Family CFO Inc - Portfolio overview

Family CFO Inc has 42 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - Vanguard Total Stock Market ETF, 22.46%
2. VIG - VANGUARD DIVIDEND APPRECIATION ETF, 10.16%
3. VXUS - VANGUARD TOTAL INTL STOCK INDEX FUND ETF, 9.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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