Sponsored

The Analysis of My Personal CFO, LLC's Holdings & P&L

Currently, My Personal CFO, LLC holds 91 types of securities in its portfolio with a total value $256.2M. In the most recent quarter, they have increased their positions in VYMI (+23.1K shares, valued at $2.3M), DFAI (+53.9K shares, valued at $2.2M), VO (+26.6K shares, valued at $2.1M); decreased their positions in OKTA (-44.1K shares, valued at $6.0M), VOO (-5.0K shares, valued at $3.4M), AVUS (-6.7K shares, valued at $864.0K); initiated new positions in DFUS (+6.1K shares, valued at $503.4K), SOXX (+489 shares, valued at $313.2K), INTC (+2.0K shares, valued at $275.8K).

1M P&L

+8.8M+4.43%

3M P&L

+10.3M+5.25%

HY P&L

+14.7M+7.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A142.6M

72.1%

2Software - Infrastructure28.6M

14.5%

3Consumer Electronics11.8M

6.0%

Top Industries by Stock Count

1N/A62 stocks

77.5%

2Semiconductors4 stocks

5.0%

3Software - Infrastructure2 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS107.2K shares-1.09%2026-06-302026-07-22

MSFT MICROSOFT CORP52.0K shares7.93%2026-06-302026-07-22

DFAI DIMENSIONAL ETF TRUST386.6K shares16.21%2026-06-302026-07-22

AVUS AMERICAN CENTY ETF TR110.4K shares-5.76%2026-06-302026-07-22

AAPL APPLE INC40.7K shares-5.84%2026-06-302026-07-22

QQQ INVESCO QQQ TR14.4K shares0.64%2026-06-302026-07-22

TFLR T ROWE PRICE EXCHANGE-TRADED183.2K shares7.04%2026-06-302026-07-22

OKTA OKTA INC67.7K shares-39.49%2026-06-302026-07-22

Sponsored

DFAU DIMENSIONAL ETF TRUST171.8K shares2.89%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10.0K shares2.21%2026-06-302026-07-22

SCZ ISHARES TR72.8K shares2.31%2026-06-302026-07-22

DVY ISHARES TR27.5K shares1.00%2026-06-302026-07-22

BFEB INNOVATOR ETFS TRUST72.5K shares-1.65%2026-06-302026-07-22

BAPR INNOVATOR ETFS TRUST68.3K shares-13.32%2026-06-302026-07-22

APPLIED MATLS INC APPLIED MATLS INC4.7K shares-2.07%2026-06-302026-07-22

BDEC INNOVATOR ETFS TRUST63.8K shares-3.54%2026-06-302026-07-22

Sponsored

VNQ VANGUARD INDEX FDS34.2K shares0.14%2026-06-302026-07-22

VYMI VANGUARD WHITEHALL FDS33.2K shares229.17%2026-06-302026-07-22

VDE VANGUARD WORLD FD21.5K shares0.19%2026-06-302026-07-22

AMD ADVANCED MICRO DEVICES INC5.4K shares-8.49%2026-06-302026-07-22

VO VANGUARD INDEX FDS37.1K shares253.35%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL5.7K shares0.00%2026-06-302026-07-22

BNOV INNOVATOR ETFS TRUST58.9K shares-0.04%2026-06-302026-07-22

IQLT ISHARES TR55.6K shares-3.70%2026-06-302026-07-22

Sponsored

VYM VANGUARD WHITEHALL FDS16.8K shares-2.26%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST29.7K shares-0.21%2026-06-302026-07-22

NVDA NVIDIA CORPORATION12.9K shares-6.84%2026-06-302026-07-22

VOO VANGUARD INDEX FDS3.6K shares-58.01%2026-06-302026-07-22

BJAN INNOVATOR ETFS TRUST41.9K shares-0.34%2026-06-302026-07-22

ISHARES TR ISHARES TR3.0K shares1.18%2026-06-302026-07-22

BMAR INNOVATOR ETFS TRUST38.4K shares-13.73%2026-06-302026-07-22

BJUL INNOVATOR ETFS TRUST39.8K shares-14.97%2026-06-302026-07-22

Sponsored

IJAN INNOVATOR ETFS TRUST56.6K shares-0.00%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR67.9K shares12.27%2026-06-302026-07-22

