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CIK: 0001911695
Total reported value
$259.9M
$259.9M
90 檔
43.9%
In Q2 2025, Family CFO Inc's U.S. equity holdings reached a combined market value of $259.9M, distributed across 90 disclosed stock positions.
In Q2 2025, Family CFO Inc displayed an active expansion posture, initiating 10 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VIG, VXUS) accounted for 43.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.42% | -0.25% | +1.38% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 10.53% | -0.55% | +1.10% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.42% | -0.47% | -2.46% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.40% | -0.35% | -0.87% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 6.38% | -0.54% | +3.86% | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 5.78% | -0.48% | +0.19% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.48% | -0.08% | +0.70% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.28% | -0.33% | +0.05% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.88% | -0.33% | -11.94% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.24% | -0.16% | -1.01% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.60% | +0.04% | +2.04% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.78% | -0.08% | +0.29% | |
| 13 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.69% | +3.23% | -4.08% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.44% | — | +0.64% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.35% | -0.19% | +1.60% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.13% | -0.04% | +7.56% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.10% | -0.04% | +1.68% | |
| 18 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.02% | -0.09% | +399.81% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.01% | -0.05% | -3.45% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.90% | -0.06% | +0.29% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.12% | — | |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.58% | — | +0.01% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.54% | +0.02% | +1.53% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.01% | — | |
| 25 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.39% | -0.07% | +63.03% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | — | +4.04% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.29% | -0.01% | — | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.01% | — | |
| 29 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.23% | — | +408.68% | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.16% | -0.01% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.15% | — | — | |
| 32 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 33 | DISV | Dimensional International Sm | ETF-Other | 0.10% | -0.01% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | +0.08% | NEW | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | — | — | |
| 36 | WCCB | West Coast Community Bancorp | Stock-Other | 0.09% | -0.01% | — | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.09% | +0.10% | NEW | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.08% | — | -4.69% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.08% | — | — | |
| 40 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.08% | -0.03% | +4.12% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.08% | — | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | — | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.07% | — | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.07% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | — | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.05% | — | — | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.05% | — | — | |
| 48 | A | Agilent Technologies Inc | Stock-Healthcare | 0.05% | — | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.04% | — | — | |
| 50 | KEYS | Keysight Technologies In | Stock-Tech | 0.04% | — | — |
According to official SEC Form 13F filings, Family CFO Inc reported a total U.S. public equity portfolio value of $259.9M across 90 disclosed positions in Q2 2025.
During Q2 2025, Family CFO Inc's top holdings by market value included VTI (23.4%)、VIG (10.5%)、VXUS (9.4%). The largest single position, VTI, represented 23.4% of total portfolio value.
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Top New Position Initiated
DFSV
市值: $313.2K
Top Position Liquidated / Trimmed
VXUS
前期市值: $17.3M
In Q2 2025, Family CFO Inc made 38 total portfolio adjustments, initiating 10 new buys, adding to 21 positions, trimming 7 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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