Family CFO

LOS ALTOS, CAfiles as Family CFO Inc

$260m in 47 US stocks at the end of 30 June 2026. The top 10 are 77.7% of the money. It changed about 4.6% of the portfolio this quarter.

Value

$260m

Stocks

Top 10 share

77.7%

Turnover

4.6%

What changed this quarter

New

Bought for the first time this quarter.

BroadcomAVGO
0.8% of the fund
NvidiaNVDA
0.1% of the fund
Ishares TRIGF
0.1% of the fund
Vanguard World FDVGT
<0.1% of the fund
Ishares Silver TRSLV
<0.1% of the fund
Amazon.comAMZN
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Scottsdale FDSVMBS
6.2% of the fund
+7%
Vanguard Scottsdale FDSVCIT
3.8% of the fund
+7%
Vanguard Malvern FDSVTIP
3.2% of the fund
+5%
Dimensional ETF TrustDUSB
0.6% of the fund
+2%
Vanguard World FDESGV
0.5% of the fund
+3%
Vanguard BD Index FDSVUSB
0.2% of the fund
+12%
World Gold TRGLDM
0.2% of the fund
+18%
Vanguard Charlotte FDSBNDX
0.1% of the fund
+15%

Cut

Sold some of their stake.

Bloom EnergyBE
7.9% of the fund
-12%
Vanguard Index FDSVXF
1.3% of the fund
-3%
Berkshire HathawayBRK-B
0.5% of the fund
-9%
Vanguard Instl Index FDVBIL
0.4% of the fund
-3%
Spdr Series TrustEBND
0.3% of the fund
-4%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Vanguard Index FDSVTI
Share
21.9%
Value
$57m
Shares
154,081
Held
Vanguard Specialized FundsVIG
Share
9.5%
Value
$25m
Shares
104,202
Held
Vanguard Star FDSVXUS
Share
8.9%
Value
$23m
Shares
271,144
Held
Bloom EnergyBE
Share
7.9%
Value
$21m
Shares
68,000
-12%
Vanguard Index FDSVBR
Share
6.9%
Value
$18m
Shares
73,425
Held
Vanguard Scottsdale FDSVMBS
Share
6.2%
Value
$16m
Shares
346,727
+7%
Vanguard Intl Equity Index FVSS
Share
4.9%
Value
$13m
Shares
82,953
Held
Vanguard Index FDSVOO
Share
4.4%
Value
$11m
Shares
16,643
Held
Vanguard Scottsdale FDSVCIT
Share
3.8%
Value
$10m
Shares
119,883
+7%
Vanguard Malvern FDSVTIP
Share
3.2%
Value
$8m
Shares
163,287
+5%
Vanguard Index FDSVTV
Share
3.0%
Value
$8m
Shares
35,630
Held
Vanguard Index FDSVUG
Share
2.4%
Value
$6m
Shares
70,948
Held
Vanguard Intl Equity Index FVWO
Share
1.5%
Value
$4m
Shares
65,553
Held
EA Series TrustAAUA
Share
1.4%
Value
$4m
Shares
63,129
Held
Dimensional ETF TrustDFIV
Share
1.3%
Value
$3m
Shares
64,540
Held
Vanguard Index FDSVXF
Share
1.3%
Value
$3m
Shares
14,089
-3%
Dimensional ETF TrustDFUV
Share
1.2%
Value
$3m
Shares
54,645
Held
Vanguard Tax-Managed FDSVEA
Share
1.1%
Value
$3m
Shares
39,454
Held
Vanguard Intl Equity Index FVEU
Share
0.9%
Value
$2m
Shares
28,128
Held
Vanguard Index FDSVNQ
Share
0.8%
Value
$2m
Shares
22,729
Held
BroadcomAVGO
Share
0.8%
Value
$2m
Shares
5,600
New
Dimensional ETF TrustDUSB
Share
0.6%
Value
$1m
Shares
28,419
+2%
Berkshire HathawayBRK-B
Share
0.5%
Value
$1m
Shares
2,768
-9%
Vanguard World FDVSGX
Share
0.5%
Value
$1m
Shares
16,779
Held
Vanguard World FDESGV
Share
0.5%
Value
$1m
Shares
9,678
+3%
TeslaTSLA
Share
0.4%
Value
$1m
Shares
2,778
Held
Vanguard Instl Index FDVBIL
Share
0.4%
Value
$1m
Shares
14,528
-3%
EA Series TrustAAEQ
Share
0.4%
Value
$1m
Shares
19,852
Held
Spdr Series TrustIBND
Share
0.3%
Value
$778,948
Shares
24,982
Held
Spdr Series TrustBWX
Share
0.3%
Value
$776,903
Shares
35,835
Held
Spdr Series TrustEBND
Share
0.3%
Value
$760,819
Shares
36,368
-4%
Dimensional ETF TrustDFEV
Share
0.3%
Value
$739,677
Shares
17,336
Held
Vanguard Index FDSVB
Share
0.2%
Value
$599,571
Shares
