13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001911695
Total reported value
$259.9M
$259.9M
92 檔
40.7%
At the close of Q4 2024, Family CFO Inc disclosed equity holdings valued at approximately $259.9M, spread across 92 reported holdings.
In Q4 2024, Family CFO Inc displayed an active expansion posture, initiating 5 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VIG, VXUS) accounted for 40.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.83% | -0.25% | +2.33% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 10.71% | -0.55% | +3.36% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.99% | -0.47% | +6.63% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 8.18% | -0.35% | +3.11% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 6.54% | -0.54% | +11.83% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.53% | -0.08% | — | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 5.53% | -0.48% | +2.28% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 4.43% | -0.33% | -3.58% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.26% | -0.33% | +3.37% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.42% | -0.16% | +2.70% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.54% | +0.04% | +1.30% | |
| 12 | BE | Bloom Energy Corp- A | Stock-Industrials | 2.00% | +3.23% | -13.74% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.76% | -0.08% | -0.38% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.51% | — | — | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.21% | -0.19% | +14.05% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.05% | -0.04% | +20.45% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.00% | -0.06% | -0.08% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.99% | -0.05% | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.93% | -0.04% | +0.02% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.12% | — | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.01% | -0.22% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.55% | +0.02% | +9.29% | |
| 23 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.55% | — | +0.01% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | — | +4.13% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.24% | -0.01% | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.21% | — | +69.33% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.17% | -0.01% | — | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.13% | — | — | |
| 29 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.11% | — | -18.39% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | +0.08% | NEW | |
| 31 | WCCB | West Coast Community Bancorp | Stock-Other | 0.11% | -0.01% | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | — | — | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.10% | — | +34.24% | |
| 34 | DISV | Dimensional International Sm | ETF-Other | 0.09% | -0.01% | — | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.09% | — | +10.81% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.08% | — | — | |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.08% | -0.03% | +8.97% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.07% | — | -8.28% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.07% | — | — | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.07% | — | +65.72% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | +36.17% | |
| 42 | A | Agilent Technologies Inc | Stock-Healthcare | 0.06% | — | — | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.05% | — | — | |
| 44 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.04% | — | +20.38% | |
| 45 | KEYS | Keysight Technologies In | Stock-Tech | 0.04% | — | — | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.03% | — | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | +8.00% | |
| 48 | FDX | Fedex CORP | Stock-Industrials | 0.03% | — | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.03% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | — | — |
According to official SEC Form 13F filings, Family CFO Inc reported a total U.S. public equity portfolio value of $259.9M across 92 disclosed positions in Q4 2024.
During Q4 2024, Family CFO Inc's top holdings by market value included VTI (23.8%)、VIG (10.7%)、VXUS (9.0%). The largest single position, VTI, represented 23.8% 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.
Top New Position Initiated
INTU
市值: $234.4K
Top Position Liquidated / Trimmed
IWD
前期市值: $118.2K
In Q4 2024, Family CFO Inc made 38 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 8 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.