0001911695-23-000001.txt : 20230118 0001911695-23-000001.hdr.sgml : 20230118 20230117193845 ACCESSION NUMBER: 0001911695-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230118 DATE AS OF CHANGE: 20230117 EFFECTIVENESS DATE: 20230118 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: 23532614 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 X0202 13F-HR LIVE false true false 0001911695 XXXXXXXX 12-31-2022 12-31-2022 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 01-17-2023 0 57 111370964 false INFORMATION TABLE 2 FamilyCFOQ422.xml Agilent Technologies, Inc COM 00846U101 123910 828 SH SOLE 0 0 0 828 Amazon com COM 023135106 60480 720 SH SOLE 0 0 0 720 Amgen Inc COM 031162100 131320 500 SH SOLE 0 0 0 500 Apple COM 037833100 115638 890 SH SOLE 0 0 0 890 AT&T INC COM COM 00206R102 17618 957 SH SOLE 0 0 0 957 Automatic Data Processing, Inc COM 053015103 95544 400 SH SOLE 0 0 0 400 Berkshire Hathaway COM 084670702 1249192 4044 SH SOLE 0 0 0 4044 Bloom Energy Corporation Com C COM 093712107 1619330 84693 SH SOLE 0 0 0 84693 Charter Communications Inc Com COM 16119P108 27467 81 SH SOLE 0 0 0 81 Cisco Systems, Inc COM 17275R102 115336 2421 SH SOLE 0 0 0 2421 Costco Wholesale Corp COM 22160K105 86735 190 SH SOLE 0 0 0 190 DIMENSIONAL ETF INTERNATIONAL COM 025434V80 531422 17481 SH SOLE 0 0 0 17481 DIMENSIONAL ETF TR US MARKETWI COM 25434V724 670203 20018 SH SOLE 0 0 0 20018 ENDONOVO THERAPEUTICS INC COM COM 29272H300 1 60 SH SOLE 0 0 0 60 Federal Express Corp COM 31428X106 34640 200 SH SOLE 0 0 0 200 Google Inc COM 02079K107 24844 280 SH SOLE 0 0 0 280 Hewlett Packard Enterprise Co COM 42824C109 6384 400 SH SOLE 0 0 0 400 Hewlett Packard, Inc COM 40434L105 10748 400 SH SOLE 0 0 0 400 Home Depot Inc COM 437076102 31586 100 SH SOLE 0 0 0 100 International Business Machine COM 459200101 10831 77 SH SOLE 0 0 0 77 Johnson & Johnson COM 478160104 26498 150 SH SOLE 0 0 0 150 Keysight Technologies, Inc COM 49338L103 79548 465 SH SOLE 0 0 0 465 Kyndryl Hldgs Inc Com COM 50155Q100 156 14 SH SOLE 0 0 0 14 Meta Platforms Inc Com Cl A COM 30303M102 12034 100 SH SOLE 0 0 0 100 Microsoft Corp Com COM 594918104 75783 316 SH SOLE 0 0 0 316 NVIDIA CORP COM COM 67066G104 7307 50 SH SOLE 0 0 0 50 Oracle Corp Com COM 68389X105 215140 2632 SH SOLE 0 0 0 2632 Pepsico, Inc COM 713448108 22583 125 SH SOLE 0 0 0 125 Santa Cruz County Bank COM 801827106 116433 4648 SH SOLE 0 0 0 4648 Starbucks Corporation COM 855244109 11408 115 SH SOLE 0 0 0 115 TAIWAN SEMICONDUCTOR ADR COM 874039100 39629 532 SH SOLE 0 0 0 532 Tesla Inc COM 88160R101 382474 3105 SH SOLE 0 0 0 3105 United Parcel Service, Inc COM 911312106 69536 400 SH SOLE 0 0 0 400 VANGUARD ALLWRLD EX US ETF COM 922042775 1747479 34852 SH SOLE 0 0 0 34852 VANGUARD DIVIDEND APPRECIATION COM 921908844 12319142 81127 SH SOLE 0 0 0 81127 Vanguard ESG US Stock ETF COM 921910733 531161 8065 SH SOLE 0 0 0 8065 Vanguard EST International Sto COM 921910725 704991 14332 SH SOLE 0 0 0 14332 VANGUARD EXTEND MKT ETF COM 922908652 1671777 12583 SH SOLE 0 0 0 12583 Vanguard FTSE All-World ex-US COM 922042718 8013731 77947 SH SOLE 0 0 0 77947 VANGUARD FTSE DEV MKT ETF COM 921943858 947431 22574 SH SOLE 0 0 0 22574 VANGUARD FTSE EMR MKT ETF COM 922042858 3042467 78052 SH SOLE 0 0 0 78052 VANGUARD GLB EX US ETF COM 922042676 128567 3110 SH SOLE 0 0 0 3110 VANGUARD GROWTH ETF COM 922908736 2367865 11111 SH SOLE 0 0 0 11111 VANGUARD INT-TERM CORP ETF COM 92206C870 5558630 71715 SH SOLE 0 0 0 71715 VANGUARD MID CAP ETF COM 922908629 57678 283 SH SOLE 0 0 0 283 VANGUARD MORTGAGE-BACK SEC ETF COM 92206C771 10363240 227663 SH SOLE 0 0 0 227663 Vanguard Real Estate ETF COM 922908553 1166267 14140 SH SOLE 0 0 0 14140 Vanguard S&P 500 ETF COM 922908363 6111559 17395 SH SOLE 0 0 0 17395 Vanguard Small Cap ETF COM 922908751 463255 2524 SH SOLE 0 0 0 2524 VANGUARD SMALL CAP VALUE ETF COM 922908611 9093512 57264 SH SOLE 0 0 0 57264 Vanguard Total Bond Market COM 921937835 452879 6304 SH SOLE 0 0 0 6304 VANGUARD TOTAL INTL STOCK INDE COM 921909768 11354822 219544 SH SOLE 0 0 0 219544 Vanguard Total Stock Market ET COM 922908769 25977359 135872 SH SOLE 0 0 0 135872 VANGUARD VALUE ETF COM 922908744 3207314 22849 SH SOLE 0 0 0 22849 VeriSign, Inc COM 92343E102 10272 50 SH SOLE 0 0 0 50 WARNER BROS DISCOVERY INC COM COM 934423104 2190 231 SH SOLE 0 0 0 231 Wells Fargo & Company COM 949746101 55618 1347 SH SOLE 0 0 0 1347