My Personal CFO

My Personal CFO as of March 31, 2024

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