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  Name: Family CFO Inc
  City: LOS ALTOS
  State: CA
  Zip: 94022
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $161,435,000
  Total Value Change : $6,374,000
  Securities Held Change : -2
   
All Securities Held : 64
  New Positions : 0
  Closed Positions : 2
  Increased Positions : 11
  Unchanged Positions : 37
  Decreased Positions : 16

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Holdings Found : 11     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VMBS)1 Year Chart         VMBS Vanguard Mortgage-Backed S 5 - $44.97 $11,130,000 244,027 6.89% -162,000 460 0.027    Closed - End Fund - Debt
   (DFIV)1 Year Chart         DFIV Dimensional International V... 15 - $37.98 $1,918,000 52,185 1.19% 332,000 6,025 0.006    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 17 - $49.56 $1,780,000 35,478 1.1% 91,000 224 0.002    Closed - End Fund - F...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 18 - $83.24 $1,722,000 19,917 1.07% -32,000 72 0.006    Closed - End Fund - E...
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 19 - $40.02 $1,565,000 38,252 0.97% 150,000 230 0.004    N/A
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 21 - $0.00 $1,030,000 17,926 0.64% 233,000 3,515 0.067    N/A
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 26 - $0.00 $254,000 8,460 0.16% 134,000 4,042 0.009    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 27 - $0.00 $171,000 6,297 0.11% 47,000 1,478 0.007    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 32 - $71.64 $141,000 1,943 0.09% 9,000 151 0    Closed - End Fund - E...
   (VNQI)1 Year Chart         VNQI Vanguard Global Ex-US Real ... 34 - $41.70 $134,000 3,189 0.08% 2,000 79 0.004    Closed - End Fund - E...
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 42 - $0.00 $65,000 2,517 0.04% 22,000 806 0.003    N/A

      11 Records Found
  1    
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