My Personal CFO

My Personal CFO as of Dec. 31, 2024

Portfolio Holdings for My Personal CFO

My Personal CFO holds 88 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.8 $31M 106k 289.81
Microsoft Corporation (MSFT) 9.3 $18M 43k 421.50
American Centy Etf Tr Us Eqt Etf (AVUS) 6.8 $13M 136k 96.93
Okta Cl A (OKTA) 4.8 $9.4M 120k 78.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $7.9M 15k 511.23
Apple (AAPL) 3.2 $6.2M 25k 250.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $5.8M 9.9k 586.11
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.8 $5.5M 137k 40.49
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.3 $4.4M 73k 60.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $3.9M 8.7k 453.28
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $3.7M 14k 264.13
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 1.9 $3.7M 83k 44.31
Stagwell Com Cl A (STGW) 1.9 $3.7M 555k 6.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $3.6M 6.6k 538.80
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 1.6 $3.2M 74k 43.11
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 1.6 $3.2M 74k 43.07
Vanguard World Esg Us Stk Etf (ESGV) 1.5 $2.9M 28k 104.89
Ishares Tr Select Divid Etf (DVY) 1.5 $2.9M 22k 131.29
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $2.7M 31k 89.08
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 1.3 $2.6M 67k 39.27
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 1.3 $2.6M 58k 44.56
Vanguard World Energy Etf (VDE) 1.3 $2.5M 21k 121.31
NVIDIA Corporation (NVDA) 1.2 $2.4M 18k 134.29
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 1.2 $2.3M 50k 46.14
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.1 $2.2M 47k 47.95
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $2.2M 17k 127.59
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $2.1M 31k 68.94
Ishares Tr Msci Intl Qualty (IQLT) 1.1 $2.0M 55k 37.12
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.9M 3.3k 588.73
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 1.0 $1.9M 39k 48.09
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.9 $1.8M 60k 30.23
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.6M 55k 29.20
Meta Platforms Cl A (META) 0.8 $1.6M 2.7k 585.52
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.5M 12k 128.62
Ishares Tr Us Hlthcare Etf (IYH) 0.7 $1.4M 25k 58.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.2M 43k 27.32
Applied Materials (AMAT) 0.6 $1.1M 7.1k 162.63
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.6 $1.1M 26k 43.23
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $952k 22k 42.90
Wayfair Cl A (W) 0.5 $931k 21k 44.32
UnitedHealth (UNH) 0.5 $922k 1.8k 505.86
Nike CL B (NKE) 0.4 $850k 11k 75.67
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.4 $847k 20k 41.52
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.4 $827k 28k 29.44
Advanced Micro Devices (AMD) 0.4 $813k 6.7k 120.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $795k 18k 44.04
Home Depot (HD) 0.4 $775k 2.0k 389.03
Amazon (AMZN) 0.4 $725k 3.3k 219.39
JPMorgan Chase & Co. (JPM) 0.4 $709k 3.0k 239.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $692k 15k 47.82
Ishares Tr Ishares Biotech (IBB) 0.3 $680k 5.1k 132.21
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $653k 9.1k 71.91
Vanguard Index Fds Small Cp Etf (VB) 0.3 $646k 2.7k 240.32
Johnson & Johnson (JNJ) 0.3 $609k 4.2k 144.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $572k 25k 22.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $542k 29k 18.50
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $505k 5.7k 88.40
Vanguard World Inf Tech Etf (VGT) 0.2 $482k 776.00 621.63
Agilent Technologies Inc C ommon (A) 0.2 $471k 3.5k 134.34
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $464k 3.4k 137.59
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.2 $449k 14k 32.70
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $445k 7.1k 62.31
Alphabet Cap Stk Cl C (GOOG) 0.2 $436k 2.3k 190.47
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $433k 10k 42.25
Walt Disney Company (DIS) 0.2 $420k 3.8k 111.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $379k 4.9k 77.27
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $378k 3.7k 103.31
Vanguard Index Fds Large Cap Etf (VV) 0.2 $375k 1.4k 269.68
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $370k 2.8k 132.10
Select Sector Spdr Tr Technology (XLK) 0.2 $336k 1.4k 232.59
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $317k 1.6k 195.82
Bank of America Corporation (BAC) 0.2 $305k 6.9k 43.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $305k 5.2k 58.18
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $304k 1.5k 198.19
Ishares Core Msci Emkt (IEMG) 0.2 $296k 5.7k 52.22
salesforce (CRM) 0.1 $278k 833.00 334.18
Exxon Mobil Corporation (XOM) 0.1 $277k 2.6k 107.56
Vanguard Index Fds Growth Etf (VUG) 0.1 $277k 674.00 410.46
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $273k 3.5k 78.62
Alphabet Cap Stk Cl A (GOOGL) 0.1 $269k 1.4k 189.27
Broadcom (AVGO) 0.1 $253k 1.1k 231.84
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $245k 670.00 366.17
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $242k 2.1k 115.55
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $237k 2.4k 96.83
Select Sector Spdr Tr Energy (XLE) 0.1 $229k 2.7k 85.65
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $224k 4.1k 54.69
Vanguard World Utilities Etf (VPU) 0.1 $217k 1.3k 163.42
Manitex International 0.0 $58k 10k 5.80