Managers / Q4 2022 · view latest →

Family CFO Inc

CIK 0001911695 · 1064 LAURELES DRIVE, LOS ALTOS, CA, 94022 · 650-218-3551

Reported Value

Under review

reported total failed a data-quality check

Positions

Filings on Record

2019–present window

Filed

Jan 18, 2023

original filing

Summary

Compared with Q3 2022, the fund opened 2 new positions and exited 0.

Reported Value by Quarter

13F Reported Value

Portfolio Composition

By security type

ETP · 95.1% · $106M
Common Stock · 4.2% · $5M
Other · 0.6% · $647,855
ADR · 0.0% · $39,629

Quarter-over-Quarter Changes full breakdown →

vs Q3 2022 (amended baseline)

Issuer	Move	Share Δ	Shares now	Value Δ	Value now
BE Bloom Energy Corporation Com C	NEW	+84.7K	84.7K	+$2M	$2M
DIMENSIONAL ETF INTERNATIONAL	NEW	+17.5K	17.5K	+$531,422	$531,422
DFUV DIMENSIONAL ETF TR US MARKETWI	ADDED	+9.5K	20.0K	−$312M	$670,203
VANGUARD INT-TERM CORP ETF	ADDED	+26.8K	71.7K	−$3.4B	$6M
VANGUARD FTSE EMR MKT ETF	ADDED	+23.6K	78.1K	−$2.0B	$3M
Vanguard ESG US Stock ETF	ADDED	+2.4K	8.1K	−$357M	$531,161
VANGUARD MID CAP ETF	ADDED	+67	283	−$41M	$57,678
Vanguard FTSE All-World ex-US	ADDED	+13.5K	77.9K	−$6.0B	$8M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2022

50 positions

Export to Excel

#	Issuer	Class	% Portfolio	Value ↓	Shares
1	Vanguard Total Stock Market ET	COM	23.33%	$26M	135.9K
2	VANGUARD DIVIDEND APPRECIATION	COM	11.06%	$12M	81.1K
3	VANGUARD TOTAL INTL STOCK INDE	COM	10.20%	$11M	219.5K
4	VANGUARD MORTGAGE-BACK SEC ETF	COM	9.31%	$10M	227.7K
5	VANGUARD SMALL CAP VALUE ETF	COM	8.17%	$9M	57.3K
6	Vanguard FTSE All-World ex-US	COM	7.20%	$8M	77.9K
7	Vanguard S&P 500 ETF	COM	5.49%	$6M	17.4K
8	VANGUARD INT-TERM CORP ETF	COM	4.99%	$6M	71.7K
9	VTV VANGUARD VALUE ETF history →	COM	2.88%	$3M	22.8K
10	VANGUARD FTSE EMR MKT ETF	COM	2.73%	$3M	78.1K
11	VUG VANGUARD GROWTH ETF history →	COM	2.13%	$2M	11.1K
12	VANGUARD ALLWRLD EX US ETF	COM	1.57%	$2M	34.9K
13	VANGUARD EXTEND MKT ETF	COM	1.50%	$2M	12.6K
14	BE Bloom Energy Corporation Com C history →	COM	1.45%	$2M	84.7K
15	BRK/B Berkshire Hathaway history →	COM	1.12%	$1M	4.0K
16	Vanguard Real Estate ETF	COM	1.05%	$1M	14.1K
17	VANGUARD FTSE DEV MKT ETF	COM	0.85%	$947,431	22.6K
18	Vanguard EST International Sto	COM	0.63%	$704,991	14.3K
19	DFUV DIMENSIONAL ETF TR US MARKETWI	COM	0.60%	$670,203	20.0K
20	DIMENSIONAL ETF INTERNATIONAL	COM	0.48%	$531,422	17.5K
21	Vanguard ESG US Stock ETF	COM	0.48%	$531,161	8.1K
22	Vanguard Small Cap ETF	COM	0.42%	$463,255	2.5K
23	Vanguard Total Bond Market	COM	0.41%	$452,879	6.3K
24	TSLA Tesla Inc	COM	0.34%	$382,474	3.1K
25	ORCL Oracle Corp Com	COM	0.19%	$215,140	2.6K
26	AMGN Amgen Inc	COM	0.12%	$131,320	500
27	VANGUARD GLB EX US ETF	COM	0.12%	$128,567	3.1K
28	AG8 Agilent Technologies, Inc	COM	0.11%	$123,910	828
29	Santa Cruz County Bank	COM	0.10%	$116,433	4.6K
30	AAPL Apple	COM	0.10%	$115,638	890
31	CSCO Cisco Systems, Inc	COM	0.10%	$115,336	2.4K
32	ADP Automatic Data Processing, Inc	COM	0.09%	$95,544	400
33	COST Costco Wholesale Corp	COM	0.08%	$86,735	190
34	KEYS Keysight Technologies, Inc	COM	0.07%	$79,548	465
35	MSFT Microsoft Corp Com	COM	0.07%	$75,783	316
36	UPS United Parcel Service, Inc	COM	0.06%	$69,536	400
37	AMZN Amazon com	COM	0.05%	$60,480	720
38	VANGUARD MID CAP ETF	COM	0.05%	$57,678	283
39	WFC Wells Fargo & Company	COM	0.05%	$55,618	1.3K
40	TSM TAIWAN SEMICONDUCTOR ADR	COM	0.04%	$39,629	532
41	FDX Federal Express Corp	COM	0.03%	$34,640	200
42	HD Home Depot Inc	COM	0.03%	$31,586	100
43	CHTR Charter Communications Inc Com	COM	0.02%	$27,467	81
44	JNJ Johnson & Johnson	COM	0.02%	$26,498	150
45	GOOG Google Inc	COM	0.02%	$24,844	280
46	PEP Pepsico, Inc	COM	0.02%	$22,583	125
47	T AT&T INC COM	COM	0.02%	$17,618	957
48	META Meta Platforms Inc Com Cl A	COM	0.01%	$12,034	100
49	SBUX Starbucks Corporation	COM	0.01%	$11,408	115
50	IBM International Business Machine	COM	0.01%	$10,831	77

