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: $258.2M94 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$240K	0.1%Prev: 0.2%	985 SH	Decreased-190 SH
AMAZON COM INC	COM	$342K	0.1%Prev: 0.7%	1,556 SH	Decreased-6,261 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$614K	0.2%	6,173 SH	New
APPLE INC	COM	$1.4M	0.5%Prev: 4.6%	5,510 SH	Decreased-35,187 SH
ARMSTRONG WORLD INDS INC NEW	COM	$222K	0.1%	1,134 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$2.9M	1.1%	38,411 SH	New
BLACKSTONE INC	COM	$248K	0.1%	1,452 SH	New
BROADCOM INC	COM	$251K	0.1%	761 SH	New
CISCO SYS INC	COM	$260K	0.1%	3,804 SH	New
CONSTELLATION ENERGY CORP	COM	$279K	0.1%	847 SH	New
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$261K	0.1%	6,350 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$9.7M	3.7%	301,360 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$956K	0.4%	29,963 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$285K	0.1%	9,031 SH	New
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$767K	0.3%	28,078 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$565K	0.2%	13,801 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.3M	0.5%	28,249 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$638K	0.2%Prev: 6.2%	17,547 SH	Decreased-369,032 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.9M	1.5%	119,576 SH	New
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$4.5M	1.8%	148,801 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.1M	1.6%	114,395 SH	New
DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.8M	1.1%	57,733 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$322K	0.1%	4,472 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.6M	4.9%	325,976 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$10.7M	4.2%	284,045 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$491K	0.2%	14,926 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.5M	1.0%	55,093 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$10.6M	4.1%	333,662 SH	New
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.5M	1.0%	59,358 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.5M	0.6%	25,679 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.1M	0.4%	33,627 SH	New
EXXON MOBIL CORP	COM	$310K	0.1%Prev: 0.1%	2,749 SH	Increased+589 SH
GALLAGHER ARTHUR J & CO	COM	$719K	0.3%	2,320 SH	New
ILLINOIS TOOL WKS INC	COM	$234K	0.1%	898 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$270K	0.1%	5,377 SH	New
ISHARES GOLD TR	ISHARES NEW	$205K	0.1%	2,812 SH	New
ISHARES TR	CORE S&P SCP ETF	$2.5M	1.0%	21,457 SH	New
ISHARES TR	CORE S&P500 ETF	$13.6M	5.3%Prev: 0.9%	20,361 SH	Increased+17,354 SH
ISHARES TR	CORE US AGGBD ET	$423K	0.2%	4,222 SH	New
ISHARES TR	EAFE SML CP ETF	$3.0M	1.2%Prev: 2.3%	39,687 SH	Decreased-33,157 SH
ISHARES TR	EAFE VALUE ETF	$1.6M	0.6%	22,972 SH	New
ISHARES TR	MSCI EAFE ETF	$7.4M	2.9%	79,724 SH	New
ISHARES TR	NATIONAL MUN ETF	$225K	0.1%	2,113 SH	New
ISHARES TR	RUS 1000 ETF	$2.6M	1.0%	6,979 SH	New
ISHARES TR	RUS 1000 GRW ETF	$6.2M	2.4%	13,155 SH	New
ISHARES TR	RUS 1000 VAL ETF	$3.8M	1.5%	18,811 SH	New
ISHARES TR	RUS 2000 GRW ETF	$2.6M	1.0%	8,129 SH	New
ISHARES TR	RUS 2000 VAL ETF	$3.8M	1.5%	21,255 SH	New
ISHARES TR	RUS MD CP GR ETF	$714K	0.3%	5,017 SH	New
ISHARES TR	RUS MDCP VAL ETF	$243K	0.1%	1,743 SH	New
ISHARES TR	RUSSELL 2000 ETF	$2.3M	0.9%	9,668 SH	New
ISHARES TR	RUSSELL 3000 ETF	$3.5M	1.4%	9,286 SH	New
ISHARES TR	S&P 500 VAL ETF	$643K	0.2%	3,114 SH	New
ISHARES TR	SHRT NAT MUN ETF	$208K	0.1%	1,949 SH	New
ISHARES TR	SP SMCP600VL ETF	$239K	0.1%	2,164 SH	New
