Family-Cfo

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "A",
  "T",
  "AVGO",
  "HD",
  "HPQ",
  null,
  null,
  null,
  "GSIE",
  "META",
  null,
  "MSFT",
  "ORCL",
  null,
  "PEP",
  "AAPL",
  "SPY",
  "HPE",
  "KEYS",
  "AMGN",
  "RTX",
  null,
  "SBUX",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "VWO",
  "VSS",
  null,
  "VCIT",
  null,
  "VIG",
  "VIGI",
  "AMZN",
  "VEU",
  "ESGV",
  "VUG",
  "VEA",
  "VNQI",
  null,
  "VXUS",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "WBD",
  "WFC",
  null,
  "FDX",
  null,
  null,
  "BRK-B",
  "BE",
  "CSCO",
  "COST",
  null,
  "GOOG",
  "JNJ",
  "TSLA",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 65
Total Value: 182259769
Accession Number: 0001911695-25-000002
Form Type: 13F-HR
CIK: family-cfo
Manager Name: Family-Cfo

Data Enrichment

80% identified

52 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $182.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:151.7K

Value:$41.7M

% of Portfolio:22.9% ($41.7M/$182.3M)

921908844

VIG|921908844

Shares:101.7K

Value:$19.7M

% of Portfolio:10.8% ($19.7M/$182.3M)

921909768

VXUS|921909768

Shares:279.0K

Value:$17.3M

% of Portfolio:9.5% ($17.3M/$182.3M)

922908611

VBR|922908611

Shares:76.5K

Value:$14.2M

% of Portfolio:7.8% ($14.2M/$182.3M)

92206C771

Shares:264.6K

Value:$12.3M

% of Portfolio:6.7% ($12.3M/$182.3M)

922042718

VSS|922042718

Shares:85.7K

Value:$9.9M

% of Portfolio:5.4% ($9.9M/$182.3M)

922908363

VOO|922908363

Shares:19.1K

Value:$9.8M

% of Portfolio:5.4% ($9.8M/$182.3M)

922020805

Shares:174.9K

Value:$8.7M

% of Portfolio:4.8% ($8.7M/$182.3M)

92206C870

VCIT|92206C870

Shares:102.9K

Value:$8.4M

% of Portfolio:4.6% ($8.4M/$182.3M)

922908744

VTV|922908744

Shares:36.9K

Value:$6.4M

% of Portfolio:3.5% ($6.4M/$182.3M)

922908736

VUG|922908736

Shares:11.6K

Value:$4.3M

% of Portfolio:2.4% ($4.3M/$182.3M)

922042858

VWO|922042858

Shares:71.8K

Value:$3.2M

% of Portfolio:1.8% ($3.2M/$182.3M)

Bloom Energy Corp

BE|093712107

Shares:147.2K

Value:$2.9M

% of Portfolio:1.6% ($2.9M/$182.3M)

922908652

VXF|922908652

Shares:14.8K

Value:$2.5M

% of Portfolio:1.4% ($2.5M/$182.3M)

25434V807

Shares:61.9K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$182.3M)

25434V724

Shares:49.5K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$182.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.6K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$182.3M)

921943858

VEA|921943858

Shares:37.7K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$182.3M)

922042775

VEU|922042775

Shares:31.2K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$182.3M)

