The Analysis of Family CFO Inc's Holdings
Currently, Family CFO Inc holds 87 types of securities in its portfolio with a total value $223.6M. In the most recent quarter, they have increased their positions in N/A (+19.9K shares, valued at $979.2K), VMBS (+16.2K shares, valued at $763.4K), DUSB (+13.1K shares, valued at $664.8K); decreased their positions in BE (-20.3K shares, valued at $1.8M), VSS (-2.0K shares, valued at $286.1K), VWO (-5.0K shares, valued at $271.3K); initiated new positions in N/A (+19.9K shares, valued at $979.2K), BNDX (+8.4K shares, valued at $405.6K), N/A (+4.6K shares, valued at $204.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI Vanguard Total Stock Market ETF155.1K shares-0.19%2025-12-312026-01-23
VIG VANGUARD DIVIDEND APPRECIATION ETF103.8K shares0.01%2025-12-312026-01-23 VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF273.8K shares-0.24%2025-12-312026-01-23 VBR VANGUARD SMALL CAP VALUE ETF76.5K shares-0.29%2025-12-312026-01-23 VMBS VANGUARD MORTGAGE-BACK SEC ETF313.4K shares5.46%2025-12-312026-01-23 VSS Vanguard FTSE All-World ex-US Sm-Cap Index Fund83.7K shares-2.33%2025-12-312026-01-23 VCIT VANGUARD INT-TERM CORP ETF120.0K shares2.51%2025-12-312026-01-23 VTIP VANGUARD STRM INFPROIDX ETF157.9K shares3.91%2025-12-312026-01-23 BE Bloom Energy Corporation Com C L A83.9K shares-19.50%2025-12-312026-01-23 VTV VANGUARD VALUE ETF37.2K shares-0.66%2025-12-312026-01-23 VUG VANGUARD GROWTH ETF11.8K shares0.00%2025-12-312026-01-23 VWO VANGUARD FTSE EMR MKT ETF67.0K shares-7.01%2025-12-312026-01-23 DFIV DIMENSIONAL ETF INTERNATIONAL VALUE64.3K shares0.15%2025-12-312026-01-23 VXF VANGUARD EXTEND MKT ETF15.1K shares0.81%2025-12-312026-01-23 DFUV DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF55.4K shares0.00%2025-12-312026-01-23 VEA VANGUARD FTSE DEV MKT ETF38.8K shares0.00%2025-12-312026-01-23 VEU VANGUARD ALLWRLD EX US ETF28.8K shares-0.24%2025-12-312026-01-23 DUSB DIMENSNL ULTRASHRT FIXED INCM ETF38.9K shares50.89%2025-12-312026-01-23 VNQ Vanguard Real Estate ETF21.7K shares7.41%2025-12-312026-01-23 TSLA Tesla Inc.2.8K shares0.00%2025-12-312026-01-23 VSGX Vanguard EST International Stock ETF16.6K shares0.01%2025-12-312026-01-23 ESGV Vanguard ESG US Stock ETF9.4K shares0.00%2025-12-312026-01-23 VBIL Vanguard 0-3 Month Treasury Bill ETF14.3K shares-6.51%2025-12-312026-01-23 DFEV DIMENSIONAL ETF TR EMERGING MKTS VA17.3K shares0.00%2025-12-312026-01-23 VUSB Vanguard Ultra-Short Bond ETF11.6K shares-29.12%2025-12-312026-01-23 VB Vanguard Small Cap ETF2.2K shares-30.09%2025-12-312026-01-23 AAPL Apple1.5K shares0.00%2025-12-312026-01-23 BNDX Vanguard Total International Bond ETF8.4K sharesnew addition2025-12-312026-01-23 DFSV Dimensional US Small Cap Value ETF11.2K shares5.37%2025-12-312026-01-23 ORCL Oracle Corp Com1.6K shares-40.65%2025-12-312026-01-23 DISV International Small Cap Value ETF6.3K shares0.00%2025-12-312026-01-23 DFLV Dimensional ETF US Large Cap Value6.9K shares0.00%2025-12-312026-01-23 AMZN Amazon.com912 shares0.00%2025-12-312026-01-23 VGT Vanguard Information Technology ETF266 sharesnew addition2025-12-312026-01-23 CSCO Cisco