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| Name: |
Family CFO Inc |
| City: |
LOS ALTOS |
| State: |
CA |
| Zip: |
94022 |
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data |
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| Holdings
Found :
16 |
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Menu
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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 |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$262.95 |
$38,073,000 |
146,493 |
23.58% |
2,818,000 |
-2,125 |
0.015 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
2 |
- |
$181.31 |
$17,602,000 |
96,392 |
10.9% |
990,000 |
-1,095 |
0.026 |
Closed - End Fund - Debt |
|
|
VXUS |
Vanguard Total Internationa... |
3 |
- |
$61.18 |
$15,925,000 |
264,098 |
9.86% |
469,000 |
-2,572 |
0.046 |
Closed - End Fund - E... |
|
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VBR |
Vanguard Small Cap Val VIPER |
4 |
- |
$183.57 |
$13,969,000 |
72,800 |
8.65% |
837,000 |
-165 |
0.061 |
Closed - End Fund - E... |
|
|
VSS |
Vanguard FTSE All-Wld ex-US... |
6 |
- |
$118.30 |
$9,882,000 |
84,579 |
6.12% |
-35,000 |
-1,637 |
0.018 |
Closed - End Fund - Debt |
|
|
VOO |
Vanguard S&P 500 Etf |
7 |
- |
$490.80 |
$9,026,000 |
18,776 |
5.59% |
805,000 |
-45 |
0.002 |
Closed - End Fund - E... |
|
|
VCIT |
Vanguard Intermediate-Term |
8 |
- |
$79.56 |
$7,068,000 |
87,784 |
4.38% |
-156,000 |
-1,099 |
0.01 |
Closed - End Fund - Debt |
|
|
VTV |
Vanguard Value VIPERS |
9 |
- |
$160.39 |
$6,069,000 |
37,268 |
3.76% |
338,000 |
-1,069 |
0.007 |
Closed - End Fund - E... |
|
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VTIP |
Vanguard Short Term Inflati... |
10 |
- |
$48.25 |
$4,441,000 |
92,737 |
2.75% |
-417,000 |
-9,566 |
0.005 |
N/A |
|
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VWO |
Vanguard Emerging Markets S... |
12 |
- |
$43.22 |
$3,125,000 |
74,810 |
1.94% |
-123,000 |
-4,223 |
0.001 |
Closed - End Fund - E... |
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BE |
Bloom Energy Corp |
14 |
- |
$14.84 |
$2,261,000 |
201,173 |
1.4% |
-805,000 |
-6,000 |
0.089 |
N/A |
|
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ESGV |
Vanguard Esg Us Stock Etf |
22 |
- |
$0.00 |
$849,000 |
9,114 |
0.53% |
73,000 |
-12 |
0.024 |
N/A |
|
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TSLA |
Tesla Motors Inc |
24 |
- |
$177.81 |
$561,000 |
3,190 |
0.35% |
-236,000 |
-16 |
0 |
Auto Manufacturers |
|
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AMZN |
Amazon.com Inc |
28 |
- |
$184.30 |
$169,000 |
937 |
0.1% |
11,000 |
-105 |
0 |
Internet Software & S... |
|
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MSFT |
Microsoft Corp |
31 |
- |
$423.85 |
$142,000 |
338 |
0.09% |
9,000 |
-16 |
0 |
Application Software |
|
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BX |
Blackstone Group LP |
51 |
- |
$120.62 |
$24,000 |
184 |
0.01% |
-13,000 |
-100 |
0 |
Asset Management |
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