My Personal CFO

Latest statistics and disclosures from My Personal CFO's latest quarterly 13F-HR filing:

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Positions held by My Personal CFO consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for My Personal CFO

My Personal CFO holds 90 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 12.2 $19M +11% 79k 237.22
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Okta Cl A (OKTA) 7.1 $11M +14% 120k 90.53
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Microsoft Corporation (MSFT) 6.7 $10M -10% 28k 376.04
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Stagwell Com Cl A (STGW) 5.8 $8.8M +153% 1.3M 6.63
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American Centy Etf Tr Us Eqt Etf (AVUS) 4.6 $7.1M +10% 87k 81.55
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Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $6.1M 15k 409.52
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Apple (AAPL) 3.4 $5.3M +4% 28k 192.53
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $4.1M 8.6k 475.29
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.5 $3.9M +14% 117k 33.25
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Ishares Tr Eafe Sml Cp Etf (SCZ) 2.5 $3.8M 61k 61.90
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $3.2M -4% 8.9k 356.66
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Innovator Etfs Tr Us Eqty Buf Dec (BDEC) 1.7 $2.7M +32% 70k 38.25
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Vanguard Index Fds Real Estate Etf (VNQ) 1.7 $2.6M +27% 29k 88.36
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Ishares Tr Select Divid Etf (DVY) 1.6 $2.5M 22k 117.22
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Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 1.6 $2.5M 69k 36.63
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Vanguard World Esg Us Stk Etf (ESGV) 1.5 $2.4M 28k 85.06
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Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 1.5 $2.3M 59k 38.21
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Vanguard Index Fds Mid Cap Etf (VO) 1.3 $2.1M +40% 8.9k 232.63
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Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 1.3 $2.0M -2% 79k 25.36
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Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $1.9M 17k 111.63
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Vanguard World Fds Energy Etf (VDE) 1.2 $1.8M 16k 117.28
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Innovator Etfs Tr Intrnl Dev Jan (IJAN) 1.2 $1.8M 60k 30.40
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Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 1.2 $1.8M +99% 51k 34.91
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $1.7M 30k 55.90
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Innovator Etfs Tr GRWT100 PWR BF (NJAN) 1.1 $1.6M 39k 41.69
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Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 1.0 $1.5M +13% 37k 40.86
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Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.5M 3.1k 477.63
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Ishares Tr Msci Intl Qualty (IQLT) 0.9 $1.4M +38% 38k 37.56
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Ishares Tr Us Hlthcare Etf (IYH) 0.9 $1.4M 5.0k 286.24
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Innovator Etfs Tr Us Eqty Bufr Jul (BJUL) 0.9 $1.4M 37k 37.63
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Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.9 $1.4M 35k 39.61
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Nike CL B (NKE) 0.9 $1.3M +114% 12k 108.57
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.3M 12k 105.23
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $1.2M -41% 16k 73.55
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.2M -12% 42k 28.64
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Applied Materials (AMAT) 0.8 $1.2M 7.1k 162.07
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $1.0M -15% 14k 77.02
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UnitedHealth (UNH) 0.7 $1.0M 2.0k 526.47
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Advanced Micro Devices (AMD) 0.6 $989k +9% 6.7k 147.41
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Innovator Etfs Tr Emrgng Mkt Jan (EJAN) 0.6 $972k 34k 28.67
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Meta Platforms Cl A (META) 0.6 $966k NEW 2.7k 353.96
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Ishares Tr Ishares Biotech (IBB) 0.6 $904k 6.7k 135.85
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $792k +12% 19k 41.10
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Innovator Etfs Tr Us Eqty Bufr Jun (BJUN) 0.5 $782k 22k 35.70
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Amazon (AMZN) 0.5 $762k +137% 5.0k 151.94
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Home Depot (HD) 0.5 $731k +2% 2.1k 346.55
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Johnson & Johnson (JNJ) 0.5 $713k 4.6k 156.74
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Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 0.5 $704k 18k 38.47
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Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.4 $688k -4% 19k 37.24
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $684k NEW 9.0k 76.13
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Innovator Etfs Tr Us Eqty Buf Sep (BSEP) 0.4 $669k 18k 36.68
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $593k +150% 12k 47.90
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Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $579k 10k 57.94
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Intel Corporation (INTC) 0.4 $576k -43% 12k 50.25
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Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $559k 7.2k 77.73
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $557k +70% 2.6k 213.35
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Vanguard World Fds Utilities Etf (VPU) 0.4 $552k +11% 4.0k 137.07
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JPMorgan Chase & Co. (JPM) 0.3 $510k +4% 3.0k 170.10
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $501k +2% 14k 36.96
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Agilent Technologies Inc C ommon (A) 0.3 $491k 3.5k 139.03
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $470k -16% 3.2k 145.01
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $462k 3.4k 136.39
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Alphabet Cap Stk Cl C (GOOG) 0.3 $427k NEW 3.0k 140.92
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.3 $416k +37% 15k 27.05
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $415k +34% 2.3k 179.97
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Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.3 $401k 14k 29.17
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $398k 1.4k 277.15
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Walt Disney Company (DIS) 0.2 $376k +7% 4.2k 90.29
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Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $357k -8% 9.9k 36.12
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $356k NEW 6.4k 55.67
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $350k 2.8k 124.97
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NVIDIA Corporation (NVDA) 0.2 $348k +52% 703.00 495.22
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Ishares Core Msci Emkt (IEMG) 0.2 $346k +40% 6.8k 50.58
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Tesla Motors (TSLA) 0.2 $328k +22% 1.3k 248.48
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Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 0.2 $319k -9% 8.8k 36.19
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Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.2 $314k -9% 9.6k 32.69
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $306k NEW 5.3k 57.96
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $302k NEW 1.4k 218.15
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $297k NEW 5.0k 59.62
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Exxon Mobil Corporation (XOM) 0.2 $294k +24% 2.9k 99.98
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Select Sector Spdr Tr Technology (XLK) 0.2 $290k 1.5k 192.43
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $263k +2% 1.5k 170.40
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $246k 2.1k 117.13
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $245k 3.4k 72.04
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $240k 2.5k 96.85
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $238k -16% 1.5k 155.33
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Bank of America Corporation (BAC) 0.2 $237k NEW 7.0k 33.67
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Vanguard Index Fds Growth Etf (VUG) 0.1 $215k NEW 691.00 310.88
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salesforce (CRM) 0.1 $214k -23% 814.00 263.14
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Manitex International (MNTX) 0.0 $63k NEW 10k 6.33
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Past Filings by My Personal CFO

SEC 13F filings are viewable for My Personal CFO going back to 2021