My Personal CFO

My Personal CFO as of Sept. 30, 2025

Portfolio Holdings for My Personal CFO

My Personal CFO holds 94 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 9.9 $26M 78k 328.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.1 $21M 249k 84.11
Ishares Tr Core S&p500 Etf (IVV) 5.3 $14M 20k 669.32
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.1 $13M 166k 79.93
Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.9 $13M 326k 38.57
Dimensional Etf Trust Us High Profitab (DUHP) 4.2 $11M 284k 37.77
Dimensional Etf Trust Us Small Cap Val (DFSV) 4.1 $11M 334k 31.84
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.7 $9.7M 301k 32.07
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.4 $8.7M 347k 25.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.0 $7.8M 99k 78.91
Ishares Tr Msci Eafe Etf (EFA) 2.9 $7.4M 80k 93.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $7.3M 122k 59.92
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $6.6M 72k 91.42
Ishares Tr Rus 1000 Grw Etf (IWF) 2.4 $6.2M 13k 468.42
Dimensional Etf Trust Intl High Profit (DIHP) 1.8 $4.5M 149k 30.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.7 $4.3M 60k 71.37
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $4.2M 83k 50.63
Dimensional Etf Trust Intl Small Cap V (DISV) 1.6 $4.1M 114k 35.69
Dimensional Etf Trust Intl Core Equity (DFIC) 1.5 $3.9M 120k 32.79
Ishares Tr Rus 1000 Val Etf (IWD) 1.5 $3.8M 19k 203.59
Ishares Tr Rus 2000 Val Etf (IWN) 1.5 $3.8M 21k 176.81
Ishares Tr Russell 3000 Etf (IWV) 1.4 $3.5M 9.3k 378.94
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.2 $3.0M 40k 76.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $3.0M 55k 54.18
Astrazeneca Sponsored Adr (AZN) 1.1 $2.9M 38k 76.72
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $2.9M 20k 142.55
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $2.8M 58k 48.19
Ishares Tr Rus 2000 Grw Etf (IWO) 1.0 $2.6M 8.1k 320.06
Ishares Tr Rus 1000 Etf (IWB) 1.0 $2.6M 7.0k 365.48
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $2.5M 22k 118.83
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.0 $2.5M 59k 42.47
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $2.5M 55k 44.69
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.9 $2.4M 43k 55.33
Ishares Tr Russell 2000 Etf (IWM) 0.9 $2.3M 9.7k 241.97
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.9 $2.2M 25k 88.65
Ishares Tr Eafe Value Etf (EFV) 0.6 $1.6M 23k 67.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $1.5M 26k 58.21
Apple (AAPL) 0.5 $1.4M 5.5k 254.65
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $1.3M 28k 46.12
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.2M 11k 111.22
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $1.1M 34k 31.38
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.4 $956k 30k 31.89
Vanguard Index Fds Value Etf (VTV) 0.3 $841k 4.5k 186.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $775k 30k 25.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $775k 1.2k 666.18
Dimensional Etf Trust Global Real Est (DFGR) 0.3 $767k 28k 27.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $745k 28k 26.34
Arthur J. Gallagher & Co. (AJG) 0.3 $719k 2.3k 309.74
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $715k 5.0k 142.41
NVIDIA Corporation (NVDA) 0.3 $682k 3.7k 186.58
Microsoft Corporation (MSFT) 0.3 $661k 1.3k 517.99
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $643k 3.1k 206.51
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $638k 18k 36.35
UnitedHealth (UNH) 0.2 $632k 1.8k 345.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $614k 6.2k 99.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $574k 13k 42.79
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $570k 12k 46.81
Dimensional Etf Trust International (DFSI) 0.2 $565k 14k 40.95
JPMorgan Chase & Co. (JPM) 0.2 $561k 1.8k 315.43
Johnson & Johnson (JNJ) 0.2 $553k 3.0k 185.44
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $491k 15k 32.90
Merck & Co (MRK) 0.2 $482k 5.7k 83.93
Procter & Gamble Company (PG) 0.2 $474k 3.1k 153.64
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $423k 4.2k 100.25
Vanguard World Inf Tech Etf (VGT) 0.2 $416k 557.00 746.63
Vanguard Index Fds Growth Etf (VUG) 0.2 $405k 845.00 479.61
Amazon (AMZN) 0.1 $342k 1.6k 219.57
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.1 $322k 4.5k 71.94
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $320k 1.1k 293.73
Vanguard Index Fds Small Cp Etf (VB) 0.1 $317k 1.2k 254.25
Exxon Mobil Corporation (XOM) 0.1 $310k 2.7k 112.73
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $285k 9.0k 31.53
Constellation Energy (CEG) 0.1 $279k 847.00 329.07
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $279k 3.6k 78.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $274k 1.3k 208.71
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $270k 5.4k 50.23
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $266k 1.5k 174.58
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $261k 6.4k 41.09
Cisco Systems (CSCO) 0.1 $260k 3.8k 68.42
Meta Platforms Cl A (META) 0.1 $257k 349.00 734.85
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $256k 3.4k 74.37
Broadcom (AVGO) 0.1 $251k 761.00 329.91
Blackstone Group Inc Com Cl A (BX) 0.1 $248k 1.5k 170.85
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $243k 1.7k 139.67
Alphabet Cap Stk Cl A (GOOGL) 0.1 $240k 985.00 243.20
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $239k 2.2k 110.59
Illinois Tool Works (ITW) 0.1 $234k 898.00 260.76
Ishares Tr National Mun Etf (MUB) 0.1 $225k 2.1k 106.47
Armstrong World Industries (AWI) 0.1 $222k 1.1k 196.01
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.1 $218k 2.3k 94.31
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $209k 4.2k 49.46
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $208k 1.9k 106.78
Ishares Gold Tr Ishares New (IAU) 0.1 $205k 2.8k 72.77
Tmc The Metals Company (TMC) 0.0 $127k 20k 6.37