Institutional Fund
Family Cfo Inc
Los Altos, CACIK 19116955 filings on record
Portfolio Value
$223.27M
Q1 2026
Holdings
41
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-0.2%
from $223.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds22.2%
- Vanguard Specialized Funds10.0%
- Vanguard Star Fds9.4%
- Vanguard Index Fds7.2%
- Vanguard Scottsdale Fds6.8%
- Vanguard Intl Equity Index F5.4%
- Other38.9%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 154.5K | $49.55M | 22.2% | −635 | Reduced |
| 2 | Vanguard Specialized Funds | 104.3K | $22.42M | 10.0% | +509 | Added |
| 3 | Vanguard Star Fds | 271.9K | $20.96M | 9.4% | −1.9K | Reduced |
| 4 | Vanguard Index Fds | 74.2K | $16.12M | 7.2% | −2.3K | Reduced |
| 5 | Vanguard Scottsdale Fds | 322.9K | $15.16M | 6.8% | +9.5K | Added |
| 6 | Vanguard Intl Equity Index F | 82.9K | $12.09M | 5.4% | −816 | Reduced |
| 7 | Bloom Energy Corp | 77.4K | $10.48M | 4.7% | −6.5K | Reduced |
| 8 | Vanguard Index Fds | 16.7K | $10.00M | 4.5% | −2.6K | Reduced |
| 9 | Vanguard Scottsdale Fds | 111.6K | $9.23M | 4.1% | −8.4K | Reduced |
| 10 | Vanguard Malvern Fds | 156.1K | $7.80M | 3.5% | −1.8K | Reduced |
31 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio