account_balance
Investment manager · 13F filer · SEC CIK 1911695
Family CFO Inc
Reported value$258Mas of Sep 30, 2026
Positions48 6 new, 5 sold out
Top 10 weight74.2%VTI alone is 21%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Total Stock Market ETF
20.9%Trimmed −6%
VIGVanguard Dividend Appreciation ETF
9.5%
VXUSVanguard Total Intl Stock Index Fund ETF
9.0%
VBRVanguard Small Cap Value ETF
6.4%Trimmed −2%
VMBSVanguard Mortgage-back Sec ETF
6.3%Added +6%
BEBloom Energy Corporation Com C L A
5.2%Trimmed −29%
VSSVanguard FTSE All-World ex-US Sm-Cap Index Fund
5.0%
VOOVanguard S&P 500 ETF
4.5%
VCITVanguard Int-term Corp ETF
4.1%Added +12%
VTIPVanguard STRM Infproidx ETF
3.2%
VTVVanguard Value ETF
3.0%
AAUB2.6%
VTIVanguard Total Stock Market ETF
20.9%Trimmed −6%
VIG9.5%
VXUS9.0%
VBR6.4%
VMBSVanguard Mortgage-back Sec ETF
6.3%Added +6%
VSS5.0%
VOO4.5%
VCIT4.1%
VTIP3.2%
VTV3.0%
AAUB2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Total Stock Market ETF 20.9% Trimmed −6%
VIG Vanguard Dividend Appreciation ETF 9.5% Held
VXUS Vanguard Total Intl Stock Index Fund ETF 9.0% Held
VBR Vanguard Small Cap Value ETF 6.4% Trimmed −2%
VMBS Vanguard Mortgage-back Sec ETF 6.3% Added +6%
BE Bloom Energy Corporation Com C L A 5.2% Trimmed −29%VSS Vanguard FTSE All-World ex-US Sm-Cap Index Fund 5.0% Held
VOO Vanguard S&P 500 ETF 4.5% Held
VCIT Vanguard Int-term Corp ETF 4.1% Added +12%
VTIP Vanguard STRM Infproidx ETF 3.2% Held
VTV Vanguard Value ETF 3.0% Held
AAUB Alpha Architect US Equty 4 ETF 2.6% New
What changed