My Personal CFO

My Personal CFO as of June 30, 2026

Portfolio Holdings for My Personal CFO

My Personal CFO holds 91 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.5 $40M 107k 370.04
Microsoft Corporation (MSFT) 7.6 $19M 52k 373.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 6.2 $16M 387k 41.25
American Centy Etf Tr Us Eqt Etf (AVUS) 5.5 $14M 110k 128.08
Apple (AAPL) 4.6 $12M 41k 289.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.1 $11M 14k 736.38
T Rowe Price Exchange-traded Floating Rate (TFLR) 3.6 $9.2M 183k 50.41
Okta Cl A (OKTA) 3.6 $9.2M 68k 136.45
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.5 $8.9M 172k 51.69
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.9 $7.5M 10k 746.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 2.3 $6.0M 73k 82.27
Ishares Tr Select Divid Etf (DVY) 1.7 $4.3M 28k 156.30
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 1.5 $3.8M 73k 52.64
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 1.4 $3.6M 68k 53.26
Applied Materials (AMAT) 1.3 $3.4M 4.7k 723.00
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 1.3 $3.4M 64k 53.20
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $3.3M 34k 96.43
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.3 $3.3M 33k 98.20
Vanguard World Energy Etf (VDE) 1.3 $3.2M 22k 150.13
Advanced Micro Devices (AMD) 1.2 $3.1M 5.4k 580.91
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $3.0M 37k 80.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $2.9M 5.7k 500.41
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 1.1 $2.8M 59k 47.81
Ishares Tr Msci Intl Qualty (IQLT) 1.1 $2.8M 56k 49.55
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $2.7M 17k 158.03
Spdr Series Trust St Str P500etf (SPYM) 1.0 $2.6M 30k 87.88
NVIDIA Corporation (NVDA) 1.0 $2.6M 13k 200.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $2.5M 3.6k 686.80
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.0 $2.5M 42k 58.87
Ishares Tr Core S&p500 Etf (IVV) 0.9 $2.3M 3.0k 748.78
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.9 $2.2M 38k 57.63
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.8 $2.2M 40k 54.31
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.8 $2.2M 57k 38.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $2.2M 68k 31.71
Jpmorgan Chase Finl Cal Lkd 44 (AMJB) 0.8 $2.1M 62k 34.49
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.8 $2.1M 36k 59.02
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $2.0M 12k 164.27
Amazon (AMZN) 0.7 $1.9M 7.8k 238.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $1.6M 27k 59.69
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.5 $1.2M 24k 52.73
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $1.1M 8.7k 132.24
Ishares Tr Us Hlthcare Etf (IYH) 0.4 $1.1M 16k 67.01
Johnson & Johnson (JNJ) 0.4 $1.1M 4.2k 253.97
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.4 $1.0M 19k 53.02
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.4 $972k 27k 36.00
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.4 $929k 19k 48.68
JPMorgan Chase & Co. (JPM) 0.3 $894k 2.7k 327.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $809k 11k 73.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $799k 29k 27.70
Vanguard World Inf Tech Etf (VGT) 0.3 $716k 6.0k 119.52
Ishares Tr Core Msci Eafe (IEFA) 0.3 $713k 7.4k 96.57
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.3 $678k 3.6k 190.51
Vanguard Index Fds Small Cp Etf (VB) 0.2 $634k 2.1k 303.13
Ishares Tr Ishares Biotech (IBB) 0.2 $616k 3.2k 190.19
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.2 $615k 13k 47.35
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $597k 5.4k 110.33
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $586k 7.5k 77.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $572k 8.0k 71.25
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $552k 7.2k 77.11
UnitedHealth (UNH) 0.2 $508k 1.2k 415.63
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.2 $503k 6.1k 81.94
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $495k 10k 49.49
Vanguard Index Fds Large Cap Etf (VV) 0.2 $478k 1.4k 343.79
Agilent Technologies Inc C ommon (A) 0.2 $466k 3.5k 132.83
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $443k 3.5k 127.82
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.2 $441k 11k 39.80
Caterpillar (CAT) 0.2 $428k 402.00 1064.90
Alphabet Cap Stk Cl A (GOOGL) 0.2 $420k 1.2k 357.36
Select Sector Spdr Tr St Str Care Etf (XLV) 0.2 $391k 2.5k 158.64
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $391k 6.7k 58.20
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $375k 1.6k 236.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $365k 1.5k 242.93
Ishares Core Msci Emkt (IEMG) 0.1 $351k 4.2k 82.84
Vanguard Index Fds Growth Etf (VUG) 0.1 $349k 4.0k 86.14
Teradyne (TER) 0.1 $328k 678.00 483.84
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $313k 489.00 640.51
Goldman Sachs (GS) 0.1 $313k 309.00 1011.37
Bank of America Corporation (BAC) 0.1 $305k 5.3k 56.98
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $305k 2.4k 124.42
Exxon Mobil Corporation (XOM) 0.1 $295k 2.2k 136.72
Home Depot (HD) 0.1 $294k 834.00 352.68
Spdr Series Trust St Str P400mid (SPMD) 0.1 $286k 4.2k 67.56
Intel Corporation (INTC) 0.1 $276k 2.0k 139.63
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $276k 5.1k 53.61
Stagwell Com Cl A (STGW) 0.1 $275k 37k 7.43
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $267k 560.00 477.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $261k 3.1k 85.49
Plumas Ban (PLBC) 0.1 $247k 4.2k 58.51
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $246k 2.1k 117.45
Spdr Series Trust St Str Rate Etf (FLRN) 0.1 $216k 7.0k 30.85
Meta Platforms Cl A (META) 0.1 $208k 369.00 563.40