Wren Green

@Family Cfo Inc

Latest period2024 - Q3

Reported3mo 2d ago

Managed Assets$177.315M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTIVanguard Total Stock Market Etf Recent Activity Increased 0.16%	23.31%	$41.327M 145,950 shares@ $283.17 avg price	Increased 0.16%
VBRVanguard Small Cap Value Etf Recent Activity Increased 0.3%	8.24%	$14.605M 72,739 shares@ $200.79 avg price	Increased 0.3%
VSSVanguard Ftse All-world Ex-us Sm-cap Index Fund Recent Activity Increased 1.08%	6.1%	$10.801M 85,748 shares@ $125.97 avg price	Increased 1.08%
VTIPVanguard Strm Infproidx Etf Recent Activity Increased 66.9%	4.79%	$8.49M 172,166 shares@ $49.31 avg price	Increased 66.9%
VCITVanguard Int-term Corp Etf Recent Activity Increased 1.9%	4.41%	$7.809M 93,247 shares@ $83.76 avg price	Increased 1.9%
VUGVanguard Growth Etf Recent Activity Increased 0.47%	2.41%	$4.268M 11,116 shares@ $383.94 avg price	Increased 0.47%
BEBloom Energy Corporation Com C L A Recent Activity Increased 0.36%	1.13%	$1.998M 189,173 shares@ $10.57 avg price	Increased 0.36%
VEAVanguard Ftse Dev Mkt Etf Recent Activity Increased 0.51%	1.06%	$1.866M 35,330 shares@ $52.81 avg price	Increased 0.51%
DFUVDimensional Etf Tr Us Marketwi De Value Etf Recent Activity Increased 1.48%	0.92%	$1.616M 38,754 shares@ $41.69 avg price	Increased 1.48%
VSGXVanguard Est International Stock Etf Recent Activity Increased 1.42%	0.61%	$1.08M 17,556 shares@ $61.52 avg price	Increased 1.42%