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CIK: 0001911695
Total reported value
$259.9M
$259.9M
34 檔
47.5%
The Q3 2025 SEC filing reveals that Family CFO Inc held a total portfolio value of $259.9M, covering 34 public equity positions.
In Q3 2025, Family CFO Inc adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 20 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VIG, VXUS) accounted for 47.5% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 23.48% | -0.25% | +1.02% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 10.31% | -0.55% | +0.95% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.28% | -0.47% | +0.87% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.38% | -0.35% | +1.26% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 6.43% | -0.54% | +8.14% | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 5.63% | -0.48% | -0.19% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.44% | -0.08% | +0.18% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.53% | -0.33% | +13.64% | |
| 9 | BE | Bloom Energy Corp- A | Stock-Industrials | 4.06% | +3.23% | -26.21% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.54% | -0.33% | -1.35% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 3.22% | -0.16% | +2.45% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.61% | +0.04% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.80% | -0.08% | +0.00% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.44% | — | +0.48% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.36% | -0.19% | +2.10% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.14% | -0.04% | +4.19% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.07% | -0.04% | +1.18% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.95% | -0.05% | -4.23% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.85% | -0.06% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.12% | -7.42% | |
| 21 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.60% | -0.07% | +66.85% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.01% | -12.57% | |
| 23 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.53% | -0.09% | -43.43% | |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.53% | — | -5.54% | |
| 25 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.51% | +0.02% | -4.61% | |
| 26 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.38% | -0.01% | +42.18% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.36% | — | — | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.01% | — | |
| 29 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.25% | — | +12.48% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.18% | — | — | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.16% | -0.01% | — | |
| 32 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.10% | — | — | |
| 33 | DISV | Dimensional International Sm | ETF-Other | 0.10% | -0.01% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | +0.08% | NEW |
According to official SEC Form 13F filings, Family CFO Inc reported a total U.S. public equity portfolio value of $259.9M across 34 disclosed positions in Q3 2025.
During Q3 2025, Family CFO Inc's top holdings by market value included VTI (23.5%)、VIG (10.3%)、VXUS (9.3%). The largest single position, VTI, represented 23.5% of total portfolio value.
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Top New Position Initiated
DFSV
市值: $338.9K
Top Position Liquidated / Trimmed
WCCB
前期市值: $183.1K
In Q3 2025, Family CFO Inc made 48 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 8 holdings, and fully liquidating 20 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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