Family Cfo Inc Top Holdings and 13F Report (2026) About Family Cfo IncInvestment ActivityFamily Cfo Inc has $223.27 million in total holdings as of March 31, 2026.Family Cfo Inc owns shares of 41 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.13% of the portfolio was purchased this quarter.About 3.86% of the portfolio was sold this quarter.This quarter, Family Cfo Inc has purchased 87 new stocks and bought additional shares in 8 stocks.Family Cfo Inc sold shares of 16 stocks and completely divested from 51 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $49,549,328Vanguard Dividend Appreciation ETF $22,423,833Vanguard Total International Stock ETF $20,962,729Vanguard Small-Cap Value ETF $16,124,212Vanguard Mortgage-Backed Securities ETF $15,160,035 Largest New Holdings this Quarter 02072Q275 - ALPHA ARCHITECT US EQUTY 3 ETF $3,089,597 Holding78464A516 - SPDR Bloomberg International Treasury Bond ETF $792,856 Holding78464A151 - SPDR Bloomberg International Corporate Bond ETF $789,349 Holding78464A391 - SPDR Bloomberg Emerging Markets Local Bond ETF $785,269 Holding98149E303 - SPDR Gold MiniShares Trust $434,160 Holding Largest Purchases this Quarter ALPHA ARCHITECT US EQUTY 3 ETF 63,129 shares (about $3.09M)SPDR Bloomberg International Treasury Bond ETF 36,121 shares (about $792.86K)SPDR Bloomberg International Corporate Bond ETF 25,397 shares (about $789.35K)SPDR Bloomberg Emerging Markets Local Bond ETF 38,046 shares (about $785.27K)Vanguard Mortgage-Backed Securities ETF 9,488 shares (about $445.46K) Largest Sales this Quarter Vanguard S&P 500 ETF 2,583 shares (about $1.54M)Bloom Energy 6,510 shares (about $882.04K)Vanguard Intermediate-Term Corporate Bond ETF 8,414 shares (about $696.26K)DIMENSNL ULTRASHRT FIXED INCM ETF 11,114 shares (about $563.59K)Vanguard Small-Cap Value ETF 2,316 shares (about $503.15K) 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$49,549,328$203,714 ▼-0.4%154,45122.2%ETFVIGVanguard Dividend Appreciation ETF$22,423,833$109,465 ▲0.5%104,26810.0%ETFVXUSVanguard Total International Stock ETF$20,962,729$148,514 ▼-0.7%271,8559.4%ETFVBRVanguard Small-Cap Value ETF$16,124,212$503,148 ▼-3.0%74,2207.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$15,160,035$445,462 ▲3.0%322,8976.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$12,086,702$118,964 ▼-1.0%82,9055.4%ETFBEBloom Energy$10,480,558$882,040 ▼-7.8%77,3534.7%EnergyVOOVanguard S&P 500 ETF$9,995,219$1,543,472 ▼-13.4%16,7274.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$9,232,836$696,259 ▼-7.0%111,5754.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,797,145$91,309 ▼-1.2%156,0993.5%ManufacturingVTVVanguard Value ETF$7,031,416$267,617 ▼-3.7%35,8383.1%ETFVUGVanguard Growth ETF$5,165,0420.0%11,8252.3%ETFVWOVanguard FTSE Emerging Markets ETF$3,552,490$66,157 ▼-1.8%65,7261.6%ETFDFIVDimensional International Value ETF$3,410,063$18,315 ▲0.5%64,6091.5%ETFALPHA ARCHITECT US EQUTY 3 ETF$3,089,597$3,089,597 ▲New Holding63,1291.4%COMVXFVanguard Extended Market ETF$2,978,338$125,126 ▼-4.0%14,4721.3%ETFDFUVDimensional US Marketwide Value ETF$2,685,7500.0%55,4221.2%ETFVEAVanguard FTSE Developed Markets ETF$2,509,309$22,300 ▲0.9%39,1591.1%ETFVEUVanguard FTSE All-World ex-US ETF$2,145,382$14,870 ▼-0.7%28,5671.0%ETFVNQVanguard Real Estate ETF$2,010,918$88,257 ▲4.6%22,6710.9%ETFBRK.BBerkshire Hathaway$1,455,8100.0%3,0380.7%FinanceDIMENSNL ULTRASHRT FIXED INCM ETF$1,410,093$563,591 ▼-28.6%27,8070.6%COMVSGXVanguard ESG International Stock ETF$1,191,623$72 ▲0.0%16,6130.5%ETFVanguard 0-3 Month Treasury Bill ETF$1,130,514$51,669 ▲4.8%14,9440.5%COMESGVVanguard ESG U.S. Stock ETF$1,051,2960.0%9,3640.5%ETFTSLATesla$1,034,5800.0%2,7830.5%Auto/Tires/TrucksALPHA ARCHITECT ETF US 2 EQUITY$923,4440.0%19,8520.4%COMBWXSPDR Bloomberg International Treasury Bond ETF$792,856$792,856 ▲New Holding36,1210.4%FinanceIBNDSPDR Bloomberg International Corporate Bond ETF$789,349$789,349 ▲New Holding25,3970.4%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$785,269$785,269 ▲New Holding38,0460.4%ETFDFEVDimensional Emerging Markets Value ETF$620,2820.0%17,3360.