Sponsored

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

Currently, My Personal CFO, LLC holds 88 types of securities in its portfolio with a total value $228.4M. In the most recent quarter, they have increased their positions in DFAI (+95.2K shares, valued at $3.7M), OKTA (+18.0K shares, valued at $1.4M), TFLR (+21.2K shares, valued at $1.1M); decreased their positions in STGW (-500.9K shares, valued at $3.2M), AVUS (-6.8K shares, valued at $756.1K), META (-1.0K shares, valued at $572.8K); initiated new positions in VYMI (+10.1K shares, valued at $950.3K), IEFA (+7.3K shares, valued at $657.2K), PLBC (+4.2K shares, valued at $206.1K).

1M P&L

+10.7M+4.84%

3M P&L

+560.3K+0.24%

HY P&L

+7.2M+3.22%

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/A163.2M

77.0%

2Software - Infrastructure26.7M

12.6%

3Consumer Electronics11.0M

5.2%

Top Industries by Stock Count

1N/A64 stocks

76.2%

2Semiconductors2 stocks

2.4%

3Semiconductor Equipment & Materials2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS108.4K shares-1.21%2026-03-312026-04-22

MSFT MICROSOFT CORP48.2K shares4.11%2026-03-312026-04-22

AVUS AMERICAN CENTY ETF TR117.2K shares-5.49%2026-03-312026-04-22

DFAI DIMENSIONAL ETF TRUST332.6K shares40.08%2026-03-312026-04-22

AAPL APPLE INC43.2K shares-4.38%2026-03-312026-04-22

OKTA OKTA INC111.8K shares19.19%2026-03-312026-04-22

TFLR T ROWE PRICE ETF INC171.2K shares14.10%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR14.3K shares-2.61%2026-03-312026-04-22

Sponsored

DFAU DIMENSIONAL ETF TRUST167.0K shares3.40%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T9.8K shares1.14%2026-03-312026-04-22

SCZ ISHARES TR71.2K shares1.91%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS8.6K shares0.00%2026-03-312026-04-22

DVY ISHARES TR27.3K shares1.53%2026-03-312026-04-22

BAPR INNOVATOR ETFS TRUST78.8K shares-1.25%2026-03-312026-04-22

VDE VANGUARD WORLD FD21.5K shares0.08%2026-03-312026-04-22

BFEB INNOVATOR ETFS TRUST73.7K shares7.86%2026-03-312026-04-22

Sponsored

BDEC INNOVATOR ETFS TRUST66.2K shares-11.02%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS34.2K shares1.85%2026-03-312026-04-22

VO VANGUARD INDEX FDS10.5K shares-9.43%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.7K shares-0.69%2026-03-312026-04-22

IQLT ISHARES TR57.7K shares-1.24%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS17.2K shares0.00%2026-03-312026-04-22

BNOV INNOVATOR ETFS TRUST58.9K shares-10.03%2026-03-312026-04-22

NVDA NVIDIA CORPORATION13.9K shares-8.26%2026-03-312026-04-22

Sponsored

BMAR INNOVATOR ETFS TRUST44.6K shares-7.73%2026-03-312026-04-22

BJUL INNOVATOR ETFS TRUST46.8K shares-13.02%2026-03-312026-04-22

SPYM SPDR SERIES TRUST29.7K shares-1.14%2026-03-312026-04-22

BJAN INNOVATOR ETFS TRUST42.0K shares0.42%2026-03-312026-04-22

AMJB JPMORGAN CHASE FINL CO LLC62.1K shares0.00%2026-03-312026-04-22

IJAN INNOVATOR ETFS TRUST56.6K shares0.00%2026-03-312026-04-22

IVV ISHARES TR3.0K shares-3.91%2026-03-312026-04-22

NJAN INNOVATOR ETFS TRUST36.0K shares-7.69%2026-03-312026-04-22

Sponsored

SCHD SCHWAB STRATEGIC TR60.5K shares-0.18%2026-03-312026-04-22

ITOT ISHARES TR12.3K shares0.00%2026-03-312026-04-22

AMAT APPLIED MATLS INC4.8K shares-17.12%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F24.6K shares0.17%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC5.9K shares-3.84%2026-03-312026-04-22

BOCT INNOVATOR ETFS TRUST23.7K shares-8.48%2026-03-312026-04-22

BSEP INNOVATOR ETFS TRUST23.6K shares0.00%2026-03-312026-04-22

IYH ISHARES TR18.0K shares-27.27%2026-03-312026-04-22

Sponsored

JNJ JOHNSON & JOHNSON4.2K shares0.00%2026-03-312026-04-22

ESGV VANGUARD WORLD FD8.7K shares-6.47%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS10.1K sharesnew addition2026-03-312026-04-22

