$142 Million is the total value of Family CFO Inc's 57 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION | $15,218,886 | +3.6% | 93,695 | -1.8% | 10.74% | -4.1% |
| VXUS | Sell | VANGUARD TOTAL INTL STOCK INDE | $13,518,372 | +1.1% | 241,055 | -0.5% | 9.54% | -6.5% |
| VOO | Sell | Vanguard S&P 500 ETF | $7,136,360 | +7.5% | 17,522 | -0.7% | 5.04% | -0.5% |
| VTV | Sell | VANGUARD VALUE ETF | $5,198,302 | -11.1% | 36,582 | -13.6% | 3.67% | -17.7% |
| VXF | Sell | VANGUARD EXTEND MKT ETF | $2,075,137 | +4.6% | 13,943 | -1.5% | 1.46% | -3.2% |
| VEU | Sell | VANGUARD ALLWRLD EX US ETF | $1,778,935 | -0.7% | 32,695 | -2.5% | 1.26% | -8.1% |
| BRKB | Sell | Berkshire Hathaway | $1,240,899 | +0.8% | 3,639 | -8.7% | 0.88% | -6.7% |
| BND | Sell | Vanguard Total Bond Market | $130,260 | -69.1% | 1,792 | -68.6% | 0.09% | -71.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
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.