AMJB JPMORGAN CHASE FINL CO LLC62.1K shares-0.06%2026-06-302026-07-22

NJAN INNOVATOR ETFS TRUST36.0K shares0.00%2026-06-302026-07-22

ITOT ISHARES TR12.3K shares0.00%2026-06-302026-07-22

AMZN AMAZON COM INC7.8K shares413.26%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F27.3K shares10.59%2026-06-302026-07-22

BSEP INNOVATOR ETFS TRUST23.6K shares0.00%2026-06-302026-07-22

Sponsored

ESGV VANGUARD WORLD FD8.7K shares0.00%2026-06-302026-07-22

IYH ISHARES TR16.0K shares-11.11%2026-06-302026-07-22

JNJ JOHNSON & JOHNSON4.2K shares0.00%2026-06-302026-07-22

BOCT INNOVATOR ETFS TRUST19.4K shares-18.26%2026-06-302026-07-22

EJAN INNOVATOR ETFS TRUST27.0K shares0.00%2026-06-302026-07-22

BJUN INNOVATOR ETFS TRUST19.1K shares-2.55%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.7K shares-1.97%2026-06-302026-07-22

BND VANGUARD BD INDEX FDS11.0K shares45.39%2026-06-302026-07-22

Sponsored

SCHF SCHWAB STRATEGIC TR28.9K shares-1.80%2026-06-302026-07-22

VGT VANGUARD WORLD FD6.0K shares700.40%2026-06-302026-07-22

ISHARES TR ISHARES TR7.4K shares1.72%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR3.6K shares-3.42%2026-06-302026-07-22

VB VANGUARD INDEX FDS2.1K shares0.10%2026-06-302026-07-22

IBB ISHARES TR3.2K shares0.00%2026-06-302026-07-22

BMAY INNOVATOR ETFS TRUST13.0K shares1.48%2026-06-302026-07-22

IWR ISHARES TR5.4K shares0.00%2026-06-302026-07-22

Sponsored

BSV VANGUARD BD INDEX FDS7.5K shares-27.84%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS8.0K shares-23.39%2026-06-302026-07-22

IJH ISHARES TR7.2K shares0.00%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.2K shares-30.27%2026-06-302026-07-22

DFUS DIMENSIONAL ETF TRUST6.1K sharesnew addition2026-06-302026-07-22

PJAN INNOVATOR ETFS TRUST10.0K shares0.00%2026-06-302026-07-22

VV VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-22

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC3.5K shares0.00%2026-06-302026-07-22

Sponsored

VONG VANGUARD SCOTTSDALE FDS3.5K shares-1.11%2026-06-302026-07-22

KAPR INNOVATOR ETFS TRUST11.1K shares0.00%2026-06-302026-07-22

CAT CATERPILLAR INC402 shares0.00%2026-06-302026-07-22

GOOGL ALPHABET INC1.2K shares-0.17%2026-06-302026-07-22

XLV SELECT SECTOR SPDR TR2.5K shares0.28%2026-06-302026-07-22

VGSH VANGUARD SCOTTSDALE FDS6.7K shares-41.15%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.06%2026-06-302026-07-22

VBR VANGUARD INDEX FDS1.5K shares0.27%2026-06-302026-07-22

Sponsored

IEMG ISHARES INC4.2K shares-25.26%2026-06-302026-07-22

VUG VANGUARD INDEX FDS4.0K shares499.85%2026-06-302026-07-22

TER TERADYNE INC678 shares0.00%2026-06-302026-07-22

SOXX ISHARES TR489 sharesnew addition2026-06-302026-07-22

GS GOLDMAN SACHS GROUP INC309 shares0.00%2026-06-302026-07-22

BAC BANK OF AMER CORP5.3K shares-20.04%2026-06-302026-07-22

EFG ISHARES TR2.4K shares0.00%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP2.2K shares0.00%2026-06-302026-07-22

