§ 13F · FUND PROFILE
Family CFO Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $217M (13F)Positions · 34Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ETF | 154K | $50M | 22.2% | ±0% |
| 2 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 104K | $22M | 10.0% | ±0% |
| 3 | VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 272K | $21M | 9.4% | −1% |
| 4 | VBR | VANGUARD SMALL CAP VALUE ETF | 74K | $16M | 7.2% | −3% |
| 5 | VMBS | VANGUARD MORTGAGE-BACK SEC ETF | 323K | $15M | 6.8% | +3% |
| 6 | VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 83K | $12M | 5.4% | −1% |
| 7 | BE | Bloom Energy Corporation Com C L A | 77K | $10M | 4.7% | −8% |
| 8 | VOO | Vanguard S&P 500 ETF | 17K | $10M | 4.5% | −13% |
| 9 | VCIT | VANGUARD INT-TERM CORP ETF | 112K | $9M | 4.1% | −7% |
| 10 | VTIP | VANGUARD STRM INFPROIDX ETF | 156K | $8M | 3.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FAMILY SIGNAL
AC read
Family CFO Inc is a Other fund managing $217 million in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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