Family CFO Inc
LOS ALTOS CA · SEC CIK 0001911695
$2.23亿2026Q1 申报市值
41持仓数
77.8%前十大占比 · 第一大 22.2%
5 / 47新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAUA 新建仓+$308.96万
BWX 新建仓+$79.29万
IBND 新建仓+$78.93万
EBND 新建仓+$78.53万
VMBS 加仓+$44.55万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$154.35万
BE 减仓-$88.20万
VCIT 减仓-$69.63万
DUSB 减仓-$56.36万
VBR 减仓-$50.31万
2026Q1 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 | $4,954.93万 | 22.19% | 154,451 | -635 | -0.4% | -$20.37万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,242.38万 | 10.04% | 104,268 | 509 | 0.5% | $10.95万 | 加仓 |
| VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | $2,096.27万 | 9.39% | 271,855 | -1,926 | -0.7% | -$14.85万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $1,612.42万 | 7.22% | 74,220 | -2,316 | -3.0% | -$50.31万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACK SEC ETF | $1,516.00万 | 6.79% | 322,897 | 9,488 | 3.0% | $44.55万 | 加仓 |
| VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | $1,208.67万 | 5.41% | 82,905 | -816 | -1.0% | -$11.90万 | 减仓 |
| BE | Bloom Energy Corporation Com C L A | $1,048.06万 | 4.69% | 77,353 | -6,510 | -7.8% | -$88.20万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $999.52万 | 4.48% | 16,727 | -2,583 | -13.4% | -$154.35万 | 减仓 |
| VCIT | VANGUARD INT-TERM CORP ETF | $923.28万 | 4.14% | 111,575 | -8,414 | -7.0% | -$69.63万 | 减仓 |
| VTIP | VANGUARD STRM INFPROIDX ETF | $779.71万 | 3.49% | 156,099 | -1,828 | -1.2% | -$9.13万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $703.14万 | 3.15% | 35,838 | -1,364 | -3.7% | -$26.76万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $516.50万 | 2.31% | 11,825 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMR MKT ETF | $355.25万 | 1.59% | 65,726 | -1,224 | -1.8% | -$6.62万 | 减仓 |
| DFIV | DIMENSIONAL ETF INTERNATIONAL VALUE | $341.01万 | 1.53% | 64,609 | 347 | 0.5% | $1.83万 | 加仓 |
| AAUA | ALPHA ARCHITECT US EQUTY 3 ETF | $308.96万 | 1.38% | 63,129 | 63,129 | — | $308.96万 | 新建仓 |
| VXF | VANGUARD EXTEND MKT ETF | $297.83万 | 1.33% | 14,472 | -608 | -4.0% | -$12.51万 | 减仓 |
| DFUV | DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | $268.57万 | 1.20% | 55,422 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEV MKT ETF | $250.93万 | 1.12% | 39,159 | 348 | 0.9% | $2.23万 | 加仓 |
| VEU | VANGUARD ALLWRLD EX US ETF | $214.54万 | 0.96% | 28,567 | -198 | -0.7% | -$1.49万 | 减仓 |
| VNQ | Vanguard Real Estate ETF | $201.09万 | 0.90% | 22,671 | 995 | 4.6% | $8.83万 | 加仓 |
| BRK/B | Berkshire Hathaway | $145.58万 | 0.65% | 3,038 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSNL ULTRASHRT FIXED INCM ETF | $141.01万 | 0.63% | 27,807 | -11,114 | -28.6% | -$56.36万 | 减仓 |
| VSGX | Vanguard EST International Stock ETF | $119.16万 | 0.53% | 16,613 | 1 | 0.0% | $72 | 加仓 |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | $113.05万 | 0.51% | 14,944 | 683 | 4.8% | $5.17万 | 加仓 |
