The Analysis of My Personal CFO, LLC's Holdings


Currently, My Personal CFO, LLC holds 94 types of securities in its portfolio with a total value $258.2M. In the most recent quarter, they have increased their positions in VCIT (+248.9K shares, valued at $20.9M), VCSH (+165.9K shares, valued at $13.3M), DFAC (+326.0K shares, valued at $12.6M); decreased their positions in MSFT (-35.0K shares, valued at $18.2M), AAPL (-50.2K shares, valued at $12.8M), VTI (-35.2K shares, valued at $11.6M); initiated new positions in VCIT (+248.9K shares, valued at $20.9M), VCSH (+165.9K shares, valued at $13.3M), DFAC (+326.0K shares, valued at $12.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS77.9K shares-31.16%2025-09-302025-10-21history
VCIT VANGUARD SCOTTSDALE FDS248.9K sharesnew addition2025-09-302025-10-21history
IVV ISHARES TR20.4K shares521.71%2025-09-302025-10-21history
VCSH VANGUARD SCOTTSDALE FDS165.9K sharesnew addition2025-09-302025-10-21history
DFAC DIMENSIONAL ETF TRUST326.0K sharesnew addition2025-09-302025-10-21history
DUHP DIMENSIONAL ETF TRUST284.0K sharesnew addition2025-09-302025-10-21history
DFSV DIMENSIONAL ETF TRUST333.7K sharesnew addition2025-09-302025-10-21history
DFEM DIMENSIONAL ETF TRUST301.4K sharesnew addition2025-09-302025-10-21history
Sponsored
SCHR SCHWAB STRATEGIC TR347.2K sharesnew addition2025-09-302025-10-21history
BSV VANGUARD BD INDEX FDS99.0K shares2203.91%2025-09-302025-10-21history
EFA ISHARES TR79.7K sharesnew addition2025-09-302025-10-21history
VEA VANGUARD TAX-MANAGED FDS121.6K shares710.80%2025-09-302025-10-21history
VNQ VANGUARD INDEX FDS72.0K shares111.93%2025-09-302025-10-21history
IWF ISHARES TR13.2K sharesnew addition2025-09-302025-10-21history
DIHP DIMENSIONAL ETF TRUST148.8K sharesnew addition2025-09-302025-10-21history
VEU VANGUARD INTL EQUITY INDEX F60.2K sharesnew addition2025-09-302025-10-21history
Sponsored
VTIP VANGUARD MALVERN FDS82.6K sharesnew addition2025-09-302025-10-21history
DISV DIMENSIONAL ETF TRUST114.4K sharesnew addition2025-09-302025-10-21history
DFIC DIMENSIONAL ETF TRUST119.6K sharesnew addition2025-09-302025-10-21history
IWD ISHARES TR18.8K sharesnew addition2025-09-302025-10-21history
IWN ISHARES TR21.3K sharesnew addition2025-09-302025-10-21history
IWV ISHARES TR9.3K sharesnew addition2025-09-302025-10-21history
SCZ ISHARES TR39.7K shares-40.18%2025-09-302025-10-21history
VWO VANGUARD INTL EQUITY INDEX F55.2K shares139.80%2025-09-302025-10-21history
Sponsored
AZN ASTRAZENECA PLC38.4K sharesnew addition2025-09-302025-10-21history
VSS VANGUARD INTL EQUITY INDEX F20.3K sharesnew addition2025-09-302025-10-21history
DFSD DIMENSIONAL ETF TRUST57.7K sharesnew addition2025-09-302025-10-21history
IWO ISHARES TR8.1K sharesnew addition2025-09-302025-10-21history
IWB ISHARES TR7.0K sharesnew addition2025-09-302025-10-21history
IJR ISHARES TR21.5K sharesnew addition2025-09-302025-10-21history
DFSU DIMENSIONAL ETF TRUST59.4K sharesnew addition2025-09-302025-10-21history
DFUV DIMENSIONAL ETF TRUST55.1K sharesnew addition2025-09-302025-10-21history
Sponsored
SPYV SPDR SERIES TRUST42.9K sharesnew addition2025-09-302025-10-21history
IWM ISHARES TR9.7K sharesnew addition2025-09-302025-10-21history
SLYV SPDR SERIES TRUST25.3K sharesnew addition2025-09-302025-10-21history
EFV ISHARES TR23.0K sharesnew addition2025-09-302025-10-21history
DFAT DIMENSIONAL ETF TRUST25.7K sharesnew addition2025-09-302025-10-21history
AAPL APPLE INC5.5K shares-90.11%2025-09-302025-10-21history
DFIV DIMENSIONAL ETF TRUST28.2K sharesnew addition2025-09-302025-10-21history
TIP ISHARES TR10.6K sharesnew addition2025-09-302025-10-21history
Sponsored
DFAX DIMENSIONAL ETF TRUST33.6K sharesnew addition2025-09-302025-10-21history
DFEV DIMENSIONAL ETF TRUST30.0K sharesnew addition2025-09-302025-10-21history
