§ 13F · FUND PROFILE
Family CFO Inc.
AUM · $260M (13F)Positions · 47Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ETF | 154K | $57M | 21.9% | ±0% |
| 2 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 104K | $25M | 9.5% | ±0% |
| 3 | VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 271K | $23M | 8.9% | ±0% |
| 4 | BE | Bloom Energy Corporation Com C L A | 68K | $21M | 7.9% | −12% |
| 5 | VBR | VANGUARD SMALL CAP VALUE ETF | 73K | $18M | 6.9% | −1% |
| 6 | VMBS | VANGUARD MORTGAGE-BACK SEC ETF | 347K | $16M | 6.2% | +7% |
| 7 | VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 83K | $13M | 4.9% | ±0% |
| 8 | VOO | Vanguard S&P 500 ETF | 17K | $11M | 4.4% | ±0% |
| 9 | VCIT | VANGUARD INT-TERM CORP ETF | 120K | $10M | 3.8% | +7% |
| 10 | VTIP | VANGUARD STRM INFPROIDX ETF | 163K | $8M | 3.2% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FAMILY SIGNAL
AC read
Family CFO Inc is a Other fund managing $260 million in assets. The fund runs a portfolio of 47 positions.
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