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My Personal CFO

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

Top 5 stock holdings are VTI, MSFT, DFAI, AVUS, AAPL, and represent 39.95% of My Personal CFO's stock portfolio.
Added to shares of these 10 stocks: DFAI, VTI, VYMI, SCHD, DFAU, GOOG, TFLR, JEPI, VNQ, EBAY.
Started 6 new stock positions in SDY, XLE, EBAY, JEPI, XOM, GOOG.
Reduced shares in these 10 stocks: MSFT (-$5.3M), OKTA, BNOV, , STGW, IEI, NJAN, IJAN, AMJB, BFEB.
Sold out of its positions in Exxon Mobil Corporation, IEI, STGW.
My Personal CFO was a net buyer of stock by $7.1M.
My Personal CFO has $279M in assets under management (AUM), dropping by 8.84%.
Central Index Key (CIK): 0001916366

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Portfolio Holdings for My Personal CFO

My Personal CFO holds 94 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds MRNGSTR TTL STK (VTI)	15.4	$43M	+6%	115k	374.24	View chart
Microsoft Corporation (MSFT)	7.7	$21M	-19%	42k	512.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.8	$19M	+18%	459k	41.43	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.2	$15M	+2%	113k	128.09	View chart
Apple (AAPL)	4.9	$14M		41k	333.02	View chart
Okta Cl A (OKTA)	4.3	$12M	-14%	58k	209.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$11M		15k	739.77	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.6	$10M	+13%	194k	52.36	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	3.5	$9.9M	+6%	195k	50.50	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.8	$7.8M		10k	762.60	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	2.3	$6.3M	+2%	75k	84.42	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.0	$5.7M	+68%	56k	101.13	View chart
Ishares Tr Select Divid Etf (DVY)	1.5	$4.1M		27k	152.07	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	1.4	$3.8M	-2%	71k	54.06	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	1.3	$3.7M		68k	54.63	View chart
Vanguard World Energy Etf (VDE)	1.3	$3.6M		21k	172.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$3.5M	+14%	39k	89.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$3.5M	+57%	107k	32.53	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	1.2	$3.5M		63k	54.64	View chart
Advanced Micro Devices (AMD)	1.2	$3.2M	-2%	5.3k	611.76	View chart
NVIDIA Corporation (NVDA)	1.1	$3.1M	+5%	14k	228.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$2.9M		5.8k	497.97	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	1.0	$2.8M	-2%	36k	78.42	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.0	$2.7M		55k	49.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$2.7M	+3%	17k	155.20	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.0	$2.7M		30k	89.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.5M		3.6k	700.85	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.9	$2.5M		42k	60.53	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.9	$2.4M	-15%	50k	48.96	View chart
Applied Materials (AMAT)	0.9	$2.4M		4.8k	511.38	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.8	$2.3M		38k	59.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$2.2M	-3%	2.9k	765.82	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.8	$2.2M		40k	55.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$2.0M		12k	166.28	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.7	$2.0M	-5%	59k	34.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$2.0M	+23%	34k	59.31	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.7	$2.0M	-8%	52k	38.41	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.7	$1.9M	-11%	32k	60.68	View chart
Amazon (AMZN)	0.7	$1.9M		7.8k	249.17	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.5	$1.3M		24k	53.97	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$1.2M		8.7k	135.53	View chart
Johnson & Johnson (JNJ)	0.4	$1.1M	+2%	4.3k	264.74	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$1.1M		16k	71.56	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.4	$1.1M	+5%	21k	55.03	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.4	$1.0M		27k	37.17	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$993k	+42%	5.1k	195.75	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$948k		19k	49.68	View chart
JPMorgan Chase & Co. (JPM)	0.3	$947k	+4%	2.9k	330.83	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$912k	+18%	13k	70.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$793k		29k	27.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$755k	NEW	2.2k	340.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$753k		6.0k	125.68	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$724k	+41%	8.7k	83.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$715k		7.4k	96.87	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$682k		3.2k	210.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$641k	+13%	9.1k	70.61	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$630k		13k	48.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$615k	+19%	8.5k	71.95	View chart
Agilent Technologies Inc C ommon (A)	0.2	$606k		3.5k	172.31	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$596k		2.1k	284.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$533k	NEW	9.5k	56.22	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$508k	-11%	4.8k	106.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$507k		10k	50.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$499k	-13%	6.5k	76.40	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.2	$489k		1.4k	351.73	View chart
UnitedHealth (UNH)	0.2	$466k	+3%	1.3k	367.08	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$465k	+11%	2.8k	168.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$459k	+13%	1.3k	344.13	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$437k		11k	39.44	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$436k	-2%	3.4k	128.94	View chart
eBay (EBAY)	0.2	$432k	NEW	4.1k	106.05	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$410k	NEW	2.8k	146.48	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$376k	-2%	6.5k	57.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$370k		1.6k	233.31	View chart
Exxonmobil Holdings Corp Com Shs a (XOM)	0.1	$365k	NEW	2.2k	162.75	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$365k		4.0k	90.11	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$348k		1.5k	231.05	View chart
Caterpillar (CAT)	0.1	$347k	+6%	428.00	810.79	View chart
Meta Platforms Cl A (META)	0.1	$345k	+28%	476.00	725.30	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$344k		4.2k	81.16	View chart
Goldman Sachs (GS)	0.1	$319k	+14%	354.00	900.36	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$293k		2.4k	119.83	View chart
Bank of America Corporation (BAC)	0.1	$292k		5.4k	54.43	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$279k		5.0k	55.28	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$278k		489.00	568.77	View chart
Teradyne (TER)	0.1	$277k		691.00	400.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$270k	+4%	3.2k	84.97	View chart
Plumas Ban (PLBC)	0.1	$259k		4.2k	61.33	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$256k		560.00	456.19	View chart
Intel Corporation (INTC)	0.1	$239k		2.0k	120.23	View chart
Home Depot (HD)	0.1	$237k		834.00	284.49	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$231k	NEW	3.8k	61.50	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$229k	-14%	3.6k	63.04	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.1	$216k		7.0k	30.84	View chart

Past Filings by My Personal CFO

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

My Personal CFO 2026 Q3 filed Oct. 14, 2026
My Personal CFO 2026 Q2 filed July 22, 2026
My Personal CFO 2026 Q1 filed April 22, 2026
My Personal CFO 2025 Q4 filed Jan. 15, 2026
My Personal CFO 2025 Q3 filed Oct. 21, 2025
My Personal CFO 2025 Q2 filed July 22, 2025
My Personal CFO 2025 Q1 filed April 24, 2025
My Personal CFO 2024 Q4 filed Jan. 24, 2025
My Personal CFO 2024 Q3 filed Oct. 21, 2024
My Personal CFO 2024 Q2 filed July 26, 2024
My Personal CFO 2024 Q1 filed April 24, 2024
My Personal CFO 2023 Q4 filed Jan. 23, 2024
My Personal CFO 2023 Q3 filed Nov. 6, 2023
My Personal CFO 2023 Q2 filed July 13, 2023
My Personal CFO 2023 Q1 filed April 21, 2023
My Personal CFO 2022 Q4 filed Jan. 11, 2023

View all past filings

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