My Personal CFO

My Personal CFO as of Sept. 30, 2022

Portfolio Holdings for My Personal CFO

My Personal CFO holds 32 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) 22.6 $10M 1.5M 6.95
Microsoft Corporation (MSFT) 11.9 $5.4M 23k 232.90
Vanguard Index Fds Total Stk Mkt (VTI) 11.1 $5.0M 28k 179.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.7 $3.1M 43k 71.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $2.1M 7.8k 267.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.3 $2.0M 5.5k 357.10
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.6 $1.6M 34k 48.79
Vanguard World Esg Us Stk Etf (ESGV) 3.4 $1.6M 25k 62.91
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.1 $1.4M 19k 74.84
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.8 $1.3M 30k 42.00
Ishares Tr Select Divid Etf (DVY) 2.3 $1.1M 9.9k 107.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $1.1M 22k 48.14
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $952k 12k 79.55
Okta Cl A (OKTA) 2.0 $926k 16k 56.89
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $879k 9.3k 94.87
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $719k 9.0k 80.13
Vanguard World Fds Energy Etf (VDE) 1.5 $686k 6.8k 101.55
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 1.5 $677k 23k 29.06
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 1.3 $608k 30k 20.07
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.2 $558k 22k 25.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $525k 14k 36.48
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.9 $402k 19k 21.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $374k 13k 28.15
Ishares Tr Core S&p500 Etf (IVV) 0.8 $368k 1.0k 359.02
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.7 $332k 11k 30.18
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.6 $292k 10k 29.20
Apple (AAPL) 0.6 $261k 1.9k 138.17
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 0.6 $257k 9.2k 27.93
Nike CL B (NKE) 0.5 $245k 3.0k 83.05
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $205k 3.3k 62.08
Ishares Tr National Mun Etf (MUB) 0.5 $205k 2.0k 102.50
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $203k 1.5k 134.88