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My Personal CFO

Latest statistics and disclosures from My Personal CFO's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, OKTA, MSFT, AVUS, STGW, and represent 36.48% of My Personal CFO's stock portfolio.
Added to shares of these 10 stocks: NVDA, IYH, AVUS, VOO, VTI, AMZN, BMAR, BJAN, NKE, STGW.
Started 8 new stock positions in SPMD, VOOG, AVLV, AVUV, VOO, GOOGL, VGT, NFLX.
Reduced shares in these 10 stocks: CMF, BSV, AMJ, VWO, EJAN, BRK.B, OKTA, META, DFLV, UNH.
Sold out of its position in CMF.
My Personal CFO was a net buyer of stock by $10M.
My Personal CFO has $174M in assets under management (AUM), dropping by 12.98%.
Central Index Key (CIK): 0001916366

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Portfolio Holdings for My Personal CFO

My Personal CFO holds 97 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	12.4	$22M	+4%	83k	259.90	View chart
Okta Cl A (OKTA)	7.2	$13M		120k	104.62	View chart
Microsoft Corporation (MSFT)	6.7	$12M		28k	420.72	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.2	$9.0M	+15%	100k	89.50	View chart
Stagwell Com Cl A (STGW)	5.0	$8.7M	+4%	1.4M	6.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$6.7M		15k	444.01	View chart
Apple (AAPL)	2.7	$4.8M		28k	171.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$4.5M		8.6k	523.05	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.4	$4.2M		116k	36.54	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	2.3	$4.0M	+3%	64k	63.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.1	$3.7M		8.7k	420.52	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	1.7	$3.0M	+9%	75k	39.28	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	1.6	$2.8M		70k	40.60	View chart
Ishares Tr Select Divid Etf (DVY)	1.5	$2.7M		22k	123.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$2.6M	+3%	30k	86.48	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.5	$2.6M		28k	93.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$2.5M	+12%	10k	249.86	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	1.4	$2.4M		59k	40.04	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	1.3	$2.2M	+48%	52k	41.67	View chart
Vanguard World Energy Etf (VDE)	1.2	$2.1M	+3%	16k	131.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$2.1M		17k	120.99	View chart
Jpmorgan Chase & Co Alerian Ml Etn (AMJ)	1.2	$2.1M	-8%	73k	28.49	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.2	$2.1M	+26%	47k	43.54	View chart
NVIDIA Corporation (NVDA)	1.2	$2.0M	+220%	2.3k	903.64	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	1.1	$1.9M		60k	31.29	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	1.1	$1.9M		51k	36.48	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.1	$1.8M		30k	61.53	View chart
Amazon (AMZN)	1.0	$1.8M	+100%	10k	180.28	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	1.0	$1.7M		39k	43.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.6M		3.1k	525.76	View chart
Nike CL B (NKE)	0.9	$1.5M	+35%	16k	93.98	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.9	$1.5M	+400%	25k	61.90	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$1.5M		38k	39.66	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.9	$1.5M		37k	40.33	View chart
Applied Materials (AMAT)	0.8	$1.5M		7.1k	206.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$1.4M		12k	115.30	View chart
Meta Platforms Cl A (META)	0.7	$1.3M	-3%	2.6k	485.60	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$1.3M		42k	30.22	View chart
Advanced Micro Devices (AMD)	0.7	$1.2M	+3%	6.9k	180.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$1.2M		17k	72.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.1M	NEW	2.2k	480.69	View chart
UnitedHealth (UNH)	0.5	$940k	-3%	1.9k	494.70	View chart
Ishares Tr Ishares Biotech (IBB)	0.5	$911k		6.6k	137.22	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.5	$823k		22k	37.60	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.5	$816k	-16%	28k	28.94	View chart
Home Depot (HD)	0.5	$813k		2.1k	383.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$741k	+2%	9.2k	80.63	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.4	$741k		18k	40.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$731k	-29%	9.5k	76.67	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.4	$716k		18k	39.28	View chart
Johnson & Johnson (JNJ)	0.4	$714k		4.5k	158.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$700k	-3%	18k	39.11	View chart
Vanguard World Utilities Etf (VPU)	0.4	$665k	+15%	4.7k	142.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$638k	-20%	15k	41.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$623k		12k	50.17	View chart
JPMorgan Chase & Co. (JPM)	0.3	$605k		3.0k	200.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$604k		7.2k	84.09	View chart
Intel Corporation (INTC)	0.3	$598k	+18%	14k	44.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$597k		2.6k	228.55	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$556k	+5%	14k	39.02	View chart
Walt Disney Company (DIS)	0.3	$523k	+2%	4.3k	122.36	View chart
Agilent Technologies Inc C ommon (A)	0.3	$513k		3.5k	145.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$507k	+9%	3.3k	152.23	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$495k		3.4k	147.73	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$494k	-2%	3.2k	155.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$444k		2.3k	191.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$436k	+400%	7.2k	60.74	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$428k		14k	31.16	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$427k	-7%	14k	29.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$390k		6.4k	61.05	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$368k		2.8k	131.24	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$353k		6.8k	51.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$353k	-4%	9.4k	37.49	View chart
Exxon Mobil Corporation (XOM)	0.2	$336k		2.9k	116.24	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$332k		1.4k	239.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$319k		5.3k	60.30	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$313k		1.5k	208.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$313k	-6%	8.2k	37.98	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$306k	NEW	3.3k	93.70	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$300k	-6%	8.9k	33.59	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$298k	NEW	4.6k	64.26	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$294k	-5%	4.7k	62.34	View chart
Tesla Motors (TSLA)	0.2	$289k	+24%	1.6k	175.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$282k		1.5k	182.62	View chart
Bank of America Corporation (BAC)	0.2	$269k		7.1k	37.92	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$262k		3.4k	76.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$257k		2.5k	103.79	View chart
salesforce (CRM)	0.1	$256k	+4%	849.00	301.18	View chart
Netflix (NFLX)	0.1	$244k	NEW	402.00	607.33	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$243k		1.5k	158.82	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$243k		2.1k	115.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$238k		692.00	344.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$230k	NEW	1.5k	150.93	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$219k	NEW	4.1k	53.34	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$203k	NEW	667.00	304.88	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$202k	NEW	385.00	524.34	View chart
Manitex International (MNTX)	0.0	$63k		10k	6.33	View chart

Past Filings by My Personal CFO

SEC 13F filings are viewable for My Personal CFO going back to 2021

My Personal CFO 2024 Q1 filed April 24, 2024
My Personal CFO 2023 Q4 filed Jan. 23, 2024
My Personal CFO 2023 Q3 filed Nov. 6, 2023
My Personal CFO 2023 Q2 filed July 13, 2023
My Personal CFO 2023 Q1 filed April 21, 2023
My Personal CFO 2022 Q4 filed Jan. 11, 2023
My Personal CFO 2022 Q3 restated filed Oct. 20, 2022
My Personal CFO 2022 Q3 filed Oct. 18, 2022
My Personal CFO 2022 Q2 restated filed Aug. 3, 2022
My Personal CFO 2022 Q2 filed July 8, 2022
My Personal CFO 2022 Q1 filed May 12, 2022
My Personal CFO 2021 Q4 filed April 29, 2022

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