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Family CFO Inc

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13F filer, CIK 1911695, LOS ALTOS, CA

Family CFO Inc reported $217,183,854 across 34 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-28. Its ten largest share positions make up 80.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911695-25-000006

Period
2025-09-30
Reported value
$217M
Holdings
34
Top 10 weight
80.07%
New
0
Sold out
56

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCITadded+14,050$1.18M
VMBSadded+22,368$1.05M
DUSBadded+10,335$525K
VTIadded+1,563$513K
VUSBadded+4,870$243K

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-37,000-$3.13M
VBILreduced-11,711-$886K
COSTexited-190-$188K
WCCBexited-4,648-$182K
TSLAreduced-400-$178K

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, Q3 2025

Share positions as resolved from 13F-HR 0001911695-25-000006, largest first. % of portfolio is the value over $217,183,854, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,950 shares; 2024Q4: 149,345 shares; 2025Q1: 151,734 shares; 2025Q2: 153,825 shares; 2025Q3: 155,388 shares 155,388$51M23.48%+1,563Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,111 shares; 2024Q4: 99,345 shares; 2025Q1: 101,656 shares; 2025Q2: 102,772 shares; 2025Q3: 103,746 shares 103,746$22.4M10.31%+974Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,990 shares; 2024Q4: 277,229 shares; 2025Q1: 278,962 shares; 2025Q2: 272,089 shares; 2025Q3: 274,443 shares 274,443$20.2M9.28%+2,354Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,739 shares; 2024Q4: 75,001 shares; 2025Q1: 76,470 shares; 2025Q2: 75,806 shares; 2025Q3: 76,761 shares 76,761$16M7.38%+955Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,257 shares; 2024Q4: 261,968 shares; 2025Q1: 264,601 shares; 2025Q2: 274,826 shares; 2025Q3: 297,194 shares 297,194$14M6.43%+22,368Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,748 shares; 2024Q4: 87,701 shares; 2025Q1: 85,712 shares; 2025Q2: 85,878 shares; 2025Q3: 85,717 shares 85,717$12.2M5.63%-161Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,635 shares; 2024Q4: 18,635 shares; 2025Q1: 19,121 shares; 2025Q2: 19,255 shares; 2025Q3: 19,290 shares 19,290$11.8M5.44%+35Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,247 shares; 2024Q4: 96,391 shares; 2025Q1: 102,943 shares; 2025Q2: 102,997 shares; 2025Q3: 117,047 shares 117,047$9.84M4.53%+14,050Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,173 shares; 2024Q4: 163,173 shares; 2025Q1: 147,173 shares; 2025Q2: 141,173 shares; 2025Q3: 104,173 shares 104,173$8.81M4.06%-37,000Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,166 shares; 2024Q4: 166,001 shares; 2025Q1: 174,937 shares; 2025Q2: 154,058 shares; 2025Q3: 151,984 shares 151,984$7.69M3.54%-2,074Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,749 shares; 2024Q4: 36,714 shares; 2025Q1: 36,928 shares; 2025Q2: 36,556 shares; 2025Q3: 37,451 shares 37,451$6.98M3.22%+895Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,116 shares; 2024Q4: 11,261 shares; 2025Q1: 11,589 shares; 2025Q2: 11,825 shares; 2025Q3: 11,825 shares 11,825$5.67M2.61%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,680 shares; 2024Q4: 72,404 shares; 2025Q1: 71,785 shares; 2025Q2: 71,994 shares; 2025Q3: 71,997 shares 71,997$3.9M1.8%+3Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,398 shares; 2024Q4: 14,398 shares; 2025Q1: 14,793 shares; 2025Q2: 14,887 shares; 2025Q3: 14,959 shares 14,959$3.13M1.44%+72Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,121 shares; 2024Q4: 61,724 shares; 2025Q1: 61,860 shares; 2025Q2: 62,850 shares; 2025Q3: 64,168 shares 64,168$2.96M1.36%+1,318Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,754 shares; 2024Q4: 46,678 shares; 2025Q1: 49,454 shares; 2025Q2: 53,193 shares; 2025Q3: 55,422 shares 55,422$2.48M1.14%+2,229Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,330 shares; 2024Q4: 35,338 shares; 2025Q1: 37,722 shares; 2025Q2: 38,356 shares; 2025Q3: 38,810 shares 38,810$2.33M1.07%+454Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,186 shares; 2024Q4: 31,186 shares; 2025Q1: 31,186 shares; 2025Q2: 30,109 shares; 2025Q3: 28,834 shares 28,834$2.06M0.95%-1,275Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,407 shares; 2024Q4: 20,391 shares; 2025Q1: 20,122 