My Personal CFO, LLC

CIK 0001916366 • 7 13F filings • Apr 24, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $220.0M92 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$968K	0.4%Prev: 0.5%	6,819 SH	Decreased+928 SH
AGILENT TECHNOLOGIES INC	COM	$413K	0.2%Prev: 0.2%	3,500 SH	Increased-11 SH
ALPHABET INC	CAP STK CL A	$232K	0.1%Prev: 0.1%	1,314 SH	Decreased+137 SH
ALPHABET INC	CAP STK CL C	$349K	0.2%	1,969 SH	New
AMAZON COM INC	COM	$735K	0.3%Prev: 0.1%	3,351 SH	Increased+1,828 SH
AMERICAN CENTY ETF TR	US EQT ETF	$14.0M	6.4%Prev: 5.7%	138,935 SH	Increased+21,746 SH
APPLE INC	COM	$11.4M	5.2%Prev: 4.8%	55,709 SH	Increased+12,488 SH
APPLIED MATLS INC	COM	$1.3M	0.6%Prev: 0.7%	7,028 SH	Decreased+2,187 SH
BANK AMERICA CORP	COM	$314K	0.1%Prev: 0.1%	6,638 SH	Decreased-48 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.0M	1.8%Prev: 1.2%	8,209 SH	Increased+2,479 SH
BROADCOM INC	COM	$285K	0.1%	1,034 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$4.2M	1.9%Prev: 5.7%	121,421 SH	Decreased-211,225 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$6.8M	3.1%Prev: 3.3%	159,831 SH	Decreased-7,169 SH
DISNEY WALT CO	COM	$447K	0.2%	3,602 SH	New
EXXON MOBIL CORP	COM	$265K	0.1%Prev: 0.2%	2,459 SH	Decreased+299 SH
GOLDMAN SACHS GROUP INC	COM	$216K	0.1%Prev: 0.1%	305 SH	Decreased-4 SH
HOME DEPOT INC	COM	$721K	0.3%Prev: 0.1%	1,967 SH	Increased+1,121 SH
INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$865K	0.4%Prev: 0.4%	26,990 SH	Decreased
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$2.0M	0.9%Prev: 0.8%	39,000 SH	Increased+3,000 SH
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$1.9M	0.9%Prev: 0.9%	56,630 SH	Decreased
INNOVATOR ETFS TRUST	US EQT BUFR APR	$4.2M	1.9%Prev: 1.7%	91,870 SH	Increased+13,042 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$3.4M	1.5%Prev: 1.4%	74,373 SH	Increased+8,192 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$2.7M	1.2%Prev: 1.1%	64,510 SH	Increased+5,570 SH
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.2M	0.5%Prev: 0.5%	25,935 SH	Increased+2,200 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.0M	0.5%Prev: 0.5%	22,180 SH	Decreased-1,430 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$3.4M	1.5%Prev: 1.5%	76,315 SH	Decreased+2,630 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$2.3M	1.1%Prev: 1.0%	46,463 SH	Increased+4,428 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$2.8M	1.3%Prev: 1.0%	60,420 SH	Increased+13,665 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$901K	0.4%Prev: 0.4%	20,580 SH	Decreased+1,000 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$2.4M	1.1%Prev: 1.0%	49,490 SH	Increased+4,932 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$572K	0.3%Prev: 0.3%	13,550 SH	Decreased+750 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$450K	0.2%Prev: 0.2%	10,205 SH	Decreased+205 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$412K	0.2%Prev: 0.2%	12,731 SH	Increased+1,655 SH
INVESCO QQQ TR	UNIT SER 1	$8.5M	3.9%Prev: 3.6%	15,469 SH	Increased+1,159 SH
ISHARES INC	CORE MSCI EMKT	$341K	0.2%Prev: 0.2%	5,682 SH	Decreased+18 SH
ISHARES TR	3 7 YR TREAS BD	$250K	0.1%Prev: 0.1%	2,096 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$443K	0.2%Prev: 0.2%	7,140 SH	Decreased-15 SH
ISHARES TR	CORE S&P TTL STK	$1.7M	0.8%Prev: 0.8%	12,287 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$2.0M	0.9%Prev: 0.9%	3,275 SH	Increased+303 SH
ISHARES TR	EAFE GRWTH ETF	$274K	0.1%Prev: 0.1%	2,447 SH	Increased
ISHARES TR	EAFE SML CP ETF	$4.8M	2.2%Prev: 2.4%	66,347 SH	Decreased-4,849 SH
ISHARES TR	ISHARES BIOTECH	$650K	0.3%Prev: 0.2%	5,140 SH	Increased+1,900 SH
ISHARES TR	MSCI INTL QUALTY	$2.6M	1.2%Prev: 1.2%	59,711 SH	Decreased+1,962 SH
ISHARES TR	RUS MID CAP ETF	$526K	0.2%Prev: 0.2%	5,718 SH	Decreased+309 SH
ISHARES TR	SELECT DIVID ETF	$2.9M	1.3%Prev: 1.8%	21,874 SH	Decreased-5,399 SH
ISHARES TR	US HLTHCARE ETF	$1.4M	0.6%Prev: 0.5%	24,750 SH	Increased+6,750 SH
JOHNSON & JOHNSON	COM	$638K	0.3%Prev: 0.5%	4,178 SH	Decreased-43 SH
