Family CFO Inc
CIK 0001911695 · LOS ALTOS, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$259.9M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
Vanguard Total Stock Market ETF
21.9%
VIG
VANGUARD DIVIDEND APPRECIATION ETF
9.5%
VXUS
VANGUARD TOTAL INTL STOCK INDEX FUND ETF
8.9%
BE
Bloom Energy Corporation Com C L A
7.9%
VBR
VANGUARD SMALL CAP VALUE ETF
6.9%
VMBS
VANGUARD MORTGAGE-BACK SEC ETF
6.2%
VSS
Vanguard FTSE All-World ex-US Sm-Cap Index Fund
4.9%
VOO
Vanguard S&P 500 ETF
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.