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Wren Green

@Family Cfo Inc

Latest period2024 - Q3ReportedManaged Assets$177.315MTotal holdings73
Assets growth rate9.15%Assets growth rate (2-Q avg)4.89%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Family Cfo Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Family Cfo Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 177.315M in assets, with a quarterly growth rate of 9.15% and a 2-quarter average growth rate of 4.89%. The portfolio is managed by Wren Green, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VIGVanguard Dividend Appreciation Etf
Recent Activity
Decreased -0.14%
10.74%
$19.036M
96,111 shares@ $198.06 avg price
VXUSVanguard Total Intl Stock Index Fund Etf
Recent Activity
Decreased -0.42%
9.5%
$16.832M
259,990 shares@ $64.75 avg price
VMBSVanguard Mortgage-back Sec Etf
Recent Activity
Decreased -2.78%
6.24%
$11.059M
234,257 shares@ $47.22 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -0.17%
5.55%
$9.833M
18,635 shares@ $527.67 avg price
VTVVanguard Value Etf
Recent Activity
Decreased -0.55%
3.52%
$6.241M
35,749 shares@ $174.58 avg price
VWOVanguard Ftse Emr Mkt Etf
Recent Activity
Decreased -1.99%
1.97%
$3.478M
72,680 shares@ $47.85 avg price
DFIVDimensional Etf International Value
Recent Activity
Decreased 0%
1.17%
$2.061M
54,121 shares@ $38.09 avg price
VNQVanguard Real Estate Etf
Recent Activity
Decreased -0.92%
1.13%
$1.988M
20,407 shares@ $97.43 avg price
VEUVanguard Allwrld Ex Us Etf
Recent Activity
Decreased -1.59%
1.11%
$1.965M
31,186 shares@ $63.0 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -4.05%
0.04%
$62,902
71 shares@ $885.95 avg price