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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
VUSBVanguard Ultra-short Bond Etf
Recent Activity
New Position
0.18%
$315,621
6,320 shares@ $49.95 avg price
SCZCWest Coast Cmnty Bancorp
Recent Activity
New Position
0.11%
$181,272
4,648 shares@ $39.0 avg price
XBISpdr S&p Biotech Etf
Recent Activity
New Position
0.08%
$141,383
1,431 shares@ $98.81 avg price
IWDIshares Russell 1000 Value Index
Recent Activity
New Position
0.07%
$118,245
623 shares@ $189.8 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
New Position
0.05%
$88,275
1,131 shares@ $78.06 avg price
SPYSpdr Tr Unit Ser 1
Recent Activity
New Position
0.05%
$80,900
141 shares@ $573.76 avg price
IWFIshares Russell 1000 Growth Index
Recent Activity
New Position
0.05%
$77,704
207 shares@ $375.39 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
New Position
0.03%
$40,474
705 shares@ $57.41 avg price
IWMIshares Trust Russell 2000 Etf
Recent Activity
New Position
0.02%
$34,680
157 shares@ $220.9 avg price
ENDVEndonovo Therapeutics Inc Com
Recent Activity
New Position
0%
$0
60 shares@ $0.0 avg price