JPMORGAN CHASE & CO.	COM	$844K	0.4%	2,910 SH	New
META PLATFORMS INC	CL A	$1.5M	0.7%Prev: 0.1%	2,068 SH	Increased+1,674 SH
MICROSOFT CORP	COM	$18.1M	8.2%Prev: 7.8%	36,318 SH	Increased-11,905 SH
NETFLIX INC	COM	$220K	0.1%	164 SH	New
NVIDIA CORPORATION	COM	$2.5M	1.1%Prev: 1.1%	15,956 SH	Increased+2,071 SH
OKTA INC	CL A	$11.0M	5.0%Prev: 3.9%	110,367 SH	Increased-1,437 SH
ORCHID IS CAP INC	COM NEW	$70K	0.0%	10,000 SH	New
SALESFORCE INC	COM	$226K	0.1%	827 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$648K	0.3%Prev: 0.3%	29,330 SH	Decreased-61 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$601K	0.3%	25,220 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.6M	0.7%Prev: 0.8%	60,158 SH	Decreased-313 SH
SELECT SECTOR SPDR TR	ENERGY	$229K	0.1%	2,695 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$284K	0.1%	3,506 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$448K	0.2%	3,326 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$625K	0.3%	2,467 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$6.4M	2.9%	10,395 SH	New
SPDR SERIES TRUST	BLOOMBERG INVT	$216K	0.1%	7,000 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$230K	0.1%	4,228 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$2.3M	1.0%	30,999 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$380K	0.2%	2,800 SH	New
STAGWELL INC	COM CL A	$2.5M	1.1%Prev: 0.2%	555,029 SH	Increased+465,029 SH
T ROWE PRICE ETF INC	FLOATING RATE	$2.4M	1.1%Prev: 3.8%	46,917 SH	Decreased-124,234 SH
UNITEDHEALTH GROUP INC	COM	$547K	0.2%Prev: 0.2%	1,754 SH	Increased
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$267K	0.1%	672 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$338K	0.2%Prev: 0.4%	4,298 SH	Decreased-6,122 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$666K	0.3%Prev: 0.2%	9,048 SH	Increased+1,472 SH
VANGUARD INDEX FDS	GROWTH ETF	$296K	0.1%Prev: 0.1%	675 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$397K	0.2%Prev: 0.2%	1,391 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$3.9M	1.8%Prev: 1.3%	13,935 SH	Increased+3,449 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	1.4%Prev: 1.3%	33,953 SH	Decreased-246 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.9M	2.2%Prev: 2.3%	8,615 SH	Decreased-3 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$301K	0.1%Prev: 0.1%	1,543 SH	Decreased+43 SH
VANGUARD INDEX FDS	SMALL CP ETF	$687K	0.3%Prev: 0.2%	2,897 SH	Increased+808 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$34.4M	15.6%Prev: 15.2%	113,104 SH	Decreased+4,698 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.1M	0.5%Prev: 0.6%	23,018 SH	Decreased-1,629 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$308K	0.1%Prev: 0.3%	5,236 SH	Decreased-6,183 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$400K	0.2%Prev: 0.2%	3,659 SH	Increased+158 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$329K	0.1%Prev: 0.1%	1,606 SH	Decreased+22 SH
VANGUARD STAR FDS	VG TL INTL STK F	$221K	0.1%Prev: 0.1%	3,204 SH	Decreased+141 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$855K	0.4%Prev: 0.3%	15,003 SH	Increased+4,527 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	1.0%Prev: 1.1%	17,165 SH	Decreased
VANGUARD WORLD FD	ENERGY ETF	$2.7M	1.2%Prev: 1.6%	23,078 SH	Decreased+1,622 SH
VANGUARD WORLD FD	ESG US STK ETF	$3.0M	1.4%Prev: 0.4%	27,557 SH	Increased+18,861 SH
VANGUARD WORLD FD	INF TECH ETF	$505K	0.2%Prev: 0.2%	761 SH	Decreased+13 SH
WAYFAIR INC	CL A	$987K	0.4%	19,302 SH	New

Sold (vs prior filing)

CATERPILLAR INC — $285K
INNOVATOR ETFS TRUST — $251K
ISHARES TR — $657K
JPMORGAN CHASE & CO — $819K
JPMORGAN CHASE FINL CO LLC — $2.1M
PLUMAS BANCORP — $206K
SELECT SECTOR SPDR TR — $200K
SELECT SECTOR SPDR TR — $360K
SELECT SECTOR SPDR TR — $490K
SPDR SERIES TRUST — $2.7M
STATE STR SPDR S&P 500 ETF T — $6.4M
TERADYNE INC — $201K
VANGUARD WHITEHALL FDS — $950K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001754960-26-000875	—	View
Jan 15, 2026	Q4 2025	13F-HR	0001754960-26-000077	$239.7M	View
Oct 21, 2025	Q3 2025