| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ENDV | Exit | ENDONOVO THERAPEUTICS INC COM | $0 | – | -60 | -100.0% | 0.00% | – |
| Exit | Kyndryl Hldgs Inc Com | $0 | – | -14 | -100.0% | 0.00% | – | |
| LIT | Exit | Global X Lithium Battery | $0 | – | -20 | -100.0% | -0.00% | – |
| GIS | Exit | General Mills | $0 | – | -15 | -100.0% | -0.00% | – |
| SNOW | Exit | Snowflake Inc | $0 | – | -10 | -100.0% | -0.00% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR ADR | $0 | – | -20 | -100.0% | -0.00% | – |
| DIS | Exit | Walt Disney Co | $0 | – | -15 | -100.0% | -0.00% | – |
| MRNA | Exit | Moderna Inc | $0 | – | -10 | -100.0% | -0.00% | – |
| CAG | Exit | Conagra Brands Inc | $0 | – | -50 | -100.0% | -0.00% | – |
| NKE | Exit | Nike Inc | $0 | – | -10 | -100.0% | -0.00% | – |
| CMG | Exit | Chipotle Mexican Grl | $0 | – | -1 | -100.0% | -0.00% | – |
| DE | Exit | Deere & Co | $0 | – | -5 | -100.0% | -0.00% | – |
| Exit | WARNER BROS DISCOVERY INC COM | $0 | – | -231 | -100.0% | -0.00% | – | |
| JPM | Exit | JP Morgan Chase | $0 | – | -15 | -100.0% | -0.00% | – |
| ORLY | Exit | O Reilly Automotive | $0 | – | -6 | -100.0% | -0.00% | – |
| PSX | Exit | Phillips 66 | $0 | – | -50 | -100.0% | -0.00% | – |
| ACN | Exit | Accenture Plc | $0 | – | -20 | -100.0% | -0.00% | – |
| HPE | Exit | Hewlett Packard Enterprise Co | $0 | – | -400 | -100.0% | -0.01% | – |
| AMAT | Exit | Applied Materials | $0 | – | -57 | -100.0% | -0.01% | – |
| AVGO | Exit | Broadcom Inc | $0 | – | -10 | -100.0% | -0.01% | – |
| SLB | Exit | Schlumberger Limited | $0 | – | -151 | -100.0% | -0.01% | – |
| VRSN | Exit | VeriSign, Inc | $0 | – | -50 | -100.0% | -0.01% | – |
| HPQ | Exit | Hewlett Packard, Inc | $0 | – | -400 | -100.0% | -0.01% | – |
| SBUX | Exit | Starbucks Corporation | $0 | – | -115 | -100.0% | -0.01% | – |
| IBM | Exit | International Business Machine | $0 | – | -79 | -100.0% | -0.01% | – |
| INTC | Exit | Intel Corp | $0 | – | -400 | -100.0% | -0.01% | – |
| T | Exit | AT&T INC COM | $0 | – | -957 | -100.0% | -0.01% | – |
| PEP | Exit | Pepsico, Inc | $0 | – | -125 | -100.0% | -0.02% | – |
| COP | Exit | Conoco Phillips Corp | $0 | – | -197 | -100.0% | -0.02% | – |
| JNJ | Exit | Johnson & Johnson | $0 | – | -150 | -100.0% | -0.02% | – |
| ZS | Exit | Zscaler Inc | $0 | – | -157 | -100.0% | -0.02% | – |
| Exit | Constellation Energy Cor | $0 | – | -233 | -100.0% | -0.02% | – | |
| HD | Exit | Home Depot Inc | $0 | – | -100 | -100.0% | -0.02% | – |
| FB | Exit | Meta Platforms Inc Com Cl A | $0 | – | -100 | -100.0% | -0.02% | – |
| BX | Exit | Blackstone Inc | $0 | – | -304 | -100.0% | -0.02% | – |
| CHTR | Exit | Charter Communications Inc Com | $0 | – | -81 | -100.0% | -0.03% | – |
| LLY | Exit | Eli Lilly & Co | $0 | – | -74 | -100.0% | -0.03% | – |
| GOOG | Exit | Google Inc | $0 | – | -365 | -100.0% | -0.04% | – |
| UBER | Exit | Uber Technologies Inc | $0 | – | -1,103 | -100.0% | -0.04% | – |
| WFC | Exit | Wells Fargo & Company | $0 | – | -1,347 | -100.0% | -0.04% | – |
| VO | Exit | VANGUARD MID CAP ETF | $0 | – | -283 | -100.0% | -0.04% | – |
| FDX | Exit | Federal Express Corp | $0 | – | -222 | -100.0% | -0.04% | – |
| KEYS | Exit | Keysight Technologies, Inc | $0 | – | -465 | -100.0% | -0.04% | – |
