0001911695-24-000001.txt : 20240131 0001911695-24-000001.hdr.sgml : 20240131 20240131155601 ACCESSION NUMBER: 0001911695-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Family CFO Inc CENTRAL INDEX KEY: 0001911695 ORGANIZATION NAME: IRS NUMBER: 208143263 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22301 FILM NUMBER: 24582757 BUSINESS ADDRESS: STREET 1: 1064 LAURELES DRIVE CITY: LOS ALTOS STATE: CA ZIP: 94022 BUSINESS PHONE: 650-218-3551 MAIL ADDRESS: STREET 1: 1064 LAURELES DRIVE CITY: LOS ALTOS STATE: CA ZIP: 94022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001911695 XXXXXXXX 12-31-2023 12-31-2023 Family CFO Inc

1064 LAURELES DRIVE LOS ALTOS CA 94022

13F HOLDINGS REPORT 028-22301 N Wren Green 720-408-0394 E. Wren Green Broomfield CO 01-30-2024 0 66 155066021 false INFORMATION TABLE 2 raj413.xml Agilent Technologies, Inc COM 00846U101 115117 828 SH SOLE 0 0 0 828 Amazon com COM 023135106 158321 1042 SH SOLE 0 0 0 1042 Amgen Inc COM 031162100 144010 500 SH SOLE 0 0 0 500 Apple COM 037833100 171352 890 SH SOLE 0 0 0 890 Applied Materials COM 038222105 7293 45 SH SOLE 0 0 0 45 AT&T INC COM COM 00206R102 16058 957 SH SOLE 0 0 0 957 Berkshire Hathaway COM 084670702 1297886 3639 SH SOLE 0 0 0 3639 Blackstone Inc COM 09260D107 37181 284 SH SOLE 0 0 0 284 Bloom Energy Corporation Com C COM 093712107 3066160 207173 SH SOLE 0 0 0 207173 Broadcom Inc COM 11135F101 11163 10 SH SOLE 0 0 0 10 Charter Communications Inc Com COM 16119P108 31483 81 SH SOLE 0 0 0 81 Cisco Systems, Inc COM 17275R102 122309 2421 SH SOLE 0 0 0 2421 Costco Wholesale Corp COM 22160K105 125415 190 SH SOLE 0 0 0 190 Dimensional ETF US Large Cap COM 25434V666 119507 4418 SH SOLE 0 0 0 4418 DIMENSIONAL ETF INTERNATIONAL COM 25434V807 1586058 46160 SH SOLE 0 0 0 46160 DIMENSIONAL ETF TR EMERGING MK COM 25434V740 43117 1711 SH SOLE 0 0 0 1711 DIMENSIONAL ETF TR US MARKETWI COM 25434V724 1415179 38022 SH SOLE 0 0 0 38022 Eli Lilly & Co COM 532457108 43136 74 SH SOLE 0 0 0 74 ENDONOVO THERAPEUTICS INC COM COM 29272H300 1 60 SH SOLE 0 0 0 60 Federal Express Corp COM 31428X106 50594 200 SH SOLE 0 0 0 200 Google Inc COM 02079K107 39460 280 SH SOLE 0 0 0 280 Hewlett Packard Enterprise Co COM 42824C109 6792 400 SH SOLE 0 0 0 400 Hewlett Packard, Inc COM 40434L105 12036 400 SH SOLE 0 0 0 400 Home Depot Inc COM 437076102 34655 100 SH SOLE 0 0 0 100 Intel Corp COM 458140100 20100 400 SH SOLE 0 0 0 400 International Business Machine COM 459200101 13021 80 SH SOLE 0 0 0 80 International Small Cap Value COM 25434V781 124258 4819 SH SOLE 0 0 0 4819 Johnson & Johnson COM 478160104 23511 150 SH SOLE 0 0 0 150 