| ESGV | Vanguard ESG US Stock ETF | $105.13万 | 0.47% | 9,364 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Inc. | $103.46万 | 0.46% | 2,783 | 0 | 0.0% | — | 不变 |
| AAEQ | ALPHA ARCHITECT ETF US 2 EQUITY | $92.34万 | 0.41% | 19,852 | 0 | 0.0% | — | 不变 |
| BWX | SPDR Blmbg Intl Trs Bd ETF | $79.29万 | 0.36% | 36,121 | 36,121 | — | $79.29万 | 新建仓 |
| IBND | SPDR Blmbg Intl Corp Bd ETF | $78.93万 | 0.35% | 25,397 | 25,397 | — | $78.93万 | 新建仓 |
| EBND | SPDR Blmbg Em Mkts Lcl Bd ETF | $78.53万 | 0.35% | 38,046 | 38,046 | — | $78.53万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TR EMERGING MKTS VA | $62.03万 | 0.28% | 17,336 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLB EX US ETF | $53.69万 | 0.24% | 12,079 | 8,131 | 206.0% | $36.14万 | 加仓 |
| VB | Vanguard Small Cap ETF | $51.81万 | 0.23% | 1,978 | -185 | -8.6% | -$4.85万 | 减仓 |
| GLDM | SPDR Gold MiniShares | $43.42万 | 0.19% | 4,684 | 4,684 | — | $43.42万 | 新建仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $42.74万 | 0.19% | 8,585 | -3,050 | -26.2% | -$15.18万 | 减仓 |
| — | Dimensional US Small Cap Value ETF | $39.29万 | 0.18% | 11,214 | 0 | 0.0% | — | 不变 |
| AAPL | Apple | $38.25万 | 0.17% | 1,507 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total International Bond ETF | $30.12万 | 0.13% | 6,268 | -2,125 | -25.3% | -$10.21万 | 减仓 |
| DISV | International Small Cap Value ETF | $24.84万 | 0.11% | 6,297 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp Com | $22.98万 | 0.10% | 1,562 | 0 | 0.0% | — | 不变 |
| — | West Coast Community Bancorp | $22.08万 | 0.10% | 4,648 | 0 | 0.0% | — | 不变 |
| DFLV | Dimensional ETF US Large Cap Value | $0 | 0.00% | 0 | -6,904 | -100.0% | -$23.62万 | 清仓 |
| AMZN | Amazon.com | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGT | Vanguard Information Technology ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSCO | Cisco Systems, Inc. | $0 | 0.00% | 0 | -2,421 | -100.0% | -$18.65万 | 清仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $0 | 0.00% | 0 | -2,134 | -100.0% | -$17.01万 | 清仓 |
| BND | Vanguard Total Bond Market | $0 | 0.00% | 0 | -2,250 | -100.0% | -$16.67万 | 清仓 |
| COST | Costco Wholesale Corp | $0 | 0.00% | 0 | -190 | -100.0% | -$16.38万 | 清仓 |
| MSFT | Microsoft Corp Com | $0 | 0.00% | 0 | -310 | -100.0% | -$14.99万 | 清仓 |
| VO | VANGUARD MID CAP ETF | $0 | 0.00% | 0 | -469 | -100.0% | -$13.61万 | 清仓 |
| AMGN | Amgen Inc | $0 | 0.00% | 0 | -396 | -100.0% | -$12.96万 | 清仓 |
| WFC | Wells Fargo & Company | $0 | 0.00% | 0 | -1,347 | -100.0% | -$12.55万 | 清仓 |
| A | Agilent Technologies, Inc. | $0 | 0.00% | 0 | -828 | -100.0% | -$11.27万 | 清仓 |
| KEYS | Keysight Technologies, Inc. | $0 | 0.00% | 0 | -465 | -100.0% | -$9.45万 | 清仓 |
| GOOG | Google Inc | $0 | 0.00% | 0 | -280 | -100.0% | -$8.79万 | 清仓 |
