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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
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 0.16%
23.31%
$41.327M
145,950 shares@ $283.17 avg price
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
VBRVanguard Small Cap Value Etf
Recent Activity
Increased 0.3%
8.24%
$14.605M
72,739 shares@ $200.79 avg price
VMBSVanguard Mortgage-back Sec Etf
Recent Activity
Decreased -2.78%
6.24%
$11.059M
234,257 shares@ $47.22 avg price
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
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -0.17%
5.55%
$9.833M
18,635 shares@ $527.67 avg price
VTIPVanguard Strm Infproidx Etf
Recent Activity
Increased 66.9%
4.79%
$8.49M
172,166 shares@ $49.31 avg price
VCITVanguard Int-term Corp Etf
Recent Activity
Increased 1.9%
4.41%
$7.809M
93,247 shares@ $83.76 avg price
VTVVanguard Value Etf
Recent Activity
Decreased -0.55%
3.52%
$6.241M
35,749 shares@ $174.58 avg price