CIK 1916366
My Personal CFO, LLC
Institutional 13F holdings & portfolio
Holdings
93
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 93
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 110K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 46K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 124K | $1M+ | SH |
| AAPL | APPLE INC | 45K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 237K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 15K | $1M+ | SH |
| OKTA | OKTA INC | 94K | $1M+ | SH |
| TFLR | T ROWE PRICE ETF INC | 150K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 162K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 10K | $1M+ | SH |
| SCZ | ISHARES TR | 70K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| BAPR | INNOVATOR ETFS TRUST | 80K | $1M+ | SH |
| DVY | ISHARES TR | 27K | $1M+ | SH |
| BDEC | INNOVATOR ETFS TRUST | 74K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| BFEB | INNOVATOR ETFS TRUST | 68K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 34K | $1M+ | SH |
| BNOV | INNOVATOR ETFS TRUST | 66K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| STGW | STAGWELL INC | 591K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 15K | $1M+ | SH |
| BJUL | INNOVATOR ETFS TRUST | 54K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 21K | $1M+ | SH |
| IQLT | ISHARES TR | 58K | $1M+ | SH |
| BMAR | INNOVATOR ETFS TRUST | 48K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 17K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 30K | $1M+ | SH |
| BJAN | INNOVATOR ETFS TRUST | 42K | $1M+ | SH |
| NJAN | INNOVATOR ETFS TRUST | 39K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| IJAN | INNOVATOR ETFS TRUST | 57K | $1M+ | SH |
| AMJB | JPMORGAN CHASE FINL CO LLC | 62K | $1M+ | SH |
| ITOT | ISHARES TR | 12K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 61K | $1M+ | SH |
| IYH | ISHARES TR | 25K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 6K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 25K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 6K | $1M+ | SH |
| BOCT | INNOVATOR ETFS TRUST | 26K | $1M+ | SH |
| BSEP | INNOVATOR ETFS TRUST | 24K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 9K | $1M+ | SH |
| BJUN | INNOVATOR ETFS TRUST | 21K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 15K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| EJAN | INNOVATOR ETFS TRUST | 27K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 11K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |