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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001911695

Family CFO Inc

LOS ALTOS, CA · File #028-22301

Latest AUM
$223.6M
Positions
87
Top-10 Concentration
78.9%
Filings
12

Sector Allocation

Industrials
3.3%$7.4M
Technology
0.5%$1.0M
Healthcare
0.1%$355,210
Financials
0.0%$60,771
Consumer Staples
0.0%$17,940

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard Total Stock Market ETF922908769155,086$52.0M23.35%
2VANGUARD DIVIDEND APPRECIATION ETF921908844103,759$22.8M10.24%
3VANGUARD TOTAL INTL STOCK INDEX FUND ETF921909768273,781$20.7M9.28%
4VANGUARD SMALL CAP VALUE ETF92290861176,536$16.2M7.28%
5VANGUARD MORTGAGE-BACK SEC ETF92206C771313,409$14.8M6.63%
6Vanguard S&P 500 ETF92290836319,310$12.1M5.44%
7Vanguard FTSE All-World ex-US Sm-Cap Index Fund92204271883,721$12.0M5.39%
8VANGUARD INT-TERM CORP ETF92206C870119,989$10.0M4.51%
9VANGUARD STRM INFPROIDX ETF922020805157,927$7.8M3.51%
10Bloom Energy Corporation Com C L ABE83,863$7.3M3.27%
11VANGUARD VALUE ETF92290874437,202$7.1M3.19%
12VANGUARD GROWTH ETF92290873611,825$5.8M2.59%
13VANGUARD FTSE EMR MKT ETF92204285866,950$3.6M1.62%
14DIMENSIONAL ETF INTERNATIONAL VALUE25434V80764,262$3.2M1.44%
15VANGUARD EXTEND MKT ETF92290865215,080$3.2M1.42%
16DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF25434V72455,422$2.6M1.16%
17VANGUARD FTSE DEV MKT ETF92194385838,811$2.4M1.09%
18VANGUARD ALLWRLD EX US ETF92204277528,765$2.1M0.95%
19DIMENSNL ULTRASHRT FIXED INCM ETF25434V59138,921$2.0M0.89%
20Vanguard Real Estate ETF92290855321,676$1.9M0.86%