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CIK: 0001911695
Total reported value
$259.9M
$259.9M
64 檔
37.2%
According to the latest 13F quarterly dataset, Family CFO Inc managed an equity portfolio of $259.9M at the end of Q1 2024, spanning 64 distinct U.S. exchange-listed positions.
During Q1 2024, Family CFO Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.58% | -0.25% | -1.43% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 10.90% | -0.55% | -1.12% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.86% | -0.47% | -0.96% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 8.65% | -0.35% | -0.23% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 6.89% | -0.54% | +0.19% | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 6.12% | -0.48% | -1.90% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.59% | -0.08% | -0.24% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.38% | -0.33% | -1.24% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.76% | -0.16% | -2.79% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.75% | -0.33% | -9.35% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.36% | +0.04% | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.94% | -0.08% | -5.34% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.56% | — | — | |
| 14 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.40% | +3.23% | -2.90% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.19% | -0.19% | +13.05% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.16% | -0.05% | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.10% | -0.04% | +0.64% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.07% | -0.06% | +0.36% | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.97% | -0.04% | +0.60% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.12% | — | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.64% | — | +24.39% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.53% | +0.02% | -0.13% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | — | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.01% | -0.50% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.20% | -0.01% | — | |
| 26 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.16% | — | +91.49% | |
| 27 | DISV | Dimensional International Sm | ETF-Other | 0.11% | -0.01% | +30.67% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | +0.08% | NEW | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.09% | — | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | -4.52% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.09% | — | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | — | +8.43% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | — | — | |
| 34 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.08% | -0.03% | +2.54% | |
| 35 | ✓ | Stock-Other | 0.08% | — | — | ||
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.07% | — | — | |
| 37 | A | Agilent Technologies Inc | Stock-Healthcare | 0.07% | — | — | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.05% | — | — | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.05% | — | — | |
| 40 | KEYS | Keysight Technologies In | Stock-Tech | 0.05% | — | — | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.04% | — | — | |
| 42 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.04% | — | +47.11% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.04% | — | — | |
| 44 | FDX | Fedex CORP | Stock-Industrials | 0.04% | — | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | — | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | — | — | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.02% | — | — | |
| 49 | ZS | Zscaler Inc | Stock-Tech | 0.02% | — | — | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.01% | — | -35.21% |
According to official SEC Form 13F filings, Family CFO Inc reported a total U.S. public equity portfolio value of $259.9M across 64 disclosed positions in Q1 2024.
During Q1 2024, Family CFO Inc's top holdings by market value included VTI (23.6%)、VIG (10.9%)、VXUS (9.9%). The largest single position, VTI, represented 23.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VIG, VXUS) accounted for 37.2% of total reported equity market value during Q1 2024.
In Q1 2024, Family CFO Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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