Data as of Q4 2025 (Dec 31, 2025)

Family CFO Inc

•CIK: 1911695•Filing: Q4 2025

**Family CFO Inc.** manages $224M across a diversified portfolio of 86 positions. The strategy exhibits a significant allocation to broad market exposure, notably VTI ($52.0M) and VXUS ($20.7M). Core holdings also include quality and value tilts with VIG ($22.8M) and VBR ($16.2M), alongside fixed income exposure via VMBS ($14.8M). This structure suggests a disciplined, multi-asset approach emphasizing established market indices.

Total AUM
$223.6M
QoQ Performance
+3.0%
Positions
86
Top 10 Concentration
78.6%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
VIG
VXUS
VBR
VMBS
VOO
VSS
VTI23.3%
VIG10.2%
VXUS9.2%
VBR7.2%
VMBS6.6%
VOO5.4%
VSS5.4%
VCIT4.5%

📈 Biggest Buys

AAEQ
ALPHA ARCHITECT ETF US EQUITY
NEW
0.4% of portfolio
VMBS
VANGUARD MORTGAGE-BACK SEC ETF
+5.5%
6.6% of portfolio
DUSB
DIMENSNL ULTRASHRT FIXED INCM ETF
+50.9%
0.9% of portfolio
BNDX
Vanguard Total International Bond ETF
NEW
0.2% of portfolio
VTIP
VANGUARD STRM INFPROIDX ETF
+3.9%
3.5% of portfolio

📉 Biggest Sells

BE
Bloom Energy Corporation Com C L A
-19.5%
3.3% of portfolio
VSS
Vanguard FTSE All-World ex-US Sm-Cap Index Fund
-2.3%
5.4% of portfolio
VWO
VANGUARD FTSE EMR MKT ETF
-7.0%
1.6% of portfolio
VB
Vanguard Small Cap ETF
-30.1%
0.2% of portfolio
VUSB
Vanguard Ultra-Short Bond ETF
-29.1%
0.3% of portfolio

Sector Breakdown

Other92.3%
ETF5.5%
Consumer0.8%
Financial0.7%
Technology0.6%
Healthcare0.1%
Industrial0.0%
Consumer Staples0.0%

Changes from Q3 2025

NEW52 new positions
↑12 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI23.3%
Vanguard Total Stock Market ETF
$52.0M
VIG10.2%
VANGUARD DIVIDEND APPRECIATION ETF
$22.8M
VXUS9.2%
VANGUARD TOTAL INTL STOCK INDEX FUND ETF
$20.7M
VBR7.2%
VANGUARD SMALL CAP VALUE ETF
$16.2M
VMBS6.6%
VANGUARD MORTGAGE-BACK SEC ETF
$14.8M

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