%	-1%	—
12	—	VANGUARD GROWTH ETF - COM	$6.1M	2.4%	+500%	—
13	—	VANGUARD FTSE EMR MKT ETF - COM	$3.9M	1.5%	-0%	—
14	—	ALPHA ARCHITECT US EQUTY 3 ETF - COM	$3.6M	1.4%	+0%	—
15	—	DIMENSIONAL ETF INTERNATIONAL VALUE - COM	$3.5M	1.3%	-0%	—
16	—	VANGUARD EXTEND MKT ETF - COM	$3.5M	1.3%	-3%	—
17	—	DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF - COM	$3.0M	1.2%	-1%	—
18	—	VANGUARD FTSE DEV MKT ETF - COM	$2.8M	1.1%	+1%	—
19	—	VANGUARD ALLWRLD EX US ETF - COM	$2.4M	0.9%	-2%	—
20	—	Vanguard Real Estate ETF - COM	$2.2M	0.8%	+0%	—
21	$AVGO	Broadcom Inc.	$2.1M	0.8%	NEW	84.4
22	—	DIMENSNL ULTRASHRT FIXED INCM ETF - COM	$1.4M	0.6%	+2%	—
23	$BRK.B	BERKSHIRE HATHAWAY INC	$1.4M	0.5%	-9%	73.6
24	—	Vanguard EST International Stock ETF - COM	$1.4M	0.5%	+1%	—
25	—	Vanguard ESG US Stock ETF - COM	$1.3M	0.5%	+3%	—
26	$TSLA	Tesla, Inc.	$1.2M	0.5%	-0%	53.6
27	—	Vanguard 0-3 Month Treasury Bill ETF - COM	$1.1M	0.4%	-3%	—
28	—	ALPHA ARCHITECT ETF US 2 EQUITY - COM	$1.1M	0.4%	+0%	—
29	—	SPDR Blmbg Intl Corp Bd ETF - COM	$778,948	0.3%	-2%	—
30	—	SPDR Blmbg Intl Trs Bd ETF - COM	$776,903	0.3%	-1%	—
31	—	SPDR Blmbg Em Mkts Lcl Bd ETF - COM	$760,819	0.3%	-4%	—
32	—	DIMENSIONAL ETF TR EMERGING MKTS VA - COM	$739,677	0.3%	+0%	—
33	—	Vanguard Small Cap ETF - COM	$599,571	0.2%	+0%	—
34	—	VANGUARD GLB EX US ETF - COM	$541,731	0.2%	+0%	—
35	—	Vanguard Ultra-Short Bond ETF - COM	$480,029	0.2%	+12%	—
36	$GLDM	World Gold Trust	$440,225	0.2%	+18%	—
37	$AAPL	Apple Inc.	$436,066	0.2%	+0%	76.3
38	—	Dimensional US Small Cap Value ETF - COM	$434,991	0.2%	+0%	—
39	—	Vanguard Total International Bond ETF - COM	$349,326	0.1%	+15%	—
40	$NVDA	NVIDIA CORP	$334,150	0.1%	NEW	85.9
41	—	iShares Global Infrastructure ETF - COM	$311,222	0.1%	NEW	—
42	—	Vanguard Information Technology ETF - COM	$254,339	0.1%	NEW	—
43	—	International Small Cap Value ETF - COM	$252,699	0.1%	+0%	—
44	—	West Coast Community Bancorp - COM	$232,400	0.1%	+0%	—
45	$ORCL	ORACLE CORP	$228,911	0.1%	+0%	68.2
46	$SLV	iShares Silver Trust	$224,039	0.1%	NEW	—
47	$AMZN	AMAZON COM INC	$214,268	0.1%	NEW	68.4