| UPS | Exit | United Parcel Service, Inc | $0 | – | -400 | -100.0% | -0.04% | – |
| A | Exit | Agilent Technologies, Inc | $0 | – | -828 | -100.0% | -0.07% | – |
| ADP | Exit | Automatic Data Processing, Inc | $0 | – | -400 | -100.0% | -0.07% | – |
| COST | Exit | Costco Wholesale Corp | $0 | – | -190 | -100.0% | -0.08% | – |
| MSFT | Exit | Microsoft Corp Com | $0 | – | -359 | -100.0% | -0.08% | – |
| SCZC | Exit | West Coast Cmnty Bancorp | $0 | – | -4,648 | -100.0% | -0.08% | – |
| VNQI | Exit | VANGUARD GLB EX US ETF | $0 | – | -3,110 | -100.0% | -0.09% | – |
| BND | Exit | Vanguard Total Bond Market | $0 | – | -1,792 | -100.0% | -0.09% | – |
| AMGN | Exit | Amgen Inc | $0 | – | -504 | -100.0% | -0.10% | – |
| AMZN | Exit | Amazon com | $0 | – | -1,062 | -100.0% | -0.10% | – |
| CSCO | Exit | Cisco Systems, Inc | $0 | – | -2,524 | -100.0% | -0.10% | – |
| Exit | International Small Cap Value | $0 | – | -6,111 | -100.0% | -0.10% | – | |
| AAPL | Exit | Apple | $0 | – | -950 | -100.0% | -0.12% | – |
| ORCL | Exit | Oracle Corp Com | $0 | – | -2,696 | -100.0% | -0.20% | – |
| VB | Exit | Vanguard Small Cap ETF | $0 | – | -2,718 | -100.0% | -0.37% | – |
| ESGV | Exit | Vanguard ESG US Stock ETF | $0 | – | -9,126 | -100.0% | -0.49% | – |
| VSGX | Exit | Vanguard EST International Sto | $0 | – | -14,411 | -100.0% | -0.52% | – |
| TSLA | Exit | Tesla Inc | $0 | – | -3,206 | -100.0% | -0.58% | – |
| Exit | DIMENSIONAL ETF TR US MARKETWI | $0 | – | -29,246 | -100.0% | -0.72% | – | |
| BRKB | Exit | Berkshire Hathaway | $0 | – | -3,665 | -100.0% | -0.92% | – |
| VNQ | Exit | Vanguard Real Estate ETF | $0 | – | -19,109 | -100.0% | -1.04% | – |
| Exit | DIMENSIONAL ETF INTERNATIONAL | $0 | – | -46,188 | -100.0% | -1.08% | – | |
| VEA | Exit | VANGUARD FTSE DEV MKT ETF | $0 | – | -35,583 | -100.0% | -1.12% | – |
| VEU | Exit | VANGUARD ALLWRLD EX US ETF | $0 | – | -31,909 | -100.0% | -1.19% | – |
| VXF | Exit | VANGUARD EXTEND MKT ETF | $0 | – | -14,302 | -100.0% | -1.47% | – |
| BE | Exit | Bloom Energy Corporation Com C | $0 | – | -213,173 | -100.0% | -2.03% | – |
| VUG | Exit | VANGUARD GROWTH ETF | $0 | – | -11,075 | -100.0% | -2.17% | – |
| VWO | Exit | VANGUARD FTSE EMR MKT ETF | $0 | – | -80,523 | -100.0% | -2.27% | – |
| VTIP | Exit | VANGUARD STRM INFPROIDX ETF | $0 | – | -76,102 | -100.0% | -2.59% | – |
| VTV | Exit | VANGUARD VALUE ETF | $0 | – | -37,021 | -100.0% | -3.67% | – |
| VCIT | Exit | VANGUARD INT-TERM CORP ETF | $0 | – | -82,155 | -100.0% | -4.49% | – |
| VOO | Exit | Vanguard S&P 500 ETF | $0 | – | -17,411 | -100.0% | -4.92% | – |
| VSS | Exit | Vanguard FTSE All-World ex-US | $0 | – | -83,291 | -100.0% | -6.36% | – |
| VBR | Exit | VANGUARD SMALL CAP VALUE ETF | $0 | – | -68,710 | -100.0% | -7.88% | – |
| VMBS | Exit | VANGUARD MORTGAGE-BACK SEC ETF | $0 | – | -295,028 | -100.0% | -9.29% | – |
| VXUS | Exit | VANGUARD TOTAL INTL STOCK INDE | $0 | – | -254,990 | -100.0% | -9.81% | – |
| VIG | Exit | VANGUARD DIVIDEND APPRECIATION | $0 | – | -96,826 | -100.0% | -10.82% | – |
| VTI | Exit | Vanguard Total Stock Market ET | $0 | – | -146,256 | -100.0% | -22.34% | – |
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.