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Family CFO Inc

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13F filer, CIK 1911695, LOS ALTOS, CA

Family CFO Inc reported $259,869,221 across 47 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-20. Its ten largest share positions make up 77.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911695-26-000003

Period
2026-06-30
Reported value
$260M
Holdings
47
Top 10 weight
77.67%
New
6
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+59,123$5.09M
AVGOnew+5,600$2.12M
VMBSadded+23,830$1.12M
VCITadded+8,308$687K
VTIPadded+7,188$361K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BEreduced-9,353-$2.83M
VBRreduced-795-$193K
VTIreduced-370-$137K
BRK-Breduced-270-$135K
VXFreduced-383-$94.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001911695-26-000003, largest first. % of portfolio is the value over $259,869,221, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,950 shares; 2024Q4: 149,345 shares; 2025Q1: 151,734 shares; 2025Q2: 153,825 shares; 2025Q3: 155,388 shares; 2025Q4: 155,086 shares; 2026Q1: 154,451 shares; 2026Q2: 154,081 shares 154,081$57M21.94%-370Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,111 shares; 2024Q4: 99,345 shares; 2025Q1: 101,656 shares; 2025Q2: 102,772 shares; 2025Q3: 103,746 shares; 2025Q4: 103,759 shares; 2026Q1: 104,268 shares; 2026Q2: 104,202 shares 104,202$24.7M9.49%-66Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,990 shares; 2024Q4: 277,229 shares; 2025Q1: 278,962 shares; 2025Q2: 272,089 shares; 2025Q3: 274,443 shares; 2025Q4: 273,781 shares; 2026Q1: 271,855 shares; 2026Q2: 271,144 shares 271,144$23.2M8.92%-711Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,173 shares; 2024Q4: 163,173 shares; 2025Q1: 147,173 shares; 2025Q2: 141,173 shares; 2025Q3: 104,173 shares; 2025Q4: 83,863 shares; 2026Q1: 77,353 shares; 2026Q2: 68,000 shares 68,000$20.6M7.92%-9,353Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,739 shares; 2024Q4: 75,001 shares; 2025Q1: 76,470 shares; 2025Q2: 75,806 shares; 2025Q3: 76,761 shares; 2025Q4: 76,536 shares; 2026Q1: 74,220 shares; 2026Q2: 73,425 shares 73,425$17.8M6.87%-795Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,257 shares; 2024Q4: 261,968 shares; 2025Q1: 264,601 shares; 2025Q2: 274,826 shares; 2025Q3: 297,194 shares; 2025Q4: 313,409 shares; 2026Q1: 322,897 shares; 2026Q2: 346,727 shares 346,727$16.2M6.25%+23,830Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,748 shares; 2024Q4: 87,701 shares; 2025Q1: 85,712 shares; 2025Q2: 85,878 shares; 2025Q3: 85,717 shares; 2025Q4: 83,721 shares; 2026Q1: 82,905 shares; 2026Q2: 82,953 shares 82,953$12.8M4.93%+48Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,635 shares; 2024Q4: 18,635 shares; 2025Q1: 19,121 shares; 2025Q2: 19,255 shares; 2025Q3: 19,290 shares; 2025Q4: 19,310 shares; 2026Q1: 16,727 shares; 2026Q2: 16,643 shares 16,643$11.4M4.4%-84Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,247 shares; 2024Q4: 96,391 shares; 2025Q1: 102,943 shares; 2025Q2: 102,997 shares; 2025Q3: 117,047 shares; 2025Q4: 119,989 shares; 2026Q1: 111,575 shares; 2026Q2: 119,883 shares 119,883$9.91M3.81%+8,308Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,166 shares; 2024Q4: 166,001 shares; 2025Q1: 174,937 shares; 2025Q2: 154,058 shares; 2025Q3: 151,984 shares; 2025Q4: 157,927 shares; 2026Q1: 156,099 shares; 2026Q2: 163,287 shares 163,287$8.2M3.16%+7,188Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,749 shares; 2024Q4: 36,714 shares; 2025Q1: 36,928 shares; 2025Q2: 36,556 shares; 2025Q3: 37,451 shares; 2025Q4: 37,202 shares; 2026Q1: 35,838 shares; 2026Q2: 35,630 shares 35,630$7.76M2.99%-208Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,116 shares; 2024Q4: 11,261 shares; 2025Q1: 11,589 shares; 2025Q2: 11,825 shares; 2025Q3: 11,825 shares; 2025Q4: 11,825 shares; 2026Q1: 11,825 shares; 2026Q2: 70,948 shares 70,948$6.11M2.35%+59,123Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,680 shares; 2024Q4: 72,404 shares; 2025Q1: 71,785 shares; 2025Q2: 71,994 shares; 2025Q3: 71,997 shares; 2025Q4: 66,950 shares; 2026Q1: 65,726 shares; 2026Q2: 65,553 shares 65,553$3.91M1.51%-173Timeline
AAUAEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,129 shares; 2026Q2: 63,129 shares 63,129$3.59M1.38%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,121 shares; 2024Q4: 61,724 shares; 2025Q1: 61,860 shares; 2025Q2: 62,850 shares; 2025Q3: 64,168 shares; 2025Q4: 64,262 shares; 2026Q1: 64,609 shares; 2026Q2: 64,540 shares 64,540$3.49M1.34%-69Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,398 shares; 2024Q4: 14,398 shares; 2025Q1: 14,793 shares; 2025Q2: 14,887 shares; 2025Q3: 14,959 shares; 2025Q4: 15,080 shares; 2026Q1: 14,472 shares; 2026Q2: 14,089 shares 14,089$3.47M1.33%-383Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,754 shares; 2024Q4: 46,678 shares; 2025Q1: 49,454 shares; 2025Q2: 53,193 shares; 2025Q3: 55,422 shares; 2025Q4: 55,422 shares; 2026Q1: 55,422 shares; 2026Q2: 54,645 shares 54,645$3.01M1.16%-777Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,330 shares; 2024Q4: 35,338 shares; 2025Q1: 37,722 shares; 2025Q2: 38,356 shares; 2025Q3: 38,810 shares; 2025Q4: 38,811 shares; 2026Q1: 39,159 shares; 2026Q2: 39,454 shares 39,454$2.81M1.08%+295Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,186 shares; 2024Q4: 31,186 shares; 2025Q1: 31,186 shares; 2025Q2: 30,109 shares; 2025Q3: 28,834 shares; 2025Q4: 28,765 shares; 2026Q1: 28,567 shares; 2026Q2: 28,128 shares 28,128$2.36M0.91%-439Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,407 shares; 2024Q4: 20,391 shares; 2025Q1: 20,122 shares; 2025Q2: 20,180 shares; 2025Q3: 20,180 shares; 2025Q4: 21,676 shares; 2026Q1: 22,671 shares; 2026Q2: 22,729 shares 22,729$2.19M0.84%+58Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 5,600 shares 5,600$2.12M0.81%newTimeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,483 shares; 2025Q2: 15,460 shares; 2025Q3: 25,795 shares; 2025Q4: 38,921 shares; 2026Q1: 27,807 shares; 2026Q2: 28,419 shares 28,419$1.44M0.56%+612Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,369 shares; 2025Q4: 3,038 shares; 2026Q1: 3,038 shares; 2026Q2: 2,768 shares 2,768$1.39M0.53%-270Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,556 shares; 2024Q4: 17,557 shares; 2025Q1: 17,583 shares; 2025Q2: 17,585 shares; 2025Q3: 16,610 shares; 2025Q4: 16,612 shares; 2026Q1: 16,613 shares; 2026Q2: 16,779 shares 16,779$1.38M0.53%+166Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,753 shares; 2024Q4: 9,566 shares; 2025Q1: 9,669 shares; 2025Q2: 9,817 shares; 2025Q3: 9,364 shares; 2025Q4: 9,364 shares; 2026Q1: 9,364 shares; 2026Q2: 9,678 shares 9,678$1.28M0.49%+314Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,190 shares; 2024Q4: 3,183 shares; 2025Q1: 3,183 shares; 2025Q2: 3,183 shares; 2025Q3: 2,783 shares; 2025Q4: 2,783 shares; 2026Q1: 2,783 shares; 2026Q2: 2,778 shares 2,778$1.17M0.45%-5Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,395 shares; 2025Q2: 26,965 shares; 2025Q3: 15,254 shares; 2025Q4: 14,261 shares; 2026Q1: 14,944 shares; 2026Q2: 14,528 shares 14,528$1.1M0.42%-416Timeline
AAEQEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,852 shares; 2026Q1: 19,852 shares; 2026Q2: 19,852 shares 19,852$1.06M0.41%0Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,397 shares; 2026Q2: 24,982 shares 24,982$779K0.3%-415Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,121 shares; 2026Q2: 35,835 shares 35,835$777K0.3%-286Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,046 shares; 2026Q2: 36,368 shares 36,368$761K0.29%-1,678Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 15,413 shares; 2025Q3: 17,336 shares; 2025Q4: 17,336 shares; 2026Q1: 17,336 shares; 2026Q2: 17,336 shares 17,336$740K0.28%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,856 shares; 2024Q4: 2,974 shares; 2025Q1: 2,974 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares; 2025Q4: 2,163 shares; 2026Q1: 1,978 shares; 2026Q2: 1,978 shares 1,978$600K0.23%0Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,189 shares; 2024Q4: 3,475 shares; 2025Q1: 3,329 shares; 2025Q2: 3,466 shares; 2025Q3: not reported; 2025Q4: 3,948 shares; 2026Q1: 12,079 shares; 