Family CFO Inc Diversified Active

Location: Los Altos, CA

CIK: 0001911695 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 28, 2026

Total Value: $223M (100.0% shares, 0.0% debt)

Holdings (41)

VTI Vanguard Total Stock Market ETF 22.2%

Value $49.55M Shares 154,451 Est. Cost $16975.27 Unrealized —

VIG VANGUARD DIVIDEND APPRECIATION ETF 10.0%

Value $22.42M Shares 104,268 Est. Cost $12345.88 Unrealized —

VXUS VANGUARD TOTAL INTL STOCK INDEX FUND ETF 9.4%

Value $20.96M Shares 271,855 Est. Cost $8276.46 Unrealized —

VBR VANGUARD SMALL CAP VALUE ETF 7.2%

Value $16.12M Shares 74,220 Est. Cost $10054.56 Unrealized —

VMBS VANGUARD MORTGAGE-BACK SEC ETF 6.8%

Value $15.16M Shares 322,897 Est. Cost $13099.38 Unrealized —

VSS Vanguard FTSE All-World ex-US Sm-Cap Index Fund 5.4%

Value $12.09M Shares 82,905 Est. Cost $15478.64 Unrealized —

BE Bloom Energy Corporation Com C L A 4.7%

Value $10.48M Shares 77,353 Est. Cost $16.94 Unrealized +753.7%

VOO Vanguard S&P 500 ETF 4.5%

Value $9.995M Shares 16,727 Est. Cost $7172.07 Unrealized —

VCIT VANGUARD INT-TERM CORP ETF 4.1%

Value $9.233M Shares 111,575 Est. Cost $14367.02 Unrealized —

VTIP VANGUARD STRM INFPROIDX ETF 3.5%

Value $7.797M Shares 156,099 Est. Cost $48.41 Unrealized —

VTV VANGUARD VALUE ETF 3.1%

Value $7.031M Shares 35,838 Est. Cost $13036.26 Unrealized —

VUG VANGUARD GROWTH ETF 2.3%

Value $5.165M Shares 11,825 Est. Cost $324.19 Unrealized —

VWO VANGUARD FTSE EMR MKT ETF 1.6%

Value $3.552M Shares 65,726 Est. Cost $5270.31 Unrealized —

DFIV DIMENSIONAL ETF INTERNATIONAL VALUE 1.5%

Value $3.41M Shares 64,609 Est. Cost $33.64 Unrealized —

AAUA ALPHA ARCHITECT US EQUTY 3 ETF 1.4%

Value $3.09M Shares 63,129 Est. Cost $48.94 Unrealized —

VXF VANGUARD EXTEND MKT ETF 1.3%

Value $2.978M Shares 14,472 Est. Cost $23690.20 Unrealized —

DFUV DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF 1.2%

Value $2.686M Shares 55,422 Est. Cost $6079.23 Unrealized —

VEA VANGUARD FTSE DEV MKT ETF 1.1%

Value $2.509M Shares 39,159 Est. Cost $2934.95 Unrealized —

VEU VANGUARD ALLWRLD EX US ETF 1.0%

Value $2.145M Shares 28,567 Est. Cost $597.26 Unrealized —

VNQ Vanguard Real Estate ETF 0.9%

Value $2.011M Shares 22,671 Est. Cost $5500.62 Unrealized —

BRK/B Berkshire Hathaway 0.7%

Value $1.456M Shares 3,038 Est. Cost $294.80 Unrealized +67.4%

DUSB DIMENSNL ULTRASHRT FIXED INCM ETF 0.6%

Value $1.41M Shares 27,807 Est. Cost $50.72 Unrealized —

VSGX Vanguard EST International Stock ETF 0.5%

