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Disclosery

13F-HR filed by Family CFO Inc

Family CFO Inc filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-28, with 41 holding rows worth $223,268,058.

Accession
0001911695-26-000002
Filer
CIK 1911695
Filed
2026-04-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 41 entries on the cover page, a total value of $223,268,058 stated on the cover page (in dollars after the unit check, H1), rows summing to $223,268,058 with VALUE read as dollars as filed, 13F file number 028-22301. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM154,451$49,549,328dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS104,268$22,423,833dollars as filed
VANGUARD STAR FDS921909768COM271,855$20,962,729dollars as filed
Vanguard Small-Cap Value ETF922908611SHS74,220$16,124,212dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS322,897$15,160,035dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS82,905$12,086,702dollars as filed
BLOOM ENERGY CORP093712107COM77,353$10,480,558dollars as filed
Vanguard S&P 500 ETF922908363COM16,727$9,995,219dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS111,575$9,232,836dollars as filed
VANGUARD MALVERN FDS922020805SHS156,099$7,797,145dollars as filed
Vanguard Value ETF922908744SHS35,838$7,031,416dollars as filed
Vanguard Growth922908736COM11,825$5,165,042dollars as filed
VWO922042858SHS65,726$3,552,490dollars as filed
Dimensional International Value ETF25434V807SHS64,609$3,410,063dollars as filed
EA SERIES TRUST02072Q275ALPHA ARCHITECT63,129$3,089,597dollars as filed
Vanguard Extended Market ETF922908652SHS14,472$2,978,338dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE55,422$2,685,750dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS39,159$2,509,309dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS28,567$2,145,382dollars as filed
Vanguard Real Estate922908553SHS22,671$2,010,918dollars as filed
Berkshire Hathaway Inc084670702COM3,038$1,455,810dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED27,807$1,410,093dollars as filed
Vanguard ESG International Stock ETF921910725SHS16,613$1,191,623dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM14,944$1,130,514dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS9,364$1,051,296dollars as filed
Tesla Motors, Inc88160R101COM2,783$1,034,580dollars as filed
EA SERIES TRUST02072Q358ALPHA ARCHITECT19,852$923,444dollars as filed
SPDR SERIES TRUST78464A516ST INTL BBG ETF36,121$792,856dollars as filed
SPDR SERIES TRUST78464A151SST SPDR BLOOMBE25,397$789,349dollars as filed
SPDR Bloomberg Emerging Markets Local Bond ETF78464A391SHS38,046$785,269dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA17,336$620,282dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM12,079$536,900dollars as filed
Vanguard Small-Cap ETF922908751SHS1,978$518,078dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS4,684$434,160dollars as filed
Vanguard Ultra-Short Bond ETF92203C303SHS8,585$427,404dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF11,214$392,939dollars as filed
Apple Inc037833100COM1,507$382,462dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS6,268$301,177dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS6,297$248,354dollars as filed
Oracle Corporation68389X105COM1,562$229,786dollars as filed
WEST COAST COMMUNITY BANCORP C952170108COM4,648$220,780dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001911695-26-000002this filing2026-04-28acceptance time not in the bulk data set