$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
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 | 11 | Q2 2024 | 28.9% |
| VANGUARD DIVIDEND APPRECIATION | 11 | Q2 2024 | 11.6% |
| VANGUARD TOTAL INTL STOCK INDE | 11 | Q2 2024 | 10.7% |
| VANGUARD SMALL CAP VALUE ETF | 11 | Q2 2024 | 9.1% |
| VANGUARD MORTGAGE-BACK SEC ETF | 11 | Q2 2024 | 9.5% |
| Vanguard FTSE All-World ex-US | 11 | Q2 2024 | 7.2% |
| Vanguard S&P 500 ETF | 11 | Q2 2024 | 6.6% |
| VANGUARD INT-TERM CORP ETF | 11 | Q2 2024 | 5.8% |
| VANGUARD VALUE ETF | 11 | Q2 2024 | 4.5% |
| VANGUARD GROWTH ETF | 11 | Q2 2024 | 3.5% |
View Family CFO Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-17 |
| 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 |
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.