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| Name: |
Family CFO Inc |
| City: |
LOS ALTOS |
| State: |
CA |
| Zip: |
94022 |
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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 |
|
VUG |
Vanguard Growth VIPERS |
11 |
- |
$361.13 |
$3,812,000 |
11,075 |
2.36% |
369,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
VXF |
Vanguard Extended Market VI... |
13 |
- |
$167.13 |
$2,524,000 |
14,398 |
1.56% |
157,000 |
0 |
0.018 |
Closed - End Fund - E... |
|
|
VEU |
Vanguard FTSE All-World ETF |
16 |
- |
$57.31 |
$1,871,000 |
31,909 |
1.16% |
80,000 |
0 |
0.007 |
Closed - End Fund - F... |
|
|
BRK.B |
Berkshire Hathaway B |
20 |
- |
$413.72 |
$1,530,000 |
3,639 |
0.95% |
232,000 |
0 |
0 |
Property & Casualty I... |
|
|
VB |
Vanguard Small Cap VIPERS |
23 |
- |
$217.92 |
$646,000 |
2,824 |
0.4% |
44,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
ORCL |
Oracle Corp |
25 |
- |
$125.92 |
$331,000 |
2,632 |
0.21% |
54,000 |
0 |
0 |
Application Software |
|
|
AAPL |
Apple Inc |
29 |
- |
$196.89 |
$153,000 |
890 |
0.09% |
-18,000 |
0 |
0 |
Personal Computers |
|
|
AMGN |
Amgen Inc |
30 |
- |
$305.02 |
$142,000 |
500 |
0.09% |
-2,000 |
0 |
0 |
Biotechnology |
|
|
COST |
Costco Wholesale Corp |
33 |
- |
$845.58 |
$139,000 |
190 |
0.09% |
14,000 |
0 |
0 |
Discount, Variety Stores |
|
|
SCZC |
West Coast Cmnty Bancorp |
35 |
- |
$0.00 |
$130,000 |
4,648 |
0.08% |
-9,000 |
0 |
0.054 |
N/A |
|
|
CSCO |
Cisco Systems Inc |
36 |
- |
$45.84 |
$121,000 |
2,421 |
0.07% |
-1,000 |
0 |
0 |
Networking & Communic... |
|
|
A |
Agilent Technologies Inc |
37 |
- |
$132.98 |
$120,000 |
828 |
0.07% |
5,000 |
0 |
0 |
Scientific & Technica... |
|
|
UBER |
Uber Technologies, Inc |
38 |
- |
$69.31 |
$81,000 |
1,053 |
0.05% |
16,000 |
0 |
0 |
N/A |
|
|
WFC |
Wells Fargo & Co |
39 |
- |
$58.36 |
$78,000 |
1,347 |
0.05% |
12,000 |
0 |
0 |
Domestic Money Center... |
|
|
KEYS |
Keysight Technologies Inc |
40 |
- |
$135.81 |
$73,000 |
465 |
0.05% |
-1,000 |
0 |
0 |
N/A |
|
|
VO |
Vanguard Mid Cap VIPERS |
41 |
- |
$242.07 |
$71,000 |
283 |
0.04% |
5,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
UPS |
United Parcel Service Inc |
43 |
- |
$137.64 |
$59,000 |
400 |
0.04% |
-4,000 |
0 |
0 |
AirDelivery & Freight... |
|
|
FDX |
Fedex Corp |
45 |
- |
$247.73 |
$58,000 |
200 |
0.04% |
7,000 |
0 |
0 |
AirDelivery & Freight... |
|
|
LLY |
Eli Lilly & Co |
44 |
- |
$849.99 |
$58,000 |
74 |
0.04% |
15,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
FB |
Meta Platforms Inc |
46 |
- |
$492.96 |
$49,000 |
100 |
0.03% |
14,000 |
0 |
0 |
Internet Service Prov... |
|
|
GOOG |
Alphabet Inc |
47 |
- |
$175.95 |
$43,000 |
280 |
0.03% |
4,000 |
0 |
0 |
Search Engines & Info... |
|
|
HD |
Home Depot Inc |
48 |
- |
$327.03 |
$38,000 |
100 |
0.02% |
3,000 |
0 |
0 |
Home Improvement Stores |
|
|
ZS |
Zscaler Inc |
49 |
- |
$180.99 |
$29,000 |
150 |
0.02% |
-4,000 |
0 |
0 |
N/A |
|
|
JNJ |
Johnson & Johnson |
50 |
- |
$147.08 |
$24,000 |
150 |
0.01% |
0 |
0 |
0 |
Drug Manufacturers - ... |
|
|
CHTR |
Charter Communications Inc |
52 |
- |
$276.83 |
$24,000 |
81 |
0.01% |
-7,000 |
0 |
0 |
CATV Systems |
|
|
PEP |
Pepsico Inc |
53 |
- |
$171.04 |
$22,000 |
125 |
0.01% |
1,000 |
0 |
0 |
Beverage Soft Drinks... |
|
|
INTC |
Intel Corp |
54 |
- |
$30.74 |
$18,000 |
400 |
0.01% |
-2,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
T |
AT&T Corp |
55 |
- |
$18.10 |
$17,000 |
957 |
0.01% |
1,000 |
0 |
0 |
Long Distance Carriers |
|
|
IBM |
International Business Mach... |
56 |
- |
$170.01 |
$15,000 |
80 |
0.01% |
2,000 |
0 |
0 |
Diversified Computer ... |
|
|
AVGO |
Broadcom Limited |
57 |
- |
$1,406.64 |
$13,000 |
10 |
0.01% |
2,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
HPQ |
HP Inc |
58 |
- |
$36.45 |
$12,000 |
400 |
0.01% |
0 |
0 |
0 |
Diversified Computer ... |
|
|
SBUX |
Starbucks Corp |
59 |
- |
$81.43 |
$11,000 |
115 |
0.01% |
0 |
0 |
0 |
Specialty Eateries |
|
|
VRSN |
Verisign Inc |
61 |
- |
$180.46 |
$9,000 |
50 |
0.01% |
-1,000 |
0 |
0 |
Internet Software & S... |
|
|
AMAT |
Applied Materials Inc |
60 |
- |
$221.73 |
$9,000 |
45 |
0.01% |
2,000 |
0 |
0 |
Semiconductor Equipme... |
|
|
HPE |
Hewlett Packard Enterprise Co |
62 |
- |
$20.03 |
$7,000 |
400 |
0% |
0 |
0 |
0 |
N/A |
|
|
WBD |
Warner Bros Discovery Ord S... |
63 |
- |
$8.27 |
$2,000 |
231 |
0% |
-1,000 |
0 |
0 |
Broadcasting - TV |
|
|
KD |
Kyndryl Holdings, Inc. |
66 |
- |
$26.12 |
$0 |
14 |
0% |
0 |
0 |
0 |
N/A |
|
