My Personal CFO

My Personal CFO as of June 30, 2022

Portfolio Holdings for My Personal CFO

My Personal CFO holds 56 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Okta Cl A (OKTA) 12.2 $9.5M 105k 90.40
Vanguard Index Fds Total Stk Mkt (VTI) 11.4 $8.9M 47k 188.61
Microsoft Corporation (MSFT) 9.5 $7.4M 29k 256.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $4.0M 14k 280.28
Apple (AAPL) 4.5 $3.5M 26k 136.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.1 $3.2M 8.5k 377.26
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.8 $2.9M 54k 54.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $2.5M 9.2k 272.99
Vanguard World Esg Us Stk Etf (ESGV) 2.9 $2.2M 34k 66.40
Ishares Tr Select Divid Etf (DVY) 2.8 $2.2M 19k 117.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $2.0M 26k 75.25
Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $1.7M 19k 91.13
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 2.2 $1.7M 89k 18.96
Vanguard World Fds Energy Etf (VDE) 2.0 $1.6M 16k 99.48
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 1.9 $1.5M 50k 29.92
Ishares Tr Us Hlthcare Etf (IYH) 1.7 $1.3M 5.0k 268.89
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $1.3M 30k 44.33
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 1.7 $1.3M 54k 24.12
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.5 $1.2M 45k 26.42
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 1.5 $1.2M 41k 28.66
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $1.1M 11k 101.73
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $1.0M 12k 83.78
UnitedHealth (UNH) 1.3 $1000k 1.9k 513.87
Ishares Tr Core S&p500 Etf (IVV) 1.2 $940k 2.5k 379.19
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $803k 26k 30.94
Ishares Tr Ishares Biotech (IBB) 1.0 $781k 6.6k 117.62
Johnson & Johnson (JNJ) 1.0 $754k 4.2k 177.50
Intel Corporation (INTC) 0.9 $715k 19k 37.43
Applied Materials (AMAT) 0.8 $652k 7.2k 90.97
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.7 $513k 16k 32.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $497k 6.2k 79.94
Advanced Micro Devices (AMD) 0.6 $466k 6.1k 76.48
Walt Disney Company (DIS) 0.6 $446k 4.7k 94.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $442k 11k 41.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $418k 13k 31.46
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.5 $417k 8.0k 52.16
Agilent Technologies Inc C ommon (A) 0.5 $416k 3.5k 118.65
Home Depot (HD) 0.5 $401k 1.5k 274.28
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 0.4 $347k 11k 30.44
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.4 $337k 8.3k 40.74
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $332k 2.8k 118.57
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $314k 2.4k 128.27
Nike CL B (NKE) 0.4 $299k 2.9k 102.15
Select Sector Spdr Tr Technology (XLK) 0.4 $298k 2.3k 127.24
JPMorgan Chase & Co. (JPM) 0.4 $297k 2.6k 112.76
Bank of America Corporation (BAC) 0.4 $287k 9.2k 31.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $270k 4.2k 64.64
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.3 $265k 9.3k 28.65
Vanguard Index Fds Small Cp Etf (VB) 0.3 $263k 1.5k 176.16
Ishares Tr Russell 3000 Etf (IWV) 0.3 $251k 1.2k 217.50
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $250k 2.1k 119.27
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $239k 3.3k 72.14
Ishares Core Msci Emkt (IEMG) 0.3 $224k 4.6k 49.14
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.3 $217k 7.0k 31.00
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $216k 1.5k 143.52
Amazon (AMZN) 0.3 $211k 2.0k 106.35