Family CFO Inc
LOS ALTOS CA · SEC CIK 0001911695
$2.60亿2026Q2 申报市值
47持仓数
77.7%前十大占比 · 第一大 21.9%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVGO 重新持有+$207.76万
VMBS 加仓+$111.55万
VCIT 加仓+$68.67万
VTIP 加仓+$36.11万
NVDA 重新持有+$32.41万
2026Q2 卖出最多 按季末市值估算
BE 减仓-$283.12万
VBR 减仓-$19.32万
VTI 减仓-$13.69万
BRK/B 减仓-$13.51万
VXF 减仓-$9.43万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | $5,701.61万 | 21.94% | 154,081 | -370 | -0.2% | -$13.69万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,465.64万 | 9.49% | 104,202 | -66 | -0.1% | -$1.56万 | 减仓 |
| VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | $2,318.01万 | 8.92% | 271,144 | -711 | -0.3% | -$6.08万 | 减仓 |
| BE | Bloom Energy Corporation Com C L A | $2,058.36万 | 7.92% | 68,000 | -9,353 | -12.1% | -$283.12万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $1,784.16万 | 6.87% | 73,425 | -795 | -1.1% | -$19.32万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACK SEC ETF | $1,623.03万 | 6.25% | 346,727 | 23,830 | 7.4% | $111.55万 | 加仓 |
| VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | $1,279.88万 | 4.93% | 82,953 | 48 | 0.1% | $7,406 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $1,143.06万 | 4.40% | 16,643 | -84 | -0.5% | -$5.77万 | 减仓 |
| VCIT | VANGUARD INT-TERM CORP ETF | $990.83万 | 3.81% | 119,883 | 8,308 | 7.4% | $68.67万 | 加仓 |
| VTIP | VANGUARD STRM INFPROIDX ETF | $820.19万 | 3.16% | 163,287 | 7,188 | 4.6% | $36.11万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $776.48万 | 2.99% | 35,630 | -208 | -0.6% | -$4.53万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $611.15万 | 2.35% | 70,948 | -2 | -0.0% | -$172 | 减仓 |
| VWO | VANGUARD FTSE EMR MKT ETF | $391.29万 | 1.51% | 65,553 | -173 | -0.3% | -$1.03万 | 减仓 |
| AAUA | ALPHA ARCHITECT US EQUTY 3 ETF | $359.35万 | 1.38% | 63,129 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF INTERNATIONAL VALUE | $348.65万 | 1.34% | 64,540 | -69 | -0.1% | -$3,727 | 减仓 |
| VXF | VANGUARD EXTEND MKT ETF | $346.89万 | 1.33% | 14,089 | -383 | -2.6% | -$9.43万 | 减仓 |
| DFUV | DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | $300.60万 | 1.16% | 54,645 | -777 | -1.4% | -$4.27万 | 减仓 |
| VEA | VANGUARD FTSE DEV MKT ETF | $281.11万 | 1.08% | 39,454 | 295 | 0.8% | $2.10万 | 加仓 |
| VEU | VANGUARD ALLWRLD EX US ETF | $235.57万 | 0.91% | 28,128 | -439 | -1.5% | -$3.68万 | 减仓 |
| VNQ | Vanguard Real Estate ETF | $219.18万 | 0.84% | 22,729 | 58 | 0.3% | $5,593 | 加仓 |
| AVGO | Broadcom Inc | $211.54万 | 0.81% | 5,600 | 5,500 | 5,500.0% | $207.76万 | 重新持有 |
| DUSB | DIMENSNL ULTRASHRT FIXED INCM ETF | $144.31万 | 0.56% | 28,419 | 612 | 2.2% | $3.11万 | 加仓 |
| BRK/B | Berkshire Hathaway | $138.51万 | 0.53% | 2,768 | -270 | -8.9% | -$13.51万 | 减仓 |
| VSGX | Vanguard EST International Stock ETF | $138.16万 | 0.53% | 16,779 | 166 | 1.0% | $1.37万 | 加仓 |
| ESGV | Vanguard ESG US Stock ETF | $127.98万 | 0.49% | 9,678 | 314 | 3.4% | $4.15万 | 加仓 |
| TSLA | Tesla Inc. | $116.84万 | 0.45% | 2,778 | -5 | -0.2% | -$2,103 | 减仓 |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | $109.95万 | 0.42% | 14,528 | -416 | -2.8% | -$3.15万 | 减仓 |
| AAEQ | ALPHA ARCHITECT ETF US 2 EQUITY | $105.58万 | 0.41% | 19,852 | 0 | 0.0% | — | 不变 |
| IBND | SPDR Blmbg Intl Corp Bd ETF | $77.89万 | 0.30% | 24,982 | -415 | -1.6% | -$1.29万 | 减仓 |
| BWX | SPDR Blmbg Intl Trs Bd ETF | $77.69万 | 0.30% | 35,835 | -286 | -0.8% | -$6,200 | 减仓 |
| EBND | SPDR Blmbg Em Mkts Lcl Bd ETF | $76.08万 | 0.29% | 36,368 | -1,678 | -4.4% | -$3.51万 | 减仓 |
| DFEV | DIMENSIONAL ETF TR EMERGING MKTS VA | $73.97万 | 0.28% | 17,336 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small Cap ETF | $59.96万 | 0.23% | 1,978 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLB EX US ETF | $54.17万 | 0.21% | 12,079 | 0 | 0.0% | — | 不变 |
| VUSB | Vanguard Ultra-Short Bond ETF | $48.00万 | 0.18% | 9,643 | 1,058 | 12.3% | $5.27万 | 加仓 |
| GLDM | SPDR Gold MiniShares | $44.02万 | 0.17% | 5,543 | 859 | 18.3% | $6.82万 | 加仓 |
| AAPL | Apple | $43.61万 | 0.17% | 1,507 | 0 | 0.0% | — | 不变 |
| — | Dimensional US Small Cap Value ETF | $43.50万 | 0.17% | 11,214 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total International Bond ETF | $34.93万 | 0.13% | 7,213 | 945 | 15.1% | $4.58万 | 加仓 |
| NVDA | NVIDIA CORP COM | $33.41万 | 0.13% | 1,670 | 1,620 | 3,240.0% | $32.41万 | 重新持有 |
| IGF | iShares Global Infrastructure ETF | $31.12万 | 0.12% | 4,673 | 4,673 | — | $31.12万 | 新建仓 |
| VGT | Vanguard Information Technology ETF | $25.43万 | 0.10% | 2,128 | 1,862 | 700.0% | $22.25万 | 重新持有 |
| DISV | International Small Cap Value ETF | $25.27万 | 0.10% | 6,297 | 0 | 0.0% | — | 不变 |
| — | West Coast Community Bancorp | $23.24万 | 0.09% | 4,648 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp Com | $22.89万 | 0.09% | 1,562 | 0 | 0.0% | — | 不变 |
| SLV | iSHARES SILVER TRUST | $22.40万 | 0.09% | 4,190 | 4,190 | — | $22.40万 | 新建仓 |
| AMZN | Amazon.com | $21.43万 | 0.08% | 899 | -13 | -1.4% | -$3,098 | 重新持有 |