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My Personal CFO, LLC 13F holdings

Filed 2026-07-22 · My Personal CFO, LLC · 91 positions · $256.2M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS107.2K$39.7M15.5%
MSFTMICROSOFT CORP52.0K$19.4M7.6%
DFAIDIMENSIONAL ETF TRUST386.6K$15.9M6.2%
AVUSAMERICAN CENTY ETF TR110.4K$14.1M5.5%
AAPLAPPLE INC40.7K$11.8M4.6%
QQQINVESCO QQQ TR14.4K$10.6M4.1%
TFLRT ROWE PRICE EXCHANGE-TRADED183.2K$9.2M3.6%
OKTAOKTA INC67.7K$9.2M3.6%
DFAUDIMENSIONAL ETF TRUST171.8K$8.9M3.5%
SPYSTATE STR SPDR S&P 500 ETF T10.0K$7.5M2.9%
SCZISHARES TR72.8K$6.0M2.3%
DVYISHARES TR27.5K$4.3M1.7%
BFEBINNOVATOR ETFS TRUST72.5K$3.8M1.5%
BAPRINNOVATOR ETFS TRUST68.3K$3.6M1.4%
AMATAPPLIED MATLS INC4.7K$3.4M1.3%
BDECINNOVATOR ETFS TRUST63.8K$3.4M1.3%
VNQVANGUARD INDEX FDS34.2K$3.3M1.3%
VYMIVANGUARD WHITEHALL FDS33.2K$3.3M1.3%
VDEVANGUARD WORLD FD21.5K$3.2M1.3%
AMDADVANCED MICRO DEVICES INC5.4K$3.1M1.2%
VOVANGUARD INDEX FDS37.1K$3.0M1.2%
BRK-BBERKSHIRE HATHAWAY INC DEL5.7K$2.9M1.1%
BNOVINNOVATOR ETFS TRUST58.9K$2.8M1.1%
IQLTISHARES TR55.6K$2.8M1.1%
VYMVANGUARD WHITEHALL FDS16.8K$2.7M1.0%
SPYMSPDR SERIES TRUST29.7K$2.6M1.0%
NVDANVIDIA CORPORATION12.9K$2.6M1.0%
VOOVANGUARD INDEX FDS3.6K$2.5M1.0%
BJANINNOVATOR ETFS TRUST41.9K$2.5M1.0%
IVVISHARES TR3.0K$2.3M0.9%
BMARINNOVATOR ETFS TRUST38.4K$2.2M0.9%
BJULINNOVATOR ETFS TRUST39.8K$2.2M0.8%
IJANINNOVATOR ETFS TRUST56.6K$2.2M0.8%
SCHDSCHWAB STRATEGIC TR67.9K$2.2M0.8%
AMJBJPMORGAN CHASE FINL CO LLC62.1K$2.1M0.8%
NJANINNOVATOR ETFS TRUST36.0K$2.1M0.8%
ITOTISHARES TR12.3K$2.0M0.8%
AMZNAMAZON COM INC7.8K$1.9M0.7%
VWOVANGUARD INTL EQUITY INDEX F27.3K$1.6M0.6%
BSEPINNOVATOR ETFS TRUST23.6K$1.2M0.5%
ESGVVANGUARD WORLD FD8.7K$1.1M0.4%
IYHISHARES TR16.0K$1.1M0.4%
JNJJOHNSON & JOHNSON4.2K$1.1M0.4%
BOCTINNOVATOR ETFS TRUST19.4K$1.0M0.4%
EJANINNOVATOR ETFS TRUST27.0K$971,5640.4%
BJUNINNOVATOR ETFS TRUST19.1K$928,8140.4%
JPMJPMORGAN CHASE & CO2.7K$893,6110.3%
BNDVANGUARD BD INDEX FDS11.0K$808,6340.3%
SCHFSCHWAB STRATEGIC TR28.9K$799,4360.3%
VGTVANGUARD WORLD FD6.0K$715,5390.3%
IEFAISHARES TR7.4K$713,1950.3%
XLKSELECT SECTOR SPDR TR3.6K$677,8450.3%
VBVANGUARD INDEX FDS2.1K$633,8510.2%
IBBISHARES TR3.2K$616,2160.2%
BMAYINNOVATOR ETFS TRUST13.0K$615,0770.2%
IWRISHARES TR5.4K$596,7620.2%
BSVVANGUARD BD INDEX FDS7.5K$585,8140.2%
VEAVANGUARD TAX-MANAGED FDS8.0K$571,8580.2%
IJHISHARES TR7.2K$551,7410.2%
UNHUNITEDHEALTH GROUP INC1.2K$508,3150.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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