My Personal CFO

My Personal CFO as of June 30, 2024

Portfolio Holdings for My Personal CFO

My Personal CFO holds 101 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 12.6 $24M 89k 267.51
Microsoft Corporation (MSFT) 9.5 $18M 40k 446.95
Okta Cl A (OKTA) 6.0 $11M 120k 93.61
American Centy Etf Tr Us Eqt Etf (AVUS) 5.3 $9.9M 109k 90.19
Stagwell Com Cl A (STGW) 4.9 $9.2M 1.3M 6.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $7.5M 16k 479.10
Apple (AAPL) 3.1 $5.9M 28k 210.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $4.7M 8.7k 544.21
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.4 $4.5M 120k 37.49
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.3 $4.2M 69k 61.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $3.5M 8.7k 406.80
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 1.8 $3.5M 83k 41.49
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 1.6 $3.0M 75k 40.64
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $3.0M 13k 242.10
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 1.5 $2.9M 69k 41.91
NVIDIA Corporation (NVDA) 1.5 $2.7M 22k 123.54
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $2.7M 32k 83.76
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $2.7M 28k 96.62
Ishares Tr Select Divid Etf (DVY) 1.3 $2.4M 20k 120.98
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 1.2 $2.3M 52k 43.17
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.1 $2.1M 47k 45.10
Vanguard World Energy Etf (VDE) 1.1 $2.1M 16k 127.57
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $2.0M 17k 118.60
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $2.0M 31k 64.00
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 1.0 $2.0M 47k 41.78
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 1.0 $1.9M 51k 37.38
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 1.0 $1.9M 60k 31.41
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $1.8M 46k 39.05
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.9 $1.8M 39k 45.35
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.7M 3.2k 547.25
Applied Materials (AMAT) 0.9 $1.7M 7.1k 235.99
Ishares Tr Us Hlthcare Etf (IYH) 0.8 $1.5M 25k 61.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.4M 12k 118.78
Meta Platforms Cl A (META) 0.8 $1.4M 2.8k 504.17
Nike CL B (NKE) 0.6 $1.2M 16k 75.37
Wayfair Cl A (W) 0.6 $1.2M 23k 52.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.1M 2.3k 500.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.1M 15k 72.05
Advanced Micro Devices (AMD) 0.6 $1.1M 6.8k 162.21
Amazon (AMZN) 0.6 $1.1M 5.5k 193.25
UnitedHealth (UNH) 0.5 $958k 1.9k 509.26
Ishares Tr Ishares Biotech (IBB) 0.5 $911k 6.6k 137.26
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $896k 30k 29.67
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.5 $856k 22k 39.08
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.4 $841k 28k 29.83
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.4 $761k 18k 41.58
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.4 $742k 18k 40.67
Home Depot (HD) 0.4 $727k 2.1k 344.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $716k 9.2k 77.76
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.4 $707k 18k 40.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $681k 16k 43.76
Vanguard World Utilities Etf (VPU) 0.4 $668k 4.5k 147.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $664k 13k 49.42
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $644k 7.2k 89.72
Johnson & Johnson (JNJ) 0.3 $639k 4.4k 146.16
JPMorgan Chase & Co. (JPM) 0.3 $595k 2.9k 202.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $583k 7.2k 81.09
Vanguard Index Fds Small Cp Etf (VB) 0.3 $582k 2.7k 218.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $566k 15k 38.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $540k 7.0k 76.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $527k 8.4k 62.87
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $489k 3.4k 145.76
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $470k 3.1k 150.41
Agilent Technologies Inc C ommon (A) 0.2 $456k 3.5k 129.63
Alphabet Cap Stk Cl C (GOOG) 0.2 $449k 2.4k 183.40
Vanguard World Inf Tech Etf (VGT) 0.2 $446k 774.00 576.71
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.2 $423k 14k 30.80
Walt Disney Company (DIS) 0.2 $420k 4.2k 99.29
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $420k 7.2k 58.52
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $412k 14k 28.91
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $410k 6.5k 62.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $409k 2.2k 182.55
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $387k 3.6k 107.82
Intel Corporation (INTC) 0.2 $364k 12k 30.97
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $356k 2.8k 127.18
Vanguard Index Fds Large Cap Etf (VV) 0.2 $346k 1.4k 249.54
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $342k 3.6k 93.80
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $341k 8.9k 38.29
Select Sector Spdr Tr Technology (XLK) 0.2 $331k 1.5k 226.23
American Centy Etf Tr Avantis Us Mid C (AVMC) 0.2 $328k 5.5k 59.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $321k 5.3k 60.30
Ishares Core Msci Emkt (IEMG) 0.2 $318k 5.9k 53.53
Exxon Mobil Corporation (XOM) 0.2 $314k 2.7k 115.11
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $306k 7.9k 38.85
Tesla Motors (TSLA) 0.2 $304k 1.5k 197.88
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $296k 8.6k 34.66
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $296k 1.6k 182.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $283k 4.7k 60.08
Bank of America Corporation (BAC) 0.1 $271k 6.8k 39.77
Netflix (NFLX) 0.1 $268k 397.00 674.88
Alphabet Cap Stk Cl A (GOOGL) 0.1 $267k 1.5k 182.18
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $264k 3.4k 76.59
Vanguard Index Fds Growth Etf (VUG) 0.1 $259k 692.00 373.91
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $250k 2.4k 102.30
Select Sector Spdr Tr Energy (XLE) 0.1 $243k 2.7k 91.14
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $242k 2.1k 115.47
salesforce (CRM) 0.1 $242k 939.00 257.15
American Centy Etf Tr Avantis Us Larg (AVLC) 0.1 $236k 3.8k 62.77
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $226k 677.00 333.63
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $210k 4.1k 51.30
Manitex International (MNTX) 0.0 $63k 10k 6.33