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: $256.2M91 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$3.1M	1.2%Prev: 0.4%	5,391 SH	Increased-1,428 SH
AGILENT TECHNOLOGIES INC	COM	$466K	0.2%Prev: 0.2%	3,511 SH	Increased+11 SH
ALPHABET INC	CAP STK CL A	$420K	0.2%Prev: 0.1%	1,175 SH	Increased-139 SH
AMAZON COM INC	COM	$1.9M	0.7%Prev: 0.3%	7,817 SH	Increased+4,466 SH
AMERICAN CENTY ETF TR	US EQT ETF	$14.1M	5.5%Prev: 6.4%	110,443 SH	Increased-28,492 SH
APPLE INC	COM	$11.8M	4.6%Prev: 5.2%	40,697 SH	Increased-15,012 SH
APPLIED MATLS INC	COM	$3.4M	1.3%Prev: 0.6%	4,741 SH	Increased-2,287 SH
BANK OF AMER CORP	COM	$305K	0.1%	5,346 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	1.1%Prev: 1.8%	5,730 SH	Decreased-2,479 SH
CATERPILLAR INC	COM	$428K	0.2%	402 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$15.9M	6.2%Prev: 1.9%	386,579 SH	Increased+265,158 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$8.9M	3.5%Prev: 3.1%	171,829 SH	Increased+11,998 SH
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$503K	0.2%	6,144 SH	New
EXXON MOBIL CORP	COM	$295K	0.1%Prev: 0.1%	2,160 SH	Increased-299 SH
GOLDMAN SACHS GROUP INC	COM	$313K	0.1%Prev: 0.1%	309 SH	Increased+4 SH
HOME DEPOT INC	COM	$294K	0.1%Prev: 0.3%	834 SH	Decreased-1,133 SH
INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$972K	0.4%Prev: 0.4%	26,990 SH	Increased
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$2.1M	0.8%Prev: 0.9%	36,000 SH	Increased-3,000 SH
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$2.2M	0.8%Prev: 0.9%	56,629 SH	Increased-1 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$3.6M	1.4%Prev: 1.9%	68,328 SH	Decreased-23,542 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$3.4M	1.3%Prev: 1.5%	63,841 SH	Increased-10,532 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$2.8M	1.1%Prev: 1.2%	58,915 SH	Increased-5,595 SH
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.0M	0.4%Prev: 0.5%	19,400 SH	Decreased-6,535 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.2M	0.5%Prev: 0.5%	23,610 SH	Increased+1,430 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$3.8M	1.5%Prev: 1.5%	72,470 SH	Increased-3,845 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$2.5M	1.0%Prev: 1.1%	41,894 SH	Increased-4,569 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$2.2M	0.8%Prev: 1.3%	39,755 SH	Decreased-20,665 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$929K	0.4%Prev: 0.4%	19,080 SH	Increased-1,500 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$2.2M	0.9%Prev: 1.1%	38,438 SH	Decreased-11,052 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$615K	0.2%Prev: 0.3%	12,990 SH	Increased-560 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$495K	0.2%Prev: 0.2%	10,000 SH	Increased-205 SH
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$276K	0.1%	5,140 SH	New
INNOVATOR ETFS TRUST	US SML CP PWR ET	$441K	0.2%Prev: 0.2%	11,076 SH	Increased-1,655 SH
INTEL CORP	COM	$276K	0.1%	1,975 SH	New
INVESCO QQQ TR	UNIT SER 1	$10.6M	4.1%Prev: 3.9%	14,401 SH	Increased-1,068 SH
ISHARES INC	CORE MSCI EMKT	$351K	0.1%Prev: 0.2%	4,233 SH	Increased-1,449 SH
ISHARES TR	3 7 YR TREAS BD	$246K	0.1%Prev: 0.1%	2,096 SH	Decreased
ISHARES TR	CORE MSCI EAFE	$713K	0.3%	7,385 SH	New
ISHARES TR	CORE S&P MCP ETF	$552K	0.2%Prev: 0.2%	7,155 SH	Increased+15 SH
ISHARES TR	CORE S&P TTL STK	$2.0M	0.8%Prev: 0.8%	12,287 SH	Increased
ISHARES TR	CORE S&P500 ETF	$2.3M	0.9%Prev: 0.9%	3,007 SH	Increased-268 SH
ISHARES TR	EAFE GRWTH ETF	$304K	0.1%Prev: 0.1%	2,447 SH	Increased
ISHARES TR	EAFE SML CP ETF	$6.0M	2.3%Prev: 2.2%	72,844 SH	Increased+6,497 SH
ISHARES TR	ISHARES BIOTECH	$616K	0.2%Prev: 0.3%	3,240 SH	Decreased-1,900 SH
ISHARES TR	ISHARES SEMICDTR	$313K	0.1%	489 SH	New
ISHARES TR	MSCI INTL QUALTY	$2.8M	1.1%Prev: 1.2%	55,612 SH	Increased-4,099 SH
ISHARES TR	RUS MID CAP ETF	$597K	0.2%Prev: 0.2%	5,409 SH	Increased-309 SH
ISHARES TR	SELECT DIVID ETF	$4.3M	1.7%Prev: 1.3%	27,546 SH	Increased+5,672 SH
ISHARES TR	US HLTHCARE ETF	$1.1M	0.4%Prev: 0.6%	16,000 SH	Decreased-8,750 SH
