$127 Million is the total value of My Personal CFO, LLC's 82 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-13
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.