§ 13F · FUND PROFILE
Family CFO Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $199.7T (13F)Positions · 90Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ETF | 155K | $52.0T | 23.3% | ±0% |
| 2 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 104K | $22.8T | 10.2% | ±0% |
| 3 | VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 274K | $20.7T | 9.2% | ±0% |
| 4 | VBR | VANGUARD SMALL CAP VALUE ETF | 77K | $16.2T | 7.2% | ±0% |
| 5 | VMBS | VANGUARD MORTGAGE-BACK SEC ETF | 313K | $14.8T | 6.6% | +5% |
| 6 | VOO | Vanguard S&P 500 ETF | 19K | $12.1T | 5.4% | ±0% |
| 7 | VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 84K | $12.0T | 5.4% | −2% |
| 8 | VCIT | VANGUARD INT-TERM CORP ETF | 120K | $10.0T | 4.5% | +3% |
| 9 | VTIP | VANGUARD STRM INFPROIDX ETF | 158K | $7.8T | 3.5% | +4% |
| 10 | BE | Bloom Energy Corporation Com C L A | 84K | $7.3T | 3.3% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FAMILY SIGNAL
AC read
Family CFO Inc is a Other fund managing $199662.2 trillion in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed