Family CFO Inc
Q4 2024 13F Holdings
- Locationlos altos, CA
- Num holdings
92
- Value ($000)
$181,637
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001911695
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | COM | 922908769 | $43.28M | 24 % | 149,345 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | COM | 921908844 | $19.45M | 11 % | 99,345 | ||
VANGUARD TOTAL INTL STOCK INDEX FUND ETF | COM | 921909768 | $16.34M | 9 % | 277,229 | ||
VBR VANGUARD SMALL CAP VALUE ETF | COM | 922908611 | $14.86M | 8 % | 75,001 | ||
VANGUARD MORTGAGE-BACK SEC ETF | COM | 92206C771 | $11.88M | 7 % | 261,968 | ||
VOO Vanguard S&P 500 ETF | COM | 922908363 | $10.04M | 6 % | 18,635 | ||
VSS Vanguard FTSE All-World ex-US Sm-Cap Index Fund | COM | 922042718 | $10.04M | 6 % | 87,701 | ||
VTIP VANGUARD STRM INFPROIDX ETF | COM | 922020805 | $8.04M | 4 % | 166,001 | ||
VCIT VANGUARD INT-TERM CORP ETF | COM | 92206C870 | $7.74M | 4 % | 96,391 | ||
VTV VANGUARD VALUE ETF | COM | 922908744 | $6.22M | 3 % | 36,714 |
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