Keysight Technologies, Inc COM 49338L103 73977 465 SH SOLE 0 0 0 465 Kyndryl Hldgs Inc Com COM 50155Q100 291 14 SH SOLE 0 0 0 14 Meta Platforms Inc Com Cl A COM 30303M102 35396 100 SH SOLE 0 0 0 100 Microsoft Corp Com COM 594918104 133118 354 SH SOLE 0 0 0 354 O Reilly Automotive COM 67103H107 5700 6 SH SOLE 0 0 0 6 Oracle Corp Com COM 68389X105 277492 2632 SH SOLE 0 0 0 2632 Pepsico, Inc COM 713448108 21230 125 SH SOLE 0 0 0 125 Starbucks Corporation COM 855244109 11041 115 SH SOLE 0 0 0 115 Tesla Inc COM 88160R101 796627 3206 SH SOLE 0 0 0 3206 Uber Technologies Inc COM 90353T100 64833 1053 SH SOLE 0 0 0 1053 United Parcel Service, Inc COM 911312106 62892 400 SH SOLE 0 0 0 400 VANGUARD ALLWRLD EX US ETF COM 922042775 1791371 31909 SH SOLE 0 0 0 31909 VANGUARD DIVIDEND APPRECIATION COM 921908844 16611793 97487 SH SOLE 0 0 0 97487 Vanguard ESG US Stock ETF COM 921910733 776258 9126 SH SOLE 0 0 0 9126 Vanguard EST International Sto COM 921910725 796640 14411 SH SOLE 0 0 0 14411 VANGUARD EXTEND MKT ETF COM 922908652 2367319 14398 SH SOLE 0 0 0 14398 Vanguard FTSE All-World ex-US COM 922042718 9917426 86216 SH SOLE 0 0 0 86216 VANGUARD FTSE DEV MKT ETF COM 921943858 1688667 35254 SH SOLE 0 0 0 35254 VANGUARD FTSE EMR MKT ETF COM 922042858 3248256 79033 SH SOLE 0 0 0 79033 VANGUARD GLB EX US ETF COM 922042676 132455 3110 SH SOLE 0 0 0 3110 VANGUARD GROWTH ETF COM 922908736 3442996 11075 SH SOLE 0 0 0 11075 VANGUARD INT-TERM CORP ETF COM 92206C870 7224410 88883 SH SOLE 0 0 0 88883 VANGUARD MID CAP ETF COM 922908629 65837 283 SH SOLE 0 0 0 283 VANGUARD MORTGAGE-BACK SEC ETF COM 92206C771 11291782 243567 SH SOLE 0 0 0 243567 Vanguard Real Estate ETF COM 922908553 1753504 19845 SH SOLE 0 0 0 19845 Vanguard S&P 500 ETF COM 922908363 8221013 18821 SH SOLE 0 0 0 18821 Vanguard Small Cap ETF COM 922908751 602444 2824 SH SOLE 0 0 0 2824 VANGUARD SMALL CAP VALUE ETF COM 922908611 13131553 72965 SH SOLE 0 0 0 72965 VANGUARD STRM INFPROIDX ETF COM 922020805 4858369 102303 SH SOLE 0 0 0 102303 Vanguard Total Bond Market COM 921937835 131802 1792 SH SOLE 0 0 0 1792 VANGUARD TOTAL INTL STOCK INDE COM 921909768 15456201 266670 SH SOLE 0 0 0 266670 Vanguard Total Stock Market ET COM 922908769 35255152 148618 SH SOLE 0 0 0 148618 VANGUARD VALUE ETF COM 922908744 5731382 38337 SH SOLE 0 0 0 38337 VeriSign, Inc COM 92343E102 10298 50 SH SOLE 0 0 0 50 WARNER BROS DISCOVERY INC COM COM 934423104 2629 231 SH SOLE 0 0 0 231 Wells Fargo & Company COM 949746101 66299 1347 SH SOLE 0 0 0 1347 West Coast Cmnty Bancorp COM 801827106 139161 4648 SH SOLE 0 0 0 4648 Zscaler Inc COM 98980G102 33234 150 SH SOLE 0 0 0 150