0001911695-24-000002.txt : 20240417 0001911695-24-000002.hdr.sgml : 20240417 20240417133849 ACCESSION NUMBER: 0001911695-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240417 DATE AS OF CHANGE: 20240417 EFFECTIVENESS DATE: 20240417 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Family CFO Inc CENTRAL INDEX KEY: 0001911695 ORGANIZATION NAME: 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: 24850215 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 03-31-2024 03-31-2024 Family CFO Inc

1064 LAURELES DRIVE LOS ALTOS CA 94022

13F HOLDINGS REPORT 028-22301 N Wren Green 720-408-0394 E. Wren Green Broomfield CO 04-17-2024 0 64 161435558 false INFORMATION TABLE 2 Famq12024.xml Agilent Technologies, Inc COM 00846U101 120482 828 SH SOLE 0 0 828 Amazon com COM 023135106 169016 937 SH SOLE 0 0 937 Amgen Inc COM 031162100 142160 500 SH SOLE 0 0 500 Apple COM 037833100 152617 890 SH SOLE 0 0 890 Applied Materials COM 038222105 9280 45 SH SOLE 0 0 45 AT&T INC COM COM 00206R102 16843 957 SH SOLE 0 0 957 Berkshire Hathaway COM 084670702 1530272 3639 SH SOLE 0 0 3639 Blackstone Inc COM 09260D107 24172 184 SH SOLE 0 0 184 Bloom Energy Corporation Com C COM 093712107 2261185 201173 SH SOLE 0 0 201173 Broadcom Inc COM 11135F101 13254 10 SH SOLE 0 0 10 Charter Communications Inc Com COM 16119P108 23541 81 SH SOLE 0 0 81 Cisco Systems, Inc COM 17275R102 120832 2421 SH SOLE 0 0 2421 Costco Wholesale Corp COM 22160K105 139200 190 SH SOLE 0 0 190 Dimensional ETF US Large Cap COM 25434V666 253715 8460 SH SOLE 0 0 8460 DIMENSIONAL ETF INTERNATIONAL COM 25434V807 1917799 52185 SH SOLE 0 0 52185 DIMENSIONAL ETF TR EMERGING MK COM 25434V740 65341 2517 SH SOLE 0 0 2517 DIMENSIONAL ETF TR US MARKETWI COM 25434V724 1564507 38252 SH SOLE 0 0 38252 Eli Lilly & Co COM 532457108 57569 74 SH SOLE 0 0 74 Federal Express Corp COM 31428X106 57948 200 SH SOLE 0 0 200 Google Inc COM 02079K107 42633 280 SH SOLE 0 0 280 Hewlett Packard Enterprise Co COM 42824C109 7092 400 SH SOLE 0 0 400 Hewlett Packard, Inc COM 40434L105 12088 400 SH SOLE 0 0 400 Home Depot Inc COM 437076102 38360 100 SH SOLE 0 0 100 Intel Corp COM 458140100 17668 400 SH SOLE 0 0 400 International Business Machine COM 459200101 15335 80 SH SOLE 0 0 80 International Small Cap Value COM 25434V781 171215 6297 SH SOLE 0 0 6297 Johnson & Johnson COM 478160104 23729 150 SH SOLE 0 0 150 Keysight Technologies, Inc COM 49338L103 72717 465 SH SOLE 0 0 465 Kyndryl Hldgs Inc Com COM 50155Q100 305 14 SH SOLE 0 0 14 Meta Platforms Inc Com Cl A COM 30303M102 48558 100 SH SOLE 0 0 100 Microsoft Corp Com COM 594918104 142203 338 SH SOLE 0 0 338 Oracle Corp Com COM 68389X105 330606 2632 SH SOLE 0 0 2632 Pepsico, Inc COM 713448108 21876 125 SH SOLE 0 0 125 Starbucks Corporation COM 855244109 10510 115 SH SOLE 0 0 115 Tesla Inc COM 88160R101 560770 3190 SH SOLE 0 0 3190 Uber Technologies Inc COM 90353T100 81070 1053 SH SOLE 0 0 1053 United Parcel Service, Inc COM 911312106 59452 400 SH SOLE 0 0 400 VANGUARD ALLWRLD EX US ETF COM 922042775 1871463 31909 SH SOLE 0 0 31909 VANGUARD DIVIDEND APPRECIATION COM 921908844 17602103 96392 SH SOLE 0 0 96392 Vanguard ESG US Stock ETF COM 921910733 849334 9114 SH SOLE 0 0 9114 Vanguard EST International Sto COM 921910725 1030179 17926 SH SOLE 0 0 17926 VANGUARD EXTEND MKT ETF COM 922908652 2523537 14398 SH SOLE 0 0 14398 Vanguard FTSE All-World ex-US COM 922042718 9882210 84579 SH SOLE 0 0 84579 VANGUARD FTSE DEV MKT ETF COM 921943858 1779931 35478 SH SOLE 0 0 35478 VANGUARD FTSE EMR MKT ETF COM 922042858 3124814 74810 SH SOLE 0 0 74810 VANGUARD GLB EX US ETF COM 922042676 134384 3189 SH SOLE 0 0 3189 VANGUARD GROWTH ETF COM 922908736 3812015 11075 SH SOLE 0 0 11075 VANGUARD INT-TERM CORP ETF COM 92206C870 7067513 87784 SH SOLE 0 0 87784 VANGUARD MID CAP ETF COM 922908629 70710 283 SH SOLE 0 0 283 VANGUARD MORTGAGE-BACK SEC ETF COM 92206C771 11130079 244027 SH SOLE 0 0 244027 Vanguard Real Estate ETF COM 922908553 1722422 19917 SH SOLE 0 0 19917 Vanguard S&P 500 ETF COM 922908363 9025623 18776 SH SOLE 0 0 18776 Vanguard Small Cap ETF COM 922908751 645538 2824 SH SOLE 0 0 2824 VANGUARD SMALL CAP VALUE ETF COM 922908611 13968856 72800 SH SOLE 0 0 72800 VANGUARD STRM INFPROIDX ETF COM 922020805 4441175 92737 SH SOLE 0 0 92737 Vanguard Total Bond Market COM 921937835 141120 1943 SH SOLE 0 0 1943 VANGUARD TOTAL INTL STOCK INDE COM 921909768 15925118 264098 SH SOLE 0 0 264098 Vanguard Total Stock Market ET COM 922908769 38073490 146493 SH SOLE 0 0 146493 VANGUARD VALUE ETF COM 922908744 6069466 37268 SH SOLE 0 0 37268 VeriSign, Inc COM 92343E102 9476 50 SH SOLE 0 0 50 WARNER BROS DISCOVERY INC COM COM 934423104 2017 231 SH SOLE 0 0 231 Wells Fargo & Company COM 949746101 78072 1347 SH SOLE 0 0 1347 West Coast Cmnty Bancorp COM 801827106 130098 4648 SH SOLE 0 0 4648 Zscaler Inc COM 98980G102 28895 150 SH SOLE 0 0 150