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
Filing Details
13F-HR • 2025-03-31- 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% identified52 identified13 unidentified
Holdings
65 positions • $182.3M total value
Manager:
Search and click to pin securities to the top
Page 4 of 4
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
STARBUCKS CORP(SBUXcusip855244109) | 115 | All Managers (Combined) | $11.3K | 0.0% ($11.3K/$182.3M) | ||
| 400 | All Managers (Combined) | $11.1K | 0.0% ($11.1K/$182.3M) | |||
| 100 | QoQ 0.00% (-0) | All Managers (Combined) | $11.0K | 0.0% ($11.0K/$182.3M) | ||
| 400 | All Managers (Combined) | $6.2K | 0.0% ($6.2K/$182.3M) | |||
| 231 | All Managers (Combined) | $2.5K | 0.0% ($2.5K/$182.3M) |