EJAN INNOVATOR ETFS TRUST27.0K shares0.00%2026-03-312026-04-22

BJUN INNOVATOR ETFS TRUST19.6K shares-4.86%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO2.8K shares-2.62%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS10.4K shares-4.85%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR29.4K shares0.00%2026-03-312026-04-22

Sponsored

VEA VANGUARD TAX-MANAGED FDS10.5K shares-30.37%2026-03-312026-04-22

VGSH VANGUARD SCOTTSDALE FDS11.4K shares-2.11%2026-03-312026-04-22

IEFA ISHARES TR7.3K sharesnew addition2026-03-312026-04-22

BMAY INNOVATOR ETFS TRUST12.8K shares-1.54%2026-03-312026-04-22

STGW STAGWELL INC90.0K shares-84.77%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS7.6K shares-23.66%2026-03-312026-04-22

VB VANGUARD INDEX FDS2.1K shares-28.26%2026-03-312026-04-22

IBB ISHARES TR3.2K shares-21.74%2026-03-312026-04-22

Sponsored

IWR ISHARES TR5.4K shares-5.52%2026-03-312026-04-22

VGT VANGUARD WORLD FD748 shares0.00%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR3.7K shares-23.15%2026-03-312026-04-22

IJH ISHARES TR7.2K shares0.00%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC1.8K shares0.00%2026-03-312026-04-22

PJAN INNOVATOR ETFS TRUST10.0K shares-2.01%2026-03-312026-04-22

VV VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-22

KAPR INNOVATOR ETFS TRUST11.1K shares-13.00%2026-03-312026-04-22

Sponsored

A AGILENT TECHNOLOGIES INC3.5K shares0.00%2026-03-312026-04-22

IEMG ISHARES INC5.7K shares0.00%2026-03-312026-04-22

VONG VANGUARD SCOTTSDALE FDS3.5K shares-4.42%2026-03-312026-04-22

XOM EXXON MOBIL CORP2.2K shares-0.05%2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR2.5K shares0.29%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS1.6K shares-1.43%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.2K shares-9.53%2026-03-312026-04-22

BAC BANK AMERICA CORP6.7K shares0.00%2026-03-312026-04-22

Sponsored

VBR VANGUARD INDEX FDS1.5K shares0.27%2026-03-312026-04-22

AMZN AMAZON COM INC1.5K shares-22.89%2026-03-312026-04-22

VUG VANGUARD INDEX FDS675 shares0.00%2026-03-312026-04-22

CAT CATERPILLAR INC402 shares-2.43%2026-03-312026-04-22

HD HOME DEPOT INC846 shares-20.79%2026-03-312026-04-22

EFG ISHARES TR2.4K shares0.00%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC309 shares-1.59%2026-03-312026-04-22

BAUG INNOVATOR ETFS TRUST5.1K shares0.00%2026-03-312026-04-22

Sponsored

SPMD SPDR SERIES TRUST4.2K shares0.00%2026-03-312026-04-22

IEI ISHARES TR2.1K shares0.00%2026-03-312026-04-22

VXUS VANGUARD STAR FDS3.1K shares-8.21%2026-03-312026-04-22

META META PLATFORMS INC394 shares-71.76%2026-03-312026-04-22

FLRN SPDR SERIES TRUST7.0K shares0.00%2026-03-312026-04-22

PLBC PLUMAS BANCORP4.2K sharesnew addition2026-03-312026-04-22

TER TERADYNE INC678 sharesnew addition2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR3.3K sharesnew addition2026-03-312026-04-22

