Family CFO Inc: 13F holdings
CIK 19116952026Q2
| Positions | 47 |
|---|
| Reported value | $259.9m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 47 (+6 vs prior quarter) |
|---|
| Reported value | $259.9m (+16.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI Vanguard Total Stock Market ETF | 154,081 | $57.0m | 21.9% |
| VIG VANGUARD DIVIDEND APPRECIATION ETF | 104,202 | $24.7m | 9.5% |
| VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 271,144 | $23.2m | 8.9% |
| BE Bloom Energy Corporation Com C L A | 68,000 | $20.6m | 7.9% |
| VBR VANGUARD SMALL CAP VALUE ETF | 73,425 | $17.8m | 6.9% |
| VMBS VANGUARD MORTGAGE-BACK SEC ETF | 346,727 | $16.2m | 6.2% |
| VSS Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 82,953 | $12.8m | 4.9% |
| VOO Vanguard S&P 500 ETF | 16,643 | $11.4m | 4.4% |
| VCIT VANGUARD INT-TERM CORP ETF | 119,883 | $9.9m | 3.8% |
| VTIP VANGUARD STRM INFPROIDX ETF | 163,287 | $8.2m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911695")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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