Systems, Inc.2.4K sharesnew addition2025-12-312026-01-23 VNQI VANGUARD GLB EX US ETF3.9K sharesnew addition2025-12-312026-01-23 VCSH Vanguard Short-Term Corporate Bond ETF2.1K sharesnew addition2025-12-312026-01-23 BND Vanguard Total Bond Market2.3K sharesnew addition2025-12-312026-01-23 COST Costco Wholesale Corp190 sharesnew addition2025-12-312026-01-23 MSFT Microsoft Corp Com310 sharesnew addition2025-12-312026-01-23 VO VANGUARD MID CAP ETF469 sharesnew addition2025-12-312026-01-23 AMGN Amgen Inc396 sharesnew addition2025-12-312026-01-23 WFC Wells Fargo & Company1.3K sharesnew addition2025-12-312026-01-23 A Agilent Technologies, Inc.828 sharesnew addition2025-12-312026-01-23 KEYS Keysight Technologies, Inc.465 sharesnew addition2025-12-312026-01-23 Google Inc Google Inc280 sharesnew addition2025-12-312026-01-23 UBER Uber Technologies Inc1.1K sharesnew addition2025-12-312026-01-23 SPY Spdr Tr Unit Ser 1116 sharesnew addition2025-12-312026-01-23 LLY Eli Lilly & Co69 sharesnew addition2025-12-312026-01-23 VIGI Vanguard Intl Div Apprec ETF809 sharesnew addition2025-12-312026-01-23 META Meta Platforms Inc Com Cl A108 sharesnew addition2025-12-312026-01-23 XBI SPDR S&P Biotech ETF526 sharesnew addition2025-12-312026-01-23 GSIE Goldman Sachs ActiveBeta Intl Eq ETF1.5K sharesnew addition2025-12-312026-01-23 FDX Federal Express Corp139 sharesnew addition2025-12-312026-01-23 Broadcom Inc Broadcom Inc100 sharesnew addition2025-12-312026-01-23 HD Home Depot Inc.100 sharesnew addition2025-12-312026-01-23 RTX Rtx Corp186 sharesnew addition2025-12-312026-01-23 ZS Zscaler Inc150 sharesnew addition2025-12-312026-01-23 JNJ Johnson & Johnson150 sharesnew addition2025-12-312026-01-23 Blackstone Inc Blackstone Inc184 sharesnew addition2025-12-312026-01-23 IBM International Business Machines84 sharesnew addition2025-12-312026-01-23 FTCS First Trust Capital Strength ETF218 sharesnew addition2025-12-312026-01-23 PEP Pepsico, Inc125 sharesnew addition2025-12-312026-01-23 VRSN VeriSign, Inc.50 sharesnew addition2025-12-312026-01-23 AMAT Applied Materials45 sharesnew addition2025-12-312026-01-23 CARR Carrier Global Corp-Wi186 sharesnew addition2025-12-312026-01-23 SBUX Starbucks Corporation115 sharesnew addition2025-12-312026-01-23 NVDA NVIDIA CORP COM50 sharesnew addition2025-12-312026-01-23 OTIS OTIS Worldwide Corp-Wi93 sharesnew addition2025-12-312026-01-23 JPM JP Morgan Chase21 sharesnew addition2025-12-312026-01-23 ABBV Abbvie Inc20 sharesnew addition2025-12-312026-01-23 SAP SAP SE ADR18 sharesnew addition2025-12-312026-01-23 V Visa Inc12 sharesnew addition2025-12-312026-01-23 WRB WR Berkley Corp60 sharesnew addition2025-12-312026-01-23 BlackRock Inc BlackRock Inc3 sharesnew addition2025-12-312026-01-23 SYK Stryker Corp9 sharesnew addition2025-12-312026-01-23 CTAS Cintas Corp16 sharesnew addition2025-12-312026-01-23 CRM Salesforce.com11 sharesnew addition2025-12-312026-01-23 BURL Burlington Stores Inc10 sharesnew addition2025-12-312026-01-23 PANW Palo Alto Networks14 sharesnew addition2025-12-312026-01-23 KD Kyndryl Hldgs Inc Com14 sharesnew addition2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available