Family Cfo Inc 13F annual report
Family Cfo Inc is an investment fund managing more than $162 billion ran by Wren Green. There are currently 64 companies in Mr. Green’s portfolio. The largest investments include Vanguard Total Stock Market Et and Vanguard Dividend Appreciation, together worth $56.6 billion.
$162 billion Assets Under Management (AUM)
As of 17th July 2024, Family Cfo Inc’s top holding is 145,721 shares of Vanguard Total Stock Market Et currently worth over $39 billion and making up 24.0% of the portfolio value.
In addition, the fund holds 96,252 shares of Vanguard Dividend Appreciation worth $17.6 billion.
The third-largest holding is Vanguard Total Intl Stock Inde worth $15.7 billion and the next is Vanguard Small Cap Value Etf worth $13.2 billion, with 72,526 shares owned.
Currently, Family Cfo Inc's portfolio is worth at least $162 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Family Cfo Inc
The Family Cfo Inc office and employees reside in Los Altos, California. According to the last 13-F report filed with the SEC, Wren Green serves as the Compliance Consultant at Family Cfo Inc.
Recent trades
In the most recent 13F filing, Family Cfo Inc revealed that it had opened a new position in
Dimensional Etf Us Large Cap and bought 8,460 shares worth $245 million.
The investment fund also strengthened its position in Vanguard Total Intl Stock Inde by buying
6,116 additional shares.
This makes their stake in Vanguard Total Intl Stock Inde total 261,106 shares worth $15.7 billion.
On the other hand, there are companies that Family Cfo Inc is getting rid of from its portfolio.
Family Cfo Inc closed its position in Automatic Data Processing on 24th July 2024.
It sold the previously owned 400 shares for $96.2 million.
Wren Green also disclosed a decreased stake in Vanguard Total Stock Market Et by approximately 0.1%.
This leaves the value of the investment at $39 billion and 145,721 shares.
One of the smallest hedge funds
The two most similar investment funds to Family Cfo Inc are Bluestem Financial Advisors and Dcf Advisers. They manage $162 billion and $163 billion respectively.
Wren Green investment strategy
Family Cfo Inc’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Finance — making up 0.9% of
the total portfolio value.
The fund focuses on investments in the United States as
34.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
36% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $246 billion.
The complete list of Family Cfo Inc trades based on 13F SEC filings
These positions were updated on July 24th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Total Stock Market Et |
0.37%
145,721
|
$38,981,782,000 | 23.99% |
| Vanguard Dividend Appreciation |
0.59%
96,252
|
$17,570,763,000 | 10.82% |
| Vanguard Total Intl Stock Inde |
2.40%
261,106
|
$15,744,669,000 | 9.69% |
| Vanguard Small Cap Value Etf |
5.55%
72,526
|
$13,237,438,000 | 8.15% |
| Vanguard Mortgage-back Sec Etf |
18.33%
240,963
|
$10,939,702,000 | 6.73% |
| Vanguard Ftse All-world Ex-us |
1.85%
84,834
|
$9,967,115,000 | 6.14% |
| Vanguard Sp 500 Etf |
7.22%
18,668
|
$9,336,427,000 | 5.75% |
| Vanguard Int-term Corp Etf |
11.40%
91,517
|
$7,314,978,000 | 4.50% |
| Vanguard Value Etf |
2.90%
35,947
|
$5,766,258,000 | 3.55% |
| Vanguard Strm Infproidx Etf |
35.55%
103,158
|
$5,007,289,000 | 3.08% |
| Vanguard Growth Etf |
0.10%
11,064
|
$4,138,047,000 | 2.55% |
| Vanguard Ftse Emr Mkt Etf |
7.90%
74,162
|
$3,245,329,000 | 2.00% |
| Vanguard Extend Mkt Etf |
0.67%
14,398
|
$2,430,238,000 | 1.50% |
| Bloom Energy Corporation Com C |
11.57%
188,507
|
$2,307,326,000 | 1.42% |
| Dimensional Etf International |
17.19%
54,126
|
$1,945,288,000 | 1.20% |
| Vanguard Allwrld Ex Us Etf |
0.68%
31,691
|
$1,858,360,000 | 1.14% |
| Vanguard Ftse Dev Mkt Etf |
1.21%
35,152
|
$1,737,212,000 | 1.07% |
| Vanguard Real Estate Etf |
7.79%
20,598
|
$1,725,288,000 | 1.06% |
