Family Cfo Inc Top Holdings and 13F Report (2025) About Family Cfo IncInvestment ActivityFamily Cfo Inc has $199.66 million in total holdings as of June 30, 2025.Family Cfo Inc owns shares of 90 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.49% of the portfolio was purchased this quarter.About 1.04% of the portfolio was sold this quarter.This quarter, Family Cfo Inc has purchased 65 new stocks and bought additional shares in 21 stocks.Family Cfo Inc sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $46,752,101Vanguard Dividend Appreciation ETF $21,034,286Vanguard Total International Stock ETF $18,798,622Vanguard Small-Cap Value ETF $14,782,881Vanguard Mortgage-Backed Securities ETF $12,735,435 Largest New Holdings this Quarter 25434V815 - Dimensional US Small Cap Value ETF $313,223 Holding92204A702 - Vanguard Information Technology ETF $176,432 Holding532457108 - Eli Lilly and Company $53,788 Holding98980G102 - Zscaler $47,091 Holding16119P108 - Charter Communications $33,114 Holding Largest Purchases this Quarter Vanguard 0-3 Month Treasury Bill ETF 21,570 shares (about $1.63M)Vanguard Total Stock Market ETF 2,091 shares (about $635.52K)Vanguard Mortgage-Backed Securities ETF 10,225 shares (about $473.83K)Dimensional Emerging Markets Value ETF 12,383 shares (about $371.37K)Dimensional US Small Cap Value ETF 10,643 shares (about $313.22K) Largest Sales this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 20,879 shares (about $1.05M)Vanguard Total International Stock ETF 6,873 shares (about $474.86K)Bloom Energy 6,000 shares (about $143.52K)Vanguard Small-Cap Value ETF 664 shares (about $129.49K)SPDR S&P Biotech ETF 1,395 shares (about $115.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFamily Cfo Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$46,752,101$635,519 ▲1.4%153,82523.4%ETFVIGVanguard Dividend Appreciation ETF$21,034,286$228,411 ▲1.1%102,77210.5%ETFVXUSVanguard Total International Stock ETF$18,798,622$474,855 ▼-2.5%272,0899.4%ETFVBRVanguard Small-Cap Value ETF$14,782,881$129,486 ▼-0.9%75,8067.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$12,735,435$473,826 ▲3.9%274,8266.4%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$11,541,158$22,309 ▲0.2%85,8785.8%ETFVOOVanguard S&P 500 ETF$10,937,418$76,116 ▲0.7%19,2555.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,540,542$4,478 ▲0.1%102,9974.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,744,496$1,049,587 ▼-11.9%154,0583.9%ManufacturingVTVVanguard Value ETF$6,460,876$65,747 ▼-1.0%36,5563.2%ETFVUGVanguard Growth ETF$5,184,080$103,462 ▲2.0%11,8252.6%ETFVWOVanguard FTSE Emerging Markets ETF$3,560,823$10,337 ▲0.3%71,9941.8%ETFBEBloom Energy$3,376,858$143,520 ▼-4.1%141,1731.7%EnergyVXFVanguard Extended Market ETF$2,868,874$18,115 ▲0.6%14,8871.4%ETFDFIVDimensional International Value ETF$2,691,866$42,402 ▲1.6%62,8501.3%ETFDFUVDimensional US Marketwide Value ETF$2,249,000$158,085 ▲7.6%53,1931.1%ETFVEAVanguard FTSE Developed Markets ETF$2,186,676$36,144 ▲1.7%38,3561.1%ETFVanguard 0-3 Month Treasury Bill ETF$2,037,206$1,629,614 ▲399.8%26,9651.0%COMVEUVanguard FTSE All-World ex-US ETF$2,023,927$72,396 ▼-3.5%30,1091.0%ETFVNQVanguard Real Estate ETF$1,797,231$5,165 ▲0.3%20,1800.9%ETFBRK.BBerkshire Hathaway$1,767,7170.0%3,6390.9%FinanceVSGXVanguard ESG International Stock ETF$1,151,793$131 ▲0.0%17,5850.6%ETFESGVVanguard ESG U.S. Stock ETF$1,076,336$16,227 ▲1.5%9,8170.5%ETFTSLATesla$1,011,1120.0%3,1830.5%Auto/Tires/TrucksDIMENSNL ULTRASHRT FIXED INCM ETF$784,595$303,333 ▲63.0%15,4600.4%COMVBVanguard Small-Cap ETF$733,216$28,438 ▲4.0%3,0940.4%ETFVUSBVanguard Ultra-Short Bond ETF$575,7410.0%11,5460.3%ETFORCLOracle$575,4340.0%2,6320.3%Computer and TechnologyDFEVDimensional Emerging Markets Value ETF$462,236$371,366 ▲408.7%15,4130.2%ETFDFSVDimensional US Small Cap Value ETF$313,223$313,223 ▲New Holding10,6430.2%ETFAAPLApple$309,1910.0%1,5070.2%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$214,1620.0%6,9040.1%ETFDISVDimensional International Small Cap Value ETF$207,2340.0%6,2970.1%ETFAMZNAmazon.com$200,0840.0%9120.1%Retail/WholesaleCOSTCostco Wholesale$188,0890.0%1900.1%Retail/WholesaleWest Coast Community Bancorp$181,9230.0%4,6480.1%COMVGTVanguard Information Technology ETF$176,432$176,432 ▲New Holding2660.