Sponsored

HD HOME DEPOT INC834 shares-1.42%2026-06-302026-07-22

SPMD SPDR SERIES TRUST4.2K shares0.00%2026-06-302026-07-22

INTC INTEL CORP2.0K sharesnew addition2026-06-302026-07-22

BAUG INNOVATOR ETFS TRUST5.1K shares0.00%2026-06-302026-07-22

STGW STAGWELL INC37.0K shares-58.85%2026-06-302026-07-22

TSM TAIWAN SEMICONDUCTOR MANUFAC560 sharesnew addition2026-06-302026-07-22

VXUS VANGUARD STAR FDS3.1K shares-0.39%2026-06-302026-07-22

PLBC PLUMAS BANCORP4.2K shares0.00%2026-06-302026-07-22

Sponsored

IEI ISHARES TR2.1K shares0.00%2026-06-302026-07-22

FLRN SPDR SERIES TRUST7.0K shares0.00%2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC369 shares-6.35%2026-06-302026-07-22

VANGUARD INDEX FDS

-1.09%

Shares107.2K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

7.93%

Shares52.0K

Event2026-06-30

Filed2026-07-22

DFAI

DIMENSIONAL ETF TRUST

16.21%

Shares386.6K

Event2026-06-30

Filed2026-07-22

AVUS

AMERICAN CENTY ETF TR

-5.76%

Shares110.4K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-5.84%

Shares40.7K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

0.64%

Shares14.4K

Event2026-06-30

Filed2026-07-22

TFLR

T ROWE PRICE EXCHANGE-TRADED

7.04%

Shares183.2K

Event2026-06-30

Filed2026-07-22

OKTA

OKTA INC

-39.49%

Shares67.7K

Event2026-06-30

Filed2026-07-22

DFAU

DIMENSIONAL ETF TRUST

2.89%

Shares171.8K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

2.21%

Shares10.0K

Event2026-06-30

Filed2026-07-22

SCZ

ISHARES TR

2.31%

Shares72.8K

Event2026-06-30

Filed2026-07-22

DVY

ISHARES TR

1.00%

Shares27.5K

Event2026-06-30

Filed2026-07-22

BFEB

INNOVATOR ETFS TRUST

-1.65%

Shares72.5K

Event2026-06-30

Filed2026-07-22

BAPR

INNOVATOR ETFS TRUST

-13.32%

Shares68.3K

Event2026-06-30

Filed2026-07-22

APPLIED MATLS INC

-2.07%

Shares4.7K

Event2026-06-30

Filed2026-07-22

BDEC

INNOVATOR ETFS TRUST

-3.54%

Shares63.8K

Event2026-06-30

Filed2026-07-22

VNQ

VANGUARD INDEX FDS

0.14%

Shares34.2K

Event2026-06-30

Filed2026-07-22

VYMI

VANGUARD WHITEHALL FDS

229.17%

Shares33.2K

Event2026-06-30

Filed2026-07-22

VDE

VANGUARD WORLD FD

0.19%

Shares21.5K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

-8.49%

Shares5.4K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

253.35%

Shares37.1K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-22

BNOV

INNOVATOR ETFS TRUST

-0.04%

Shares58.9K

Event2026-06-30

Filed2026-07-22

IQLT

ISHARES TR

-3.70%

Shares55.6K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

-2.26%

Shares16.8K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

-0.21%

Shares29.7K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-6.84%

Shares12.9K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

-58.01%

Shares3.6K

Event2026-06-30

Filed2026-07-22

BJAN

INNOVATOR ETFS TRUST

-0.34%

Shares41.9K

Event2026-06-30

Filed2026-07-22

ISHARES TR

1.18%

Shares3.0K

Event2026-06-30

Filed2026-07-22

BMAR

INNOVATOR ETFS TRUST

-13.73%

Shares38.4K

Event2026-06-30

Filed2026-07-22

BJUL

INNOVATOR ETFS TRUST

-14.97%

Shares39.8K

Event2026-06-30

Filed2026-07-22

IJAN

INNOVATOR ETFS TRUST

-0.00%

Shares56.6K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

12.27%

Shares67.9K

Event2026-06-30

Filed2026-07-22

AMJB

JPMORGAN CHASE FINL CO LLC

-0.06%

Shares62.1K

Event2026-06-30

Filed2026-07-22

NJAN

INNOVATOR ETFS TRUST

0.00%

Shares36.0K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

413.26%

