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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922908629

VO|922908629

Shares:469

Value:$121.3K

% of Portfolio:0.1% ($121.3K/$182.3M)

MICROSOFT CORP

MSFT|594918104

Shares:310

Value:$116.4K

% of Portfolio:0.1% ($116.4K/$182.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:192

Value:$107.4K

% of Portfolio:0.1% ($107.4K/$182.3M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:828

Value:$96.9K

% of Portfolio:0.1% ($96.9K/$182.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:1.3K

Value:$96.7K

% of Portfolio:0.1% ($96.7K/$182.3M)

25434V740

Shares:3.0K

Value:$82.0K

% of Portfolio:0.0% ($82.0K/$182.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:1.1K

Value:$76.7K

% of Portfolio:0.0% ($76.7K/$182.3M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:465

Value:$69.6K

% of Portfolio:0.0% ($69.6K/$182.3M)

Meta Platforms, Inc.

META|30303M102

Shares:108

Value:$62.2K

% of Portfolio:0.0% ($62.2K/$182.3M)

381430107

GSIE|381430107

Shares:1.5K

Value:$53.2K

% of Portfolio:0.0% ($53.2K/$182.3M)

FEDEX CORP

FDX|31428X106

Shares:200

Value:$48.8K

% of Portfolio:0.0% ($48.8K/$182.3M)

Alphabet Inc.

GOOG|02079K107

Shares:280

Value:$43.7K

% of Portfolio:0.0% ($43.7K/$182.3M)

921946810

VIGI|921946810

Shares:522

Value:$43.3K

% of Portfolio:0.0% ($43.3K/$182.3M)

HOME DEPOT, INC.

HD|437076102

Shares:100

Value:$36.6K

% of Portfolio:0.0% ($36.6K/$182.3M)

AT&T INC.

T|00206R102

Shares:957

Value:$27.1K

% of Portfolio:0.0% ($27.1K/$182.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:150

Value:$24.9K

% of Portfolio:0.0% ($24.9K/$182.3M)

RTX Corp

RTX|75513E101

Shares:186

Value:$24.6K

% of Portfolio:0.0% ($24.6K/$182.3M)

33733E104

Shares:218

Value:$19.5K

% of Portfolio:0.0% ($19.5K/$182.3M)

PEPSICO INC

PEP|713448108

Shares:125

Value:$18.7K

% of Portfolio:0.0% ($18.7K/$182.3M)

Broadcom Inc.

AVGO|11135F101

Shares:100

Value:$16.7K

% of Portfolio:0.0% ($16.7K/$182.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOcusip922908629)	469	QoQ 0.00% (-0) YoY +65.72% (+186)	All Managers (Combined)	$121.3K	0.1% ($121.3K/$182.3M)	QoQ -2.08% (-$2.6K) YoY +71.53% (+$50.6K)
MICROSOFT CORP(MSFTcusip594918104)	310	QoQ 0.00% (-0) YoY -8.28% (-28)	All Managers (Combined)	$116.4K	0.1% ($116.4K/$182.3M)	QoQ -10.93% (-$14.3K) YoY -18.16% (-$25.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	192	QoQ 0.00% (-0) YoY NEW(+192)	All Managers (Combined)	$107.4K	0.1% ($107.4K/$182.3M)	QoQ -4.55% (-$5.1K) YoY NEW(+$107.4K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	828	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$96.9K	0.1% ($96.9K/$182.3M)	QoQ -12.92% (-$14.4K) YoY -19.60% (-$23.6K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$96.7K	0.1% ($96.7K/$182.3M)	QoQ +2.20% (+$2.1K) YoY +23.86% (+$18.6K)
(cusip25434V740)✕	3.0K	QoQ 0.00% (+0) YoY +20.38% (+513)	All Managers (Combined)	$82.0K	0.0% ($82.0K/$182.3M)	QoQ +3.20% (+$2.5K) YoY +25.43% (+$16.6K)
Uber Technologies, Inc(UBERcusip90353T100)	1.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$76.7K	0.0% ($76.7K/$182.3M)	QoQ +20.78% (+$13.2K) YoY -5.36% (-$4.3K)
Keysight Technologies, Inc.(KEYScusip49338L103)	465	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$69.6K	0.0% ($69.6K/$182.3M)	QoQ -6.76% (-$5.0K) YoY -4.22% (-$3.1K)
Meta Platforms, Inc.(METAcusip30303M102)	108	QoQ 0.00% (-0) YoY +8.00% (+8)	All Managers (Combined)	$62.2K	0.0% ($62.2K/$182.3M)	QoQ -1.56% (-$988) YoY +28.19% (+$13.7K)
(GSIEcusip381430107)	1.5K	QoQ 0.00% (+0) YoY NEW(+1.5K)	All Managers (Combined)	$53.2K	0.0% ($53.2K/$182.3M)	QoQ +6.92% (+$3.4K) YoY NEW(+$53.2K)
FEDEX CORP(FDXcusip31428X106)	200	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$48.8K	0.0% ($48.8K/$182.3M)	QoQ -13.34% (-$7.5K) YoY -15.86% (-$9.2K)
Alphabet Inc.(GOOGcusip02079K107)	280	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$43.7K	0.0% ($43.7K/$182.3M)	QoQ -17.96% (-$9.6K) YoY +2.60% (+$1.1K)
(VIGIcusip921946810)	522	QoQ NEW(+522) YoY NEW(+522)	All Managers (Combined)	$43.3K	0.0% ($43.3K/$182.3M)	QoQ NEW(+$43.3K) YoY NEW(+$43.3K)
HOME DEPOT, INC.(HDcusip437076102)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$36.6K	0.0% ($36.6K/$182.3M)	QoQ -5.78% (-$2.3K) YoY -4.46% (-$1.7K)
AT&T INC.(Tcusip00206R102)	957	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$27.1K	0.0% ($27.1K/$182.3M)	QoQ +24.19% (+$5.3K) YoY +60.68% (+$10.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	150	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$24.9K	0.0% ($24.9K/$182.3M)	QoQ +14.67% (+$3.2K) YoY +4.83% (+$1.1K)
RTX Corp(RTXcusip75513E101)	186	QoQ 0.00% (+0) YoY NEW(+186)	All Managers (Combined)	$24.6K	0.0% ($24.6K/$182.3M)	QoQ +14.46% (+$3.1K) YoY NEW(+$24.6K)
(cusip33733E104)✕	218	QoQ 0.00% (+0) YoY NEW(+218)	All Managers (Combined)	$19.5K	0.0% ($19.5K/$182.3M)	QoQ +2.07% (+$397) YoY NEW(+$19.5K)
PEPSICO INC(PEPcusip713448108)	125	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$18.7K	0.0% ($18.7K/$182.3M)	QoQ -1.39% (-$265) YoY -14.32% (-$3.1K)
Broadcom Inc.(AVGOcusip11135F101)	100	QoQ 0.00% (-0) YoY +900.00% (+90)	All Managers (Combined)	$16.7K	0.0% ($16.7K/$182.3M)	QoQ -27.78% (-$6.4K) YoY +26.32% (+$3.5K)