My Personal CFO

My Personal CFO as of Sept. 30, 2022

Portfolio Holdings for My Personal CFO

My Personal CFO holds 59 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Stagwell Com Cl A (STGW) 15.7 $10k 1.5M 0.01
Microsoft Corporation (MSFT) 8.2 $5.4k 23k 0.23
Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $5.0k 28k 0.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.7 $3.1k 43k 0.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.5 $2.3k 19k 0.12
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.5 $2.3k 34k 0.07
Vanguard World Esg Us Stk Etf (ESGV) 3.2 $2.1k 25k 0.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $2.1k 7.8k 0.27
Ishares Tr Select Divid Etf (DVY) 3.1 $2.0k 9.9k 0.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $2.0k 5.5k 0.36
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $1.6k 9.0k 0.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $1.5k 22k 0.07
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.3 $1.5k 22k 0.07
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 2.1 $1.4k 23k 0.06
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.9 $1.3k 30k 0.04
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 1.9 $1.3k 9.2k 0.14
Ishares Tr Core S&p500 Etf (IVV) 1.8 $1.2k 1.0k 1.13
Vanguard Whitehall Fds High Div Yld (VYM) 1.5 $1.0k 9.3k 0.11
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.5 $997.245000 19k 0.05
Ishares Tr Core S&p Ttl Stk (ITOT) 1.4 $952.573200 12k 0.08
Okta Cl A (OKTA) 1.4 $929.532000 16k 0.06
Ishares Tr Ishares Biotech (IBB) 1.2 $787.000200 6.00 131.17
Johnson & Johnson (JNJ) 1.2 $764.999400 682.00 1.12
Vanguard World Fds Energy Etf (VDE) 1.0 $687.222400 6.8k 0.10
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 1.0 $653.783600 10k 0.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $624.699600 14k 0.04
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 0.9 $610.000000 20.00 30.50
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.9 $610.075200 30k 0.02
Home Depot (HD) 0.9 $569.026800 601.00 0.95
Applied Materials (AMAT) 0.8 $551.999700 7.00 78.86
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.8 $547.047900 11k 0.05
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.8 $498.150000 4.9k 0.10
Intel Corporation (INTC) 0.8 $496.087200 1.8k 0.27
Walt Disney Company (DIS) 0.7 $493.000000 493.00 1.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $462.000000 6.00 77.00
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $457.081500 3.3k 0.14
Agilent Technologies Inc C ommon (A) 0.7 $452.000100 3.00 150.67
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.6 $421.005800 437.00 0.96
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.6 $382.949700 5.3k 0.07
Nike CL B (NKE) 0.6 $380.088800 3.0k 0.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $373.392800 13k 0.03
Advanced Micro Devices (AMD) 0.5 $346.999800 6.00 57.83
JPMorgan Chase & Co. (JPM) 0.5 $336.997200 292.00 1.15
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $326.000000 2.00 163.00
Bank of America Corporation (BAC) 0.5 $313.000200 9.00 34.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $307.000000 8.00 38.38
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $306.000000 2.00 153.00
Select Sector Spdr Tr Technology (XLK) 0.4 $284.000000 2.00 142.00
Amazon (AMZN) 0.4 $272.993700 2.4k 0.11
Apple (AAPL) 0.4 $264.047200 1.9k 0.14
Vanguard Index Fds Small Cp Etf (VB) 0.4 $260.004800 1.5k 0.17
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $236.000000 2.00 118.00
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $228.999900 3.00 76.33
Ishares Tr Russell 3000 Etf (IWV) 0.3 $221.000000 1.00 221.00
Ishares Tr Msci Intl Qualty (IQLT) 0.3 $220.069400 2.0k 0.11
Exxon Mobil Corporation (XOM) 0.3 $215.000000 2.00 107.50
Ishares Tr National Mun Etf (MUB) 0.3 $205.000000 2.0k 0.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $202.996800 333.00 0.61
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $203.024500 1.5k 0.13