Family Cfo Inc Top Holdings and 13F Report (2026) About Family Cfo IncInvestment ActivityFamily Cfo Inc has $257.83 million in total holdings as of September 30, 2026.Family Cfo Inc owns shares of 48 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.76% of the portfolio was purchased this quarter.About 5.06% of the portfolio was sold this quarter.This quarter, Family Cfo Inc has purchased 47 new stocks and bought additional shares in 22 stocks.Family Cfo Inc sold shares of 7 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $54,014,577Vanguard Dividend Appreciation ETF $24,587,112Vanguard Total International Stock ETF $23,183,702Vanguard Small-Cap Value ETF $16,553,405Vanguard Mortgage-Backed Securities ETF $16,356,582 Largest New Holdings this Quarter 02072Q242 - ALPHA ARCHITECT US EQUTY 4 ETF $6,634,388 Holding92189H300 - VanEck J.P. Morgan EM Local Currency Bond ETF $1,548,324 Holding127387108 - Cadence Design Systems $705,936 Holding25239Y170 - Dimensional US Small Cap Value ETF $420,189 Holding871607107 - Synopsys $414,063 Holding Largest Purchases this Quarter ALPHA ARCHITECT US EQUTY 4 ETF 129,397 shares (about $6.63M)VanEck J.P. Morgan EM Local Currency Bond ETF 62,357 shares (about $1.55M)Vanguard Intermediate-Term Corporate Bond ETF 14,521 shares (about $1.14M)Vanguard Mortgage-Backed Securities ETF 21,582 shares (about $958.46K)Cadence Design Systems 2,138 shares (about $705.94K) Largest Sales this Quarter Bloom Energy 19,650 shares (about $5.44M)Vanguard Total Stock Market ETF 9,750 shares (about $3.65M)Vanguard Small-Cap Value ETF 1,775 shares (about $410.08K)Vanguard Extended Market ETF 1,637 shares (about $379.18K)Vanguard 0-3 Month Treasury Bill ETF 1,366 shares (about $103.43K) 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$54,014,577$3,648,850 ▼-6.3%144,33120.9%ETFVIGVanguard Dividend Appreciation ETF$24,587,112$275,772 ▲1.1%105,3849.5%ETFVXUSVanguard Total International Stock ETF$23,183,702$147,321 ▲0.6%272,8789.0%ETFVBRVanguard Small-Cap Value ETF$16,553,405$410,081 ▼-2.4%71,6506.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$16,356,582$958,455 ▲6.2%368,3096.3%ETFBEBloom Energy$13,391,983$5,442,657 ▼-28.9%48,3505.2%IndustrialsVSSVanguard FTSE All-World ex-US Small-Cap ETF$12,947,999$69,552 ▲0.5%83,4015.0%ETFVOOVanguard S&P 500 ETF$11,675,627$11,214 ▲0.1%16,6594.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$10,525,209$1,137,143 ▲12.1%134,4044.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,123,220$86,233 ▲1.1%165,0393.2%ETFVTVVanguard Value ETF$7,711,247$12,317 ▲0.2%35,6873.0%ETFALPHA ARCHITECT US EQUTY 4 ETF$6,634,388$6,634,388 ▲New Holding129,3972.6%COMVUGVanguard Growth ETF$6,393,1240.0%70,9482.5%ETFVWOVanguard FTSE Emerging Markets ETF$3,964,399$76,451 ▲2.0%66,8421.5%ETFALPHA ARCHITECT US EQUTY 3 ETF$3,710,2660.0%63,1291.4%COMDFIVDimensional International Value ETF$3,611,628$6,424 ▲0.2%64,6551.4%ETFDFUVDimensional US Marketwide Value ETF$2,913,625$91,850 ▼-3.1%52,9751.1%ETFVXFVanguard Extended Market ETF$2,884,257$379,178 ▼-11.6%12,4521.1%ETFVEAVanguard FTSE Developed Markets ETF$2,867,190$81,343 ▲2.9%40,6061.1%ETFVEUVanguard FTSE All-World ex-US ETF$2,238,780$95,001 ▼-4.1%26,9830.9%ETFVNQVanguard Real Estate ETF$2,085,421$48,221 ▲2.4%23,2670.8%ETFAVGOBroadcom$1,995,110$28,446 ▲1.4%5,6810.8%TechnologyDIMENSNL ULTRASHRT FIXED INCM ETF$1,585,588$150,713 ▲10.5%31,4040.6%COMEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$1,548,324$1,548,324 ▲New Holding62,3570.6%ETFBRK.BBerkshire Hathaway$1,378,3260.0%2,7680.5%FinanceVSGXVanguard ESG International Stock ETF$1,360,341$81 ▲0.0%16,7800.5%ETFESGVVanguard ESG U.S. Stock ETF$1,311,6590.0%9,6780.5%ETFALPHA ARCHITECT ETF US 2 EQUITY$1,089,2270.0%19,8520.4%COMVanguard 0-3 Month Treasury Bill ETF$996,627$103,434 ▼-9.4%13,1620.4%COMTSLATesla$985,6620.0%2,7780.4%Consumer DiscretionaryVUSBVanguard Ultra-Short Bond ETF$954,581$476,770 ▲99.8%19,2650.4%ETFAAPLApple$793,920$292,059 ▲58.2%2,3840.3%TechnologyNVDANVIDIA$791,108$409,714 ▲107.4%3,4640.3%TechnologyGLDMSPDR Gold MiniShares Trust$778,245$322,721 ▲70.8%9,4700.3%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$757,565$8,384 ▲1.1%36,7750.3%ETFDFEVDimensional Emerging Markets Value ETF$735,0460.0%17,3360.3%ETFCDNSCadence Design Systems$705,936$705,936 ▲New Holding2,1380.3%TechnologyVNQIVanguard Global ex-U.S. Real Estate ETF$611,809$98,219 ▲19.1%14,3890.2%ETFVBVanguard Small-Cap ETF$562,7210.0%1,9780.2%ETFDimensional US Small Cap Value ETF$420,189$420,189 ▲New Holding11,2140.2%COMSNPSSynopsys$414,063$414,063 ▲New Holding9520.2%TechnologyWest Coast Community Bancorp$280,7390.0%4,6480.1%COMDISVDimensional International Small Cap Value ETF$272,5970.0%6,2970.1%ETFVGTVanguard Information Technology ETF$267,4260.0%2,1280.1%ETFAMZNAmazon.com$224,235$249 ▲0.1%9000.1%Consumer DiscretionaryORCLOracle$214,4630.0%1,5620.1%TechnologyEWSiShares MSCI Singapore ETF$211,800$211,800 ▲New Holding6,3680.1%ETFBNDVanguard Total Bond Market ETF$210,450$210,450 ▲New Holding3,0000.1%ETFIBNDSPDR Bloomberg International Corporate Bond ETF$0$778,948 ▼-100.0%00.0%ETFBWXSPDR Bloomberg International Treasury Bond ETF$0$776,903 ▼-100.0%00.0%ETFDFSVDimensional US Small Cap Value ETF$0$434,991 ▼-100.0%00.0%ETFBNDXVanguard Total International Bond ETF$0$349,326 ▼-100.0%00.0%ETFIGFiShares Global Infrastructure ETF$0$311,222 ▼-100.0%00.0%ETFSLViShares Silver Trust$0$224,039 ▼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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