0001911695-23-000004.txt : 20230417 0001911695-23-000004.hdr.sgml : 20230417 20230417125352 ACCESSION NUMBER: 0001911695-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230417 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: 23823371 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 03-31-2023 03-31-2023 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 04-17-2021 0 56 131106229 false INFORMATION TABLE 2 FAMILYq123.xml Agilent Technologies, Inc COM 00846U101 114546 828 SH SOLE 0 0 828 Amazon com COM 023135106 74369 720 SH SOLE 0 0 720 Amgen Inc COM 031162100 120875 500 SH SOLE 0 0 500 Apple COM 037833100 146761 890 SH SOLE 0 0 890 AT&T INC COM COM 00206R102 18422 957 SH SOLE 0 0 957 Automatic Data Processing, Inc COM 053015103 89052 400 SH SOLE 0 0 400 Berkshire Hathaway COM 084670702 1230448 3985 SH SOLE 0 0 3985 Bloom Energy Corporation Com C COM 093712107 1090031 54693 SH SOLE 0 0 54693 Charter Communications Inc Com COM 16119P108 28966 81 SH SOLE 0 0 81 Cisco Systems, Inc COM 17275R102 126558 2421 SH SOLE 0 0 2421 Costco Wholesale Corp COM 22160K105 94405 190 SH SOLE 0 0 190 DIMENSIONAL ETF INTERNATIONAL COM 25434V807 1327199 41179 SH SOLE 0 0 41179 DIMENSIONAL ETF TR US MARKETWI COM 25434V724 742084 22165 SH SOLE 0 0 22165 ENDONOVO THERAPEUTICS INC COM COM 29272H300 1 60 SH SOLE 0 0 60 Federal Express Corp COM 31428X106 45698 200 SH SOLE 0 0 200 Google Inc COM 02079K107 29120 280 SH SOLE 0 0 280 Hewlett Packard Enterprise Co COM 42824C109 6372 400 SH SOLE 0 0 400 Hewlett Packard, Inc COM 40434L105 11740 400 SH SOLE 0 0 400 Home Depot Inc COM 437076102 29512 100 SH SOLE 0 0 100 International Business Machine COM 459200101 10209 78 SH SOLE 0 0 78 Johnson & Johnson COM 478160104 23250 150 SH SOLE 0 0 150 Keysight Technologies, Inc COM 49338L103 75088 465 SH SOLE 0 0 465 Kyndryl Hldgs Inc Com COM 50155Q100 207 14 SH SOLE 0 0 14 Meta Platforms Inc Com Cl A COM 30303M102 21194 100 SH SOLE 0 0 100 Microsoft Corp Com COM 594918104 91103 316 SH SOLE 0 0 316 Oracle Corp Com COM 68389X105 244565 2632 SH SOLE 0 0 2632 Pepsico, Inc COM 713448108 22788 125 SH SOLE 0 0 125 Santa Cruz County Bank COM 801827106 113179 4648 SH SOLE 0 0 4648 Starbucks Corporation COM 855244109 11975 115 SH SOLE 0 0 115 Tesla Inc COM 88160R101 644163 3105 SH SOLE 0 0 3105 United Parcel Service, Inc COM 911312106 77596 400 SH SOLE 0 0 400 VANGUARD ALLWRLD EX US ETF COM 922042775 1792261 33519 SH SOLE 0 0 33519 VANGUARD DIVIDEND APPRECIATION COM 921908844 14691021 95390 SH SOLE 0 0 95390 Vanguard ESG US Stock ETF COM 921910733 654425 9126 SH SOLE 0 0 9126 Vanguard EST International Sto COM 921910725 774404 14790 SH SOLE 0 0 14790 VANGUARD EXTEND MKT ETF COM 922908652 1984811 14157 SH SOLE 0 0 14157 Vanguard FTSE All-World ex-US COM 922042718 8711890 79750 SH SOLE 0 0 79750 VANGUARD FTSE DEV MKT ETF COM 921943858 1299541 28770 SH SOLE 0 0 28770 VANGUARD FTSE EMR MKT ETF COM 922042858 3303104 81760 SH SOLE 0 0 81760 VANGUARD GLB EX US ETF COM 922042676 126173 3110 SH SOLE 0 0 3110 VANGUARD GROWTH ETF COM 922908736 2668010 10696 SH SOLE 0 0 10696 VANGUARD INT-TERM CORP ETF COM 92206C870 7553676 94162 SH SOLE 0 0 94162 VANGUARD MID CAP ETF COM 922908629 59690 283 SH SOLE 0 0 283 VANGUARD MORTGAGE-BACK SEC ETF COM 92206C771 12511083 268767 SH SOLE 0 0 268767 Vanguard Real Estate ETF COM 922908553 1446225 17416 SH SOLE 0 0 17416 Vanguard S&P 500 ETF COM 922908363 6635755 17645 SH SOLE 0 0 17645 Vanguard Small Cap ETF COM 922908751 478449 2524 SH SOLE 0 0 2524 VANGUARD SMALL CAP VALUE ETF COM 922908611 10429251 65692 SH SOLE 0 0 65692 VANGUARD STRM INFPROIDX ETF COM 922020805 1419585 29686 SH SOLE 0 0 29686 Vanguard Total Bond Market COM 921937835 421569 5710 SH SOLE 0 0 5710 VANGUARD TOTAL INTL STOCK INDE COM 921909768 13377500 242302 SH SOLE 0 0 242302 Vanguard Total Stock Market ET COM 922908769 28195590 138146 SH SOLE 0 0 138146 VANGUARD VALUE ETF COM 922908744 5846334 42331 SH SOLE 0 0 42331 VeriSign, Inc COM 92343E102 10567 50 SH SOLE 0 0 50 WARNER BROS DISCOVERY INC COM COM 934423104 3488 231 SH SOLE 0 0 231 Wells Fargo & Company COM 949746101 50351 1347 SH SOLE 0 0 1347