$91.6 Trillion is the total value of Family CFO Inc's 55 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Sell | VANGUARD GROWTH ETF | $2,477,645,000 | +75715.3% | 11,116 | -2.2% | 2.71% | -18.4% |
| VEU | Sell | VANGUARD ALLWRLD EX US ETF | $1,664,667,000 | +85884.9% | 33,320 | -0.9% | 1.82% | -7.5% |
| VEA | Sell | VANGUARD FTSE DEV MKT ETF | $787,889,000 | +77677.8% | 19,311 | -8.4% | 0.86% | -16.3% |
| BND | Sell | Vanguard Total Bond Market | $456,377,000 | +90811.8% | 6,064 | -4.0% | 0.50% | -2.4% |
| CSCO | Sell | Cisco Systems, Inc | $103,231,000 | +75251.1% | 2,421 | -1.3% | 0.11% | -18.7% |
| BRKA | Exit | Berkshire Hathaway Inc | $0 | – | -1 | -100.0% | -0.54% | – |
| VGSH | Exit | VANGUARD SHORT-TERM TREASURY E | $0 | – | -10,050 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Stock Market ET | 8 | Q3 2023 | 28.9% |
| VANGUARD DIVIDEND APPRECIATION | 8 | Q3 2023 | 11.6% |
| VANGUARD TOTAL INTL STOCK INDE | 8 | Q3 2023 | 10.7% |
| VANGUARD SMALL CAP VALUE ETF | 8 | Q3 2023 | 9.1% |
| VANGUARD MORTGAGE-BACK SEC ETF | 8 | Q3 2023 | 9.5% |
| Vanguard FTSE All-World ex-US | 8 | Q3 2023 | 7.2% |
| Vanguard S&P 500 ETF | 8 | Q3 2023 | 6.6% |
| VANGUARD INT-TERM CORP ETF | 8 | Q3 2023 | 5.8% |
| VANGUARD VALUE ETF | 8 | Q3 2023 | 4.5% |
| VANGUARD GROWTH ETF | 8 | Q3 2023 | 3.5% |
View Family CFO Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-18 |
View Family CFO Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.