Family Cfo Inc Top Holdings and 13F Report (2025) About Family Cfo IncInvestment ActivityFamily Cfo Inc has $181.64 million in total holdings as of December 31, 2024.Family Cfo Inc owns shares of 92 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.65% of the portfolio was purchased this quarter.About 0.52% of the portfolio was sold this quarter.This quarter, Family Cfo Inc has purchased 64 new stocks and bought additional shares in 24 stocks.Family Cfo Inc sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $43,281,707Vanguard Dividend Appreciation ETF $19,454,685Vanguard Total International Stock ETF $16,337,093Vanguard Small-Cap Value ETF $14,863,686Vanguard Mortgage-Backed Securities ETF $11,877,646 Largest New Holdings this Quarter Vanguard Ultra-Short Bond ETF $313,598 HoldingIntuit $234,431 HoldingWest Coast Cmnty Bancorp $193,589 HoldingSPDR S&P Biotech ETF $173,005 HoldingSPDR S&P 500 ETF Trust $112,527 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 62,843 shares (about $3.04M)Vanguard Total Stock Market ETF 3,624 shares (about $1.05M)Vanguard Mortgage-Backed Securities ETF 21,005 shares (about $952.37K)Vanguard Total International Stock ETF 16,123 shares (about $950.13K)Vanguard Dividend Appreciation ETF 3,093 shares (about $605.70K) Largest Sales this Quarter Bloom Energy 25,334 shares (about $562.67K)Vanguard FTSE Emerging Markets ETF 1,758 shares (about $77.42K)Dimensional US Large Cap Value ETF 1,556 shares (about $46.73K)Vanguard FTSE All-World ex-US ETF 505 shares (about $28.99K)Vanguard Real Estate ETF 207 shares (about $18.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFamily Cfo Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$43,281,707$1,050,272 ▲2.5%149,34523.8%ETFVIGVanguard Dividend Appreciation ETF$19,454,685$605,701 ▲3.2%99,34510.7%ETFVXUSVanguard Total International Stock ETF$16,337,093$950,128 ▲6.2%277,2299.0%ETFVBRVanguard Small-Cap Value ETF$14,863,686$490,495 ▲3.4%75,0018.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$11,877,646$952,368 ▲8.7%261,9686.5%ETFVOOVanguard S&P 500 ETF$10,040,724$17,781 ▼-0.2%18,6355.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$10,039,964$328,213 ▲3.4%87,7015.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,037,768$3,042,858 ▲60.9%166,0014.4%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$7,737,344$391,238 ▲5.3%96,3914.3%ETFVTVVanguard Value ETF$6,215,676$129,853 ▲2.1%36,7143.4%ETFVUGVanguard Growth ETF$4,621,965$80,857 ▲1.8%11,2612.5%ETFBEBloom Energy$3,624,072$562,668 ▼-13.4%163,1732.0%EnergyVWOVanguard FTSE Emerging Markets ETF$3,188,672$77,422 ▼-2.4%72,4041.8%ETFVXFVanguard Extended Market ETF$2,735,3320.0%14,3981.5%ETFDFIVDimensional International Value ETF$2,189,966$269,577 ▲14.0%61,7241.2%ETFDFUVDimensional US Marketwide Value ETF$1,910,064$347,288 ▲22.2%46,6781.1%ETFVNQVanguard Real Estate ETF$1,816,430$18,440 ▼-1.0%20,3911.0%ETFVEUVanguard FTSE All-World ex-US ETF$1,790,388$28,992 ▼-1.6%31,1861.0%ETFVEAVanguard FTSE Developed Markets ETF$1,689,863$8,895 ▲0.5%35,3380.9%ETFBRK.BBerkshire Hathaway$1,649,4860.0%3,6390.9%FinanceTSLATesla$1,285,423$2,827 ▼-0.2%3,1830.7%Auto/Tires/TrucksESGVVanguard ESG US Stock ETF$1,003,378$85,276 ▲9.3%9,5660.6%ETFVSGXVanguard ESG International Stock ETF$995,472$13,948 ▲1.4%17,5570.5%ETFVBVanguard Small-Cap ETF$714,593$36,042 ▲5.3%2,9740.4%ETFORCLOracle$438,5960.0%2,6320.2%Computer and TechnologyAAPLApple$377,383$154,509 ▲69.3%1,5070.2%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$313,598$313,598 ▲New Holding6,3200.2%ETFINTUIntuit$234,431$234,431 ▲New Holding3730.1%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$207,327$46,727 ▼-18.4%6,9040.1%ETFAMZNAmazon.com$200,084$5,485 ▼-2.7%9120.1%Retail/WholesaleWest Coast Cmnty Bancorp$193,589$193,589 ▲New Holding4,6480.1%COMCOSTCostco Wholesale$174,0910.0%1900.1%Retail/WholesaleXBISPDR S&P Biotech ETF$173,005$173,005 ▲New Holding1,9210.1%ETFDISVDimensional International Small Cap Value ETF$167,3110.0%6,2970.1%ETFBNDVanguard Total Bond Market ETF$154,822$15,101 ▲10.8%2,1530.1%ETFCSCOCisco Systems$143,3230.0%2,4210.1%Computer and TechnologyVNQIVanguard Global ex-U.S. Real Estate ETF$137,490$11,316 ▲9.0%3,4750.1%ETFMSFTMicrosoft$130,665$11,802 ▼-8.3%3100.1%Computer and TechnologyAMGNAmgen$130,3200.0%5000.1%MedicalVOVanguard Mid-Cap ETF$123,877$49,128 ▲65.7%4690.1%ETFSPYSPDR S&P 500 ETF Trust$112,527$112,527 ▲New Holding1920.1%FinanceAAgilent Technologies$111,2340.0%8280.1%MedicalWFCWells Fargo & Company$94,6130.0%1,3470.1%FinanceDFEVDimensional Emerging Markets Value ETF$79,416$13,446 ▲20.4%3,0300.0%ETFKEYSKeysight Technologies$74,6930.0%4650.0%Computer and TechnologyUBERUber Technologies$63,5170.0%1,0530.0%Computer and TechnologyMETAMeta Platforms$63,235$4,684 ▲8.0%1080.0%Computer and TechnologyFDXFedEx$56,2660.0%2000.0%TransportationLLYEli Lilly and Company$54,812$2,316 ▼-4.1%710.0%MedicalGOOGAlphabet$53,3230.0%2800.0%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$49,710$49,710 ▲New Holding1,4910.0%ETFHDHome Depot$38,8990.0%1000.0%Retail/WholesaleBXBlackstone$31,7250.0%1840.0%FinanceCHTRCharter Communications$27,7640.0%810.0%Consumer DiscretionaryZSZscaler$27,0620.0%1500.0%Computer and TechnologyAVGOBroadcom$23,184$20,866 ▲900.0%1000.0%Computer and TechnologyTAT&T$21,7910.0%9570.0%Computer and TechnologyJNJJohnson & Johnson$21,6930.0%1500.0%MedicalRTXRTX$21,524$21,524 ▲New Holding1860.0%AerospaceFTCSFirst Trust Capital Strength ETF$19,145$19,145 ▲New Holding2180.0%ETFPEPPepsiCo$19,0080.0%1250.0%Consumer StaplesIBMInternational Business Machines$18,101$221 ▲1.2%820.0%Computer and TechnologyHPQHP$13,0520.0%4000.0%Computer and TechnologyCARRCarrier Global$12,696$12,696 ▲New Holding1860.0%Computer and TechnologyUPSUnited Parcel Service$12,6100.0%1000.0%TransportationSBUXStarbucks$10,4940.0%1150.0%Retail/WholesaleVRSNVeriSign$10,3480.0%500.0%Computer and TechnologyOTISOtis Worldwide$8,613$8,613 ▲New Holding930.0%ConstructionHPEHewlett Packard Enterprise$8,5400.0%4000.0%Computer and TechnologyAMATApplied Materials$7,3180.0%450.0%Computer and TechnologyNVDANVIDIA$6,715$6,715 ▲New Holding500.0%Computer and TechnologyJPMJPMorgan Chase & Co.$5,034$5,034 ▲New Holding210.0%FinanceSAPSAP$4,432$4,432 ▲New Holding180.0%Computer and TechnologyGOOGLAlphabet$4,165$4,165 ▲New Holding220.0%Computer and TechnologyVVisa$3,792$3,792 ▲New Holding120.0%Business ServicesCRMSalesforce$3,678$3,678 ▲New Holding110.0%Computer and TechnologyETNEaton$3,651$3,651 ▲New Holding110.0%IndustrialsABBVAbbVie$3,554$3,554 ▲New Holding200.0%MedicalWRBW. R. Berkley$3,511$3,511 ▲New Holding600.0%FinanceSYKStryker$3,240$3,240 ▲New Holding90.0%MedicalBlock Inc$3,230$3,230 ▲New Holding380.0%COMBlackRock Inc$3,075$3,075 ▲New Holding30.0%COMCTASCintas$2,923$2,923 ▲New Holding160.0%Business ServicesBURLBurlington Stores$2,851$2,851 ▲New Holding100.0%Retail/WholesaleMLMMartin Marietta Materials$2,583$2,583 ▲New Holding50.0%ConstructionPANWPalo Alto Networks$2,547$2,547 ▲New Holding140.0%Computer and TechnologyWBDWarner Bros. Discovery$2,4420.0%2310.0%Consumer DiscretionarySHWSherwin-Williams$2,380$2,380 ▲New Holding70.0%Basic MaterialsEAElectronic Arts$2,341$2,341 ▲New Holding160.0%Consumer DiscretionaryTXNTexas Instruments$2,250$2,250 ▲New Holding120.0%Computer and TechnologyKDKyndryl$4840.0%140.0%Business ServicesENDVEndonovo Therapeutics$0New Holding600.0%MedicalWest Coast Cmnty Bancorp$0$161,472 ▼-100.0%00.0%COMINTCIntel$0$12,388 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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