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Cody Branson

Family Cfo Inc

Assets Managed
$223.268M
Holdings
41
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-0.15%(2Q avg: 1.41%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Family Cfo Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 41 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 223.268M in assets, with a quarterly growth rate of -0.15% and a 2-quarter average growth rate of 1.41%. The portfolio is managed by Cody Branson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.4%
22.2%
$49.549M
154,451 shares@ $320.81 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.5%
10.05%
$22.424M
104,268 shares@ $215.06 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.7%
9.39%
$20.963M
271,855 shares@ $77.11 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -3.02%
7.23%
$16.124M
74,220 shares@ $217.25 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 3.03%
6.8%
$15.16M
322,897 shares@ $46.96 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
Decreased -0.97%
5.42%
$12.087M
82,905 shares@ $145.79 avg price
BE
Bloom Energy Corp- A
Recent Activity
Decreased -7.76%
4.7%
$10.481M
77,353 shares@ $135.5 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -13.37%
4.48%
$9.995M
16,727 shares@ $597.56 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -7.01%
4.14%
$9.233M
111,575 shares@ $82.76 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -1.15%
3.5%
$7.797M
156,099 shares@ $49.95 avg price

1-10 of 41