0001911695-23-000006.txt : 20231103 0001911695-23-000006.hdr.sgml : 20231103 20231103133023 ACCESSION NUMBER: 0001911695-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231103 DATE AS OF CHANGE: 20231103 EFFECTIVENESS DATE: 20231103 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: 231375514 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 09-30-2023 09-30-2023 Family CFO Inc
1064 LAURELES DRIVE LOS ALTOS CA 94022
13F HOLDINGS REPORT 028-22301 N
Wren Green Compliance Consultant 720-408-0394 E. Wren Green Broomfield CO 11-03-2023 0 81 139077466 false
INFORMATION TABLE 2 RajQ3.xml Accenture Plc COM G1151C101 6142 20 SH SOLE 0 0 20 Agilent Technologies, Inc COM 00846U101 92587 828 SH SOLE 0 0 828 Amazon com COM 023135106 135001 1062 SH SOLE 0 0 1062 Amgen Inc COM 031162100 135455 504 SH SOLE 0 0 504 Apple COM 037833100 162650 950 SH SOLE 0 0 950 Applied Materials COM 038222105 7892 57 SH SOLE 0 0 57 AT&T INC COM COM 00206R102 14374 957 SH SOLE 0 0 957 Automatic Data Processing, Inc COM 053015103 96232 400 SH SOLE 0 0 400 Berkshire Hathaway COM 084670702 1283850 3665 SH SOLE 0 0 3665 Blackstone Inc COM 09260D107 32571 304 SH SOLE 0 0 304 Bloom Energy Corporation Com C COM 093712107 2826674 213173 SH SOLE 0 0 213173 Broadcom Inc COM 11135F101 8306 10 SH SOLE 0 0 10 Charter Communications Inc Com COM 16119P108 35625 81 SH SOLE 0 0 81 Chipotle Mexican Grl COM 169656105 1832 1 SH SOLE 0 0 1 Cisco Systems, Inc COM 17275R102 135690 2524 SH SOLE 0 0 2524 Conagra Brands Inc COM 205887102 1371 50 SH SOLE 0 0 50 Conoco Phillips Corp COM 20825C104 23601 197 SH SOLE 0 0 197 Constellation Energy Cor COM 21037T109 25416 233 SH SOLE 0 0 233 Costco Wholesale Corp COM 22160K105 107342 190 SH SOLE 0 0 190 Deere & Co COM 244199105 1887 5 SH SOLE 0 0 5 DIMENSIONAL ETF INTERNATIONAL COM 25434V807 1506653 46188 SH SOLE 0 0 46188 DIMENSIONAL ETF TR US MARKETWI COM 25434V724 994949 29246 SH SOLE 0 0 29246 Eli Lilly & Co COM 532457108 39748 74 SH SOLE 0 0 74 ENDONOVO THERAPEUTICS INC COM COM 29272H300 1 60 SH SOLE 0 0 60 Federal Express Corp COM 31428X106 58812 222 SH SOLE 0 0 222 General Mills COM 370334104 960 15 SH SOLE 0 0 15 Global X Lithium Battery COM 37954Y855 1103 20 SH SOLE 0 0 20 Google Inc COM 02079K107 48125 365 SH SOLE 0 0 365 Hewlett Packard Enterprise Co COM 42824C109 6948 400 SH SOLE 0 0 400 Hewlett Packard, Inc COM 40434L105 10280 400 SH SOLE 0 0 400 Home Depot Inc COM 437076102 30216 100 SH SOLE 0 0 100 Intel Corp COM 458140100 14220 400 SH SOLE 0 0 400 International Business Machine COM 459200101 11059 79 SH SOLE 0 0 79 International Small Cap Value COM 25434V781 145320 6111 SH SOLE 0 0 6111 Johnson & Johnson COM 478160104 23363 150 SH SOLE 0 0 150 JP Morgan Chase COM 46625H100 2175 15 SH SOLE 0 0 15 Keysight Technologies, Inc COM 49338L103 61524 465 SH SOLE 0 0 465 Kyndryl Hldgs