My Personal CFO

My Personal CFO as of March 31, 2025

Portfolio Holdings for My Personal CFO

My Personal CFO holds 87 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.2 $30M 110k 274.84
Microsoft Corporation (MSFT) 8.5 $17M 45k 375.39
American Centy Etf Tr Us Eqt Etf (AVUS) 6.5 $13M 139k 92.38
Apple (AAPL) 6.2 $12M 56k 222.13
Okta Cl A (OKTA) 5.6 $11M 106k 105.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.5 $7.0M 15k 468.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $5.8M 10k 559.40
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.6 $5.2M 134k 38.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $4.7M 8.9k 532.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $4.7M 9.1k 513.91
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.1 $4.2M 65k 63.53
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $3.6M 14k 258.62
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 1.7 $3.4M 81k 42.47
Stagwell Com Cl A (STGW) 1.7 $3.4M 555k 6.05
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 1.6 $3.2M 77k 41.53
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 1.6 $3.1M 74k 41.86
Ishares Tr Select Divid Etf (DVY) 1.5 $2.9M 22k 134.29
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $2.8M 31k 90.54
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $2.7M 28k 97.95
Vanguard World Energy Etf (VDE) 1.3 $2.7M 21k 129.71
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 1.3 $2.5M 56k 45.54
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 1.3 $2.5M 58k 43.18
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 1.2 $2.5M 65k 38.19
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $2.2M 17k 128.96
Ishares Tr Msci Intl Qualty (IQLT) 1.1 $2.2M 55k 39.69
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.1 $2.2M 47k 46.63
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.1 $2.1M 67k 31.23
Spdr Ser Tr Portfolio S&p500 (SPYM) 1.0 $2.0M 31k 65.76
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.9 $1.9M 59k 31.97
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.8M 3.3k 561.85
NVIDIA Corporation (NVDA) 0.9 $1.8M 17k 108.38
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.9 $1.8M 39k 46.37
Ishares Tr Us Hlthcare Etf (IYH) 0.8 $1.5M 25k 60.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.5M 12k 122.01
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.3M 47k 27.96
Meta Platforms Cl A (META) 0.6 $1.2M 2.1k 576.43
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.5 $1.1M 26k 42.04
Applied Materials (AMAT) 0.5 $1.0M 7.0k 145.12
UnitedHealth (UNH) 0.5 $943k 1.8k 523.75
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $927k 22k 41.78
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.4 $826k 20k 40.50
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.4 $816k 27k 30.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $792k 18k 45.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $760k 15k 50.83
Home Depot (HD) 0.4 $725k 2.0k 366.54
Select Sector Spdr Tr Technology (XLK) 0.4 $716k 3.5k 206.46
JPMorgan Chase & Co. (JPM) 0.4 $714k 2.9k 245.31
Johnson & Johnson (JNJ) 0.3 $693k 4.2k 165.84
Advanced Micro Devices (AMD) 0.3 $680k 6.6k 102.74
Wayfair Cl A (W) 0.3 $673k 21k 32.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $664k 9.0k 73.45
Ishares Tr Ishares Biotech (IBB) 0.3 $657k 5.1k 127.90
Vanguard Index Fds Small Cp Etf (VB) 0.3 $651k 2.9k 221.75
Amazon (AMZN) 0.3 $638k 3.4k 190.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $580k 29k 19.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $543k 25k 21.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $486k 5.7k 85.07
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $485k 3.3k 146.00
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $423k 10k 41.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $417k 7.1k 58.35
Vanguard World Inf Tech Etf (VGT) 0.2 $412k 760.00 542.59
Agilent Technologies Inc C ommon (A) 0.2 $409k 3.5k 116.98
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.2 $393k 13k 30.85
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $380k 2.8k 135.68
Walt Disney Company (DIS) 0.2 $370k 3.8k 98.69
T Rowe Price Etf Floating Rate (TFLR) 0.2 $358k 7.0k 51.04
Vanguard Index Fds Large Cap Etf (VV) 0.2 $357k 1.4k 256.94
Alphabet Cap Stk Cl C (GOOG) 0.2 $356k 2.3k 156.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $351k 4.5k 78.29
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $339k 3.7k 92.79
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $315k 1.6k 194.04
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $307k 5.2k 58.69
Ishares Core Msci Emkt (IEMG) 0.2 $306k 5.7k 53.97
Exxon Mobil Corporation (XOM) 0.1 $295k 2.5k 118.92
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $294k 1.6k 186.26
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $285k 3.5k 81.68
Bank of America Corporation (BAC) 0.1 $284k 6.8k 41.73
Select Sector Spdr Tr Energy (XLE) 0.1 $251k 2.7k 93.44
Vanguard Index Fds Growth Etf (VUG) 0.1 $250k 675.00 370.74
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $248k 2.1k 118.14
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $245k 2.4k 100.00
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $225k 671.00 334.61
salesforce (CRM) 0.1 $222k 827.00 268.30
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $216k 4.2k 51.18
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $216k 7.0k 30.82
Alphabet Cap Stk Cl A (GOOGL) 0.1 $209k 1.3k 154.64
Orchid Is Cap Com New (ORC) 0.0 $75k 10k 7.52