My Personal CFO

My Personal CFO as of March 31, 2026

Portfolio Holdings for My Personal CFO

My Personal CFO holds 88 positions in its portfolio as reported in the March 2026 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 $35M 108k 320.81
Microsoft Corporation (MSFT) 7.8 $18M 48k 370.17
American Centy Etf Tr Us Eqt Etf (AVUS) 5.7 $13M 117k 111.18
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.7 $13M 333k 38.96
Apple (AAPL) 4.8 $11M 43k 253.79
Okta Cl A (OKTA) 3.9 $8.8M 112k 78.71
T Rowe Price Etf Floating Rate (TFLR) 3.8 $8.6M 171k 50.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.6 $8.3M 14k 577.16
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.3 $7.5M 167k 45.12
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.8 $6.4M 9.8k 650.32
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.4 $5.6M 71k 78.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $5.1M 8.6k 597.54
Ishares Tr Select Divid Etf (DVY) 1.8 $4.1M 27k 151.41
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 1.7 $3.9M 79k 48.98
Vanguard World Energy Etf (VDE) 1.6 $3.7M 22k 173.04
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 1.5 $3.5M 74k 47.70
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 1.4 $3.2M 66k 48.00
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $3.0M 34k 88.70
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $3.0M 11k 287.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.7M 5.7k 479.22
Ishares Tr Msci Intl Qualty (IQLT) 1.2 $2.7M 58k 46.23
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $2.5M 17k 148.10
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 1.1 $2.5M 59k 43.02
NVIDIA Corporation (NVDA) 1.1 $2.4M 14k 174.40
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 1.0 $2.3M 45k 52.49
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 1.0 $2.3M 47k 49.69
Spdr Series Trust State Street Spd (SPYM) 1.0 $2.3M 30k 76.54
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.0 $2.2M 42k 53.33
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.9 $2.1M 62k 34.57
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.9 $2.1M 57k 36.28
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.9M 3.0k 653.14
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.8 $1.9M 36k 53.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $1.9M 61k 30.68
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.8M 12k 142.43
Applied Materials (AMAT) 0.7 $1.7M 4.8k 341.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.3M 25k 54.05
Advanced Micro Devices (AMD) 0.5 $1.2M 5.9k 203.43
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.5 $1.1M 24k 47.99
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $1.1M 24k 48.08
Ishares Tr Us Hlthcare Etf (IYH) 0.5 $1.1M 18k 61.64
Johnson & Johnson (JNJ) 0.5 $1.0M 4.2k 244.44
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $976k 8.7k 112.27
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $950k 10k 94.24
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.4 $916k 27k 33.93
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.4 $906k 20k 46.25
JPMorgan Chase & Co. (JPM) 0.4 $819k 2.8k 294.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $817k 10k 78.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $727k 29k 24.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $671k 11k 64.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $669k 11k 58.54
Ishares Tr Core Msci Eafe (IEFA) 0.3 $657k 7.3k 90.53
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.3 $574k 13k 44.87
Stagwell Com Cl A (STGW) 0.2 $566k 90k 6.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $558k 7.6k 73.64
Vanguard Index Fds Small Cp Etf (VB) 0.2 $547k 2.1k 261.93
Ishares Tr Ishares Biotech (IBB) 0.2 $547k 3.2k 168.85
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $526k 5.4k 97.22
Vanguard World Inf Tech Etf (VGT) 0.2 $522k 748.00 697.70
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $490k 3.7k 132.88
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $483k 7.2k 67.53
UnitedHealth (UNH) 0.2 $475k 1.8k 270.59
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $461k 10k 46.13
Vanguard Index Fds Large Cap Etf (VV) 0.2 $416k 1.4k 298.75
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.2 $402k 11k 36.25
Agilent Technologies Inc C ommon (A) 0.2 $400k 3.5k 113.98
Ishares Core Msci Emkt (IEMG) 0.2 $395k 5.7k 69.75
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $384k 3.5k 109.68
Exxon Mobil Corporation (XOM) 0.2 $367k 2.2k 169.66
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $361k 2.5k 146.59
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $341k 1.6k 215.11
Alphabet Cap Stk Cl A (GOOGL) 0.1 $338k 1.2k 287.53
Bank of America Corporation (BAC) 0.1 $326k 6.7k 48.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $326k 1.5k 217.26
Amazon (AMZN) 0.1 $317k 1.5k 208.33
Vanguard Index Fds Growth Etf (VUG) 0.1 $295k 675.00 436.69
Caterpillar (CAT) 0.1 $285k 402.00 708.46
Home Depot (HD) 0.1 $278k 846.00 328.89
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $273k 2.4k 111.37
Goldman Sachs (GS) 0.1 $261k 309.00 845.99
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $251k 5.1k 48.85
Spdr Series Trust State Street Spd (SPMD) 0.1 $250k 4.2k 59.22
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $249k 2.1k 118.60
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $236k 3.1k 77.12
Meta Platforms Cl A (META) 0.1 $226k 394.00 572.23
Spdr Series Trust State Street Spd (FLRN) 0.1 $216k 7.0k 30.78
Plumas Ban (PLBC) 0.1 $206k 4.2k 48.76
Teradyne (TER) 0.1 $201k 678.00 296.46
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $200k 3.3k 61.27