Value $1.192M Shares 16,613 Est. Cost $18533.00 Unrealized —

VBIL Vanguard 0-3 Month Treasury Bill ETF 0.5%

Value $1.131M Shares 14,944 Est. Cost $75.53 Unrealized —

ESGV Vanguard ESG US Stock ETF 0.5%

Value $1.051M Shares 9,364 Est. Cost $10207.02 Unrealized —

TSLA Tesla Inc. 0.5%

Value $1.035M Shares 2,783 Est. Cost $296.68 Unrealized +43.6%

AAEQ ALPHA ARCHITECT ETF US 2 EQUITY 0.4%

Value $923K Shares 19,852 Est. Cost $49.33 Unrealized —

BWX SPDR Blmbg Intl Trs Bd ETF 0.4%

Value $793K Shares 36,121 Est. Cost $21.95 Unrealized —

IBND SPDR Blmbg Intl Corp Bd ETF 0.4%

Value $789K Shares 25,397 Est. Cost $31.08 Unrealized —

EBND SPDR Blmbg Em Mkts Lcl Bd ETF 0.4%

Value $785K Shares 38,046 Est. Cost $20.64 Unrealized —

DFEV DIMENSIONAL ETF TR EMERGING MKTS VA 0.3%

Value $620K Shares 17,336 Est. Cost $29.43 Unrealized —

VNQI VANGUARD GLB EX US ETF 0.2%

Value $537K Shares 12,079 Est. Cost $44.90 Unrealized —

VB Vanguard Small Cap ETF 0.2%

Value $518K Shares 1,978 Est. Cost $224.68 Unrealized —

GLDM SPDR Gold MiniShares 0.2%

Value $434K Shares 4,684 Est. Cost $92.69 Unrealized —

VUSB Vanguard Ultra-Short Bond ETF 0.2%

Value $427K Shares 8,585 Est. Cost $49.93 Unrealized —

DFSV Dimensional US Small Cap Value ETF 0.2%

Value $393K Shares 11,214 Est. Cost $29.61 Unrealized —

AAPL Apple 0.2%

Value $382K Shares 1,507 Est. Cost $188.37 Unrealized +39.5%

BNDX Vanguard Total International Bond ETF 0.1%

Value $301K Shares 6,268 Est. Cost $48.32 Unrealized —

DISV International Small Cap Value ETF 0.1%

Value $248K Shares 6,297 Est. Cost $24.50 Unrealized —

ORCL Oracle Corp Com 0.1%

Value $230K Shares 1,562 Est. Cost $89.47 Unrealized +89.6%

WCCB West Coast Community Bancorp 0.1%

Value $221K Shares 4,648 Est. Cost $41.74 Unrealized +9.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	Vanguard Total Stock Market ETF	154,451	$49.55M	22.2%	$16975.27	—	COM	922908769
VIG	VANGUARD DIVIDEND APPRECIATION ETF	104,268	$22.42M	10.0%	$12345.88	—	COM	921908844
VXUS	VANGUARD TOTAL INTL STOCK INDEX FUND ETF	271,855	$20.96M	9.4%	$8276.46	—	COM	921909768
VBR	VANGUARD SMALL CAP VALUE ETF	74,220	$16.12M	7.2%	$10054.56	—	COM	922908611
VMBS	VANGUARD MORTGAGE-BACK SEC ETF	322,897	$15.16M	6.8%	$13099.38	—	COM	92206C771
VSS	Vanguard FTSE All-World ex-US Sm-Cap Index Fund	82,905	$12.09M	5.4%	$15478.64	—	COM	922042718
BE	Bloom Energy Corporation Com C L A	77,353	$10.48M	4.7%	$16.94	+753.7%	COM	093712107
VOO	Vanguard S&P 500 ETF	16,727	$9.995M	4.5%	$7172.07	—	COM	922908363
