$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPLG | SPDR SER TRportfolio s&p500 | $1,444,500 | +7.0% | 30,000 | 0.0% | 1.23% | -1.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $1,083,612 | +6.8% | 11,967 | 0.0% | 0.92% | -1.2% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $462,422 | +8.0% | 13,288 | 0.0% | 0.40% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $231,952 | +11.8% | 2,476 | 0.0% | 0.20% | +3.7% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $231,785 | +1.4% | 1,505 | 0.0% | 0.20% | -6.2% | |
| MUB | ISHARES TRnational mun etf | $215,480 | +2.1% | 2,000 | 0.0% | 0.18% | -5.6% |
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 | 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.