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: $228.4M86 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$1.2M	0.5%Prev: 0.3%	5,891 SH	Increased-728 SH
AGILENT TECHNOLOGIES INC	COM	$400K	0.2%Prev: 0.2%	3,511 SH	Decreased+11 SH
ALPHABET INC	CAP STK CL A	$338K	0.1%Prev: 0.1%	1,177 SH	Increased-172 SH
AMAZON COM INC	COM	$317K	0.1%Prev: 0.3%	1,523 SH	Decreased-1,828 SH
AMERICAN CENTY ETF TR	US EQT ETF	$13.0M	5.7%Prev: 6.5%	117,189 SH	Increased-21,572 SH
APPLE INC	COM	$11.0M	4.8%Prev: 6.2%	43,221 SH	Decreased-12,294 SH
APPLIED MATLS INC	COM	$1.7M	0.7%Prev: 0.5%	4,841 SH	Increased-2,190 SH
BANK AMERICA CORP	COM	$326K	0.1%Prev: 0.1%	6,686 SH	Increased-128 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	1.2%Prev: 2.4%	5,730 SH	Decreased-3,178 SH
CATERPILLAR INC	COM	$285K	0.1%	402 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$13.0M	5.7%Prev: 1.1%	332,646 SH	Increased+265,387 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$7.5M	3.3%Prev: 2.6%	167,000 SH	Increased+32,793 SH
EXXON MOBIL CORP	COM	$366K	0.2%Prev: 0.1%	2,160 SH	Increased-324 SH
GOLDMAN SACHS GROUP INC	COM	$261K	0.1%	309 SH	New
HOME DEPOT INC	COM	$278K	0.1%Prev: 0.4%	846 SH	Decreased-1,132 SH
INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$916K	0.4%Prev: 0.4%	26,990 SH	Increased
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$1.9M	0.8%Prev: 0.9%	36,000 SH	Increased-3,000 SH
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$2.1M	0.9%Prev: 0.9%	56,630 SH	Increased-2,000 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$3.9M	1.7%Prev: 1.7%	78,828 SH	Increased-2,042 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$3.2M	1.4%Prev: 1.6%	66,181 SH	Increased-8,150 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$2.5M	1.1%Prev: 1.2%	58,940 SH	Increased-5,570 SH
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.1M	0.5%Prev: 0.5%	23,735 SH	Increased-2,200 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.1M	0.5%Prev: 0.5%	23,610 SH	Increased+1,430 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$3.5M	1.5%Prev: 1.6%	73,685 SH	Increased-2,940 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$2.2M	1.0%Prev: 1.1%	42,035 SH	Increased-4,460 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$2.3M	1.0%Prev: 1.3%	46,755 SH	Decreased-11,265 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$906K	0.4%Prev: 0.4%	19,580 SH	Increased-820 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$2.3M	1.0%Prev: 1.3%	44,558 SH	Decreased-10,952 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$574K	0.3%	12,800 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$461K	0.2%Prev: 0.2%	10,000 SH	Increased-205 SH
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$251K	0.1%	5,140 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR ET	$402K	0.2%Prev: 0.2%	11,076 SH	Increased-1,655 SH
INVESCO QQQ TR	UNIT SER 1	$8.3M	3.6%Prev: 3.5%	14,310 SH	Increased-674 SH
ISHARES INC	CORE MSCI EMKT	$395K	0.2%Prev: 0.2%	5,664 SH	Increased-4 SH
ISHARES TR	3 7 YR TREAS BD	$249K	0.1%Prev: 0.1%	2,096 SH	Increased
ISHARES TR	CORE MSCI EAFE	$657K	0.3%	7,260 SH	New
ISHARES TR	CORE S&P MCP ETF	$483K	0.2%Prev: 0.2%	7,155 SH	Increased+15 SH
ISHARES TR	CORE S&P TTL STK	$1.8M	0.8%Prev: 0.8%	12,287 SH	Increased
ISHARES TR	CORE S&P500 ETF	$1.9M	0.9%Prev: 0.9%	2,972 SH	Increased-305 SH
ISHARES TR	EAFE GRWTH ETF	$273K	0.1%Prev: 0.1%	2,447 SH	Increased
ISHARES TR	EAFE SML CP ETF	$5.6M	2.4%Prev: 2.1%	71,196 SH	Increased+5,817 SH
ISHARES TR	ISHARES BIOTECH	$547K	0.2%Prev: 0.3%	3,240 SH	Decreased-1,900 SH
ISHARES TR	MSCI INTL QUALTY	$2.7M	1.2%Prev: 1.1%	57,749 SH	Increased+2,549 SH
ISHARES TR	RUS MID CAP ETF	$526K	0.2%Prev: 0.2%	5,409 SH	Increased-306 SH
ISHARES TR	SELECT DIVID ETF	$4.1M	1.8%Prev: 1.5%	27,273 SH	Increased+5,445 SH