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$536,900$361,415 ▲206.0%12,0790.2%ETFVBVanguard Small-Cap ETF$518,078$48,455 ▼-8.6%1,9780.2%ETFGLDMSPDR Gold MiniShares Trust$434,160$434,160 ▲New Holding4,6840.2%FinanceVUSBVanguard Ultra-Short Bond ETF$427,404$151,844 ▼-26.2%8,5850.2%ETFDFSVDimensional US Small Cap Value ETF$392,9390.0%11,2140.2%ETFAAPLApple$382,4620.0%1,5070.2%Computer and TechnologyBNDXVanguard Total International Bond ETF$301,177$102,106 ▼-25.3%6,2680.1%ETFDISVDimensional International Small Cap Value ETF$248,3540.0%6,2970.1%ETFORCLOracle$229,7860.0%1,5620.1%Computer and TechnologyWest Coast Community Bancorp$220,7800.0%4,6480.1%COMDFLVDimensional US Large Cap Value ETF$0$236,186 ▼-100.0%00.0%ETFAMZNAmazon.com$0$210,508 ▼-100.0%00.0%Retail/WholesaleVGTVanguard Information Technology ETF$0$200,505 ▼-100.0%00.0%ETFCSCOCisco Systems$0$186,490 ▼-100.0%00.0%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$0$170,144 ▼-100.0%00.0%ETFBNDVanguard Total Bond Market ETF$0$166,658 ▼-100.0%00.0%ETFCOSTCostco Wholesale$0$163,845 ▼-100.0%00.0%Retail/WholesaleMSFTMicrosoft$0$149,922 ▼-100.0%00.0%Computer and TechnologyVOVanguard Mid-Cap ETF$0$136,113 ▼-100.0%00.0%ETFAMGNAmgen$0$129,615 ▼-100.0%00.0%MedicalWFCWells Fargo & Company$0$125,540 ▼-100.0%00.0%FinanceAAgilent Technologies$0$112,666 ▼-100.0%00.0%MedicalKEYSKeysight Technologies$0$94,483 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$87,864 ▼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$86,041 ▼-100.0%00.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$0$79,103 ▼-100.0%00.0%FinanceLLYEli Lilly and Company$0$74,153 ▼-100.0%00.0%MedicalVIGIVanguard International Dividend Appreciation ETF$0$73,983 ▼-100.0%00.0%ETFMETAMeta Platforms$0$71,290 ▼-100.0%00.0%Computer and TechnologyXBISPDR S&P Biotech ETF$0$64,135 ▼-100.0%00.0%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$0$64,024 ▼-100.0%00.0%ETFFDXFedEx$0$40,152 ▼-100.0%00.0%TransportationAVGOBroadcom$0$34,610 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$34,410 ▼-100.0%00.0%Retail/WholesaleRTXRTX$0$34,112 ▼-100.0%00.0%AerospaceZSZscaler$0$33,738 ▼-100.0%00.0%Computer and TechnologyJNJJohnson & Johnson$0$31,043 ▼-100.0%00.0%MedicalBXBlackstone$0$28,362 ▼-100.0%00.0%FinanceIBMInternational Business Machines$0$24,989 ▼-100.0%00.0%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$0$20,168 ▼-100.0%00.0%ETFPEPPepsiCo$0$17,940 ▼-100.0%00.0%Consumer StaplesVRSNVeriSign$0$12,148 ▼-100.0%00.0%Computer and TechnologyAMATApplied Materials$0$11,565 ▼-100.0%00.0%Computer and TechnologyCARRCarrier Global$0$9,828 ▼-100.0%00.0%ConstructionSBUXStarbucks$0$9,684 ▼-100.0%00.0%Retail/WholesaleNVDANVIDIA$0$9,325 ▼-100.0%00.0%Computer and TechnologyOTISOtis Worldwide$0$8,124 ▼-100.0%00.0%IndustrialsGOOGLAlphabet$0$6,886 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$6,767 ▼-100.0%00.0%FinanceABBVAbbVie$0$4,570 ▼-100.0%00.0%MedicalSAPSAP$0$4,372 ▼-100.0%00.0%Computer and TechnologyVVisa$0$4,209 ▼-100.0%00.0%Business ServicesWRBW.R. Berkley$0$4,207 ▼-100.0%00.0%FinanceBlackRock Inc$0$3,211 ▼-100.0%00.0%COMSYKStryker$0$3,163 ▼-100.0%00.0%MedicalCTASCintas$0$3,009 ▼-100.0%00.0%Business ServicesCRMSalesforce$0$2,914 ▼-100.0%00.0%Computer and TechnologyBURLBurlington Stores$0$2,889 ▼-100.0%00.0%Retail/WholesalePANWPalo Alto Networks$0$2,579 ▼-100.0%00.0%Computer and TechnologyKDKyndryl$0$372 ▼-100.0%00.0%Business ServicesENDVEndonovo Therapeutics$0-100.0%00.0%MedicalShowing 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. 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