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Family CFO Inc | Tormere

Family CFO Inc

Est. AUM

$223.3M

13F long equity, this entity only

Positions

41

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard Total Stock Market ETF	COM	$49.5M	154451	22.19%	SOLE
2	VANGUARD DIVIDEND APPRECIATION ETF	COM	$22.4M	104268	10.04%	SOLE
3	VANGUARD TOTAL INTL STOCK INDEX FUND ETF	COM	$21.0M	271855	9.39%	SOLE
4	VANGUARD SMALL CAP VALUE ETF	COM	$16.1M	74220	7.22%	SOLE
5	VANGUARD MORTGAGE-BACK SEC ETF	COM	$15.2M	322897	6.79%	SOLE
6	Vanguard FTSE All-World ex-US Sm-Cap Index Fund	COM	$12.1M	82905	5.41%	SOLE
7	Bloom Energy Corporation Com C L A	COM	$10.5M	77353	4.69%	SOLE
8	Vanguard S&P 500 ETF	COM	$10.0M	16727	4.48%	SOLE
9	VANGUARD INT-TERM CORP ETF	COM	$9.2M	111575	4.14%	SOLE
10	VANGUARD STRM INFPROIDX ETF	COM	$7.8M	156099	3.49%	SOLE
11	VANGUARD VALUE ETF	COM	$7.0M	35838	3.15%	SOLE
12	VANGUARD GROWTH ETF	COM	$5.2M	11825	2.31%	SOLE
13	VANGUARD FTSE EMR MKT ETF	COM	$3.6M	65726	1.59%	SOLE
14	DIMENSIONAL ETF INTERNATIONAL VALUE	COM	$3.4M	64609	1.53%	SOLE
15	ALPHA ARCHITECT US EQUTY 3 ETF	COM	$3.1M	63129	1.38%	SOLE
16	VANGUARD EXTEND MKT ETF	COM	$3.0M	14472	1.33%	SOLE
17	DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF	COM	$2.7M	55422	1.20%	SOLE
18	VANGUARD FTSE DEV MKT ETF	COM	$2.5M	39159	1.12%	SOLE
19	VANGUARD ALLWRLD EX US ETF	COM	$2.1M	28567	0.96%	SOLE
20	Vanguard Real Estate ETF	COM	$2.0M	22671	0.90%	SOLE
21	Berkshire Hathaway	COM	$1.5M	3038	0.65%	SOLE
22	DIMENSNL ULTRASHRT FIXED INCM ETF	COM	$1.4M	27807	0.63%	SOLE
23	Vanguard EST International Stock ETF	COM	$1.2M	16613	0.53%	SOLE
24	Vanguard 0-3 Month Treasury Bill ETF	COM	$1.1M	14944	0.51%	SOLE
25	Vanguard ESG US Stock ETF	COM	$1.1M	9364	0.47%	SOLE
26	Tesla Inc.	COM	$1.0M	2783	0.46%	SOLE
27	ALPHA ARCHITECT ETF US 2 EQUITY	COM	$923K	19852	0.41%	SOLE
28	SPDR Blmbg Intl Trs Bd ETF	COM	$793K	36121	0.36%	SOLE
29	SPDR Blmbg Intl Corp Bd ETF	COM	$789K	25397	0.35%	SOLE
30	SPDR Blmbg Em Mkts Lcl Bd ETF	COM	$785K	38046	0.35%	SOLE
31	DIMENSIONAL ETF TR EMERGING MKTS VA	COM	$620K	17336	0.28%	SOLE
32	VANGUARD GLB EX US ETF	COM	$537K	12079	0.24%	SOLE
33	Vanguard Small Cap ETF	COM	$518K	1978	0.23%	SOLE
34	SPDR Gold MiniShares	COM	$434K	4684	0.19%	SOLE
35	Vanguard Ultra-Short Bond ETF	COM	$427K	8585	0.19%	SOLE
36	Dimensional US Small Cap Value ETF	COM	$393K	11214	0.18%	SOLE
37	Apple	COM	$382K	1507	0.17%	SOLE
38	Vanguard Total International Bond ETF	COM	$301K	6268	0.13%	SOLE
39	International Small Cap Value ETF	COM	$248K	6297	0.11%	SOLE
40	Oracle Corp Com	COM	$230K	1562	0.10%	SOLE
41	West Coast Community Bancorp	COM	$221K	4648	0.10%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.