ISHARES TR	US HLTHCARE ETF	$1.1M	0.5%Prev: 0.8%	18,000 SH	Decreased-6,750 SH
JOHNSON & JOHNSON	COM	$1.0M	0.5%Prev: 0.3%	4,221 SH	Increased+43 SH
JPMORGAN CHASE & CO	COM	$819K	0.4%	2,785 SH	New
JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$2.1M	0.9%	62,124 SH	New
META PLATFORMS INC	CL A	$225K	0.1%Prev: 0.6%	394 SH	Decreased-1,677 SH
MICROSOFT CORP	COM	$17.9M	7.8%Prev: 8.5%	48,223 SH	Increased+3,513 SH
NVIDIA CORPORATION	COM	$2.4M	1.1%Prev: 0.9%	13,885 SH	Increased-2,830 SH
OKTA INC	CL A	$8.8M	3.9%Prev: 5.6%	111,804 SH	Decreased+5,642 SH
PLUMAS BANCORP	COM	$206K	0.1%	4,228 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$727K	0.3%Prev: 0.3%	29,391 SH	Increased+75 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.9M	0.8%Prev: 0.7%	60,471 SH	Increased+13,914 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$200K	0.1%	3,265 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$360K	0.2%	2,459 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$490K	0.2%	3,684 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.7M	1.2%	40,946 SH	New
STAGWELL INC	COM CL A	$566K	0.2%Prev: 1.7%	90,000 SH	Decreased-465,029 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.4M	2.8%	9,792 SH	New
T ROWE PRICE ETF INC	FLOATING RATE	$8.6M	3.8%Prev: 0.2%	171,151 SH	Increased+164,133 SH
TERADYNE INC	COM	$201K	0.1%	678 SH	New
UNITEDHEALTH GROUP INC	COM	$475K	0.2%Prev: 0.5%	1,754 SH	Decreased-47 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$817K	0.4%Prev: 0.2%	10,420 SH	Increased+5,933 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$558K	0.2%Prev: 0.3%	7,576 SH	Decreased-1,463 SH
VANGUARD INDEX FDS	GROWTH ETF	$295K	0.1%Prev: 0.1%	675 SH	Increased
VANGUARD INDEX FDS	LARGE CAP ETF	$416K	0.2%Prev: 0.2%	1,391 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$3.0M	1.3%Prev: 1.8%	10,486 SH	Decreased-3,602 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	1.3%Prev: 1.4%	34,199 SH	Increased+3,373 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.1M	2.3%Prev: 2.3%	8,618 SH	Increased-447 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$326K	0.1%Prev: 0.1%	1,500 SH	Increased-79 SH
VANGUARD INDEX FDS	SMALL CP ETF	$547K	0.2%Prev: 0.3%	2,089 SH	Decreased-846 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$34.8M	15.2%Prev: 15.2%	108,406 SH	Increased-1,133 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	0.6%Prev: 0.4%	24,647 SH	Increased+7,151 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$668K	0.3%Prev: 0.2%	11,419 SH	Increased+6,183 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$384K	0.2%Prev: 0.2%	3,501 SH	Increased-156 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$341K	0.1%Prev: 0.2%	1,584 SH	Increased-37 SH
VANGUARD STAR FDS	VG TL INTL STK F	$236K	0.1%	3,063 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$671K	0.3%Prev: 0.4%	10,476 SH	Decreased-4,482 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	1.1%Prev: 1.1%	17,165 SH	Increased-51 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$950K	0.4%	10,084 SH	New
VANGUARD WORLD FD	ENERGY ETF	$3.7M	1.6%Prev: 1.3%	21,456 SH	Increased+936 SH
VANGUARD WORLD FD	ESG US STK ETF	$976K	0.4%Prev: 1.4%	8,696 SH	Decreased-18,859 SH
VANGUARD WORLD FD	INF TECH ETF	$522K	0.2%Prev: 0.2%	748 SH	Increased-12 SH

Sold (vs prior filing)

ALPHABET INC — $356K
DISNEY WALT CO — $370K
JPMORGAN CHASE & CO. — $714K
ORCHID IS CAP INC — $75K
SALESFORCE INC — $222K
SCHWAB STRATEGIC TR — $543K
SELECT SECTOR SPDR TR — $251K
SELECT SECTOR SPDR TR — $285K
SELECT SECTOR SPDR TR — $485K
SELECT SECTOR SPDR TR — $716K
SPDR S&P 500 ETF TR — $5.8M
SPDR SER TR — $216K
SPDR SER TR — $216K
SPDR SER TR — $2.0M
SPDR SER TR — $380K
VANGUARD ADMIRAL FDS INC — $225K
WAYFAIR INC — $673K

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