Shares7.8K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

10.59%

Shares27.3K

Event2026-06-30

Filed2026-07-22

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares23.6K

Event2026-06-30

Filed2026-07-22

ESGV

VANGUARD WORLD FD

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-22

IYH

ISHARES TR

-11.11%

Shares16.0K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-22

BOCT

INNOVATOR ETFS TRUST

-18.26%

Shares19.4K

Event2026-06-30

Filed2026-07-22

EJAN

INNOVATOR ETFS TRUST

0.00%

Shares27.0K

Event2026-06-30

Filed2026-07-22

BJUN

INNOVATOR ETFS TRUST

-2.55%

Shares19.1K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

-1.97%

Shares2.7K

Event2026-06-30

Filed2026-07-22

BND

VANGUARD BD INDEX FDS

45.39%

Shares11.0K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

-1.80%

Shares28.9K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

700.40%

Shares6.0K

Event2026-06-30

Filed2026-07-22

ISHARES TR

1.72%

Shares7.4K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

-3.42%

Shares3.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.10%

Shares2.1K

Event2026-06-30

Filed2026-07-22

IBB

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

BMAY

INNOVATOR ETFS TRUST

1.48%

Shares13.0K

Event2026-06-30

Filed2026-07-22

IWR

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-22

BSV

VANGUARD BD INDEX FDS

-27.84%

Shares7.5K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

-23.39%

Shares8.0K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

-30.27%

Shares1.2K

Event2026-06-30

Filed2026-07-22

DFUS

DIMENSIONAL ETF TRUST

New

Shares6.1K

Event2026-06-30

Filed2026-07-22

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

AGILENT TECHNOLOGIES INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-22

VONG

VANGUARD SCOTTSDALE FDS

-1.11%

Shares3.5K

Event2026-06-30

Filed2026-07-22

KAPR

INNOVATOR ETFS TRUST

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

0.00%

Shares402

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-0.17%

Shares1.2K

Event2026-06-30

Filed2026-07-22

XLV

SELECT SECTOR SPDR TR

0.28%

Shares2.5K

Event2026-06-30

Filed2026-07-22

VGSH

VANGUARD SCOTTSDALE FDS

-41.15%

Shares6.7K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-22

VBR

VANGUARD INDEX FDS

0.27%

Shares1.5K

Event2026-06-30

Filed2026-07-22

IEMG

ISHARES INC

-25.26%

Shares4.2K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

499.85%

Shares4.0K

Event2026-06-30

Filed2026-07-22

TER

TERADYNE INC

0.00%

Shares678

Event2026-06-30

Filed2026-07-22

SOXX

ISHARES TR

New

Shares489

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

0.00%

Shares309

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

-20.04%

Shares5.3K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

-1.42%

Shares834

Event2026-06-30

Filed2026-07-22

SPMD

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-22

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-22

STGW

STAGWELL INC

-58.85%

Shares37.0K

Event2026-06-30

Filed2026-07-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares560

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

-0.39%

Shares3.1K

Event2026-06-30

Filed2026-07-22

PLBC

PLUMAS BANCORP

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-22

IEI

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

FLRN

SPDR SERIES TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-6.35%

Shares369

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available