0001705594-22-000004.txt : 20220725 0001705594-22-000004.hdr.sgml : 20220725 20220725143720 ACCESSION NUMBER: 0001705594-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220725 DATE AS OF CHANGE: 20220725 EFFECTIVENESS DATE: 20220725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Family CFO Inc CENTRAL INDEX KEY: 0001911695 IRS NUMBER: 208143263 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22301 FILM NUMBER: 221102873 BUSINESS ADDRESS: STREET 1: 1064 LAURELES DRIVE CITY: LOS ALTOS STATE: CA ZIP: 94022 BUSINESS PHONE: 650-218-3551 MAIL ADDRESS: STREET 1: 1064 LAURELES DRIVE CITY: LOS ALTOS STATE: CA ZIP: 94022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001911695 XXXXXXXX 06-30-2022 06-30-2022 Family CFO Inc

1064 LAURELES DRIVE LOS ALTOS CA 94022

13F HOLDINGS REPORT 028-22301 N Wren Green 720-408-0394 E. Wren Green Westminster CO 07-25-2022 0 55 91563683000 true INFORMATION TABLE 2 FamilyCFOQ22022.xml Agilent Technologies, Inc COM 00846U101 98342 828 SH SOLE 0 0 0 828 Amazon com COM 023135106 76471 720 SH SOLE 0 0 0 720 Amgen Inc COM 031162100 121650 500 SH SOLE 0 0 0 500 Apple COM 037833100 1221183 8932 SH SOLE 0 0 0 8932 AT&T INC COM COM 00206R102 20059 957 SH SOLE 0 0 0 957 Automatic Data Processing, Inc COM 053015103 84016 400 SH SOLE 0 0 0 400 Berkshire Hathaway COM 084670702 1271727 4658 SH SOLE 0 0 0 4658 Charter Communications Inc Com COM 16119P108 37951 81 SH SOLE 0 0 0 81 Cisco Systems, Inc COM 17275R102 103231 2421 SH SOLE 0 0 0 2421 Costco Wholesale Corp COM 22160K105 91063 190 SH SOLE 0 0 0 190 DIMENSIONAL ETF TR US MARKETWI COM 25434V724 333759 10562 SH SOLE 0 0 0 10562 ENDONOVO THERAPEUTICS INC COM COM 29272H300 1 60 SH SOLE 0 0 0 60 Federal Express Corp COM 31428X106 45342 200 SH SOLE 0 0 0 200 Google Inc COM 02079K107 30624 14 SH SOLE 0 0 0 14 Hewlett Packard Enterprise Co COM 42824C109 5304 400 SH SOLE 0 0 0 400 Hewlett Packard, Inc COM 40434L105 13112 400 SH SOLE 0 0 0 400 Home Depot Inc COM 437076102 27427 100 SH SOLE 0 0 0 100 International Business Machine COM 459200101 10600 75 SH SOLE 0 0 0 75 Johnson & Johnson COM 478160104 26627 150 SH SOLE 0 0 0 150 Keysight Technologies, Inc COM 49338L103 64100 465 SH SOLE 0 0 0 465 Kyndryl Hldgs Inc Com COM 50155Q100 137 14 SH SOLE 0 0 0 14 Meta Platforms Inc Com Cl A COM 30303M102 16125 100 SH SOLE 0 0 0 100 Microsoft Corp Com COM 594918104 81158 316 SH SOLE 0 0 0 316 NVIDIA CORP COM COM 67066G104 7580 50 SH SOLE 0 0 0 50 Oracle Corp Com COM 68389X105 183898 2632 SH SOLE 0 0 0 2632 Pepsico, Inc COM 713448108 20833 125 SH SOLE 0 0 0 125 Santa Cruz County Bank COM 801827106 99746 4648 SH SOLE 0 0 0 4648 Starbucks Corporation COM 855244109 8785 115 SH SOLE 0 0 0 115 TAIWAN SEMICONDUCTOR ADR COM 874039100 43491 532 SH SOLE 0 0 0 532 Tesla Inc COM 88160R101 696990 1035 SH SOLE 0 0 0 1035 United Parcel Service, Inc COM 911312106 73016 400 SH SOLE 0 0 0 400 VANGUARD ALLWRLD EX US ETF COM 922042775 1664667 33320 SH SOLE 0 0 0 33320 VANGUARD DIVIDEND APPRECIATION COM 921908844 9811203 68385 SH SOLE 0 0 0 68385 Vanguard ESG US Stock ETF COM 921910733 361747 5448 SH SOLE 0 0 0 5448 Vanguard EST International Sto COM 921910725 610499 12449 SH SOLE 0 0 0 12449 VANGUARD EXTEND MKT ETF COM 922908652 1596667 12179 SH SOLE 0 0 0 12179 Vanguard FTSE All-World ex-US COM 922042718 5591092 54172 SH SOLE 0 0 0 54172 VANGUARD FTSE DEV MKT ETF COM 921943858 787889 19311 SH SOLE 0 0 0 19311 VANGUARD FTSE EMR MKT ETF COM 922042858 2029146 48719 SH SOLE 0 0 0 48719 VANGUARD GLB EX US ETF COM 922042676 137680 3110 SH SOLE 0 0 0 3110 VANGUARD GROWTH ETF COM 922908736 2477645 11116 SH SOLE 0 0 0 11116 VANGUARD INT-TERM CORP ETF COM 92206C870 2667867 33340 SH SOLE 0 0 0 33340 VANGUARD MID CAP ETF COM 922908629 42546 216 SH SOLE 0 0 0 216 VANGUARD MORTGAGE-BACK SEC ETF COM 92206C771 7888833 165004 SH SOLE 0 0 0 165004 Vanguard Real Estate ETF COM 922908553 1161926 12753 SH SOLE 0 0 0 12753 Vanguard S&P 500 ETF COM 922908363 5570546 16059 SH SOLE 0 0 0 16059 Vanguard Small Cap ETF COM 922908751 444502 2524 SH SOLE 0 0 0 2524 VANGUARD SMALL CAP VALUE ETF COM 922908611 7762913 51815 SH SOLE 0 0 0 51815 Vanguard Total Bond Market COM 921937835 456377 6064 SH SOLE 0 0 0 6064 VANGUARD TOTAL INTL STOCK INDE COM 921909768 9470390 183499 SH SOLE 0 0 0 183499 Vanguard Total Stock Market ET COM 922908769 23039359 122147 SH SOLE 0 0 0 122147 VANGUARD VALUE ETF COM 922908744 3011612 22836 SH SOLE 0 0 0 22836 VeriSign, Inc COM 92343E102 8367 50 SH SOLE 0 0 0 50 WARNER BROS DISCOVERY INC COM COM 934423104 3100 231 SH SOLE 0 0 0 231 Wells Fargo & Company COM 949746101 52762 1347 SH SOLE 0 0 0 1347