My Personal CFO

My Personal CFO as of Dec. 31, 2021

Portfolio Holdings for My Personal CFO

My Personal CFO holds 61 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Okta Cl A (OKTA) 20.6 $24M 106k 224.17
Microsoft Corporation (MSFT) 10.1 $12M 35k 336.32
Vanguard Index Fds Total Stk Mkt (VTI) 10.0 $11M 47k 241.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $5.9M 15k 397.88
Apple (AAPL) 3.8 $4.4M 25k 177.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $4.0M 8.5k 475.01
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.4 $3.9M 54k 73.09
Vanguard World Esg Us Stk Etf (ESGV) 2.6 $3.0M 34k 87.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $2.9M 9.7k 299.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $2.6M 31k 84.76
Ishares Tr Select Divid Etf (DVY) 2.0 $2.2M 18k 122.62
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $2.1M 18k 116.00
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 1.7 $2.0M 72k 27.53
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 1.7 $1.9M 57k 33.38
Jpmorgan Chase & Co Alerian Ml Etn 1.5 $1.7M 98k 17.81
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.5 $1.7M 53k 33.01
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.5 $1.7M 30k 55.83
Ishares Tr Us Hlthcare Etf (IYH) 1.3 $1.5M 5.0k 300.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.5M 30k 49.45
Vanguard World Fds Energy Etf (VDE) 1.2 $1.4M 18k 77.61
Ishares Tr Msci Intl Qualty (IQLT) 1.2 $1.4M 35k 39.39
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 1.1 $1.3M 41k 32.10
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $1.3M 12k 107.01
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $1.2M 11k 112.14
Applied Materials (AMAT) 1.0 $1.1M 7.2k 157.41
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.9 $1.1M 16k 67.96
Ishares Tr Ishares Biotech (IBB) 0.9 $1.0M 6.6k 152.56
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.0M 2.1k 477.19
UnitedHealth (UNH) 0.9 $978k 1.9k 502.31
Intel Corporation (INTC) 0.8 $908k 18k 51.49
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.7 $784k 6.1k 128.61
Xilinx 0.6 $742k 3.5k 212.00
Johnson & Johnson (JNJ) 0.6 $707k 4.1k 171.02
Walt Disney Company (DIS) 0.6 $697k 4.5k 154.79
Home Depot (HD) 0.5 $600k 1.4k 415.22
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $577k 6.2k 92.81
Agilent Technologies Inc C ommon (A) 0.5 $559k 3.5k 159.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $517k 13k 38.91
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.4 $502k 15k 32.92
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $422k 8.3k 51.02
Bank of America Corporation (BAC) 0.4 $411k 9.2k 44.44
JPMorgan Chase & Co. (JPM) 0.4 $405k 2.6k 158.39
Paypal Holdings (PYPL) 0.3 $387k 2.1k 188.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $384k 7.0k 54.86
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $362k 2.8k 129.29
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $343k 2.4k 140.69
Vanguard Index Fds Small Cp Etf (VB) 0.3 $337k 1.5k 226.33
Ishares Tr Russell 3000 Etf (IWV) 0.3 $334k 1.2k 277.41
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $331k 4.0k 82.96
Etsy (ETSY) 0.3 $307k 1.4k 219.29
Ishares Core Msci Emkt (IEMG) 0.2 $273k 4.6k 59.89
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $258k 1.5k 171.43
Innovator Etfs Tr Us Eqty Buf Oct (BOCT) 0.2 $256k 7.4k 34.59
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $253k 3.3k 76.97
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.2 $248k 6.7k 37.29
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.2 $242k 7.0k 34.57
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $224k 2.0k 110.40
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $214k 2.5k 84.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $212k 2.6k 80.98
Vanguard Index Fds Large Cap Etf (VV) 0.2 $206k 931.00 221.27
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $204k 4.1k 49.74