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 51–93 of 93
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| IBB | ISHARES TR | 4K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 12K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| BMAY | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 748 | $500K+ | SH |
| IWR | ISHARES TR | 6K | $500K+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| KAPR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| IEMG | ISHARES INC | 6K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 965 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 675 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 674 | $100K–$500K | SH |
| EFG | ISHARES TR | 2K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 314 | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| BAUG | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| IEI | ISHARES TR | 2K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 780 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 412 | $100K–$500K | SH |
| CRM | SALESFORCE INC | 860 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 552 | $100K–$500K | SH |
| NKE | NIKE INC | 3K | $100K–$500K | SH |
| FLRN | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 790 | $100K–$500K | SH |
| ORC | ORCHID IS CAP INC | 10K | $50K–$100K | SH |