1,978
Held
Vanguard Intl Equity Index FVNQI
Share
0.2%
Value
$541,731
Shares
12,079
Held
Vanguard BD Index FDSVUSB
Share
0.2%
Value
$480,029
Shares
9,643
+12%
World Gold TRGLDM
Share
0.2%
Value
$440,225
Shares
5,543
+18%
AppleAAPL
Share
0.2%
Value
$436,066
Shares
1,507
Held
Dimensional ETF TrustDFSV
Share
0.2%
Value
$434,991
Shares
11,214
Held
Vanguard Charlotte FDSBNDX
Share
0.1%
Value
$349,326
Shares
7,213
+15%
NvidiaNVDA
Share
0.1%
Value
$334,150
Shares
1,670
New
Ishares TRIGF
Share
0.1%
Value
$311,222
Shares
4,673
New
Vanguard World FDVGT
Share
<0.1%
Value
$254,339
Shares
2,128
New
Dimensional ETF TrustDISV
Share
<0.1%
Value
$252,699
Shares
6,297
Held
West Coast Community BancorpWCCB
Share
<0.1%
Value
$232,400
Shares
4,648
Held
OracleORCL
Share
<0.1%
Value
$228,911
Shares
1,562
Held
Ishares Silver TRSLV
Share
<0.1%
Value
$224,039
Shares
4,190
New
Amazon.comAMZN
Share
<0.1%
Value
$214,268
Shares
899
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	21.9%	$57m	154,081	Held
Vanguard Specialized FundsVIG	9.5%	$25m	104,202	Held
Vanguard Star FDSVXUS	8.9%	$23m	271,144	Held
Bloom EnergyBE	7.9%	$21m	68,000	-12%
Vanguard Index FDSVBR	6.9%	$18m	73,425	Held
Vanguard Scottsdale FDSVMBS	6.2%	$16m	346,727	+7%
Vanguard Intl Equity Index FVSS	4.9%	$13m	82,953	Held
Vanguard Index FDSVOO	4.4%	$11m	16,643	Held
Vanguard Scottsdale FDSVCIT	3.8%	$10m	119,883	+7%
Vanguard Malvern FDSVTIP	3.2%	$8m	163,287	+5%
Vanguard Index FDSVTV	3.0%	$8m	35,630	Held
Vanguard Index FDSVUG	2.4%	$6m	70,948	Held
Vanguard Intl Equity Index FVWO	1.5%	$4m	65,553	Held
EA Series TrustAAUA	1.4%	$4m	63,129	Held
Dimensional ETF TrustDFIV	1.3%	$3m	64,540	Held
Vanguard Index FDSVXF	1.3%	$3m	14,089	-3%
Dimensional ETF TrustDFUV	1.2%	$3m	54,645	Held
Vanguard Tax-Managed FDSVEA	1.1%	$3m	39,454	Held
Vanguard Intl Equity Index FVEU	0.9%	$2m	28,128	Held
Vanguard Index FDSVNQ	0.8%	$2m	22,729	Held
BroadcomAVGO	0.8%	$2m	5,600	New
Dimensional ETF TrustDUSB	0.6%	$1m	28,419	+2%
Berkshire HathawayBRK-B	0.5%	$1m	2,768	-9%
Vanguard World FDVSGX	0.5%	$1m	16,779	Held
Vanguard World FDESGV	0.5%	$1m	9,678	+3%
TeslaTSLA	0.4%	$1m	2,778	Held
Vanguard Instl Index FDVBIL	0.4%	$1m	14,528	-3%
EA Series TrustAAEQ	0.4%	$1m	19,852	Held
Spdr Series TrustIBND	0.3%	$778,948	24,982	Held
Spdr Series TrustBWX	0.3%	$776,903	35,835	Held
Spdr Series TrustEBND	0.3%	$760,819	36,368	-4%
Dimensional ETF TrustDFEV	0.3%	$739,677	17,336	Held
Vanguard Index FDSVB	0.2%	$599,571	1,978	Held
Vanguard Intl Equity Index FVNQI	0.2%	$541,731	12,079	Held
Vanguard BD Index FDSVUSB	0.2%	$480,029	9,643	+12%
World Gold TRGLDM	0.2%	$440,225	5,543	+18%
AppleAAPL	0.2%	$436,066	1,507	Held
Dimensional ETF TrustDFSV	0.2%	$434,991	11,214	Held
Vanguard Charlotte FDSBNDX	0.1%	$349,326	7,213	+15%
NvidiaNVDA	0.1%	$334,150	1,670	New
Ishares TRIGF	0.1%	$311,222	4,673	New
Vanguard World FDVGT	<0.1%	$254,339	2,128	New
Dimensional ETF TrustDISV	<0.1%	$252,699	6,297	Held
West Coast Community BancorpWCCB	<0.1%	$232,400	4,648	Held
OracleORCL	<0.1%	$228,911	1,562	Held
Ishares Silver TRSLV	<0.1%	$224,039	4,190	New
Amazon.comAMZN	<0.1%	$214,268	899	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 30.2% since 30 June 2025.

Where the money is

Industrials7.9%

Technology1.2%

Financial services0.6%

Retail & consumer0.5%

Other89.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.