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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921910725

VSGX|921910725

Shares:17.6K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$182.3M)

921910733

ESGV|921910733

Shares:9.7K

Value:$947.1K

% of Portfolio:0.5% ($947.1K/$182.3M)

Tesla, Inc.

TSLA|88160R101

Shares:3.2K

Value:$824.9K

% of Portfolio:0.5% ($824.9K/$182.3M)

922908751

VB|922908751

Shares:3.0K

Value:$659.5K

% of Portfolio:0.4% ($659.5K/$182.3M)

92203C303

VUSB|92203C303

Shares:11.5K

Value:$575.6K

% of Portfolio:0.3% ($575.6K/$182.3M)

25434V591

Shares:9.5K

Value:$481.1K

% of Portfolio:0.3% ($481.1K/$182.3M)

922040845

Shares:5.4K

Value:$407.0K

% of Portfolio:0.2% ($407.0K/$182.3M)

ORACLE CORP

ORCL|68389X105

Shares:2.6K

Value:$368.0K

% of Portfolio:0.2% ($368.0K/$182.3M)

Apple Inc.

AAPL|037833100

Shares:1.5K

Value:$334.8K

% of Portfolio:0.2% ($334.8K/$182.3M)

25434V666

Shares:6.9K

Value:$211.1K

% of Portfolio:0.1% ($211.1K/$182.3M)

25434V781

Shares:6.3K

Value:$183.4K

% of Portfolio:0.1% ($183.4K/$182.3M)

952170108

Shares:4.6K

Value:$183.1K

% of Portfolio:0.1% ($183.1K/$182.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:190

Value:$179.7K

% of Portfolio:0.1% ($179.7K/$182.3M)

92206C409

Shares:2.2K

Value:$176.7K

% of Portfolio:0.1% ($176.7K/$182.3M)

AMAZON COM INC

AMZN|023135106

Shares:912

Value:$173.5K

% of Portfolio:0.1% ($173.5K/$182.3M)

921937835

BND|921937835

Shares:2.2K

Value:$158.1K

% of Portfolio:0.1% ($158.1K/$182.3M)

78464A870

Shares:1.9K

Value:$155.8K

% of Portfolio:0.1% ($155.8K/$182.3M)

AMGEN INC

AMGN|031162100

Shares:500

Value:$155.8K

% of Portfolio:0.1% ($155.8K/$182.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:2.4K

Value:$149.4K

% of Portfolio:0.1% ($149.4K/$182.3M)

922042676

VNQI|922042676

Shares:3.3K

Value:$134.7K

% of Portfolio:0.1% ($134.7K/$182.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VSGXcusip921910725)	17.6K	QoQ +0.14% (+26) YoY -1.91% (-343)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$182.3M)	QoQ +4.17% (+$41.6K) YoY +0.66% (-$6.9K)
(ESGVcusip921910733)	9.7K	QoQ +1.07% (-103) YoY +6.08% (+555)	All Managers (Combined)	$947.1K	0.5% ($947.1K/$182.3M)	QoQ -5.61% (-$56.3K) YoY +11.50% (+$97.7K)
Tesla, Inc.(TSLAcusip88160R101)	3.2K	QoQ 0.00% (-0) YoY -0.21% (-7)	All Managers (Combined)	$824.9K	0.5% ($824.9K/$182.3M)	QoQ -35.82% (-$460.5K) YoY +47.10% (-$264.1K)
(VBcusip922908751)	3.0K	QoQ 0.00% (-0) YoY +5.31% (+150)	All Managers (Combined)	$659.5K	0.4% ($659.5K/$182.3M)	QoQ -7.71% (-$55.1K) YoY +2.16% (+$13.9K)
(VUSBcusip92203C303)	11.5K	QoQ +82.68% (+5.2K) YoY NEW(+11.5K)	All Managers (Combined)	$575.6K	0.3% ($575.6K/$182.3M)	QoQ +83.55% (+$262.0K) YoY NEW(+$575.6K)
(cusip25434V591)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$481.1K	0.3% ($481.1K/$182.3M)	QoQ NEW(+$481.1K) YoY NEW(+$481.1K)
(cusip922040845)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$407.0K	0.2% ($407.0K/$182.3M)	QoQ NEW(+$407.0K) YoY NEW(+$407.0K)
ORACLE CORP(ORCLcusip68389X105)	2.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$368.0K	0.2% ($368.0K/$182.3M)	QoQ -16.10% (-$70.6K) YoY +11.30% (+$37.4K)
Apple Inc.(AAPLcusip037833100)	1.5K	QoQ 0.00% (-0) YoY +69.32% (+617)	All Managers (Combined)	$334.8K	0.2% ($334.8K/$182.3M)	QoQ -11.29% (-$42.6K) YoY +119.33% (+$182.1K)
(cusip25434V666)✕	6.9K	QoQ 0.00% (+0) YoY -18.39% (-1.6K)	All Managers (Combined)	$211.1K	0.1% ($211.1K/$182.3M)	QoQ +1.79% (+$3.7K) YoY -16.81% (-$42.7K)
(cusip25434V781)✕	6.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$183.4K	0.1% ($183.4K/$182.3M)	QoQ +9.59% (+$16.1K) YoY +7.09% (+$12.2K)
(cusip952170108)✕	4.6K	QoQ 0.00% (-0) YoY NEW(+4.6K)	All Managers (Combined)	$183.1K	0.1% ($183.1K/$182.3M)	QoQ -5.42% (-$10.5K) YoY NEW(+$183.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	190	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$179.7K	0.1% ($179.7K/$182.3M)	QoQ +3.22% (+$5.6K) YoY +29.09% (+$40.5K)
(cusip92206C409)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$176.7K	0.1% ($176.7K/$182.3M)	QoQ NEW(+$176.7K) YoY NEW(+$176.7K)
AMAZON COM INC(AMZNcusip023135106)	912	QoQ 0.00% (-0) YoY -2.66% (-25)	All Managers (Combined)	$173.5K	0.1% ($173.5K/$182.3M)	QoQ -13.27% (-$26.6K) YoY +2.66% (-$4.5K)
(BNDcusip921937835)	2.2K	QoQ 0.00% (+0) YoY +10.80% (+210)	All Managers (Combined)	$158.1K	0.1% ($158.1K/$182.3M)	QoQ +2.14% (+$3.3K) YoY +12.05% (+$17.0K)
(cusip78464A870)✕	1.9K	QoQ 0.00% (-0) YoY NEW(+1.9K)	All Managers (Combined)	$155.8K	0.1% ($155.8K/$182.3M)	QoQ -9.94% (-$17.2K) YoY NEW(+$155.8K)
AMGEN INC(AMGNcusip031162100)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$155.8K	0.1% ($155.8K/$182.3M)	QoQ +19.53% (+$25.5K) YoY +9.57% (+$13.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	2.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$149.4K	0.1% ($149.4K/$182.3M)	QoQ +4.24% (+$6.1K) YoY +23.64% (+$28.6K)
(VNQIcusip922042676)	3.3K	QoQ -4.20% (-146) YoY +4.39% (+140)	All Managers (Combined)	$134.7K	0.1% ($134.7K/$182.3M)	QoQ -2.02% (-$2.8K) YoY +0.24% (+$326)