Sponsored

VTI

VANGUARD INDEX FDS

-1.21%

Shares108.4K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

4.11%

Shares48.2K

Event2026-03-31

Filed2026-04-22

AVUS

AMERICAN CENTY ETF TR

-5.49%

Shares117.2K

Event2026-03-31

Filed2026-04-22

DFAI

DIMENSIONAL ETF TRUST

40.08%

Shares332.6K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-4.38%

Shares43.2K

Event2026-03-31

Filed2026-04-22

OKTA

OKTA INC

19.19%

Shares111.8K

Event2026-03-31

Filed2026-04-22

TFLR

T ROWE PRICE ETF INC

14.10%

Shares171.2K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-2.61%

Shares14.3K

Event2026-03-31

Filed2026-04-22

DFAU

DIMENSIONAL ETF TRUST

3.40%

Shares167.0K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

1.14%

Shares9.8K

Event2026-03-31

Filed2026-04-22

SCZ

ISHARES TR

1.91%

Shares71.2K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-22

DVY

ISHARES TR

1.53%

Shares27.3K

Event2026-03-31

Filed2026-04-22

BAPR

INNOVATOR ETFS TRUST

-1.25%

Shares78.8K

Event2026-03-31

Filed2026-04-22

VDE

VANGUARD WORLD FD

0.08%

Shares21.5K

Event2026-03-31

Filed2026-04-22

BFEB

INNOVATOR ETFS TRUST

7.86%

Shares73.7K

Event2026-03-31

Filed2026-04-22

BDEC

INNOVATOR ETFS TRUST

-11.02%

Shares66.2K

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD INDEX FDS

1.85%

Shares34.2K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-9.43%

Shares10.5K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

-0.69%

Shares5.7K

Event2026-03-31

Filed2026-04-22

IQLT

ISHARES TR

-1.24%

Shares57.7K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares17.2K

Event2026-03-31

Filed2026-04-22

BNOV

INNOVATOR ETFS TRUST

-10.03%

Shares58.9K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-8.26%

Shares13.9K

Event2026-03-31

Filed2026-04-22

BMAR

INNOVATOR ETFS TRUST

-7.73%

Shares44.6K

Event2026-03-31

Filed2026-04-22

BJUL

INNOVATOR ETFS TRUST

-13.02%

Shares46.8K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

-1.14%

Shares29.7K

Event2026-03-31

Filed2026-04-22

BJAN

INNOVATOR ETFS TRUST

0.42%

Shares42.0K

Event2026-03-31

Filed2026-04-22

AMJB

JPMORGAN CHASE FINL CO LLC

0.00%

Shares62.1K

Event2026-03-31

Filed2026-04-22

IJAN

INNOVATOR ETFS TRUST

0.00%

Shares56.6K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

-3.91%

Shares3.0K

Event2026-03-31

Filed2026-04-22

NJAN

INNOVATOR ETFS TRUST

-7.69%

Shares36.0K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

-0.18%

Shares60.5K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-22

AMAT

APPLIED MATLS INC

-17.12%

Shares4.8K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

0.17%

Shares24.6K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

-3.84%

Shares5.9K

Event2026-03-31

Filed2026-04-22

BOCT

INNOVATOR ETFS TRUST

-8.48%

Shares23.7K

Event2026-03-31

Filed2026-04-22

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares23.6K

Event2026-03-31

Filed2026-04-22

IYH

ISHARES TR

-27.27%

Shares18.0K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-22

ESGV

VANGUARD WORLD FD

-6.47%

Shares8.7K

Event2026-03-31

Filed2026-04-22

VYMI

VANGUARD WHITEHALL FDS

New

Shares10.1K

Event2026-03-31

Filed2026-04-22

EJAN

INNOVATOR ETFS TRUST

0.00%

Shares27.0K

Event2026-03-31

Filed2026-04-22

BJUN

INNOVATOR ETFS TRUST

-4.86%

Shares19.6K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-2.62%

Shares2.8K

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD BD INDEX FDS

-4.85%

Shares10.4K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares29.4K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

-30.37%

Shares10.5K

Event2026-03-31

Filed2026-04-22

VGSH

VANGUARD SCOTTSDALE FDS

-2.11%

Shares11.4K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

New

Shares7.3K

Event2026-03-31

Filed2026-04-22

BMAY

INNOVATOR ETFS TRUST

-1.54%

Shares12.8K

Event2026-03-31

Filed2026-04-22

STGW

STAGWELL INC

-84.77%

Shares90.0K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

-23.66%

Shares7.6K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-28.26%

Shares2.1K

Event2026-03-31

Filed2026-04-22

IBB

ISHARES TR

-21.74%

Shares3.2K

Event2026-03-31

Filed2026-04-22

IWR

ISHARES TR

-5.52%

Shares5.4K

Event2026-03-31

Filed2026-04-22

VGT

VANGUARD WORLD FD

0.00%

Shares748

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

-23.15%

Shares3.7K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

PJAN

INNOVATOR ETFS TRUST

-2.01%

Shares10.0K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-22

KAPR

INNOVATOR ETFS TRUST

-13.00%

Shares11.1K

Event2026-03-31

Filed2026-04-22

AGILENT TECHNOLOGIES INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-22

VONG

VANGUARD SCOTTSDALE FDS

-4.42%

Shares3.5K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-0.05%

Shares2.2K

Event2026-03-31

Filed2026-04-22

XLV

SELECT SECTOR SPDR TR

0.29%

Shares2.5K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-1.43%

Shares1.6K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-9.53%

Shares1.2K

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

0.27%

Shares1.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-22.89%

Shares1.5K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

0.00%

Shares675

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-2.43%

Shares402

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

-20.79%

Shares846

Event2026-03-31

Filed2026-04-22

EFG

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

-1.59%

Shares309

Event2026-03-31

Filed2026-04-22

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-22

SPMD

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-22

IEI

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD STAR FDS

-8.21%

Shares3.1K

Event2026-03-31

Filed2026-04-22