$131 Million is the total value of Family CFO Inc's 56 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Sell | VANGUARD GROWTH ETF | $2,668,010 | +12.7% | 10,696 | -3.7% | 2.04% | -4.3% |
| VEU | Sell | VANGUARD ALLWRLD EX US ETF | $1,792,261 | +2.6% | 33,519 | -3.8% | 1.37% | -12.9% |
| BRKB | Sell | Berkshire Hathaway | $1,230,448 | -1.5% | 3,985 | -1.5% | 0.94% | -16.3% |
| BE | Sell | Bloom Energy Corporation Com C | $1,090,031 | -32.7% | 54,693 | -35.4% | 0.83% | -42.8% |
| BND | Sell | Vanguard Total Bond Market | $421,569 | -6.9% | 5,710 | -9.4% | 0.32% | -20.9% |
| NVDA | Exit | NVIDIA CORP COM | $0 | – | -50 | -100.0% | -0.01% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR ADR | $0 | – | -532 | -100.0% | -0.04% | – |
| Exit | DIMENSIONAL ETF INTERNATIONAL | $0 | – | -17,481 | -100.0% | -0.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-17
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.