Family CFO Inc

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 24, 2024
Value $
$162M
Signature - Title
Wren Green - Compliance Consultant
Location
1064 Laureles Drive, Los Altos, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 64 $162M +$961K -$1.2M -$236K VTI, VIG, VXUS, VBR, VMBS 13F-HR 7/24/2024, 03:20 PM
Q1 2024 64 $161M +$668K -$2.16M -$1.5M VTI, VIG, VXUS, VBR, VMBS 13F-HR 4/17/2024, 01:38 PM
Q4 2023 66 $155M +$5.65M -$2.83M +$2.82M VTI, VIG, VXUS, VBR, VMBS 13F-HR 1/31/2024, 03:56 PM
Q3 2023 81 $139M +$5.61M -$2.13M +$3.48M VTI, VIG, VXUS, VMBS, VBR 13F-HR 11/3/2023, 01:30 PM
Q2 2023 57 $142M +$7.08M -$1.69M +$5.39M VTI, VIG, VXUS, VMBS, VBR 13F-HR 8/9/2023, 11:07 AM
Q1 2023 56 $131M +$15.8M -$1.41M +$14.4M VTI, VIG, VXUS, VMBS, VBR 13F-HR 4/17/2023, 12:53 PM
Q4 2022 57 $111M +$9.87M -$104K +$9.77M VTI, VIG, VXUS, VMBS, VBR 13F-HR 1/17/2023, 07:38 PM
Q3 2022 54 $94.4M +$10.3M -$1.28M +$9.06M VTI, VIG, VXUS, VMBS, VBR 13F-HR 10/25/2022, 06:38 PM
Q2 2022 55 $91.6M +$9.24M -$1.29M +$7.95M VTI, VIG, VXUS, VMBS, VBR 13F-HR 7/25/2022, 02:37 PM
Q1 2022 53 $98.5M +$1.44M -$1.2M +$243K VTI, VIG, VXUS, VBR, VOO 13F-HR 4/28/2022, 04:41 PM
Q4 2021 51 $104M $0 $0 VTI, VIG, VXUS, VBR, VOO 13F-HR 2/18/2022, 04:25 PM