VTV VANGUARD INDEX FDS4.5K sharesnew addition2025-09-302025-10-21history
SCHB SCHWAB STRATEGIC TR30.1K shares19.52%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR1.2K shares-88.81%2025-09-302025-10-21history
DFGR DIMENSIONAL ETF TRUST28.1K sharesnew addition2025-09-302025-10-21history
SCHX SCHWAB STRATEGIC TR28.3K sharesnew addition2025-09-302025-10-21history
AJG GALLAGHER ARTHUR J & CO2.3K sharesnew addition2025-09-302025-10-21history
Sponsored
IWP ISHARES TR5.0K sharesnew addition2025-09-302025-10-21history
NVDA NVIDIA CORPORATION3.7K shares-77.11%2025-09-302025-10-21history
MSFT MICROSOFT CORP1.3K shares-96.49%2025-09-302025-10-21history
IVE ISHARES TR3.1K sharesnew addition2025-09-302025-10-21history
DFAI DIMENSIONAL ETF TRUST17.5K shares-85.55%2025-09-302025-10-21history
UNH UNITEDHEALTH GROUP INC1.8K shares4.33%2025-09-302025-10-21history
AVUV AMERICAN CENTY ETF TR6.2K sharesnew addition2025-09-302025-10-21history
SPDW SPDR INDEX SHS FDS13.4K sharesnew addition2025-09-302025-10-21history
Sponsored
SPEM SPDR INDEX SHS FDS12.2K sharesnew addition2025-09-302025-10-21history
DFSI DIMENSIONAL ETF TRUST13.8K sharesnew addition2025-09-302025-10-21history
JPM JPMORGAN CHASE & CO.1.8K shares-38.90%2025-09-302025-10-21history
JNJ JOHNSON & JOHNSON3.0K shares-28.60%2025-09-302025-10-21history
DFLV DIMENSIONAL ETF TRUST14.9K sharesnew addition2025-09-302025-10-21history
MRK MERCK & CO INC5.7K sharesnew addition2025-09-302025-10-21history
PG PROCTER AND GAMBLE CO3.1K sharesnew addition2025-09-302025-10-21history
AGG ISHARES TR4.2K sharesnew addition2025-09-302025-10-21history
Sponsored
VGT VANGUARD WORLD FD557 shares-26.81%2025-09-302025-10-21history
VUG VANGUARD INDEX FDS845 shares25.19%2025-09-302025-10-21history
AMZN AMAZON COM INC1.6K shares-53.57%2025-09-302025-10-21history
DCOR DIMENSIONAL ETF TRUST4.5K sharesnew addition2025-09-302025-10-21history
VO VANGUARD INDEX FDS1.1K shares-92.18%2025-09-302025-10-21history
VB VANGUARD INDEX FDS1.2K shares-57.02%2025-09-302025-10-21history
XOM EXXON MOBIL CORP2.7K shares11.79%2025-09-302025-10-21history
DFAE DIMENSIONAL ETF TRUST9.0K sharesnew addition2025-09-302025-10-21history
Sponsored
CEG CONSTELLATION ENERGY CORP847 sharesnew addition2025-09-302025-10-21history
BIV VANGUARD BD INDEX FDS3.6K sharesnew addition2025-09-302025-10-21history
VBR VANGUARD INDEX FDS1.3K shares-14.97%2025-09-302025-10-21history
GSY INVESCO ACTIVELY MANAGED EXC5.4K sharesnew addition2025-09-302025-10-21history
VOE VANGUARD INDEX FDS1.5K sharesnew addition2025-09-302025-10-21history
DFSE DIMENSIONAL ETF TRUST6.3K sharesnew addition2025-09-302025-10-21history
CSCO CISCO SYS INC3.8K sharesnew addition2025-09-302025-10-21history
META META PLATFORMS INC349 shares-83.12%2025-09-302025-10-21history
Sponsored
BND VANGUARD BD INDEX FDS3.4K shares-62.04%2025-09-302025-10-21history
AVGO BROADCOM INC761 shares-26.40%2025-09-302025-10-21history
BX BLACKSTONE INC1.5K sharesnew addition2025-09-302025-10-21history
IWS ISHARES TR1.7K sharesnew addition2025-09-302025-10-21history
GOOGL ALPHABET INC985 shares-25.04%2025-09-302025-10-21history
IJS ISHARES TR2.2K sharesnew addition2025-09-302025-10-21history
ITW ILLINOIS TOOL WKS INC898 sharesnew addition2025-09-302025-10-21history
MUB ISHARES TR2.1K sharesnew addition2025-09-302025-10-21history
Sponsored
AWI ARMSTRONG WORLD INDS INC NEW1.1K sharesnew addition2025-09-302025-10-21history
SLYG SPDR SERIES TRUST2.3K sharesnew addition2025-09-302025-10-21history
BNDX VANGUARD CHARLOTTE FDS4.2K sharesnew addition2025-09-302025-10-21history
SUB ISHARES TR1.9K sharesnew addition2025-09-302025-10-21history
IAU ISHARES GOLD TR2.8K sharesnew addition2025-09-302025-10-21history
TMC TMC THE METALS COMPANY INC20.0K sharesnew addition2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available