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: $239.7M90 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$1.3M	0.5%	6,126 SH	New
AGILENT TECHNOLOGIES INC	COM	$478K	0.2%	3,511 SH	New
ALPHABET INC	CAP STK CL A	$407K	0.2%Prev: 0.1%	1,301 SH	Increased+316 SH
ALPHABET INC	CAP STK CL C	$245K	0.1%	780 SH	New
AMAZON COM INC	COM	$456K	0.2%Prev: 0.1%	1,975 SH	Increased+419 SH
AMERICAN CENTY ETF TR	US EQT ETF	$13.9M	5.8%	123,990 SH	New
APPLE INC	COM	$12.3M	5.1%Prev: 0.5%	45,200 SH	Increased+39,690 SH
APPLIED MATLS INC	COM	$1.5M	0.6%	5,841 SH	New
BANK AMERICA CORP	COM	$368K	0.2%	6,686 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	1.2%	5,770 SH	New
BROADCOM INC	COM	$334K	0.1%Prev: 0.1%	965 SH	Increased+204 SH
CATERPILLAR INC	COM	$236K	0.1%	412 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$9.0M	3.8%Prev: 0.2%	237,462 SH	Increased+219,915 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$7.6M	3.2%	161,512 SH	New
EXXON MOBIL CORP	COM	$260K	0.1%Prev: 0.1%	2,161 SH	Decreased-588 SH
GOLDMAN SACHS GROUP INC	COM	$276K	0.1%	314 SH	New
HOME DEPOT INC	COM	$367K	0.2%	1,068 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$912K	0.4%	26,990 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$2.1M	0.9%	39,000 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$2.0M	0.9%	56,630 SH	New
INNOVATOR ETFS TRUST	US EQT BUFR APR	$3.8M	1.6%	79,828 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$3.7M	1.5%	74,376 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$2.9M	1.2%	65,510 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.3M	0.5%	25,935 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.2M	0.5%	23,610 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$3.3M	1.4%	68,315 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$2.3M	1.0%	41,858 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$2.7M	1.1%	53,755 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$962K	0.4%	20,580 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$2.6M	1.1%	48,290 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$583K	0.2%	13,000 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$480K	0.2%	10,205 SH	New
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$257K	0.1%	5,140 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR ET	$447K	0.2%	12,731 SH	New
INVESCO QQQ TR	UNIT SER 1	$9.0M	3.8%	14,694 SH	New
ISHARES INC	CORE MSCI EMKT	$381K	0.2%	5,664 SH	New
ISHARES TR	3 7 YR TREAS BD	$250K	0.1%	2,096 SH	New
ISHARES TR	CORE S&P MCP ETF	$472K	0.2%	7,155 SH	New
ISHARES TR	CORE S&P TTL STK	$1.8M	0.8%	12,287 SH	New
ISHARES TR	CORE S&P500 ETF	$2.1M	0.9%Prev: 5.3%	3,093 SH	Decreased-17,268 SH
ISHARES TR	EAFE GRWTH ETF	$279K	0.1%	2,447 SH	New
ISHARES TR	EAFE SML CP ETF	$5.4M	2.3%Prev: 1.2%	69,864 SH	Increased+30,177 SH
ISHARES TR	ISHARES BIOTECH	$699K	0.3%	4,140 SH	New
ISHARES TR	MSCI INTL QUALTY	$2.7M	1.1%	58,472 SH	New
ISHARES TR	RUS MID CAP ETF	$551K	0.2%	5,725 SH	New
ISHARES TR	SELECT DIVID ETF	$3.8M	1.6%	26,862 SH	New
ISHARES TR	US HLTHCARE ETF	$1.6M	0.7%	24,750 SH	New
JOHNSON & JOHNSON	COM	$874K	0.4%Prev: 0.2%	4,221 SH	Increased+1,238 SH
JPMORGAN CHASE & CO.	COM	$922K	0.4%Prev: 0.2%	2,860 SH	Increased+1,082 SH
JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$1.9M	0.8%	62,124 SH	New
META PLATFORMS INC	CL A	$921K	0.4%Prev: 0.1%	1,395 SH	Increased+1,046 SH
MICROSOFT CORP	COM	$22.4M	9.3%Prev: 0.3%	46,320 SH	Increased+45,044 SH
NIKE INC	CL B	$216K	0.1%	3,394 SH	New