Inc Com COM 50155Q100 211 14 SH SOLE 0 0 14 Meta Platforms Inc Com Cl A COM 30303M102 30021 100 SH SOLE 0 0 100 Microsoft Corp Com COM 594918104 113354 359 SH SOLE 0 0 359 Moderna Inc COM 60770K107 1033 10 SH SOLE 0 0 10 Nike Inc COM 654106103 956 10 SH SOLE 0 0 10 O Reilly Automotive COM 67103H107 5453 6 SH SOLE 0 0 6 Oracle Corp Com COM 68389X105 285560 2696 SH SOLE 0 0 2696 Pepsico, Inc COM 713448108 21180 125 SH SOLE 0 0 125 Phillips 66 COM 718546104 6008 50 SH SOLE 0 0 50 Schlumberger Limited COM 806857108 8803 151 SH SOLE 0 0 151 Snowflake Inc COM 833445109 1528 10 SH SOLE 0 0 10 Starbucks Corporation COM 855244109 10496 115 SH SOLE 0 0 115 TAIWAN SEMICONDUCTOR ADR COM 874039100 1738 20 SH SOLE 0 0 20 Tesla Inc COM 88160R101 802205 3206 SH SOLE 0 0 3206 Uber Technologies Inc COM 90353T100 50727 1103 SH SOLE 0 0 1103 United Parcel Service, Inc COM 911312106 62348 400 SH SOLE 0 0 400 VANGUARD ALLWRLD EX US ETF COM 922042775 1655120 31909 SH SOLE 0 0 31909 VANGUARD DIVIDEND APPRECIATION COM 921908844 15044831 96826 SH SOLE 0 0 96826 Vanguard ESG US Stock ETF COM 921910733 686458 9126 SH SOLE 0 0 9126 Vanguard EST International Sto COM 921910725 726891 14411 SH SOLE 0 0 14411 VANGUARD EXTEND MKT ETF COM 922908652 2049906 14302 SH SOLE 0 0 14302 Vanguard FTSE All-World ex-US COM 922042718 8845504 83291 SH SOLE 0 0 83291 VANGUARD FTSE DEV MKT ETF COM 921943858 1555689 35583 SH SOLE 0 0 35583 VANGUARD FTSE EMR MKT ETF COM 922042858 3157307 80523 SH SOLE 0 0 80523 VANGUARD GLB EX US ETF COM 922042676 121072 3110 SH SOLE 0 0 3110 VANGUARD GROWTH ETF COM 922908736 3015833 11075 SH SOLE 0 0 11075 VANGUARD INT-TERM CORP ETF COM 92206C870 6242137 82155 SH SOLE 0 0 82155 VANGUARD MID CAP ETF COM 922908629 58932 283 SH SOLE 0 0 283 VANGUARD MORTGAGE-BACK SEC ETF COM 92206C771 12916319 295028 SH SOLE 0 0 295028 Vanguard Real Estate ETF COM 922908553 1445787 19109 SH SOLE 0 0 19109 Vanguard S&P 500 ETF COM 922908363 6837300 17411 SH SOLE 0 0 17411 Vanguard Small Cap ETF COM 922908751 513892 2718 SH SOLE 0 0 2718 VANGUARD SMALL CAP VALUE ETF COM 922908611 10958547 68710 SH SOLE 0 0 68710 VANGUARD STRM INFPROIDX ETF COM 922020805 3598103 76102 SH SOLE 0 0 76102 Vanguard Total Bond Market COM 921937835 125046 1792 SH SOLE 0 0 1792 VANGUARD TOTAL INTL STOCK INDE COM 921909768 13647072 254990 SH SOLE 0 0 254990 Vanguard Total Stock Market ET COM 922908769 31066228 146256 SH SOLE 0 0 146256 VANGUARD VALUE ETF COM 922908744 5106307 37021 SH SOLE 0 0 37021 VeriSign, Inc COM 92343E102 10127 50 SH SOLE 0 0 50 Walt Disney Co COM 254687106 1216 15 SH SOLE 0 0 15 WARNER BROS DISCOVERY INC COM COM 934423104 2509 231 SH SOLE 0 0 231 Wells Fargo & Company COM 949746101 55038 1347 SH SOLE 0 0 1347 West Coast Cmnty Bancorp COM 801827106 118292 4648 SH SOLE 0 0 4648 Zscaler Inc COM 98980G102 24428 157 SH SOLE 0 0 157