JOHNSON & JOHNSON	COM	$1.1M	0.4%Prev: 0.3%	4,221 SH	Increased+43 SH
JPMORGAN CHASE & CO	COM	$894K	0.3%	2,730 SH	New
JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$2.1M	0.8%	62,084 SH	New
META PLATFORMS INC	CL A	$208K	0.1%Prev: 0.7%	369 SH	Decreased-1,699 SH
MICROSOFT CORP	COM	$19.4M	7.6%Prev: 8.2%	52,047 SH	Increased+15,729 SH
NVIDIA CORPORATION	COM	$2.6M	1.0%Prev: 1.1%	12,935 SH	Increased-3,021 SH
OKTA INC	CL A	$9.2M	3.6%Prev: 5.0%	67,657 SH	Decreased-42,710 SH
PLUMAS BANCORP	COM	$247K	0.1%	4,228 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$799K	0.3%Prev: 0.3%	28,861 SH	Increased-469 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.2M	0.8%Prev: 0.7%	67,890 SH	Increased+7,732 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$391K	0.2%	2,466 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$678K	0.3%	3,558 SH	New
SPDR SERIES TRUST	ST STR P400MID	$286K	0.1%	4,228 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$2.6M	1.0%	29,656 SH	New
SPDR SERIES TRUST	ST STR RATE ETF	$216K	0.1%	7,000 SH	New
STAGWELL INC	COM CL A	$275K	0.1%Prev: 1.1%	37,035 SH	Decreased-517,994 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.5M	2.9%	10,008 SH	New
T ROWE PRICE EXCHANGE-TRADED	FLOATING RATE	$9.2M	3.6%	183,192 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$267K	0.1%	560 SH	New
TERADYNE INC	COM	$328K	0.1%	678 SH	New
UNITEDHEALTH GROUP INC	COM	$508K	0.2%Prev: 0.2%	1,223 SH	Decreased-531 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$586K	0.2%Prev: 0.2%	7,519 SH	Increased+3,221 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$809K	0.3%Prev: 0.3%	11,015 SH	Increased+1,967 SH
VANGUARD INDEX FDS	GROWTH ETF	$349K	0.1%Prev: 0.1%	4,049 SH	Increased+3,374 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$478K	0.2%Prev: 0.2%	1,391 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$3.0M	1.2%Prev: 1.8%	37,052 SH	Decreased+23,117 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.3M	1.3%Prev: 1.4%	34,247 SH	Increased+294 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.5M	1.0%Prev: 2.2%	3,619 SH	Decreased-4,996 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$365K	0.1%Prev: 0.1%	1,504 SH	Increased-39 SH
VANGUARD INDEX FDS	SMALL CP ETF	$634K	0.2%Prev: 0.3%	2,091 SH	Decreased-806 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$39.7M	15.5%Prev: 15.6%	107,227 SH	Increased-5,877 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.6M	0.6%Prev: 0.5%	27,256 SH	Increased+4,238 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$391K	0.2%Prev: 0.1%	6,720 SH	Increased+1,484 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$442K	0.2%Prev: 0.2%	3,462 SH	Increased-197 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$375K	0.1%Prev: 0.1%	1,585 SH	Increased-21 SH
VANGUARD STAR FDS	VG TL INTL STK F	$261K	0.1%Prev: 0.1%	3,051 SH	Increased-153 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$572K	0.2%Prev: 0.4%	8,026 SH	Decreased-6,977 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.7M	1.0%Prev: 1.0%	16,777 SH	Increased-388 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$3.3M	1.3%	33,194 SH	New
VANGUARD WORLD FD	ENERGY ETF	$3.2M	1.3%Prev: 1.2%	21,496 SH	Increased-1,582 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.1M	0.4%Prev: 1.4%	8,696 SH	Decreased-18,861 SH
VANGUARD WORLD FD	INF TECH ETF	$716K	0.3%Prev: 0.2%	5,987 SH	Increased+5,226 SH

Sold (vs prior filing)

ALPHABET INC — $349K
BANK AMERICA CORP — $314K
BROADCOM INC — $285K
DISNEY WALT CO — $447K
JPMORGAN CHASE & CO. — $844K
NETFLIX INC — $220K
ORCHID IS CAP INC — $70K
SALESFORCE INC — $226K
SCHWAB STRATEGIC TR — $601K
SELECT SECTOR SPDR TR — $229K
SELECT SECTOR SPDR TR — $284K
SELECT SECTOR SPDR TR — $448K
SELECT SECTOR SPDR TR — $625K
SPDR S&P 500 ETF TR — $6.4M
SPDR SERIES TRUST — $216K
SPDR SERIES TRUST — $230K
SPDR SERIES TRUST — $2.3M
SPDR SERIES TRUST — $380K
T ROWE PRICE ETF INC — $2.4M
VANGUARD ADMIRAL FDS INC — $267K
… and 1 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