$77.9 Million is the total value of My Personal CFO, LLC's 56 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,618 | -100.0% | -0.21% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -2,447 | -100.0% | -0.24% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,094 | -100.0% | -0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-08-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 12.2% |
| OKTA INC | 8 | Q3 2023 | 20.6% |
| MICROSOFT CORP | 8 | Q3 2023 | 10.1% |
| INVESCO QQQ TR | 8 | Q3 2023 | 5.3% |
| APPLE INC | 8 | Q3 2023 | 4.5% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 4.1% |
| ISHARES TR | 8 | Q3 2023 | 3.8% |
| ISHARES TR | 8 | Q3 2023 | 3.1% |
| VANGUARD WORLD FD | 8 | Q3 2023 | 3.2% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 4.7% |
View My Personal CFO, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-11 |
| 13F-HR/A | 2022-10-20 |
| 13F-HR | 2022-10-18 |
| 13F-HR/A | 2022-08-03 |
| 13F-HR | 2022-07-08 |
View My Personal CFO, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.