My Personal CFO, LLC - Q1 2023 holdings

$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 NewINNOVATOR ETFS TRintrnl dev jan$1,739,71861,150
+100.0%
1.48%
NJAN NewINNOVATOR ETFS TRgrwt100 pwr bf$1,478,49039,000
+100.0%
1.26%
EJAN NewINNOVATOR ETFS TRemrgng mkt jan$955,35933,890
+100.0%
0.82%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-04-21
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS11Q2 202412.6%
OKTA INC11Q2 202420.6%
MICROSOFT CORP11Q2 202410.1%
INVESCO QQQ TR11Q2 20245.3%
APPLE INC11Q2 20244.5%
SPDR S&P 500 ETF TR11Q2 20244.1%
ISHARES TR11Q2 20243.8%
ISHARES TR11Q2 20243.1%
VANGUARD WORLD FD11Q2 20243.2%
DIMENSIONAL ETF TRUST11Q2 20242.5%

View My Personal CFO, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-07-26
N-PX2024-07-26
13F-HR2024-04-24
13F-HR2024-01-23
13F-HR2023-11-06
13F-HR2023-07-13
13F-HR2023-04-21
13F-HR2023-01-11
13F-HR/A2022-10-20
13F-HR2022-10-18

View My Personal CFO, LLC's complete filings history.

Export My Personal CFO, LLC's holdings