FC

Family CFO Inc

13F
Family CFO Inc
Last update 2024-10-17 73 Stocks (9 new)
Value $177.00 Mil Turnover 3 %
Countries:
Top Holdings: VTI(23.31%)VIG(10.74%)VXUS(9.49%)VBR(8.24%)VMBS(6.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
Family CFO Inc Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
145,950
41327.240
+0.16%
23.310
+0.04%
0.010
+13.34%
+25.08%
440602.207
 
VIG 		Vanguard Dividend Appreciation FTF
96,111
19035.710
-0.15%
10.740
-0.02%
0.020
+9.56%
+19.17%
85497.677
 
VXUS 		Vanguard Total International Stock
259,990
16831.770
-0.43%
9.490
-0.04%
0.020
+4.06%
+7.06%
74616.454
 
VBR 		Vanguard Small Cap Value ETF
72,739
14604.580
+0.29%
8.240
+0.02%
0.050
+13.32%
+17.61%
31953.502
 
VMBS 		Vanguard Mortgage-Backed Securities ETF
234,257
11059.280
-2.78%
6.240
-0.19%
0.060
-0.86%
-0.97%
18586.227
 
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
85,748
10800.850
+1.08%
6.090
+0.06%
0.120
+3.96%
+4.65%
8718.105
 
VOO 		Vanguard S&P 500 ETF
18,635
9833.130
-0.18%
5.550
-0.01%
0.000
+12.76%
+25.90%
512010.132
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
172,166
8489.510
+66.90%
4.790
+1.92%
0.080
+0.70%
+2.95%
11042.916
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
93,247
7809.460
+1.89%
4.400
+0.08%
0.020
+0.16%
+0.46%
49141.672
 
VTV 		Vanguard Value ETF
35,749
6240.760
-0.55%
3.520
-0.02%
0.010
+9.59%
+19.55%
126648.429
 

Family CFO Inc's Historical Top Holdings Breakdowns

Family CFO Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTIP 		Vanguard Short-Term Inflation-Protected Securities2024-09-30Add
+1.92%
●
48.06 ($48.7) 49.39
$48.89
0.39%
Add 66.9%
172,166
69,008
VMBS 		Vanguard Mortgage-Backed Securities ETF2024-09-30Reduce
-0.19%
●
44.9 ($46.59) 47.55
$45.91
-1.46%
Reduce -2.78%
234,257
-6,706
VUSB 		Vanguard Ultra-Short Bond ETF2024-09-30New Buy
+0.18%
●
49.31 ($49.68) 49.97
$49.67
-0.02%
New holding
6,320
6,320
XBI 		SPDR Biotech ETF2024-09-30New Buy
+0.08%
●
90.87 ($98.25) 102.43
$104.18
6.04%
New holding
1,431
1,431
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-09-30Add
+0.08%
●
79.29 ($82.23) 84.02
$81.64
-0.72%
Add 1.89%
93,247
1,730
IWD 		iShares Russell 1000 Value ETF2024-09-30New Buy
+0.07%
●
173.36 ($182.18) 189.8
$195.35
7.23%
New holding
623
623
VSS 		Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF2024-09-30Add
+0.06%
●
112.99 ($120.55) 126.45
$120.38
-0.14%
Add 1.08%
85,748
914
IEFA 		iShares Core MSCI EAFE ETF2024-09-30New Buy
+0.05%
●
70.09 ($74.86) 78.74
$73.81
-1.40%
New holding
1,131
1,131
SPY 		S&P 500 ETF TRUST ETF2024-09-30New Buy
+0.05%
●
517.38 ($552.93) 573.76
$598.19
8.19%
New holding
141
141
IWF 		iShares Russell 1000 Growth ETF2024-09-30New Buy
+0.04%
●
332.02 ($362.65) 382.76
$398.63
9.92%
New holding
207
207

Family CFO Inc Total Holding History ($B)

To

Family CFO Inc's Asset Allocation

To

Family CFO Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Family CFO Inc's Hypothetical Growth since 2024-09-30

Family CFO Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Family CFO Inc's Holdings Heat Map

Size field:

Family CFO Inc's Holdings Bubble Chart

Family CFO Inc News

  • 1

Discussions on Family CFO Inc

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.