922908553

VNQ|922908553

Shares:20.1K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$182.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	151.7K	QoQ +1.59% (-2.4K) YoY +3.57% (+5.2K)	All Managers (Combined)	$41.7M	22.9% ($41.7M/$182.3M)	QoQ -3.64% (-$1.6M) YoY +9.53% (+$3.6M)
(VIGcusip921908844)	101.7K	QoQ +2.32% (+2.3K) YoY +5.46% (+5.3K)	All Managers (Combined)	$19.7M	10.8% ($19.7M/$182.3M)	QoQ +1.36% (+$265.5K) YoY +12.03% (+$2.1M)
(VXUScusip921909768)	279.0K	QoQ +0.62% (+1.7K) YoY +5.62% (+14.9K)	All Managers (Combined)	$17.3M	9.5% ($17.3M/$182.3M)	QoQ +6.03% (+$986.4K) YoY +8.78% (+$1.4M)
(VBRcusip922908611)	76.5K	QoQ +1.95% (-1.5K) YoY +5.04% (+3.7K)	All Managers (Combined)	$14.2M	7.8% ($14.2M/$182.3M)	QoQ -4.15% (-$618.1K) YoY +1.98% (+$276.7K)
(cusip92206C771)✕	264.6K	QoQ +1.00% (+2.6K) YoY +8.43% (+20.6K)	All Managers (Combined)	$12.3M	6.7% ($12.3M/$182.3M)	QoQ +3.16% (+$376.0K) YoY +10.09% (+$1.1M)
(VSScusip922042718)	85.7K	QoQ -2.26% (-2.0K) YoY +1.33% (+1.1K)	All Managers (Combined)	$9.9M	5.4% ($9.9M/$182.3M)	QoQ -1.31% (-$131.7K) YoY +0.26% (+$26.1K)
(VOOcusip922908363)	19.1K	QoQ +2.60% (-486) YoY +1.83% (+345)	All Managers (Combined)	$9.8M	5.4% ($9.8M/$182.3M)	QoQ -2.13% (-$214.3K) YoY +8.87% (+$800.9K)
(cusip922020805)✕	174.9K	QoQ +5.38% (+8.9K) YoY +88.63% (+82.2K)	All Managers (Combined)	$8.7M	4.8% ($8.7M/$182.3M)	QoQ +8.60% (+$691.6K) YoY +96.55% (+$4.3M)
(VCITcusip92206C870)	102.9K	QoQ +6.79% (+6.6K) YoY +17.26% (+15.2K)	All Managers (Combined)	$8.4M	4.6% ($8.4M/$182.3M)	QoQ +8.77% (+$679.2K) YoY +19.08% (+$1.3M)
(VTVcusip922908744)	36.9K	QoQ +0.58% (+214) YoY -0.91% (-340)	All Managers (Combined)	$6.4M	3.5% ($6.4M/$182.3M)	QoQ +2.62% (+$163.2K) YoY +5.09% (-$309.4K)
(VUGcusip922908736)	11.6K	QoQ +2.91% (-328) YoY +4.64% (+514)	All Managers (Combined)	$4.3M	2.4% ($4.3M/$182.3M)	QoQ -7.02% (-$324.5K) YoY +12.73% (+$485.4K)
(VWOcusip922042858)	71.8K	QoQ -0.85% (-619) YoY -4.04% (-3.0K)	All Managers (Combined)	$3.2M	1.8% ($3.2M/$182.3M)	QoQ +1.89% (-$60.3K) YoY +3.97% (-$124.2K)
Bloom Energy Corp(BEcusip093712107)	147.2K	QoQ -9.80% (-16.0K) YoY -26.84% (-54.0K)	All Managers (Combined)	$2.9M	1.6% ($2.9M/$182.3M)	QoQ -20.16% (-$730.7K) YoY +27.96% (-$632.2K)
(VXFcusip922908652)	14.8K	QoQ +2.74% (-395) YoY +2.74% (+395)	All Managers (Combined)	$2.5M	1.4% ($2.5M/$182.3M)	QoQ -6.83% (-$187.1K) YoY +0.97% (+$24.7K)
(cusip25434V807)✕	61.9K	QoQ +0.22% (+136) YoY +18.53% (+9.7K)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$182.3M)	QoQ +11.18% (+$244.8K) YoY +26.95% (+$517.0K)
(cusip25434V724)✕	49.5K	QoQ +5.94% (+2.8K) YoY +29.28% (+11.2K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$182.3M)	QoQ +6.69% (+$127.9K) YoY +30.26% (+$473.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$182.3M)	QoQ +17.49% (+$288.6K) YoY +26.64% (+$407.8K)
(VEAcusip921943858)	37.7K	QoQ +6.74% (+2.4K) YoY +6.32% (+2.2K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$182.3M)	QoQ +13.46% (+$227.5K) YoY +7.72% (+$137.5K)
(VEUcusip922042775)	31.2K	QoQ 0.00% (+0) YoY -2.26% (-723)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$182.3M)	QoQ +5.66% (+$101.4K) YoY +1.08% (-$20.3K)
(VNQcusip922908553)	20.1K	QoQ -1.31% (-269) YoY +1.02% (+205)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$182.3M)	QoQ +0.29% (-$5.4K) YoY +5.77% (+$99.4K)