shares; 2025Q2: 20,180 shares; 2025Q3: 20,180 shares 20,180$1.84M0.85%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,369 shares 3,369$1.69M0.78%-270Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,483 shares; 2025Q2: 15,460 shares; 2025Q3: 25,795 shares 25,795$1.31M0.6%+10,335Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 3,183 shares; 2025Q1: 3,183 shares; 2025Q2: 3,183 shares; 2025Q3: 2,783 shares 2,783$1.24M0.57%-400Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,395 shares; 2025Q2: 26,965 shares; 2025Q3: 15,254 shares 15,254$1.15M0.53%-11,711Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,556 shares; 2024Q4: 17,557 shares; 2025Q1: 17,583 shares; 2025Q2: 17,585 shares; 2025Q3: 16,610 shares 16,610$1.15M0.53%-975Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,753 shares; 2024Q4: 9,566 shares; 2025Q1: 9,669 shares; 2025Q2: 9,817 shares; 2025Q3: 9,364 shares 9,364$1.11M0.51%-453Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 6,320 shares; 2025Q1: 11,546 shares; 2025Q2: 11,546 shares; 2025Q3: 16,416 shares 16,416$821K0.38%+4,870Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,974 shares; 2025Q1: 2,974 shares; 2025Q2: 3,094 shares; 2025Q3: 3,094 shares 3,094$787K0.36%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,632 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares 2,632$740K0.34%0Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 15,413 shares; 2025Q3: 17,336 shares 17,336$553K0.25%+1,923Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares 1,507$384K0.18%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,643 shares; 2025Q3: 10,643 shares 10,643$339K0.16%0Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,460 shares; 2024Q4: 6,904 shares; 2025Q1: 6,904 shares; 2025Q2: 6,904 shares; 2025Q3: 6,904 shares 6,904$227K0.1%0Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,297 shares; 2024Q4: 6,297 shares; 2025Q1: 6,297 shares; 2025Q2: 6,297 shares; 2025Q3: 6,297 shares 6,297$225K0.1%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 912 shares; 2025Q3: 912 shares 912$200K0.09%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
COSTCOSTCO WHOLESALE CORPORATION190$188Kshares
WCCBWEST COAST COMMUNITY BANCORP4,648$182Kshares
VGTVANGUARD WORLD FD266$176Kshares
VCSHVANGUARD SCOTTSDALE FDS2,134$170Kshares
CSCOCISCO SYS INC2,421$168Kshares
VNQIVANGUARD INTL EQUITY INDEX F3,466$160Kshares
BNDVANGUARD BD INDEX FDS2,153$159Kshares
MSFTMICROSOFT CORP310$154Kshares
AMGNAMGEN INC500$140Kshares
VOVANGUARD INDEX FDS469$131Kshares
SPYSTATE STR SPDR S&P 500 ETF T192$119Kshares
WFCWELLS FARGO & CO1,347$108Kshares
UBERUBER TECHNOLOGIES INC1,053$98.2Kshares
AAGILENT TECHNOLOGIES INC828$97.7Kshares
METAMETA PLATFORMS INC108$79.7Kshares
KEYSKEYSIGHT TECHNOLOGIES INC465$76.2Kshares
VIGIVANGUARD WHITEHALL FDS677$61Kshares
GSIEGOLDMAN SACHS ETF TR1,491$59.1Kshares
LLYELI LILLY & CO69$53.8Kshares
GOOGALPHABET INC280$49.7Kshares
ZSZSCALER INC150$47.1Kshares
FDXFEDEX CORP200$45.5Kshares
XBISPDR SERIES TRUST526$43.6Kshares
HDHOME DEPOT INC100$36.7Kshares
CHTRCHARTER COMMUNICATIONS INC81$33.1Kshares
TAT&T INC957$27.7Kshares
AVGOBROADCOM INC100$27.6Kshares
BXBLACKSTONE INC184$27.5Kshares
RTXRTX CORPORATION186$27.2Kshares
IBMINTERNATIONAL BUSINESS MACHS83$24.6Kshares
JNJJOHNSON & JOHNSON150$22.9Kshares
FTCSFIRST TR EXCHANGE-TRADED FD218$19.8Kshares
PEPPEPSICO INC125$16.5Kshares
BNDXVANGUARD CHARLOTTE FDS303$15Kshares
VRSNVERISIGN INC50$14.4Kshares
CARRCARRIER GLOBAL CORPORATION186$13.6Kshares
SBUXSTARBUCKS CORP115$10.5Kshares
HPQHP INC400$9.78Kshares
OTISOTIS WORLDWIDE CORP93$9.21Kshares
AMATAPPLIED MATLS INC45$8.24Kshares
HPEHEWLETT PACKARD ENTERPRISE C400$8.18Kshares
NVDANVIDIA CORPORATION50$7.9Kshares
JPMJPMORGAN CHASE & CO21$6.09Kshares
SAPSAP SE18$5.47Kshares
WRBBERKLEY W R CORP60$4.41Kshares
VVISA INC12$4.26Kshares
GOOGLALPHABET INC22$3.88Kshares
ABBVABBVIE INC20$3.71Kshares
CTASCINTAS CORP16$3.57Kshares
SYKSTRYKER CORPORATION9$3.56Kshares
BLKBLACKROCK INC3$3.15Kshares
CRMSALESFORCE INC11$3Kshares
PANWPALO ALTO NETWORKS INC14$2.87Kshares
WBDWARNER BROS DISCOVERY INC231$2.65Kshares
BURLBURLINGTON STORES INC10$2.33Kshares
KDKYNDRYL HLDGS INC14$587shares

How Q3 2025 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 0001911695-25-000006 base2025-10-28acceptance time not in the bulk data set