| UBER | Uber Technologies Inc | $0 | 0.00% | 0 | -1,053 | -100.0% | -$8.60万 | 清仓 |
| SPY | Spdr Tr Unit Ser 1 | $0 | 0.00% | 0 | -116 | -100.0% | -$7.91万 | 清仓 |
| LLY | Eli Lilly & Co | $0 | 0.00% | 0 | -69 | -100.0% | -$7.42万 | 清仓 |
| VIGI | Vanguard Intl Div Apprec ETF | $0 | 0.00% | 0 | -809 | -100.0% | -$7.40万 | 清仓 |
| META | Meta Platforms Inc Com Cl A | $0 | 0.00% | 0 | -108 | -100.0% | -$7.13万 | 清仓 |
| XBI | SPDR S&P Biotech ETF | $0 | 0.00% | 0 | -526 | -100.0% | -$6.41万 | 清仓 |
| GSIE | Goldman Sachs ActiveBeta Intl Eq ETF | $0 | 0.00% | 0 | -1,491 | -100.0% | -$6.40万 | 清仓 |
| FDX | Federal Express Corp | $0 | 0.00% | 0 | -139 | -100.0% | -$4.02万 | 清仓 |
| AVGO | Broadcom Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HD | Home Depot Inc. | $0 | 0.00% | 0 | -100 | -100.0% | -$3.44万 | 清仓 |
| RTX | Rtx Corp | $0 | 0.00% | 0 | -186 | -100.0% | -$3.41万 | 清仓 |
| ZS | Zscaler Inc | $0 | 0.00% | 0 | -150 | -100.0% | -$3.37万 | 清仓 |
| JNJ | Johnson & Johnson | $0 | 0.00% | 0 | -150 | -100.0% | -$3.10万 | 清仓 |
| BX | Blackstone Inc | $0 | 0.00% | 0 | -184 | -100.0% | -$2.84万 | 清仓 |
| IBM | International Business Machines | $0 | 0.00% | 0 | -84 | -100.0% | -$2.50万 | 清仓 |
| FTCS | First Trust Capital Strength ETF | $0 | 0.00% | 0 | -218 | -100.0% | -$2.02万 | 清仓 |
| PEP | Pepsico, Inc | $0 | 0.00% | 0 | -125 | -100.0% | -$1.79万 | 清仓 |
| VRSN | VeriSign, Inc. | $0 | 0.00% | 0 | -50 | -100.0% | -$1.21万 | 清仓 |
| AMAT | Applied Materials | $0 | 0.00% | 0 | -45 | -100.0% | -$1.16万 | 清仓 |
| CARR | Carrier Global Corp-Wi | $0 | 0.00% | 0 | -186 | -100.0% | -$9,828 | 清仓 |
| SBUX | Starbucks Corporation | $0 | 0.00% | 0 | -115 | -100.0% | -$9,684 | 清仓 |
| NVDA | NVIDIA CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OTIS | OTIS Worldwide Corp-Wi | $0 | 0.00% | 0 | -93 | -100.0% | -$8,124 | 清仓 |
| GOOGL | GOOGLE INC CL A | $0 | 0.00% | 0 | -22 | -100.0% | -$6,886 | 清仓 |
| JPM | JP Morgan Chase | $0 | 0.00% | 0 | -21 | -100.0% | -$6,767 | 清仓 |
| ABBV | Abbvie Inc | $0 | 0.00% | 0 | -20 | -100.0% | -$4,570 | 清仓 |
| SAP | SAP SE ADR | $0 | 0.00% | 0 | -18 | -100.0% | -$4,372 | 清仓 |
| V | Visa Inc | $0 | 0.00% | 0 | -12 | -100.0% | -$4,209 | 清仓 |
| WRB | WR Berkley Corp | $0 | 0.00% | 0 | -60 | -100.0% | -$4,207 | 清仓 |
| BLK | BlackRock Inc | $0 | 0.00% | 0 | -3 | -100.0% | -$3,211 | 清仓 |
| SYK | Stryker Corp | $0 | 0.00% | 0 | -9 | -100.0% | -$3,163 | 清仓 |
| CTAS | Cintas Corp | $0 | 0.00% | 0 | -16 | -100.0% | -$3,009 | 清仓 |
| CRM | Salesforce.com | $0 | 0.00% | 0 | -11 | -100.0% | -$2,914 | 清仓 |
| BURL | Burlington Stores Inc | $0 | 0.00% | 0 | -10 | -100.0% | -$2,889 | 清仓 |
| PANW | Palo Alto Networks | $0 | 0.00% | 0 | -14 | -100.0% | -$2,579 | 清仓 |
| KD | Kyndryl Hldgs Inc Com | $0 | 0.00% | 0 | -14 | -100.0% | -$372 | 清仓 |
| — | ENDONOVO THERAPEUTICS INC COM | $0 | 0.00% | 0 | -60 | -100.0% | — | 清仓 |