$117 Million is the total value of My Personal CFO, LLC's 75 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJAN | New | INNOVATOR ETFS TRintrnl dev jan | $1,739,718 | – | 61,150 | +100.0% | 1.48% | – |
NJAN | New | INNOVATOR ETFS TRgrwt100 pwr bf | $1,478,490 | – | 39,000 | +100.0% | 1.26% | – |
EJAN | New | INNOVATOR ETFS TRemrgng mkt jan | $955,359 | – | 33,890 | +100.0% | 0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 11 | Q2 2024 | 12.6% |
OKTA INC | 11 | Q2 2024 | 20.6% |
MICROSOFT CORP | 11 | Q2 2024 | 10.1% |
INVESCO QQQ TR | 11 | Q2 2024 | 5.3% |
APPLE INC | 11 | Q2 2024 | 4.5% |
SPDR S&P 500 ETF TR | 11 | Q2 2024 | 4.1% |
ISHARES TR | 11 | Q2 2024 | 3.8% |
ISHARES TR | 11 | Q2 2024 | 3.1% |
VANGUARD WORLD FD | 11 | Q2 2024 | 3.2% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 2.5% |
View My Personal CFO, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-26 |
N-PX | 2024-07-26 |
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 |
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.