VCIT	VANGUARD INT-TERM CORP ETF	111,575	$9.233M	4.1%	$14367.02	—	COM	92206C870
VTIP	VANGUARD STRM INFPROIDX ETF	156,099	$7.797M	3.5%	$48.41	—	COM	922020805
VTV	VANGUARD VALUE ETF	35,838	$7.031M	3.1%	$13036.26	—	COM	922908744
VUG	VANGUARD GROWTH ETF	11,825	$5.165M	2.3%	$324.19	—	COM	922908736
VWO	VANGUARD FTSE EMR MKT ETF	65,726	$3.552M	1.6%	$5270.31	—	COM	922042858
DFIV	DIMENSIONAL ETF INTERNATIONAL VALUE	64,609	$3.41M	1.5%	$33.64	—	COM	25434V807
AAUA	ALPHA ARCHITECT US EQUTY 3 ETF	63,129	$3.09M	1.4%	$48.94	—	COM	02072Q275
VXF	VANGUARD EXTEND MKT ETF	14,472	$2.978M	1.3%	$23690.20	—	COM	922908652
DFUV	DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF	55,422	$2.686M	1.2%	$6079.23	—	COM	25434V724
VEA	VANGUARD FTSE DEV MKT ETF	39,159	$2.509M	1.1%	$2934.95	—	COM	921943858
VEU	VANGUARD ALLWRLD EX US ETF	28,567	$2.145M	1.0%	$597.26	—	COM	922042775
VNQ	Vanguard Real Estate ETF	22,671	$2.011M	0.9%	$5500.62	—	COM	922908553
BRK/B	Berkshire Hathaway	3,038	$1.456M	0.7%	$294.80	+67.4%	COM	084670702
DUSB	DIMENSNL ULTRASHRT FIXED INCM ETF	27,807	$1.41M	0.6%	$50.72	—	COM	25434V591
VSGX	Vanguard EST International Stock ETF	16,613	$1.192M	0.5%	$18533.00	—	COM	921910725
VBIL	Vanguard 0-3 Month Treasury Bill ETF	14,944	$1.131M	0.5%	$75.53	—	COM	922040845
ESGV	Vanguard ESG US Stock ETF	9,364	$1.051M	0.5%	$10207.02	—	COM	921910733
TSLA	Tesla Inc.	2,783	$1.035M	0.5%	$296.68	+43.6%	COM	88160R101
AAEQ	ALPHA ARCHITECT ETF US 2 EQUITY	19,852	$923K	0.4%	$49.33	—	COM	02072Q358
BWX	SPDR Blmbg Intl Trs Bd ETF	36,121	$793K	0.4%	$21.95	—	COM	78464A516
IBND	SPDR Blmbg Intl Corp Bd ETF	25,397	$789K	0.4%	$31.08	—	COM	78464A151
EBND	SPDR Blmbg Em Mkts Lcl Bd ETF	38,046	$785K	0.4%	$20.64	—	COM	78464A391
DFEV	DIMENSIONAL ETF TR EMERGING MKTS VA	17,336	$620K	0.3%	$29.43	—	COM	25434V740
VNQI	VANGUARD GLB EX US ETF	12,079	$537K	0.2%	$44.90	—	COM	922042676
VB	Vanguard Small Cap ETF	1,978	$518K	0.2%	$224.68	—	COM	922908751
GLDM	SPDR Gold MiniShares	4,684	$434K	0.2%	$92.69	—	COM	98149E303
VUSB	Vanguard Ultra-Short Bond ETF	8,585	$427K	0.2%	$49.93	—	COM	92203C303
DFSV	Dimensional US Small Cap Value ETF	11,214	$393K	0.2%	$29.61	—	COM	25434V815
AAPL	Apple	1,507	$382K	0.2%	$188.37	+39.5%	COM	037833100
BNDX	Vanguard Total International Bond ETF	6,268	$301K	0.1%	$48.32	—	COM	92203J407
DISV	International Small Cap Value ETF	6,297	$248K	0.1%	$24.50	—	COM	25434V781
ORCL	Oracle Corp Com	1,562	$230K	0.1%	$89.47	+89.6%	COM	68389X105
WCCB	West Coast Community Bancorp	4,648	$221K	0.1%	$41.74	+9.3%	COM	952170108