The Analysis of My Personal CFO, LLC's Holdings
Currently, My Personal CFO, LLC holds 93 types of securities in its portfolio with a total value $239.7M. In the most recent quarter, they have increased their positions in MSFT (+45.0K shares, valued at $21.8M), AVUS (+124.0K shares, valued at $13.9M), AAPL (+39.7K shares, valued at $10.8M); decreased their positions in IVV (-17.3K shares, valued at $11.8M), BSV (-88.1K shares, valued at $6.9M), VEA (-106.6K shares, valued at $6.7M); initiated new positions in AVUS (+124.0K shares, valued at $13.9M), N/A (+14.7K shares, valued at $9.0M), OKTA (+93.8K shares, valued at $8.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS109.7K shares40.93%2025-12-312026-01-15
MSFT MICROSOFT CORP46.3K shares3530.09%2025-12-312026-01-15 AVUS AMERICAN CENTY ETF TR124.0K sharesnew addition2025-12-312026-01-15 AAPL APPLE INC45.2K shares720.33%2025-12-312026-01-15 DFAI DIMENSIONAL ETF TRUST237.5K shares1253.29%2025-12-312026-01-15 INVESCO QQQ TR INVESCO QQQ TR14.7K sharesnew addition2025-12-312026-01-15 OKTA OKTA INC93.8K sharesnew addition2025-12-312026-01-15 TFLR T ROWE PRICE ETF INC150.0K sharesnew addition2025-12-312026-01-15 DFAU DIMENSIONAL ETF TRUST161.5K sharesnew addition2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR9.7K shares732.50%2025-12-312026-01-15 SCZ ISHARES TR69.9K shares76.04%2025-12-312026-01-15 BAPR INNOVATOR ETFS TRUST79.8K sharesnew addition2025-12-312026-01-15 DVY ISHARES TR26.9K sharesnew addition2025-12-312026-01-15 BDEC INNOVATOR ETFS TRUST74.4K sharesnew addition2025-12-312026-01-15 VO VANGUARD INDEX FDS11.6K shares962.20%2025-12-312026-01-15 BFEB INNOVATOR ETFS TRUST68.3K sharesnew addition2025-12-312026-01-15 VNQ VANGUARD INDEX FDS33.6K shares-53.33%2025-12-312026-01-15 BNOV INNOVATOR ETFS TRUST65.5K sharesnew addition2025-12-312026-01-15 STGW STAGWELL INC590.9K sharesnew addition2025-12-312026-01-15 NVDA NVIDIA CORPORATION15.1K shares314.32%2025-12-312026-01-15 BJUL INNOVATOR ETFS TRUST53.8K sharesnew addition2025-12-312026-01-15 VDE VANGUARD WORLD FD21.4K sharesnew addition2025-12-312026-01-15 IQLT ISHARES TR58.5K sharesnew addition2025-12-312026-01-15 BMAR INNOVATOR ETFS TRUST48.3K sharesnew addition2025-12-312026-01-15 VYM VANGUARD WHITEHALL FDS17.2K sharesnew addition2025-12-312026-01-15 SPYM SPDR SERIES TRUST30.1K sharesnew addition2025-12-312026-01-15 BJAN INNOVATOR ETFS TRUST41.9K sharesnew addition2025-12-312026-01-15 NJAN INNOVATOR ETFS TRUST39.0K sharesnew addition2025-12-312026-01-15 IVV ISHARES TR3.1K shares-84.81%2025-12-312026-01-15 IJAN INNOVATOR ETFS TRUST56.6K sharesnew addition2025-12-312026-01-15 AMJB JPMORGAN CHASE FINL CO LLC62.1K sharesnew addition2025-12-312026-01-15 ITOT ISHARES TR12.3K sharesnew addition2025-12-312026-01-15 SCHD SCHWAB STRATEGIC TR60.6K sharesnew addition2025-12-312026-01-15 IYH ISHARES TR24.8K sharesnew addition2025-12-312026-01-15 AMAT APPLIED MATLS INC5.8K sharesnew addition2025-12-312026-01-15 VWO VANGUARD INTL EQUITY INDEX F24.6K shares-55.43%2025-12-312026-01-15 AMD ADVANCED MICRO DEVICES INC6.1K sharesnew addition2025-12-312026-01-15 BOCT INNOVATOR ETFS TRUST25.9K sharesnew addition2025-12-312026-01-15 BSEP INNOVATOR ETFS TRUST23.6K sharesnew addition2025-12-312026-01-15 ESGV VANGUARD WORLD FD9.3K sharesnew addition2025-12-312026-01-15 BJUN INNOVATOR ETFS