My Personal CFO

My Personal CFO as of Dec. 31, 2025

Portfolio Holdings for My Personal CFO

My Personal CFO holds 93 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.3 $37M 110k 335.27
Microsoft Corporation (MSFT) 9.3 $22M 46k 483.62
American Centy Etf Tr Us Eqt Etf (AVUS) 5.8 $14M 124k 111.78
Apple (AAPL) 5.1 $12M 45k 271.86
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.8 $9.0M 238k 38.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.8 $9.0M 15k 614.33
Okta Cl A (OKTA) 3.4 $8.1M 94k 86.47
T Rowe Price Etf Floating Rate (TFLR) 3.2 $7.7M 150k 51.40
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $7.6M 162k 46.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $6.6M 9.7k 681.94
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.3 $5.4M 70k 77.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $5.4M 8.6k 627.12
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 1.6 $3.8M 80k 47.98
Ishares Tr Select Divid Etf (DVY) 1.6 $3.8M 27k 141.14
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 1.5 $3.7M 74k 49.56
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $3.4M 12k 290.22
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 1.4 $3.3M 68k 48.66
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $3.0M 34k 88.49
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 1.2 $2.9M 66k 44.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.9M 5.8k 502.67
Stagwell Com Cl A (STGW) 1.2 $2.9M 591k 4.89
NVIDIA Corporation (NVDA) 1.2 $2.8M 15k 186.50
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 1.1 $2.7M 54k 50.76
Vanguard World Energy Etf (VDE) 1.1 $2.7M 21k 125.92
Ishares Tr Msci Intl Qualty (IQLT) 1.1 $2.7M 59k 45.45
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 1.1 $2.6M 48k 53.05
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $2.5M 17k 143.52
Spdr Series Trust State Street Spd (SPYM) 1.0 $2.4M 30k 80.22
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.0 $2.3M 42k 55.05
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.9 $2.1M 39k 54.92
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.1M 3.1k 684.90
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.9 $2.0M 57k 36.16
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.8 $1.9M 62k 29.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.8M 12k 148.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.7M 61k 27.43
Ishares Tr Us Hlthcare Etf (IYH) 0.7 $1.6M 25k 65.10
Applied Materials (AMAT) 0.6 $1.5M 5.8k 256.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.3M 25k 53.76
Advanced Micro Devices (AMD) 0.5 $1.3M 6.1k 214.16
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.5 $1.3M 26k 49.42
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $1.2M 24k 49.25
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $1.1M 9.3k 120.95
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.4 $962k 21k 46.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $940k 15k 62.47
JPMorgan Chase & Co. (JPM) 0.4 $922k 2.9k 322.22
Meta Platforms Cl A (META) 0.4 $921k 1.4k 660.05
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.4 $912k 27k 33.79
Johnson & Johnson (JNJ) 0.4 $874k 4.2k 206.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $863k 11k 78.81
Vanguard Index Fds Small Cp Etf (VB) 0.3 $751k 2.9k 257.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $735k 9.9k 74.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $707k 29k 24.04
Ishares Tr Ishares Biotech (IBB) 0.3 $699k 4.1k 168.77
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $690k 4.8k 143.98
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $685k 12k 58.73
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $663k 25k 26.23
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.2 $583k 13k 44.82
UnitedHealth (UNH) 0.2 $579k 1.8k 330.11
Vanguard World Inf Tech Etf (VGT) 0.2 $564k 748.00 753.34
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $551k 5.7k 96.27
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $480k 10k 47.02
Agilent Technologies Inc C ommon (A) 0.2 $478k 3.5k 136.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $472k 7.2k 66.00
Amazon (AMZN) 0.2 $456k 2.0k 230.88
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.2 $447k 13k 35.13
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $446k 3.7k 121.76
Vanguard Index Fds Large Cap Etf (VV) 0.2 $438k 1.4k 314.69
Alphabet Cap Stk Cl A (GOOGL) 0.2 $407k 1.3k 312.95
Spdr Series Trust State Street Spd (SDY) 0.2 $390k 2.8k 139.16
Ishares Core Msci Emkt (IEMG) 0.2 $381k 5.7k 67.22
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $380k 2.5k 154.79
Bank of America Corporation (BAC) 0.2 $368k 6.7k 55.00
Home Depot (HD) 0.2 $368k 1.1k 344.10
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $353k 1.6k 219.78
Broadcom (AVGO) 0.1 $334k 965.00 346.26
Vanguard Index Fds Growth Etf (VUG) 0.1 $329k 675.00 487.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $317k 1.5k 211.73
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $300k 674.00 444.48
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $279k 2.4k 113.92
Goldman Sachs (GS) 0.1 $276k 314.00 879.00
Exxon Mobil Corporation (XOM) 0.1 $260k 2.2k 120.31
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $257k 5.1k 50.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $252k 3.3k 75.45
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $250k 2.1k 119.35
Spdr Series Trust State Street Spd (SPMD) 0.1 $245k 4.2k 57.91
Alphabet Cap Stk Cl C (GOOG) 0.1 $245k 780.00 313.79
Caterpillar (CAT) 0.1 $236k 412.00 572.87
salesforce (CRM) 0.1 $228k 860.00 264.88
Spdr Gold Tr Gold Shs (GLD) 0.1 $219k 552.00 396.31
Nike CL B (NKE) 0.1 $216k 3.4k 63.71
Spdr Series Trust State Street Spd (FLRN) 0.1 $215k 7.0k 30.73
Take-Two Interactive Software (TTWO) 0.1 $202k 790.00 256.03
Orchid Is Cap Com New (ORC) 0.0 $72k 10k 7.20