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$169,653$8,348 ▼-4.7%2,1340.1%ETFCSCOCisco Systems$167,9690.0%2,4210.1%Computer and TechnologyVNQIVanguard Global ex-U.S. Real Estate ETF$159,978$6,323 ▲4.1%3,4660.1%ETFBNDVanguard Total Bond Market ETF$158,5250.0%2,1530.1%ETFMSFTMicrosoft$154,1970.0%3100.1%Computer and TechnologyAMGNAmgen$139,6050.0%5000.1%MedicalVOVanguard Mid-Cap ETF$131,2400.0%4690.1%ETFSPYSPDR S&P 500 ETF Trust$118,6270.0%1920.1%FinanceWFCWells Fargo & Company$107,9220.0%1,3470.1%FinanceUBERUber Technologies$98,2450.0%1,0530.0%Computer and TechnologyAAgilent Technologies$97,7120.0%8280.0%MedicalMETAMeta Platforms$79,7140.0%1080.0%Computer and TechnologyKEYSKeysight Technologies$76,1950.0%4650.0%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$61,011$13,969 ▲29.7%6770.0%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$59,1330.0%1,4910.0%ETFLLYEli Lilly and Company$53,788$53,788 ▲New Holding690.0%MedicalGOOGAlphabet$49,6690.0%2800.0%Computer and TechnologyZSZscaler$47,091$47,091 ▲New Holding1500.0%Computer and TechnologyFDXFedEx$45,4620.0%2000.0%TransportationXBISPDR S&P Biotech ETF$43,621$115,687 ▼-72.6%5260.0%ETFHDHome Depot$36,6640.0%1000.0%Retail/WholesaleCHTRCharter Communications$33,114$33,114 ▲New Holding810.0%Consumer DiscretionaryTAT&T$27,6960.0%9570.0%Computer and TechnologyAVGOBroadcom$27,5650.0%1000.0%Computer and TechnologyBXBlackstone$27,523$27,523 ▲New Holding1840.0%FinanceRTXRTX$27,1600.0%1860.0%AerospaceIBMInternational Business Machines$24,575$24,575 ▲New Holding830.0%Computer and TechnologyJNJJohnson & Johnson$22,9130.0%1500.0%MedicalFTCSFirst Trust Capital Strength ETF$19,8140.0%2180.0%ETFPEPPepsiCo$16,5050.0%1250.0%Consumer StaplesBNDXVanguard Total International Bond ETF$15,002$15,002 ▲New Holding3030.0%ETFVRSNVeriSign$14,440$14,440 ▲New Holding500.0%Computer and TechnologyCARRCarrier Global$13,613$13,613 ▲New Holding1860.0%ConstructionSBUXStarbucks$10,5370.0%1150.0%Retail/WholesaleHPQHP$9,7840.0%4000.0%Computer and TechnologyOTISOtis Worldwide$9,209$9,209 ▲New Holding930.0%IndustrialsAMATApplied Materials$8,238$8,238 ▲New Holding450.0%Computer and TechnologyHPEHewlett Packard Enterprise$8,1800.0%4000.0%Computer and TechnologyNVDANVIDIA$7,900$7,900 ▲New Holding500.0%Computer and TechnologyJPMJPMorgan Chase & Co.$6,088$6,088 ▲New Holding210.0%FinanceSAPSAP$5,474$5,474 ▲New Holding180.0%Computer and TechnologyWRBW.R. Berkley$4,408$4,408 ▲New Holding600.0%FinanceVVisa$4,261$4,261 ▲New Holding120.0%Business ServicesGOOGLAlphabet$3,877$3,877 ▲New Holding220.0%Computer and TechnologyABBVAbbVie$3,712$3,712 ▲New Holding200.0%MedicalCTASCintas$3,566$3,566 ▲New Holding160.0%Business ServicesSYKStryker$3,561$3,561 ▲New Holding90.0%MedicalBlackRock Inc$3,148$3,148 ▲New Holding30.0%COMCRMSalesforce$3,000$3,000 ▲New Holding110.0%Computer and TechnologyPANWPalo Alto Networks$2,865$2,865 ▲New Holding140.0%Computer and TechnologyWBDWarner Bros. Discovery$2,6470.0%2310.0%Consumer DiscretionaryBURLBurlington Stores$2,326$2,326 ▲New Holding100.0%Retail/WholesaleKDKyndryl$587$587 ▲New Holding140.0%Business ServicesUPSUnited Parcel Service$0$10,999 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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