| Dimensional Etf Tr Us Marketwi |
30.59%
38,191
|
$1,499,761,000 | 0.92% |
| Berkshire Hathaway Inc. |
0.71%
3,639
|
$1,480,345,000 | 0.91% |
| Vanguard Est International Sto |
20.12%
17,311
|
$991,425,000 | 0.61% |
| Vanguard Esg Us Stock Etf |
4.09%
8,753
|
$845,715,000 | 0.52% |
| Tesla Inc |
0.50%
3,190
|
$631,237,000 | 0.39% |
| Vanguard Small Cap Etf |
3.90%
2,824
|
$615,745,000 | 0.38% |
| Oracle Corp Com |
2.37%
2,632
|
$371,638,000 | 0.23% |
| Dimensional Etf Us Large Cap |
Opened
8,460
|
$244,579,000 | 0.15% |
| Apple Inc |
6.32%
890
|
$187,452,000 | 0.12% |
| Amazon.com Inc. |
11.77%
937
|
$181,075,000 | 0.11% |
| International Small Cap Value |
3.04%
6,297
|
$169,421,000 | 0.10% |
| Costco Wholesale Corp |
No change
190
|
$161,498,000 | 0.10% |
| West Coast Cmnty Bancorp |
No change
4,648
|
$161,472,000 | 0.10% |
| AMGEN Inc. |
0.79%
500
|
$156,225,000 | 0.10% |
| Microsoft Corp Com |
5.85%
338
|
$151,069,000 | 0.09% |
| Vanguard Total Bond Market |
8.43%
1,943
|
$139,993,000 | 0.09% |
| Vanguard Glb Ex Us Etf |
2.54%
3,189
|
$129,378,000 | 0.08% |
| Cisco Systems, Inc. |
4.08%
2,421
|
$115,022,000 | 0.07% |
| Agilent Technologies Inc. |
No change
828
|
$107,334,000 | 0.07% |
| Automatic Data Processing Inc. |
Closed
400
|
$96,232,000 | |
| Wells Fargo Company |
No change
1,347
|
$79,998,000 | 0.05% |
| Uber Technologies Inc |
4.53%
1,053
|
$76,532,000 | 0.05% |
| Dimensional Etf Tr Emerging Mk |
Opened
2,517
|
$69,218,000 | 0.04% |
| Vanguard Mid Cap Etf |
No change
283
|
$68,514,000 | 0.04% |
| Eli Lilly Co |
No change
74
|
$66,998,000 | 0.04% |
| Keysight Technologies Inc |
No change
465
|
$63,589,000 | 0.04% |
| Federal Express Corp |
9.91%
200
|
$59,968,000 | 0.04% |
| Google Inc |
23.29%
280
|
$51,358,000 | 0.03% |
| Meta Platforms Inc |
No change
100
|
$50,422,000 | 0.03% |
| Home Depot, Inc. |
No change
100
|
$34,424,000 | 0.02% |
| Zscaler Inc |
4.46%
150
|
$28,829,000 | 0.02% |
| Constellation Energy Cor |
Closed
233
|
$25,416,000 | |
| Charter Communications Inc. |
No change
81
|
$24,216,000 | 0.01% |
| Conoco Phillips |
Closed
197
|
$23,601,000 | |
| Blackstone Inc |
39.47%
184
|
$22,779,000 | 0.01% |
| Johnson Johnson |
No change
150
|
$21,924,000 | 0.01% |
| Pepsico, Inc |
No change
125
|
$20,616,000 | 0.01% |
| Att Inc Com |
No change
957
|
$18,288,000 | 0.01% |
| Broadcom Inc |
No change
10
|
$16,055,000 | 0.01% |
| International Business Machine |
2.53%
81
|
$14,025,000 | 0.01% |
| Hewlett Packard, Inc |
No change
400
|
$14,008,000 | 0.01% |
| United Parcel Service, Inc. |
75.00%
100
|
$13,685,000 | 0.01% |
| Intel Corp. |
No change
400
|
$12,388,000 | 0.01% |
| Applied Materials Inc. |
21.05%
45
|
$10,620,000 | 0.01% |
| Starbucks Corp. |
No change
115
|
$8,953,000 | 0.01% |
| Verisign Inc. |
No change
50
|
$8,890,000 | 0.01% |
| Schlumberger Limited |
Closed
151
|
$8,803,000 | |
| Hewlett Packard Enterprise Co |
No change
400
|
$8,468,000 | 0.01% |
| Accenture plc |
Closed
20
|
$6,142,000 | |
| Phillips 66 |
Closed
50
|
$6,008,000 | |
| O Reilly Automotive |
Closed
6
|
$5,453,000 | |
| Jp Morgan Chase |
Closed
15
|
$2,175,000 | |
| Deere Co |
Closed
5
|
$1,887,000 | |
| Chipotle Mexican Grl |
Closed
1
|
$1,832,000 | |
| Taiwan Semiconductor Adr |
Closed
20
|
$1,738,000 | |
| Warner Bros. Discovery, Inc. |
No change
231
|
$1,719,000 | 0.00% |
| Snowflake Inc. |
Closed
10
|
$1,528,000 | |
| Conagra Brands Inc |
Closed
50
|
$1,371,000 | |
| Walt Disney Co (The) |
Closed
15
|
$1,216,000 | |
| Global X Lithium Battery |
Closed
20
|
$1,103,000 | |
| Moderna Inc |
Closed
10
|
$1,033,000 | |
| General Mills, Inc. |
Closed
15
|
$960,000 | |
| Nike, Inc. |
Closed
10
|
$956,000 | |
| Kyndryl Hldgs Inc Com |
No change
14
|
$368,000 | 0.00% |
| Endonovo Therapeutics Inc Com |
Closed
60
|
$1,000 | |
| No transactions found | |||
| Showing first 500 out of 83 holdings | |||
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