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Family CFO Inc

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13F filer, CIK 1911695, LOS ALTOS, CA

Family CFO Inc reported $223,268,058 across 41 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-28. Its ten largest share positions make up 77.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911695-26-000002

Period
2026-03-31
Reported value
$223M
Holdings
41
Top 10 weight
77.85%
New
5
Sold out
51

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AAUAnew+63,129$3.09M
BWXnew+36,121$793K
IBNDnew+25,397$789K
EBNDnew+38,046$785K
VMBSadded+9,488$445K

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
VOOreduced-2,583-$1.54M
BEreduced-6,510-$882K
VCITreduced-8,414-$696K
DUSBreduced-11,114-$564K
VBRreduced-2,316-$503K

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, Q1 2026

Share positions as resolved from 13F-HR 0001911695-26-000002, largest first. % of portfolio is the value over $223,268,058, 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; 2024Q2: restricted; 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 154,451$49.5M22.19%-635Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 104,268$22.4M10.04%+509Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 271,855$21M9.39%-1,926Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 74,220$16.1M7.22%-2,316Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 322,897$15.2M6.79%+9,488Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 82,905$12.1M5.41%-816Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 77,353$10.5M4.69%-6,510Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,727$10M4.48%-2,583Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 111,575$9.23M4.14%-8,414Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 156,099$7.8M3.49%-1,828Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 35,838$7.03M3.15%-1,364Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,825$5.17M2.31%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 65,726$3.55M1.59%-1,224Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 64,609$3.41M1.53%+347Timeline
AAUAEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,129 shares 63,129$3.09M1.38%newTimeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,472$2.98M1.33%-608Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 55,422$2.69M1.2%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 39,159$2.51M1.12%+348Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 28,567$2.15M0.96%-198Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 22,671$2.01M0.9%+995Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,038$1.46M0.65%0Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 27,807$1.41M0.63%-11,114Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,613$1.19M0.53%+1Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,944$1.13M0.51%+683Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,364$1.05M0.47%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,783$1.03M0.46%0Timeline
AAEQEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,852 shares; 2026Q1: 19,852 shares 19,852$923K0.41%0Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,121 shares 36,121$793K0.36%newTimeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,397 shares 25,397$789K0.35%newTimeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,046 shares 38,046$785K0.35%newTimeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 17,336$620K0.28%0Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,079$537K0.24%+8,131Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,978$518K0.23%-185Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,684 shares 4,684$434K0.19%newTimeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,585$427K0.19%-3,050Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,214$393K0.18%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,507$382K0.17%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: not reported; 2025Q4: 8,393 shares; 2026Q1: 6,268 shares 6,268$301K0.13%-2,125Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,297$248K0.11%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,562$230K0.1%0Timeline
WCCBWEST COAST COMMUNITY BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,648$221K0.1%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
DFLVDIMENSIONAL ETF TRUST6,904$236Kshares
AMZNAMAZON COM INC912$211Kshares
VGTVANGUARD WORLD FD266$201Kshares
CSCOCISCO SYS INC2,421$186Kshares
VCSHVANGUARD SCOTTSDALE FDS2,134$170Kshares
BNDVANGUARD BD INDEX FDS2,250$167Kshares
COSTCOSTCO WHOLESALE CORPORATION190$164Kshares
MSFTMICROSOFT CORP310$150Kshares
VOVANGUARD INDEX FDS469$136Kshares
AMGNAMGEN INC396$130Kshares
WFCWELLS FARGO & CO1,347$126Kshares
AAGILENT TECHNOLOGIES INC828$113Kshares
KEYSKEYSIGHT TECHNOLOGIES INC465$94.5Kshares
GOOGALPHABET INC280$87.9Kshares
UBERUBER TECHNOLOGIES INC1,053$86Kshares
SPYSTATE STR SPDR S&P 500 ETF T116$79.1Kshares
LLYELI LILLY & CO69$74.2Kshares
VIGIVANGUARD WHITEHALL FDS809$74Kshares
METAMETA PLATFORMS INC108$71.3Kshares
XBISPDR SERIES TRUST526$64.1Kshares
GSIEGOLDMAN SACHS ETF TR1,491$64Kshares
FDXFEDEX CORP139$40.2Kshares
AVGOBROADCOM INC100$34.6Kshares
HDHOME DEPOT INC100$34.4Kshares
RTXRTX CORPORATION186$34.1Kshares
ZSZSCALER INC150$33.7Kshares
JNJJOHNSON & JOHNSON150$31Kshares
BXBLACKSTONE INC184$28.4Kshares
IBMINTERNATIONAL BUSINESS MACHS84$25Kshares
FTCSFIRST TR EXCHANGE-TRADED FD218$20.2Kshares
PEPPEPSICO INC125$17.9Kshares
VRSNVERISIGN INC50$12.1Kshares
AMATAPPLIED MATLS INC45$11.6Kshares
CARRCARRIER GLOBAL CORPORATION186$9.83Kshares
SBUXSTARBUCKS CORP115$9.68Kshares
NVDANVIDIA CORPORATION50$9.32Kshares
OTISOTIS WORLDWIDE CORP93$8.12Kshares
GOOGLALPHABET INC22$6.89Kshares
JPMJPMORGAN CHASE & CO21$6.77Kshares
ABBVABBVIE INC20$4.57Kshares
SAPSAP SE18$4.37Kshares
VVISA INC12$4.21Kshares
WRBBERKLEY W R CORP60$4.21Kshares
BLKBLACKROCK INC3$3.21Kshares
SYKSTRYKER CORPORATION9$3.16Kshares
CTASCINTAS CORP16$3.01Kshares
CRMSALESFORCE INC11$2.91Kshares
BURLBURLINGTON STORES INC10$2.89Kshares
PANWPALO ALTO NETWORKS INC14$2.58Kshares
KDKYNDRYL HLDGS INC14$372shares
ENDVENDONOVO THERAPEUTICS INC60$0shares

How Q1 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 0001911695-26-000002 base2026-04-28acceptance time not in the bulk data set