Filing History

Quarter	Reported Value	Positions	Filed	Type	Links
Q1 2026	$223M	41	Apr 28, 2026	13F-HR	changes · EDGAR ↗
Q4 2025	$224M	87	Jan 23, 2026	13F-HR	changes · EDGAR ↗
Q3 2025	$217M	34	Oct 28, 2025	13F-HR	changes · EDGAR ↗
Q2 2025	$200M	90	Jul 21, 2025	13F-HR	changes · EDGAR ↗
Q1 2025	$182M	65	Apr 24, 2025	13F-HR	changes · EDGAR ↗
Q4 2024	$182M	92	Jan 30, 2025	13F-HR	changes · EDGAR ↗
Q3 2024	$177M	73	Oct 17, 2024	13F-HR	changes · EDGAR ↗
Q2 2024	$162M	64	Jul 24, 2024	13F-HR	changes · EDGAR ↗
Q1 2024	$161M	64	Apr 17, 2024	13F-HR	changes · EDGAR ↗
Q4 2023	$155M	66	Jan 31, 2024	13F-HR	changes · EDGAR ↗
Q3 2023	$139M	81	Nov 3, 2023	13F-HR	changes · EDGAR ↗
Q2 2023	$142M	57	Aug 9, 2023	13F-HR	changes · EDGAR ↗
Q1 2023	$131M	56	Apr 17, 2023	13F-HR	changes · EDGAR ↗
Q4 2022	Under review	57	Jan 18, 2023	13F-HR	changes · EDGAR ↗
Q3 2022	$94.4B	55	Oct 26, 2022	13F-HR	changes · EDGAR ↗
Q2 2022	Under review	55	Jul 25, 2022	13F-HR	changes · EDGAR ↗
Q1 2022	$99M	55	Apr 28, 2022	13F-HR	changes · EDGAR ↗
Q4 2021	$104M	53	Feb 18, 2022	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.