0001911695-23-000005.txt : 20230809 0001911695-23-000005.hdr.sgml : 20230809 20230809110714 ACCESSION NUMBER: 0001911695-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230809 DATE AS OF CHANGE: 20230809 EFFECTIVENESS DATE: 20230809 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: 231153997 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 06-30-2023 06-30-2023 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 08-09-2023 0 57 141673757 false INFORMATION TABLE 2 FAMILY23Q1.xml Agilent Technologies, Inc COM 00846U101 99567 828 SH SOLE 0 0 828 Amazon com COM 023135106 93859 720 SH SOLE 0 0 720 Amgen Inc COM 031162100 111010 500 SH SOLE 0 0 500 Apple COM 037833100 172633 890 SH SOLE 0 0 890 AT&T INC COM COM 00206R102 15264 957 SH SOLE 0 0 957 Automatic Data Processing, Inc COM 053015103 87916 400 SH SOLE 0 0 400 Berkshire Hathaway COM 084670702 1240899 3639 SH SOLE 0 0 3639 Bloom Energy Corporation Com C COM 093712107 3963976 242445 SH SOLE 0 0 242445 Charter Communications Inc Com COM 16119P108 29757 81 SH SOLE 0 0 81 Cisco Systems, Inc COM 17275R102 125263 2421 SH SOLE 0 0 2421 Costco Wholesale Corp COM 22160K105 102292 190 SH SOLE 0 0 190 DIMENSIONAL ETF INTERNATIONAL COM 25434V807 1374970 41856 SH SOLE 0 0 41856 DIMENSIONAL ETF TR US MARKETWI COM 25434V724 798089 23133 SH SOLE 0 0 23133 ENDONOVO THERAPEUTICS INC COM COM 29272H300 1 60 SH SOLE 0 0 60 Federal Express Corp COM 31428X106 49580 200 SH SOLE 0 0 200 Google Inc COM 02079K107 33872 280 SH SOLE 0 0 280 Hewlett Packard Enterprise Co COM 42824C109 6720 400 SH SOLE 0 0 400 Hewlett Packard, Inc COM 40434L105 12284 400 SH SOLE 0 0 400 Home Depot Inc COM 437076102 31064 100 SH SOLE 0 0 100 International Business Machine COM 459200101 10547 79 SH SOLE 0 0 79 International Small Cap Value COM 25434V781 119551 5055 SH SOLE 0 0 5055 Johnson & Johnson COM 478160104 24828 150 SH SOLE 0 0 150 Keysight Technologies, Inc COM 49338L103 77864 465 SH SOLE 0 0 465 Kyndryl Hldgs Inc Com COM 50155Q100 186 14 SH SOLE 0 0 14 Meta Platforms Inc Com Cl A COM 30303M102 28698 100 SH SOLE 0 0 100 Microsoft Corp Com COM 594918104 107611 316 SH SOLE 0 0 316 Oracle Corp Com COM 68389X105 313445 2632 SH SOLE 0 0 2632 Pepsico, Inc COM 713448108 23153 125 SH SOLE 0 0 125 Santa Cruz County Bank COM 801827106 118524 4648 SH SOLE 0 0 4648 Starbucks Corporation COM 855244109 11392 115 SH SOLE 0 0 115 Tesla Inc COM 88160R101 812796 3105 SH SOLE 0 0 3105 United Parcel Service, Inc COM 911312106 71700 400 SH SOLE 0 0 400 VANGUARD ALLWRLD EX US ETF COM 922042775 1778935 32695 SH SOLE 0 0 32695 VANGUARD DIVIDEND APPRECIATION COM 921908844 15218886 93695 SH SOLE 0 0 93695 Vanguard ESG US Stock ETF COM 921910733 715022 9126 SH SOLE 0 0 9126 Vanguard EST International Sto COM 921910725 785497 14790 SH SOLE 0 0 14790 VANGUARD EXTEND MKT ETF COM 922908652 2075137 13943 SH SOLE 0 0 13943 Vanguard FTSE All-World ex-US COM 922042718 9027210 81709 SH SOLE 0 0 81709 VANGUARD FTSE DEV MKT ETF COM 921943858 1386139 30016 SH SOLE 0 0 30016 VANGUARD FTSE EMR MKT ETF COM 922042858 3349510 82338 SH SOLE 0 0 82338 VANGUARD GLB EX US ETF COM 922042676 124991 3110 SH SOLE 0 0 3110 VANGUARD GROWTH ETF COM 922908736 3026540 10696 SH SOLE 0 0 10696 VANGUARD INT-TERM CORP ETF COM 92206C870 8122229 102774 SH SOLE 0 0 102774 VANGUARD MID CAP ETF COM 922908629 62305 283 SH SOLE 0 0 283 VANGUARD MORTGAGE-BACK SEC ETF COM 92206C771 13422449 291856 SH SOLE 0 0 291856 Vanguard Real Estate ETF COM 922908553 1533326 18350 SH SOLE 0 0 18350 Vanguard S&P 500 ETF COM 922908363 7136360 17522 SH SOLE 0 0 17522 Vanguard Small Cap ETF COM 922908751 532230 2676 SH SOLE 0 0 2676 VANGUARD SMALL CAP VALUE ETF COM 922908611 11046393 66786 SH SOLE 0 0 66786 VANGUARD STRM INFPROIDX ETF COM 922020805 1551867 32726 SH SOLE 0 0 32726 Vanguard Total Bond Market COM 921937835 130260 1792 SH SOLE 0 0 1792 VANGUARD TOTAL INTL STOCK INDE COM 921909768 13518372 241055 SH SOLE 0 0 241055 Vanguard Total Stock Market ET COM 922908769 31790800 144320 SH SOLE 0 0 144320 VANGUARD VALUE ETF COM 922908744 5198302 36582 SH SOLE 0 0 36582 VeriSign, Inc COM 92343E102 11299 50 SH SOLE 0 0 50 WARNER BROS DISCOVERY INC COM COM 934423104 2897 231 SH SOLE 0 0 231 Wells Fargo & Company COM 949746101 57490 1347 SH SOLE 0 0 1347