My Personal CFO

My Personal CFO as of March 31, 2023

Portfolio Holdings for My Personal CFO

My Personal CFO holds 75 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.7 $14M 67k 204.10
Microsoft Corporation (MSFT) 8.7 $10M 35k 288.30
Okta Cl A (OKTA) 7.8 $9.1M 105k 86.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.9 $4.6M 14k 320.93
American Centy Etf Tr Us Eqt Etf (AVUS) 3.9 $4.6M 64k 70.88
Stagwell Com Cl A (STGW) 3.8 $4.5M 608k 7.42
Apple (AAPL) 3.6 $4.2M 25k 164.90
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.3 $3.9M 65k 59.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $3.5M 8.6k 409.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $2.9M 9.3k 308.77
Ishares Tr Select Divid Etf (DVY) 2.3 $2.7M 24k 117.18
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.2 $2.5M 88k 28.77
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 1.9 $2.2M 69k 31.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.8 $2.2M 29k 73.83
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $2.1M 25k 83.04
Vanguard World Esg Us Stk Etf (ESGV) 1.7 $2.0M 28k 71.71
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 1.6 $1.9M 57k 33.56
Innovator Etfs Tr Us Eqty Buf Dec (BDEC) 1.6 $1.9M 56k 33.83
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 1.6 $1.8M 83k 22.19
Vanguard World Fds Energy Etf (VDE) 1.6 $1.8M 16k 114.23
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 1.5 $1.7M 61k 28.45
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 1.3 $1.5M 39k 37.91
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.2 $1.4M 30k 48.15
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $1.4M 13k 105.50
Ishares Tr Us Hlthcare Etf (IYH) 1.2 $1.4M 5.0k 273.06
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $1.3M 50k 26.95
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.3M 3.1k 411.02
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 1.0 $1.2M 35k 34.66
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 1.0 $1.2M 33k 35.16
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $1.1M 12k 90.55
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $1.1M 15k 69.92
Ishares Tr Msci Intl Qualty (IQLT) 0.8 $982k 28k 35.30
Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 0.8 $955k 34k 28.19
UnitedHealth (UNH) 0.8 $918k 1.9k 472.59
Applied Materials (AMAT) 0.7 $877k 7.1k 122.83
Ishares Tr Ishares Biotech (IBB) 0.7 $859k 6.7k 129.16
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.7 $817k 26k 31.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $741k 9.7k 76.49
Johnson & Johnson (JNJ) 0.6 $711k 4.6k 155.00
Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.6 $706k 22k 32.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $689k 17k 40.40
Intel Corporation (INTC) 0.6 $669k 21k 32.67
Home Depot (HD) 0.5 $609k 2.1k 295.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $608k 12k 50.66
Advanced Micro Devices (AMD) 0.5 $597k 6.1k 98.01
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 0.5 $585k 17k 33.81
Nike CL B (NKE) 0.5 $559k 4.6k 122.64
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.5 $539k 16k 33.21
Walt Disney Company (DIS) 0.4 $501k 5.0k 100.13
Agilent Technologies Inc C ommon (A) 0.4 $485k 3.5k 138.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $462k 13k 34.80
JPMorgan Chase & Co. (JPM) 0.3 $382k 2.9k 130.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $374k 8.3k 45.17
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.3 $365k 14k 26.60
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $355k 1.4k 250.16
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $346k 2.8k 123.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $327k 2.5k 129.47
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.3 $308k 5.9k 52.23
Vanguard Index Fds Small Cp Etf (VB) 0.2 $289k 1.5k 189.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $271k 1.7k 158.77
Bank of America Corporation (BAC) 0.2 $265k 9.3k 28.60
Exxon Mobil Corporation (XOM) 0.2 $260k 2.4k 109.66
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $255k 3.4k 74.71
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $249k 1.9k 134.07
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $247k 2.1k 117.65
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $238k 7.5k 31.63
Ishares Core Msci Emkt (IEMG) 0.2 $238k 4.9k 48.79
Vanguard World Fds Utilities Etf (VPU) 0.2 $233k 1.6k 147.52
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $232k 2.5k 93.68
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $232k 1.5k 154.01
Tesla Motors (TSLA) 0.2 $231k 1.1k 207.46
Amazon (AMZN) 0.2 $222k 2.1k 103.29
Ishares Tr National Mun Etf (MUB) 0.2 $216k 2.0k 107.74
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.2 $206k 7.0k 29.40
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $205k 6.5k 31.64