$139 Million is the total value of Family CFO Inc's 81 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | Vanguard S&P 500 ETF | $6,837,300 | -4.2% | 17,411 | -0.6% | 4.92% | -2.4% |
| VCIT | Sell | VANGUARD INT-TERM CORP ETF | $6,242,137 | -23.1% | 82,155 | -20.1% | 4.49% | -21.7% |
| VWO | Sell | VANGUARD FTSE EMR MKT ETF | $3,157,307 | -5.7% | 80,523 | -2.2% | 2.27% | -4.0% |
| BE | Sell | Bloom Energy Corporation Com C | $2,826,674 | -28.7% | 213,173 | -12.1% | 2.03% | -27.4% |
| VEU | Sell | VANGUARD ALLWRLD EX US ETF | $1,655,120 | -7.0% | 31,909 | -2.4% | 1.19% | -5.3% |
| VSGX | Sell | Vanguard EST International Sto | $726,891 | -7.5% | 14,411 | -2.6% | 0.52% | -5.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
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.