Family Cfo Inc Top Holdings and 13F Report (2025) About Family Cfo IncInvestment ActivityFamily Cfo Inc has $182.26 million in total holdings as of March 31, 2025.Family Cfo Inc owns shares of 65 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.57% of the portfolio was purchased this quarter.About 0.60% of the portfolio was sold this quarter.This quarter, Family Cfo Inc has purchased 92 new stocks and bought additional shares in 17 stocks.Family Cfo Inc sold shares of 5 stocks and completely divested from 31 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $41,702,634Vanguard Dividend Appreciation ETF $19,720,191Vanguard Total International Stock ETF $17,323,533Vanguard Small-Cap Value ETF $14,245,552Vanguard Mortgage-Backed Securities ETF $12,253,656 Largest New Holdings this Quarter 25434V591 - DIMENSNL ULTRASHRT FIXED INCM ETF $481,073 Holding922040845 - Vanguard 0-3 Month Treasury Bill ETF $406,999 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $176,747 Holding921946810 - Vanguard International Dividend Appreciation ETF $43,295 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 2,389 shares (about $656.59K)Vanguard Intermediate-Term Corporate Bond ETF 6,552 shares (about $535.69K)DIMENSNL ULTRASHRT FIXED INCM ETF 9,483 shares (about $481.07K)Vanguard Dividend Appreciation ETF 2,311 shares (about $448.31K)Vanguard Short-Term Inflation-Protected Securities ETF 8,936 shares (about $445.91K) Largest Sales this Quarter Bloom Energy 16,000 shares (about $314.56K)Vanguard FTSE All-World ex-US Small-Cap ETF 1,989 shares (about $229.93K)Vanguard FTSE Emerging Markets ETF 619 shares (about $28.02K)Vanguard Real Estate ETF 269 shares (about $24.36K)Vanguard Global ex-U.S. Real Estate ETF 146 shares (about $5.91K) 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$41,702,634$656,594 ▲1.6%151,73422.9%ETFVIGVanguard Dividend Appreciation ETF$19,720,191$448,310 ▲2.3%101,65610.8%ETFVXUSVanguard Total International Stock ETF$17,323,533$107,619 ▲0.6%278,9629.5%ETFVBRVanguard Small-Cap Value ETF$14,245,552$273,659 ▲2.0%76,4707.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$12,253,656$121,934 ▲1.0%264,6016.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$9,908,261$229,927 ▼-2.3%85,7125.4%ETFVOOVanguard S&P 500 ETF$9,826,473$249,760 ▲2.6%19,1215.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,729,356$445,906 ▲5.4%174,9374.8%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$8,416,583$535,689 ▲6.8%102,9434.6%ETFVTVVanguard Value ETF$6,378,912$36,966 ▲0.6%36,9283.5%ETFVUGVanguard Growth ETF$4,297,433$121,629 ▲2.9%11,5892.4%ETFVWOVanguard FTSE Emerging Markets ETF$3,248,989$28,016 ▼-0.9%71,7851.8%ETFBEBloom Energy$2,893,421$314,560 ▼-9.8%147,1731.6%EnergyVXFVanguard Extended Market ETF$2,548,242$68,043 ▲2.7%14,7931.4%ETFDFIVDimensional International Value ETF$2,434,810$5,353 ▲0.2%61,8601.3%ETFDFUVDimensional US Marketwide Value ETF$2,037,999$114,399 ▲5.9%49,4541.1%ETFBRK.BBerkshire Hathaway$1,938,0590.0%3,6391.1%FinanceVEAVanguard FTSE Developed Markets ETF$1,917,409$121,179 ▲6.7%37,7221.1%ETFVEUVanguard FTSE All-World ex-US ETF$1,891,7430.0%31,1861.0%ETFVNQVanguard Real Estate ETF$1,821,846$24,355 ▼-1.3%20,1221.0%ETFVSGXVanguard ESG International Stock ETF$1,037,071$1,534 ▲0.1%17,5830.6%ETFESGVVanguard ESG US Stock ETF$947,079$10,089 ▲1.1%9,6690.5%ETFTSLATesla$824,9060.0%3,1830.5%Auto/Tires/TrucksVBVanguard Small-Cap ETF$659,4850.0%2,9740.4%ETFVUSBVanguard Ultra-Short Bond ETF$575,626$260,542 ▲82.7%11,5460.3%ETFDIMENSNL ULTRASHRT FIXED INCM ETF$481,073$481,073 ▲New Holding9,4830.3%COMVanguard 0-3 Month Treasury Bill ETF$406,999$406,999 ▲New Holding5,3950.2%COMORCLOracle$367,9800.0%2,6320.2%Computer and