NVIDIA CORPORATION	COM	$2.8M	1.2%Prev: 0.3%	15,135 SH	Increased+11,482 SH
OKTA INC	CL A	$8.1M	3.4%	93,805 SH	New
ORCHID IS CAP INC	COM NEW	$72K	0.0%	10,000 SH	New
SALESFORCE INC	COM	$228K	0.1%	860 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$707K	0.3%	29,391 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$662K	0.3%Prev: 0.3%	25,257 SH	Decreased-4,887 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.7M	0.7%	60,581 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$380K	0.2%	2,452 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$690K	0.3%	4,794 SH	New
SPDR GOLD TR	GOLD SHS	$219K	0.1%	552 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$6.6M	2.8%Prev: 0.3%	9,682 SH	Increased+8,519 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.3M	1.4%	44,089 SH	New
STAGWELL INC	COM CL A	$2.9M	1.2%	590,882 SH	New
T ROWE PRICE ETF INC	FLOATING RATE	$7.7M	3.2%	149,999 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$202K	0.1%	790 SH	New
UNITEDHEALTH GROUP INC	COM	$579K	0.2%Prev: 0.2%	1,754 SH	Decreased-76 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$300K	0.1%	674 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$863K	0.4%Prev: 3.0%	10,951 SH	Decreased-88,071 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$735K	0.3%Prev: 0.1%	9,924 SH	Increased+6,489 SH
VANGUARD INDEX FDS	GROWTH ETF	$329K	0.1%Prev: 0.2%	675 SH	Decreased-170 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$438K	0.2%	1,391 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$3.4M	1.4%Prev: 0.1%	11,578 SH	Increased+10,488 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	1.2%Prev: 2.5%	33,579 SH	Decreased-38,377 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.4M	2.3%	8,618 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$317K	0.1%Prev: 0.1%	1,496 SH	Increased+184 SH
VANGUARD INDEX FDS	SMALL CP ETF	$751K	0.3%Prev: 0.1%	2,912 SH	Increased+1,667 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$36.8M	15.3%Prev: 9.9%	109,733 SH	Increased+31,867 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	0.6%Prev: 1.2%	24,604 SH	Decreased-30,594 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$685K	0.3%	11,665 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$446K	0.2%	3,663 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$353K	0.1%	1,607 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$252K	0.1%	3,337 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$940K	0.4%Prev: 2.8%	15,045 SH	Decreased-106,599 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	1.0%	17,165 SH	New
VANGUARD WORLD FD	ENERGY ETF	$2.7M	1.1%	21,438 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$1.1M	0.5%	9,298 SH	New
VANGUARD WORLD FD	INF TECH ETF	$563K	0.2%Prev: 0.2%	748 SH	Increased+191 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $614K
ARMSTRONG WORLD INDS INC NEW — $222K
ASTRAZENECA PLC — $2.9M
BLACKSTONE INC — $248K
CISCO SYS INC — $260K
CONSTELLATION ENERGY CORP — $279K
DIMENSIONAL ETF TRUST — $261K
DIMENSIONAL ETF TRUST — $9.7M
DIMENSIONAL ETF TRUST — $956K
DIMENSIONAL ETF TRUST — $285K
DIMENSIONAL ETF TRUST — $767K
DIMENSIONAL ETF TRUST — $565K
DIMENSIONAL ETF TRUST — $1.3M
DIMENSIONAL ETF TRUST — $3.9M
DIMENSIONAL ETF TRUST — $4.5M
DIMENSIONAL ETF TRUST — $4.1M
DIMENSIONAL ETF TRUST — $2.8M
DIMENSIONAL ETF TRUST — $322K
DIMENSIONAL ETF TRUST — $12.6M
DIMENSIONAL ETF TRUST — $10.7M
… and 47 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