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Family CFO Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Family CFO Inc

报告期 2026-03-31 · CIK 0001911695

持仓数

41

前50大市值合计

$223.3M

报告期

2026-03-31

当前持仓调仓

前 41 大持仓

标的

类型

市值

股数

占比*

VTI Vanguard Total Stock Market ETF

COM

$49.5M

154,451

22.2%

VIG VANGUARD DIVIDEND APPRECIATION ETF

COM

$22.4M

104,268

10.0%

VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF

COM

$21.0M

271,855

9.4%

VBR VANGUARD SMALL CAP VALUE ETF

COM

$16.1M

74,220

7.2%

VMBS VANGUARD MORTGAGE-BACK SEC ETF

COM

$15.2M

322,897

6.8%

VSS Vanguard FTSE All-World ex-US Sm-Cap Index Fund

COM

$12.1M

82,905

5.4%

BE Bloom Energy Corporation Com C L A

COM

$10.5M

77,353

4.7%

VOO Vanguard S&P 500 ETF

COM

$10.0M

16,727

4.5%

VCIT VANGUARD INT-TERM CORP ETF

COM

$9.2M

111,575

4.1%

VTIP VANGUARD STRM INFPROIDX ETF

COM

$7.8M

156,099

3.5%

VTV VANGUARD VALUE ETF

COM

$7.0M

35,838

3.1%

VUG VANGUARD GROWTH ETF

COM

$5.2M

11,825

2.3%

VWO VANGUARD FTSE EMR MKT ETF

COM

$3.6M

65,726

1.6%

DFIV DIMENSIONAL ETF INTERNATIONAL VALUE

COM

$3.4M

64,609

1.5%

AAUA ALPHA ARCHITECT US EQUTY 3 ETF

COM

$3.1M

63,129

1.4%

VXF VANGUARD EXTEND MKT ETF

COM

$3.0M

14,472

1.3%

DFUV DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF

COM

$2.7M

55,422

1.2%

VEA VANGUARD FTSE DEV MKT ETF

COM

$2.5M

39,159

1.1%

VEU VANGUARD ALLWRLD EX US ETF

COM

$2.1M

28,567

1.0%

VNQ Vanguard Real Estate ETF

COM

$2.0M

22,671

0.9%

BRK/B Berkshire Hathaway

COM

$1.5M

3,038

0.7%

DUSB DIMENSNL ULTRASHRT FIXED INCM ETF

COM

$1.4M

27,807

0.6%

VSGX Vanguard EST International Stock ETF

COM

$1.2M

16,613

0.5%

VBIL Vanguard 0-3 Month Treasury Bill ETF

COM

$1.1M

14,944

0.5%

ESGV Vanguard ESG US Stock ETF

COM

$1.1M

9,364

0.5%

TSLA Tesla Inc.

COM

$1.0M

2,783

0.5%

AAEQ ALPHA ARCHITECT ETF US 2 EQUITY

COM

$923.4K

19,852

0.4%

BWX SPDR Blmbg Intl Trs Bd ETF

COM

$792.9K

36,121

0.4%

IBND SPDR Blmbg Intl Corp Bd ETF

COM

$789.3K

25,397

0.4%

EBND SPDR Blmbg Em Mkts Lcl Bd ETF

COM

$785.3K

38,046

0.4%

DFEV DIMENSIONAL ETF TR EMERGING MKTS VA

COM

$620.3K

17,336

0.3%

VNQI VANGUARD GLB EX US ETF

COM

$536.9K

12,079

0.2%

VB Vanguard Small Cap ETF

COM

$518.1K

1,978

0.2%

GLDM SPDR Gold MiniShares

COM

$434.2K

4,684

0.2%

VUSB Vanguard Ultra-Short Bond ETF

COM

$427.4K

8,585

0.2%

DFSV Dimensional US Small Cap Value ETF

COM

$392.9K

11,214

0.2%

AAPL Apple

COM

$382.5K

1,507

0.2%

BNDX Vanguard Total International Bond ETF

COM

$301.2K

6,268

0.1%

DISV International Small Cap Value ETF

COM

$248.4K

6,297

0.1%

ORCL Oracle Corp Com

COM

$229.8K

1,562

0.1%

WCCB West Coast Community Bancorp

COM

$220.8K

4,648

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

61%前 6 大占比

VTI22.2%VIG10.0%VXUS9.4%VBR7.2%VMBS6.8%VSS5.4%