IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Family CFO Inc

Q3 2023 Holdings

Filed 2023-11-03 | 81 holdings | $139.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ET(VTI)COM922908769$31.1M146,25622.3%
Vanguard Dividend Appreciation(VIG)COM921908844$15.0M96,82610.8%
Vanguard Total Intl Stock Inde(VXUS)COM921909768$13.6M254,9909.8%
Vanguard Mortgage-Back SEC ETF(VMBS)COM92206C771$12.9M295,0289.3%
Vanguard Small Cap Value ETF(VBR)COM922908611$11.0M68,7107.9%
Vanguard Ftse All-World ex-US(VSS)COM922042718$8.8M83,2916.4%
Vanguard S&P 500 ETF(VOO)COM922908363$6.8M17,4114.9%
Vanguard Int-Term Corp ETF(VCIT)COM92206C870$6.2M82,1554.5%
Vanguard Value ETF(VTV)COM922908744$5.1M37,0213.7%
Vanguard Strm Infproidx ETF(VTIP)COM922020805$3.6M76,1022.6%
Vanguard Ftse EMR MKT ETF(VWO)COM922042858$3.2M80,5232.3%
Vanguard Growth ETF(VUG)COM922908736$3.0M11,0752.2%
Bloom Energy Corporation Com C(BE)COM093712107$2.8M213,1732.0%
Vanguard Extend MKT ETF(VXF)COM922908652$2.0M14,3021.5%
Vanguard Allwrld EX US ETF(VEU)COM922042775$1.7M31,9091.2%
Vanguard Ftse DEV MKT ETF(VEA)COM921943858$1.6M35,5831.1%
Dimensional ETF International(DFIV)COM25434V807$1.5M46,1881.1%
Vanguard Real Estate ETF(VNQ)COM922908553$1.4M19,1091.0%
Berkshire Hathaway(BRK/B)COM084670702$1.3M3,6650.9%
Dimensional ETF TR US Marketwi(DFUV)COM25434V724$994.9K29,2460.7%
Tesla Inc(TSLA)COM88160R101$802.2K3,2060.6%
Vanguard EST International Sto(VSGX)COM921910725$726.9K14,4110.5%
Vanguard ESG US Stock ETF(ESGV)COM921910733$686.5K9,1260.5%
Vanguard Small Cap ETF(VB)COM922908751$513.9K2,7180.4%
Oracle Corp Com(ORCL)COM68389X105$285.6K2,6960.2%
Apple(AAPL)COM037833100$162.7K9500.1%
International Small Cap Value(DISV)COM25434V781$145.3K6,1110.1%
Cisco Systems, Inc(CSCO)COM17275R102$135.7K2,5240.1%
Amgen Inc(AMGN)COM031162100$135.5K5040.1%
Amazon com(AMZN)COM023135106$135.0K1,0620.1%
Vanguard Total Bond Market(BND)COM921937835$125.0K1,7920.1%
Vanguard GLB EX US ETF(VNQI)COM922042676$121.1K3,1100.1%
West Coast Cmnty BancorpCOM801827106$118.3K4,6480.1%
Microsoft Corp Com(MSFT)COM594918104$113.4K3590.1%
Costco Wholesale Corp(COST)COM22160K105$107.3K1900.1%
Automatic Data Processing, Inc(ADP)COM053015103$96.2K4000.1%
Agilent Technologies, Inc(A)COM00846U101$92.6K8280.1%
United Parcel Service, Inc(UPS)COM911312106$62.3K4000.0%
Keysight Technologies, Inc(KEYS)COM49338L103$61.5K4650.0%
Vanguard Mid Cap ETF(VO)COM922908629$58.9K2830.0%
Federal Express Corp(FDX)COM31428X106$58.8K2220.0%
Wells Fargo & Company(WFC)COM949746101$55.0K1,3470.0%
Uber Technologies Inc(UBER)COM90353T100$50.7K1,1030.0%
Google Inc(GOOG)COM02079K107$48.1K3650.0%
Eli Lilly & Co(LLY)COM532457108$39.7K740.0%
Charter Communications Inc Com(CHTR)COM16119P108$35.6K810.0%
Blackstone Inc(BX)COM09260D107$32.6K3040.0%
Home Depot Inc(HD)COM437076102$30.2K1000.0%
Meta Platforms Inc Com Cl A(META)COM30303M102$30.0K1000.0%
Constellation Energy Cor(CEG)COM21037T109$25.4K2330.0%
Page 1 of 2Next