ISHARES TR	TIPS BD ETF	$1.2M	0.5%	10,646 SH	New
JOHNSON & JOHNSON	COM	$553K	0.2%Prev: 0.4%	2,983 SH	Decreased-1,238 SH
JPMORGAN CHASE & CO.	COM	$561K	0.2%	1,778 SH	New
MERCK & CO INC	COM	$482K	0.2%	5,739 SH	New
META PLATFORMS INC	CL A	$256K	0.1%Prev: 0.1%	349 SH	Increased-20 SH
MICROSOFT CORP	COM	$661K	0.3%Prev: 7.6%	1,276 SH	Decreased-50,771 SH
NVIDIA CORPORATION	COM	$682K	0.3%Prev: 1.0%	3,653 SH	Decreased-9,282 SH
PROCTER AND GAMBLE CO	COM	$474K	0.2%	3,083 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$8.7M	3.4%	347,192 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$775K	0.3%	30,144 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$745K	0.3%	28,299 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$574K	0.2%	13,403 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$569K	0.2%	12,166 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$775K	0.3%	1,163 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$2.4M	0.9%	42,850 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$218K	0.1%	2,311 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$2.2M	0.9%	25,275 SH	New
TMC THE METALS COMPANY INC	COM	$127K	0.0%	20,000 SH	New
UNITEDHEALTH GROUP INC	COM	$632K	0.2%Prev: 0.2%	1,830 SH	Increased+607 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$279K	0.1%	3,568 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$7.8M	3.0%Prev: 0.2%	99,022 SH	Increased+91,503 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$255K	0.1%Prev: 0.3%	3,435 SH	Decreased-7,580 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$208K	0.1%	4,215 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$405K	0.2%Prev: 0.1%	845 SH	Increased-3,204 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$266K	0.1%	1,524 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$320K	0.1%Prev: 1.2%	1,090 SH	Decreased-35,962 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$6.6M	2.5%Prev: 1.3%	71,956 SH	Increased+37,709 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$274K	0.1%Prev: 0.1%	1,312 SH	Decreased-192 SH
VANGUARD INDEX FDS	SMALL CP ETF	$317K	0.1%Prev: 0.2%	1,245 SH	Decreased-846 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$25.6M	9.9%Prev: 15.5%	77,866 SH	Decreased-29,361 SH
VANGUARD INDEX FDS	VALUE ETF	$841K	0.3%	4,509 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.3M	1.7%	60,193 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.0M	1.2%Prev: 0.6%	55,198 SH	Increased+27,942 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.9M	1.1%	20,322 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$4.2M	1.6%	82,592 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$20.9M	8.1%	248,946 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$13.3M	5.1%	165,923 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.3M	2.8%Prev: 0.2%	121,644 SH	Increased+113,618 SH
VANGUARD WORLD FD	INF TECH ETF	$416K	0.2%Prev: 0.3%	557 SH	Decreased-5,430 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $3.1M
AGILENT TECHNOLOGIES INC — $466K
AMERICAN CENTY ETF TR — $14.1M
APPLIED MATLS INC — $3.4M
BANK OF AMER CORP — $305K
BERKSHIRE HATHAWAY INC DEL — $2.9M
CATERPILLAR INC — $428K
DIMENSIONAL ETF TRUST — $8.9M
DIMENSIONAL ETF TRUST — $503K
GOLDMAN SACHS GROUP INC — $313K
HOME DEPOT INC — $294K
INNOVATOR ETFS TRUST — $972K
INNOVATOR ETFS TRUST — $2.1M
INNOVATOR ETFS TRUST — $2.2M
INNOVATOR ETFS TRUST — $3.6M
INNOVATOR ETFS TRUST — $3.4M
INNOVATOR ETFS TRUST — $2.8M
INNOVATOR ETFS TRUST — $1.0M
INNOVATOR ETFS TRUST — $1.2M
INNOVATOR ETFS TRUST — $3.8M
… and 48 more

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