My Personal CFO

My Personal CFO as of March 31, 2022

Portfolio Holdings for My Personal CFO

My Personal CFO holds 56 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Okta Cl A (OKTA) 16.5 $16M 105k 150.96
Vanguard Index Fds Total Stk Mkt (VTI) 10.7 $10M 46k 227.68
Microsoft Corporation (MSFT) 10.0 $9.6M 31k 308.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.3 $5.2M 14k 362.52
Apple (AAPL) 4.4 $4.3M 25k 174.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.0 $3.8M 8.5k 451.65
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.7 $3.6M 54k 66.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.3 $3.2M 9.2k 352.89
Vanguard World Esg Us Stk Etf (ESGV) 2.8 $2.7M 34k 81.09
Ishares Tr Select Divid Etf (DVY) 2.5 $2.4M 19k 128.15
Jpmorgan Chase & Co Alerian Ml Etn 2.1 $2.0M 95k 20.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $2.0M 25k 79.53
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 2.0 $1.9M 72k 26.81
Vanguard Index Fds Real Estate Etf (VNQ) 2.0 $1.9M 18k 108.40
Vanguard World Fds Energy Etf (VDE) 2.0 $1.9M 18k 107.05
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) 1.8 $1.7M 50k 33.93
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.6 $1.6M 30k 53.13
Ishares Tr Us Hlthcare Etf (IYH) 1.5 $1.4M 5.0k 288.89
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) 1.4 $1.3M 41k 32.37
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $1.2M 12k 100.96
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $1.2M 11k 112.24
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.2 $1.2M 38k 31.52
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.1M 2.4k 453.50
UnitedHealth (UNH) 1.0 $977k 1.9k 510.18
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $956k 26k 36.86
Applied Materials (AMAT) 1.0 $931k 7.1k 131.85
Ishares Tr Ishares Biotech (IBB) 0.9 $865k 6.6k 130.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $765k 17k 46.11
Johnson & Johnson (JNJ) 0.7 $708k 4.0k 177.18
Advanced Micro Devices (AMD) 0.7 $663k 6.1k 109.32
Walt Disney Company (DIS) 0.6 $624k 4.6k 137.05
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 0.6 $576k 16k 36.11
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $535k 6.2k 86.05
Innovator Etfs Tr Us Eqty Buf Nov (BNOV) 0.5 $490k 15k 32.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $488k 13k 36.72
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.5 $484k 7.5k 64.66
Agilent Technologies Inc C ommon (A) 0.5 $464k 3.5k 132.46
Home Depot (HD) 0.4 $404k 1.3k 299.48
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $381k 7.9k 48.08
Bank of America Corporation (BAC) 0.4 $363k 8.8k 41.27
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $359k 2.8k 128.21
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $335k 2.4k 137.18
JPMorgan Chase & Co. (JPM) 0.3 $334k 2.4k 136.49
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $326k 4.2k 78.07
Vanguard Index Fds Small Cp Etf (VB) 0.3 $317k 1.5k 212.61
Ishares Tr Russell 3000 Etf (IWV) 0.3 $303k 1.2k 262.56
Amazon (AMZN) 0.3 $261k 80.00 3262.50
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $256k 2.1k 122.14
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $250k 3.3k 75.83
Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) 0.3 $245k 7.0k 35.00
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $244k 1.5k 162.13
Paypal Holdings (PYPL) 0.3 $242k 2.1k 115.57
Intel Corporation (INTC) 0.2 $239k 4.8k 49.55
Ishares Core Msci Emkt (IEMG) 0.2 $237k 4.3k 55.50
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $236k 2.4k 96.44
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $207k 2.6k 79.07