2026Q2: 12,079 shares 12,079$542K0.21%0Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,320 shares; 2024Q4: 6,320 shares; 2025Q1: 11,546 shares; 2025Q2: 11,546 shares; 2025Q3: 16,416 shares; 2025Q4: 11,635 shares; 2026Q1: 8,585 shares; 2026Q2: 9,643 shares 9,643$480K0.18%+1,058Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,684 shares; 2026Q2: 5,543 shares 5,543$440K0.17%+859Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares; 2026Q2: 1,507 shares 1,507$436K0.17%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,643 shares; 2025Q3: 10,643 shares; 2025Q4: 11,214 shares; 2026Q1: 11,214 shares; 2026Q2: 11,214 shares 11,214$435K0.17%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: not reported; 2025Q4: 8,393 shares; 2026Q1: 6,268 shares; 2026Q2: 7,213 shares 7,213$349K0.13%+945Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 1,670 shares 1,670$334K0.13%newTimeline
IGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,673 shares 4,673$311K0.12%newTimeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: not reported; 2026Q2: 2,128 shares 2,128$254K0.1%newTimeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,297 shares; 2024Q4: 6,297 shares; 2025Q1: 6,297 shares; 2025Q2: 6,297 shares; 2025Q3: 6,297 shares; 2025Q4: 6,297 shares; 2026Q1: 6,297 shares; 2026Q2: 6,297 shares 6,297$253K0.1%0Timeline
WCCBWEST COAST COMMUNITY BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,648 shares; 2024Q4: 4,648 shares; 2025Q1: 4,648 shares; 2025Q2: 4,648 shares; 2025Q3: not reported; 2025Q4: 4,648 shares; 2026Q1: 4,648 shares; 2026Q2: 4,648 shares 4,648$232K0.09%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,632 shares; 2024Q4: 2,632 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562$229K0.09%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,190 shares 4,190$224K0.09%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 937 shares; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 912 shares; 2026Q1: not reported; 2026Q2: 899 shares 899$214K0.08%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001911695-26-000003 base2026-07-20acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001911695-26-000003 Quarter ended 2026-06-302026-07-20acceptance time not in the bulk data set
13F-HR 0001911695-26-000002 Quarter ended 2026-03-312026-04-28acceptance time not in the bulk data set
13F-HR 0001911695-26-000001 Quarter ended 2025-12-312026-01-23acceptance time not in the bulk data set
13F-HR 0001911695-25-000006 Quarter ended 2025-09-302025-10-28acceptance time not in the bulk data set
13F-HR 0001911695-25-000003 Quarter ended 2025-06-302025-07-21acceptance time not in the bulk data set
13F-HR 0001911695-25-000002 Quarter ended 2025-03-312025-04-24acceptance time not in the bulk data set
13F-HR 0001911695-25-000001 Quarter ended 2024-12-312025-01-30acceptance time not in the bulk data set
13F-HR 0001911695-24-000005 Quarter ended 2024-09-302024-10-17acceptance time not in the bulk data set
13F-HR 0001911695-24-000004 Quarter ended 2024-06-302024-07-24acceptance time not in the bulk data set
13F-HR 0001911695-24-000002 Quarter ended 2024-03-312024-04-17acceptance time not in the bulk data set
13F-HR 0001911695-24-000001 Quarter ended 2023-12-312024-01-31acceptance time not in the bulk data set
13F-HR 0001911695-23-000006 Quarter ended 2023-09-302023-11-03acceptance time not in the bulk data set
13F-HR 0001911695-23-000005 Quarter ended 2023-06-302023-08-09acceptance time not in the bulk data set
13F-HR 0001911695-23-000004 Quarter ended 2023-03-312023-04-17acceptance time not in the bulk data set
13F-HR 0001911695-23-000001 Quarter ended 2022-12-312023-01-18acceptance time not in the bulk data set
13F-HR 0001911695-22-000003 Quarter ended 2022-09-302022-10-26acceptance time not in the bulk data set
13F-HR 0001705594-22-000004 Quarter ended 2022-06-302022-07-25acceptance time not in the bulk data set
13F-HR 0001911695-22-000002 Quarter ended 2022-03-312022-04-28acceptance time not in the bulk data set
13F-HR 0001911695-22-000001 Quarter ended 2021-12-312022-02-18acceptance time not in the bulk data set