Family Cfo Inc Top Holdings and 13F Report (2024) → Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (From Colonial Metals) (Ad) About Family Cfo IncInvestment ActivityFamily Cfo Inc has $161.44 million in total holdings as of March 31, 2024.Family Cfo Inc owns shares of 64 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.41% of the portfolio was purchased this quarter.About 1.34% of the portfolio was sold this quarter.This quarter, Family Cfo Inc has purchased 66 new stocks and bought additional shares in 11 stocks.Family Cfo Inc sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $38,073,490Vanguard Dividend Appreciation ETF $17,602,103Vanguard Total International Stock ETF $15,925,118Vanguard Small-Cap Value ETF $13,968,856Vanguard Mortgage-Backed Securities ETF $11,130,079 Largest Purchases this Quarter Dimensional International Value ETF 6,025 shares (about $221.42K)Vanguard ESG International Stock ETF 3,515 shares (about $202.00K)Dimensional US Large Cap Value ETF 4,042 shares (about $121.22K)Dimensional International Small Cap Value ETF 1,478 shares (about $40.19K)Vanguard Mortgage-Backed Securities ETF 460 shares (about $20.98K) Largest Sales this Quarter Vanguard Total Stock Market ETF 2,125 shares (about $552.29K)Vanguard Short-Term Inflation-Protected Securities ETF 9,566 shares (about $458.12K)Vanguard Dividend Appreciation ETF 1,095 shares (about $199.96K)Vanguard FTSE All-World ex-US Small-Cap ETF 1,637 shares (about $191.27K)Vanguard FTSE Emerging Markets ETF 4,223 shares (about $176.39K) 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$38,073,490$552,287 ▼-1.4%146,49323.6%ETFVIGVanguard Dividend Appreciation ETF$17,602,103$199,957 ▼-1.1%96,39210.9%ETFVXUSVanguard Total International Stock ETF$15,925,118$155,092 ▼-1.0%264,0989.9%ETFVBRVanguard Small-Cap Value ETF$13,968,856$31,660 ▼-0.2%72,8008.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$11,130,079$20,981 ▲0.2%244,0276.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$9,882,210$191,267 ▼-1.9%84,5796.1%ETFVOOVanguard S&P 500 ETF$9,025,623$21,631 ▼-0.2%18,7765.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,067,513$88,481 ▼-1.2%87,7844.4%ETFVTVVanguard Value ETF$6,069,466$174,097 ▼-2.8%37,2683.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,441,175$458,116 ▼-9.4%92,7372.8%ManufacturingVUGVanguard Growth ETF$3,812,0150.0%11,0752.4%ETFVWOVanguard FTSE Emerging Markets ETF$3,124,814$176,395 ▼-5.3%74,8101.9%ETFVXFVanguard Extended Market ETF$2,523,5370.0%14,3981.6%ETFBEBloom Energy$2,261,185$67,440 ▼-2.9%201,1731.4%Oils/EnergyDFIVDimensional International Value ETF$1,917,799$221,419 ▲13.1%52,1851.2%ETFVEUVanguard FTSE All-World ex-US ETF$1,871,4630.0%31,9091.2%ETFVEAVanguard FTSE Developed Markets ETF$1,779,931$11,238 ▲0.6%35,4781.1%ETFVNQVanguard Real Estate ETF$1,722,422$6,227 ▲0.4%19,9171.1%ETFDFUVDimensional US Marketwide Value ETF$1,564,507$9,407 ▲0.6%38,2521.0%ETFBRK.BBerkshire Hathaway$1,530,2720.0%3,6390.9%FinanceVSGXVanguard ESG International Stock ETF$1,030,179$202,002 ▲24.4%17,9260.6%ETFESGVVanguard ESG US Stock ETF$849,334$1,118 ▼-0.1%9,1140.5%ETFVBVanguard Small-Cap ETF$645,5380.0%2,8240.4%ETFTSLATesla$560,770$2,813 ▼-0.5%3,1900.3%Auto/Tires/TrucksORCLOracle$330,6060.0%2,6320.2%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$253,715$121,219 ▲91.5%8,4600.2%ETFDISVDimensional International Small Cap Value ETF$171,215$40,187 ▲30.7%6,2970.1%ETFAMZNAmazon.com$169,016$18,940 ▼-10.1%9370.1%Retail/WholesaleAAPLApple$152,6170.0%8900.1%Computer and TechnologyMSFTMicrosoft$142,203$6,732 ▼-4.5%3380.1%Computer and TechnologyAMGNAmgen$142,1600.0%5000.1%MedicalBNDVanguard Total Bond Market ETF$141,120$10,967 ▲8.4%1,9430.1%ETFCOSTCostco Wholesale$139,2000.0%1900.1%Retail/WholesaleVNQIVanguard Global ex-U.S. Real Estate ETF$134,384$3,329 ▲2.5%3,1890.1%ETFWest Coast Cmnty Bancorp$130,0980.0%4,6480.1%COMCSCOCisco Systems$120,8320.0%2,4210.1%Computer and TechnologyAAgilent Technologies$120,4820.0%8280.1%Computer and TechnologyUBERUber Technologies$81,0700.0%1,0530.1%Computer and TechnologyWFCWells Fargo & Company$78,0720.0%1,3470.0%FinanceKEYSKeysight Technologies$72,7170.0%4650.0%Computer and TechnologyVOVanguard Mid-Cap ETF$70,7100.0%2830.0%ETFDFEVDimensional Emerging Markets Value ETF$65,341$20,924 ▲47.1%2,5170.0%ETFUPSUnited Parcel Service$59,4520.0%4000.0%TransportationFDXFedEx$57,9480.0%2000.0%TransportationLLYEli Lilly and Company$57,5690.0%740.0%MedicalMETAMeta Platforms$48,5580.0%1000.0%Computer and TechnologyGOOGAlphabet$42,6330.0%2800.0%Computer and TechnologyHDHome Depot$38,3600.0%1000.0%Retail/WholesaleZSZscaler$28,8950.0%1500.0%Computer and TechnologyBXBlackstone$24,172$13,137 ▼-35.2%1840.0%FinanceJNJJohnson & Johnson$23,7290.0%1500.0%MedicalCHTRCharter Communications$23,5410.0%810.0%Consumer DiscretionaryPEPPepsiCo$21,8760.0%1250.0%Consumer StaplesINTCIntel$17,6680.0%4000.0%Computer and TechnologyTAT&T$16,8430.0%9570.0%Computer and TechnologyIBMInternational Business Machines$15,3350.0%800.0%Computer and TechnologyAVGOBroadcom$13,2540.0%100.0%Computer and TechnologyHPQHP$12,0880.0%4000.0%Computer and TechnologySBUXStarbucks$10,5100.0%1150.0%Retail/WholesaleVRSNVeriSign$9,4760.0%500.0%Computer and TechnologyAMATApplied Materials$9,2800.0%450.0%Computer and TechnologyHPEHewlett Packard Enterprise$7,0920.0%4000.0%Computer and TechnologyWBDWarner Bros. Discovery$2,0170.0%2310.0%Consumer DiscretionaryKDKyndryl$3050.0%140.0%Business ServicesORLYO'Reilly Automotive$0$5,700 ▼-100.0%00.0%Retail/WholesaleENDVEndonovo Therapeutics$0$1 ▼-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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.