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Family CFO Inc

Q2 2024 Holdings

Filed 2024-07-24 | 64 holdings | $162.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ET(VTI)COM922908769$39.0M145,72124.0%
Vanguard Dividend Appreciation(VIG)COM921908844$17.6M96,25210.8%
Vanguard Total Intl Stock Inde(VXUS)COM921909768$15.7M261,1069.7%
Vanguard Small Cap Value ETF(VBR)COM922908611$13.2M72,5268.1%
Vanguard Mortgage-Back SEC ETF(VMBS)COM92206C771$10.9M240,9636.7%
Vanguard Ftse All-World ex-US(VSS)COM922042718$10.0M84,8346.1%
Vanguard S&P 500 ETF(VOO)COM922908363$9.3M18,6685.7%
Vanguard Int-Term Corp ETF(VCIT)COM92206C870$7.3M91,5174.5%
Vanguard Value ETF(VTV)COM922908744$5.8M35,9473.5%
Vanguard Strm Infproidx ETF(VTIP)COM922020805$5.0M103,1583.1%
Vanguard Growth ETF(VUG)COM922908736$4.1M11,0642.5%
Vanguard Ftse EMR MKT ETF(VWO)COM922042858$3.2M74,1622.0%
Vanguard Extend MKT ETF(VXF)COM922908652$2.4M14,3981.5%
Bloom Energy Corporation Com C(BE)COM093712107$2.3M188,5071.4%
Dimensional ETF International(DFIV)COM25434V807$1.9M54,1261.2%
Vanguard Allwrld EX US ETF(VEU)COM922042775$1.9M31,6911.1%
Vanguard Ftse DEV MKT ETF(VEA)COM921943858$1.7M35,1521.1%
Vanguard Real Estate ETF(VNQ)COM922908553$1.7M20,5981.1%
Dimensional ETF TR US Marketwi(DFUV)COM25434V724$1.5M38,1910.9%
Berkshire Hathaway(BRK/B)COM084670702$1.5M3,6390.9%
Vanguard EST International Sto(VSGX)COM921910725$991.4K17,3110.6%
Vanguard ESG US Stock ETF(ESGV)COM921910733$845.7K8,7530.5%
Tesla Inc(TSLA)COM88160R101$631.2K3,1900.4%
Vanguard Small Cap ETF(VB)COM922908751$615.7K2,8240.4%
Oracle Corp Com(ORCL)COM68389X105$371.6K2,6320.2%
Dimensional ETF US Large Cap(DFLV)COM25434V666$244.6K8,4600.2%
Apple(AAPL)COM037833100$187.5K8900.1%
Amazon com(AMZN)COM023135106$181.1K9370.1%
International Small Cap Value(DISV)COM25434V781$169.4K6,2970.1%
Costco Wholesale Corp(COST)COM22160K105$161.5K1900.1%
West Coast Cmnty BancorpCOM801827106$161.5K4,6480.1%
Amgen Inc(AMGN)COM031162100$156.2K5000.1%
Microsoft Corp Com(MSFT)COM594918104$151.1K3380.1%
Vanguard Total Bond Market(BND)COM921937835$140.0K1,9430.1%
Vanguard GLB EX US ETF(VNQI)COM922042676$129.4K3,1890.1%
Cisco Systems, Inc(CSCO)COM17275R102$115.0K2,4210.1%
Agilent Technologies, Inc(A)COM00846U101$107.3K8280.1%
Wells Fargo & Company(WFC)COM949746101$80.0K1,3470.0%
Uber Technologies Inc(UBER)COM90353T100$76.5K1,0530.0%
Dimensional ETF TR Emerging MK(DFEV)COM25434V740$69.2K2,5170.0%
Vanguard Mid Cap ETF(VO)COM922908629$68.5K2830.0%
Eli Lilly & Co(LLY)COM532457108$67.0K740.0%
Keysight Technologies, Inc(KEYS)COM49338L103$63.6K4650.0%
Federal Express Corp(FDX)COM31428X106$60.0K2000.0%
Google Inc(GOOG)COM02079K107$51.4K2800.0%
Meta Platforms Inc Com Cl A(META)COM30303M102$50.4K1000.0%
Home Depot Inc(HD)COM437076102$34.4K1000.0%
Zscaler Inc(ZS)COM98980G102$28.8K1500.0%
Charter Communications Inc Com(CHTR)COM16119P108$24.2K810.0%
Blackstone Inc(BX)COM09260D107$22.8K1840.0%
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