TRUST20.6K sharesnew addition2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS15.0K shares-87.63%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.2.9K shares60.85%2025-12-312026-01-15 META META PLATFORMS INC1.4K shares299.71%2025-12-312026-01-15 EJAN INNOVATOR ETFS TRUST27.0K sharesnew addition2025-12-312026-01-15 JNJ JOHNSON & JOHNSON4.2K shares41.50%2025-12-312026-01-15 BSV VANGUARD BD INDEX FDS11.0K shares-88.94%2025-12-312026-01-15 VB VANGUARD INDEX FDS2.9K shares133.90%2025-12-312026-01-15 BND VANGUARD BD INDEX FDS9.9K shares188.91%2025-12-312026-01-15 SCHF SCHWAB STRATEGIC TR29.4K sharesnew addition2025-12-312026-01-15 IBB ISHARES TR4.1K sharesnew addition2025-12-312026-01-15 XLK SELECT SECTOR SPDR TR4.8K sharesnew addition2025-12-312026-01-15 VGSH VANGUARD SCOTTSDALE FDS11.7K sharesnew addition2025-12-312026-01-15 SCHB SCHWAB STRATEGIC TR25.3K shares-16.21%2025-12-312026-01-15 BMAY INNOVATOR ETFS TRUST13.0K sharesnew addition2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC1.8K shares-4.15%2025-12-312026-01-15 VGT VANGUARD WORLD FD748 shares34.29%2025-12-312026-01-15 IWR ISHARES TR5.7K sharesnew addition2025-12-312026-01-15 PJAN INNOVATOR ETFS TRUST10.2K sharesnew addition2025-12-312026-01-15 A AGILENT TECHNOLOGIES INC3.5K sharesnew addition2025-12-312026-01-15 IJH ISHARES TR7.2K sharesnew addition2025-12-312026-01-15 AMZN AMAZON COM INC2.0K shares26.93%2025-12-312026-01-15 KAPR INNOVATOR ETFS TRUST12.7K sharesnew addition2025-12-312026-01-15 VONG VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2025-12-312026-01-15 VV VANGUARD INDEX FDS1.4K sharesnew addition2025-12-312026-01-15 ALPHABET INC ALPHABET INC1.3K shares32.08%2025-12-312026-01-15 SDY SPDR SERIES TRUST2.8K sharesnew addition2025-12-312026-01-15 IEMG ISHARES INC5.7K sharesnew addition2025-12-312026-01-15 XLV SELECT SECTOR SPDR TR2.5K sharesnew addition2025-12-312026-01-15 BAC BANK AMERICA CORP6.7K sharesnew addition2025-12-312026-01-15 HD HOME DEPOT INC1.1K sharesnew addition2025-12-312026-01-15 VIG VANGUARD SPECIALIZED FUNDS1.6K sharesnew addition2025-12-312026-01-15 BROADCOM INC BROADCOM INC965 shares26.81%2025-12-312026-01-15 VUG VANGUARD INDEX FDS675 shares-20.12%2025-12-312026-01-15 VBR VANGUARD INDEX FDS1.5K shares14.02%2025-12-312026-01-15 VOOG VANGUARD ADMIRAL FDS INC674 sharesnew addition2025-12-312026-01-15 EFG ISHARES TR2.4K sharesnew addition2025-12-312026-01-15 GS GOLDMAN SACHS GROUP INC314 sharesnew addition2025-12-312026-01-15 XOM EXXON MOBIL CORP2.2K shares-21.39%2025-12-312026-01-15 BAUG INNOVATOR ETFS TRUST5.1K sharesnew addition2025-12-312026-01-15 VXUS VANGUARD STAR FDS3.3K sharesnew addition2025-12-312026-01-15 IEI ISHARES TR2.1K sharesnew addition2025-12-312026-01-15 SPMD SPDR SERIES TRUST4.2K sharesnew addition2025-12-312026-01-15 ALPHABET INC ALPHABET INC780 sharesnew addition2025-12-312026-01-15 CAT CATERPILLAR INC412 sharesnew addition2025-12-312026-01-15 CRM SALESFORCE INC860 sharesnew addition2025-12-312026-01-15 GLD SPDR GOLD TR552 sharesnew addition2025-12-312026-01-15 NKE NIKE INC3.4K sharesnew addition2025-12-312026-01-15 FLRN SPDR SERIES TRUST7.0K sharesnew addition2025-12-312026-01-15 TTWO TAKE-TWO INTERACTIVE SOFTWAR790 sharesnew addition2025-12-312026-01-15 ORC ORCHID IS CAP INC10.0K sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available