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Family CFO Inc

Q1 2024 Holdings

Filed 2024-04-17 | 64 holdings | $161.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ET(VTI)COM922908769$38.1M146,49323.6%
Vanguard Dividend Appreciation(VIG)COM921908844$17.6M96,39210.9%
Vanguard Total Intl Stock Inde(VXUS)COM921909768$15.9M264,0989.9%
Vanguard Small Cap Value ETF(VBR)COM922908611$14.0M72,8008.7%
Vanguard Mortgage-Back SEC ETF(VMBS)COM92206C771$11.1M244,0276.9%
Vanguard Ftse All-World ex-US(VSS)COM922042718$9.9M84,5796.1%
Vanguard S&P 500 ETF(VOO)COM922908363$9.0M18,7765.6%
Vanguard Int-Term Corp ETF(VCIT)COM92206C870$7.1M87,7844.4%
Vanguard Value ETF(VTV)COM922908744$6.1M37,2683.8%
Vanguard Strm Infproidx ETF(VTIP)COM922020805$4.4M92,7372.8%
Vanguard Growth ETF(VUG)COM922908736$3.8M11,0752.4%
Vanguard Ftse EMR MKT ETF(VWO)COM922042858$3.1M74,8101.9%
Vanguard Extend MKT ETF(VXF)COM922908652$2.5M14,3981.6%
Bloom Energy Corporation Com C(BE)COM093712107$2.3M201,1731.4%
Dimensional ETF International(DFIV)COM25434V807$1.9M52,1851.2%
Vanguard Allwrld EX US ETF(VEU)COM922042775$1.9M31,9091.2%
Vanguard Ftse DEV MKT ETF(VEA)COM921943858$1.8M35,4781.1%
Vanguard Real Estate ETF(VNQ)COM922908553$1.7M19,9171.1%
Dimensional ETF TR US Marketwi(DFUV)COM25434V724$1.6M38,2521.0%
Berkshire Hathaway(BRK/B)COM084670702$1.5M3,6390.9%
Vanguard EST International Sto(VSGX)COM921910725$1.0M17,9260.6%
Vanguard ESG US Stock ETF(ESGV)COM921910733$849.3K9,1140.5%
Vanguard Small Cap ETF(VB)COM922908751$645.5K2,8240.4%
Tesla Inc(TSLA)COM88160R101$560.8K3,1900.3%
Oracle Corp Com(ORCL)COM68389X105$330.6K2,6320.2%
Dimensional ETF US Large Cap(DFLV)COM25434V666$253.7K8,4600.2%
International Small Cap Value(DISV)COM25434V781$171.2K6,2970.1%
Amazon com(AMZN)COM023135106$169.0K9370.1%
Apple(AAPL)COM037833100$152.6K8900.1%
Microsoft Corp Com(MSFT)COM594918104$142.2K3380.1%
Amgen Inc(AMGN)COM031162100$142.2K5000.1%
Vanguard Total Bond Market(BND)COM921937835$141.1K1,9430.1%
Costco Wholesale Corp(COST)COM22160K105$139.2K1900.1%
Vanguard GLB EX US ETF(VNQI)COM922042676$134.4K3,1890.1%
West Coast Cmnty BancorpCOM801827106$130.1K4,6480.1%
Cisco Systems, Inc(CSCO)COM17275R102$120.8K2,4210.1%
Agilent Technologies, Inc(A)COM00846U101$120.5K8280.1%
Uber Technologies Inc(UBER)COM90353T100$81.1K1,0530.1%
Wells Fargo & Company(WFC)COM949746101$78.1K1,3470.0%
Keysight Technologies, Inc(KEYS)COM49338L103$72.7K4650.0%
Vanguard Mid Cap ETF(VO)COM922908629$70.7K2830.0%
Dimensional ETF TR Emerging MK(DFEV)COM25434V740$65.3K2,5170.0%
United Parcel Service, Inc(UPS)COM911312106$59.5K4000.0%
Federal Express Corp(FDX)COM31428X106$57.9K2000.0%
Eli Lilly & Co(LLY)COM532457108$57.6K740.0%
Meta Platforms Inc Com Cl A(META)COM30303M102$48.6K1000.0%
Google Inc(GOOG)COM02079K107$42.6K2800.0%
Home Depot Inc(HD)COM437076102$38.4K1000.0%
Zscaler Inc(ZS)COM98980G102$28.9K1500.0%
Blackstone Inc(BX)COM09260D107$24.2K1840.0%
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