My Personal CFO

My Personal CFO as of June 30, 2025

Portfolio Holdings for My Personal CFO

My Personal CFO holds 92 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.6 $34M 113k 303.93
Microsoft Corporation (MSFT) 8.2 $18M 36k 497.41
American Centy Etf Tr Us Eqt Etf (AVUS) 6.4 $14M 139k 100.82
Apple (AAPL) 5.2 $11M 56k 205.17
Okta Cl A (OKTA) 5.0 $11M 110k 99.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.9 $8.5M 16k 551.64
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.1 $6.8M 160k 42.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $6.4M 10k 617.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $4.9M 8.6k 568.02
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.2 $4.8M 66k 72.68
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.9 $4.2M 121k 34.57
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 1.9 $4.2M 92k 45.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $4.0M 8.2k 485.77
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $3.9M 14k 279.82
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 1.5 $3.4M 76k 44.65
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 1.5 $3.4M 74k 45.16
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $3.0M 34k 89.06
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $3.0M 28k 109.64
Ishares Tr Select Divid Etf (DVY) 1.3 $2.9M 22k 132.81
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 1.3 $2.8M 60k 47.13
Vanguard World Energy Etf (VDE) 1.2 $2.7M 23k 119.12
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 1.2 $2.7M 65k 41.25
Ishares Tr Msci Intl Qualty (IQLT) 1.2 $2.6M 60k 43.22
NVIDIA Corporation (NVDA) 1.1 $2.5M 16k 157.99
Stagwell Com Cl A (STGW) 1.1 $2.5M 555k 4.50
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 1.1 $2.4M 50k 49.04
T Rowe Price Etf Floating Rate (TFLR) 1.1 $2.4M 47k 51.43
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.1 $2.3M 47k 50.22
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $2.3M 17k 133.31
Spdr Series Trust Portfolio S&p500 (SPLG) 1.0 $2.3M 31k 72.69
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.0M 3.3k 620.94
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.9 $2.0M 39k 50.75
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.9 $1.9M 57k 34.21
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.7M 12k 135.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.6M 60k 26.50
Meta Platforms Cl A (META) 0.7 $1.5M 2.1k 738.23
Ishares Tr Us Hlthcare Etf (IYH) 0.6 $1.4M 25k 56.48
Applied Materials (AMAT) 0.6 $1.3M 7.0k 183.07
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.5 $1.2M 26k 45.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.1M 23k 49.46
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $1.0M 22k 45.16
Wayfair Cl A (W) 0.4 $987k 19k 51.14
Advanced Micro Devices (AMD) 0.4 $968k 6.8k 141.90
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.4 $901k 21k 43.76
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.4 $865k 27k 32.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $855k 15k 57.01
JPMorgan Chase & Co. (JPM) 0.4 $844k 2.9k 289.95
Amazon (AMZN) 0.3 $735k 3.4k 219.39
Home Depot (HD) 0.3 $721k 2.0k 366.64
Vanguard Index Fds Small Cp Etf (VB) 0.3 $687k 2.9k 236.97
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $666k 9.0k 73.63
Ishares Tr Ishares Biotech (IBB) 0.3 $650k 5.1k 126.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $648k 29k 22.10
Johnson & Johnson (JNJ) 0.3 $638k 4.2k 152.75
Select Sector Spdr Tr Technology (XLK) 0.3 $625k 2.5k 253.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $601k 25k 23.83
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.3 $572k 14k 42.20
UnitedHealth (UNH) 0.2 $547k 1.8k 311.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $526k 5.7k 91.96
Vanguard World Inf Tech Etf (VGT) 0.2 $505k 761.00 663.03
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $450k 10k 44.05
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $448k 3.3k 134.81
Walt Disney Company (DIS) 0.2 $447k 3.6k 124.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $443k 7.1k 62.02
Agilent Technologies Inc C ommon (A) 0.2 $413k 3.5k 118.01
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.2 $412k 13k 32.39
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $400k 3.7k 109.21
Vanguard Index Fds Large Cap Etf (VV) 0.2 $397k 1.4k 285.20
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $380k 2.8k 135.73
Alphabet Cap Stk Cl C (GOOG) 0.2 $349k 2.0k 177.40
Ishares Core Msci Emkt (IEMG) 0.2 $341k 5.7k 60.02
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $338k 4.3k 78.70
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $329k 1.6k 204.68
Bank of America Corporation (BAC) 0.1 $314k 6.6k 47.32
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $308k 5.2k 58.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $301k 1.5k 194.98
Vanguard Index Fds Growth Etf (VUG) 0.1 $296k 675.00 438.30
Broadcom (AVGO) 0.1 $285k 1.0k 275.52
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $284k 3.5k 80.96
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $274k 2.4k 112.00
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $267k 672.00 396.60
Exxon Mobil Corporation (XOM) 0.1 $265k 2.5k 107.79
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $250k 2.1k 119.09
Alphabet Cap Stk Cl A (GOOGL) 0.1 $232k 1.3k 176.26
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $230k 4.2k 54.38
Select Sector Spdr Tr Energy (XLE) 0.1 $229k 2.7k 84.82
salesforce (CRM) 0.1 $226k 827.00 272.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $221k 3.2k 69.09
Netflix (NFLX) 0.1 $220k 164.00 1339.13
Goldman Sachs (GS) 0.1 $216k 305.00 707.75
Spdr Series Trust Bloomberg Invt (FLRN) 0.1 $216k 7.0k 30.83
Orchid Is Cap Com New (ORC) 0.0 $70k 10k 7.01