TechnologyAAPLApple$334,7500.0%1,5070.2%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$211,0550.0%6,9040.1%ETFDISVDimensional International Small Cap Value ETF$183,3690.0%6,2970.1%ETFWest Coast Cmnty Bancorp$183,0850.0%4,6480.1%COMCOSTCostco Wholesale$179,6980.0%1900.1%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$176,747$176,747 ▲New Holding2,2390.1%ETFAMZNAmazon.com$173,5170.0%9120.1%Retail/WholesaleBNDVanguard Total Bond Market ETF$158,1380.0%2,1530.1%ETFXBISPDR S&P Biotech ETF$155,7930.0%1,9210.1%ETFAMGNAmgen$155,7750.0%5000.1%MedicalCSCOCisco Systems$149,4000.0%2,4210.1%Computer and TechnologyVNQIVanguard Global ex-U.S. Real Estate ETF$134,710$5,908 ▼-4.2%3,3290.1%ETFVOVanguard Mid-Cap ETF$121,2930.0%4690.1%ETFMSFTMicrosoft$116,3710.0%3100.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$107,4030.0%1920.1%FinanceAAgilent Technologies$96,8590.0%8280.1%MedicalWFCWells Fargo & Company$96,7010.0%1,3470.1%FinanceDFEVDimensional Emerging Markets Value ETF$81,9620.0%3,0300.0%ETFUBERUber Technologies$76,7220.0%1,0530.0%Computer and TechnologyKEYSKeysight Technologies$69,6430.0%4650.0%Computer and TechnologyMETAMeta Platforms$62,2470.0%1080.0%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$53,1540.0%1,4910.0%ETFFDXFedEx$48,7560.0%2000.0%TransportationGOOGAlphabet$43,7440.0%2800.0%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$43,295$43,295 ▲New Holding5220.0%ETFHDHome Depot$36,6490.0%1000.0%Retail/WholesaleTAT&T$27,0640.0%9570.0%Computer and TechnologyJNJJohnson & Johnson$24,8760.0%1500.0%MedicalRTXRTX$24,6380.0%1860.0%AerospaceFTCSFirst Trust Capital Strength ETF$19,5420.0%2180.0%ETFPEPPepsiCo$18,7430.0%1250.0%Consumer StaplesAVGOBroadcom$16,7430.0%1000.0%Computer and TechnologySBUXStarbucks$11,2800.0%1150.0%Retail/WholesaleHPQHP$11,0760.0%4000.0%Computer and TechnologyUPSUnited Parcel Service$10,9990.0%1000.0%TransportationHPEHewlett Packard Enterprise$6,1720.0%4000.0%Computer and TechnologyWBDWarner Bros. Discovery$2,4790.0%2310.0%Consumer DiscretionaryINTUIntuit$0$234,431 ▼-100.0%00.0%Computer and TechnologyLLYEli Lilly and Company$0$54,812 ▼-100.0%00.0%MedicalBXBlackstone$0$31,725 ▼-100.0%00.0%FinanceCHTRCharter Communications$0$27,764 ▼-100.0%00.0%Consumer DiscretionaryZSZscaler$0$27,062 ▼-100.0%00.0%Computer and TechnologyIBMInternational Business Machines$0$18,101 ▼-100.0%00.0%Computer and TechnologyCARRCarrier Global$0$12,696 ▼-100.0%00.0%Computer and TechnologyVRSNVeriSign$0$10,348 ▼-100.0%00.0%Computer and TechnologyOTISOtis Worldwide$0$8,613 ▼-100.0%00.0%ConstructionAMATApplied Materials$0$7,318 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$6,715 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$5,034 ▼-100.0%00.0%FinanceSAPSAP$0$4,432 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$4,165 ▼-100.0%00.0%Computer and TechnologyVVisa$0$3,792 ▼-100.0%00.0%Business ServicesCRMSalesforce$0$3,678 ▼-100.0%00.0%Computer and TechnologyETNEaton$0$3,651 ▼-100.0%00.0%IndustrialsABBVAbbVie$0$3,554 ▼-100.0%00.0%MedicalWRBW. R. Berkley$0$3,511 ▼-100.0%00.0%FinanceSYKStryker$0$3,240 ▼-100.0%00.0%MedicalBlock Inc$0$3,230 ▼-100.0%00.0%COMBlackRock Inc$0$3,075 ▼-100.0%00.0%COMCTASCintas$0$2,923 ▼-100.0%00.0%Business ServicesBURLBurlington Stores$0$2,851 ▼-100.0%00.0%Retail/WholesaleMLMMartin Marietta Materials$0$2,583 ▼-100.0%00.0%ConstructionPANWPalo Alto Networks$0$2,547 ▼-100.0%00.0%Computer and TechnologySHWSherwin-Williams$0$2,380 ▼-100.0%00.0%Basic MaterialsEAElectronic Arts$0$2,341 ▼-100.0%00.0%Consumer DiscretionaryTXNTexas Instruments$0$2,250 ▼-100.0%00.0%Computer and TechnologyKDKyndryl$0$484 ▼-100.0%00.0%Business ServicesENDVEndonovo Therapeutics$0-100.0%00.0%MedicalShowing 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. 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