My Personal Cfo, LLC Top Holdings and 13F Report (2025) About My Personal Cfo, LLCInvestment ActivityMy Personal Cfo, LLC has $195.04 million in total holdings as of December 31, 2024.My Personal Cfo, LLC owns shares of 88 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 7.80% of the portfolio was purchased this quarter.About 0.70% of the portfolio was sold this quarter.This quarter, My Personal Cfo, LLC has purchased 88 new stocks and bought additional shares in 39 stocks.My Personal Cfo, LLC sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $30,833,440Microsoft $18,126,226Avantis U.S. Equity ETF $13,175,734Okta $9,423,062Invesco QQQ $7,860,730 Largest New Holdings this Quarter Broadcom $252,942 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 13,074 shares (about $3.79M)Microsoft 4,639 shares (about $1.96M)Dimensional US Core Equity Market ETF 36,395 shares (about $1.47M)Schwab US Dividend Equity ETF 33,575 shares (about $917.27K)Dimensional International Core Equity Market ETF 29,580 shares (about $863.74K) Largest Sales this Quarter iShares Biotechnology ETF 1,500 shares (about $198.31K)Invesco QQQ 322 shares (about $164.62K)NVIDIA 950 shares (about $127.57K)NIKE 1,673 shares (about $126.60K)iShares MSCI EAFE Small-Cap ETF 1,653 shares (about $100.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMy Personal Cfo, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$30,833,440$3,788,973 ▲14.0%106,39215.8%ETFMSFTMicrosoft$18,126,226$1,955,343 ▲12.1%43,0049.3%Computer and TechnologyAVUSAvantis U.S. Equity ETF$13,175,734$753,245 ▲6.1%135,9306.8%ETFOKTAOkta$9,423,062$2,600 ▼0.0%119,5824.8%Computer and TechnologyQQQInvesco QQQ$7,860,730$164,617 ▼-2.1%15,3764.0%FinanceAAPLApple$6,221,273$31,303 ▲0.5%24,8433.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,807,136$587,278 ▲11.3%9,9083.0%FinanceDFAUDimensional US Core Equity Market ETF$5,534,176$1,473,634 ▲36.3%136,6802.8%ETFSCZiShares MSCI EAFE Small-Cap ETF$4,406,443$100,420 ▼-2.2%72,5342.3%ETFBRK.BBerkshire Hathaway$3,930,844$90,656 ▲2.4%8,6722.0%FinanceVOVanguard Mid-Cap ETF$3,712,036$654,770 ▲21.4%14,0541.9%ETFBAPRInnovator U.S. Equity Buffer ETF - April$3,660,8920.0%82,6201.9%ETFSTGWStagwell$3,652,091$81,664 ▼-2.2%555,0291.9%Business ServicesVOOVanguard S&P 500 ETF$3,564,689$620,696 ▲21.1%6,6161.8%ETFBDECInnovator U.S. Equity Buffer ETF - December$3,204,625$317,117 ▲11.0%74,3361.6%ETFBFEBInnovator U.S. Equity Buffer ETF - February$3,192,6230.0%74,1251.6%ETFESGVVanguard ESG US Stock ETF$2,890,105$210 ▲0.0%27,5541.5%ETFDVYiShares Select Dividend ETF$2,860,650$282,139 ▲10.9%21,7891.5%ETFVNQVanguard Real Estate ETF$2,736,915$57,279 ▲2.1%30,7241.4%ETFBNOVInnovator U.S. Equity Buffer ETF - November$2,623,629$622,822 ▲31.1%66,8101.3%ETFBJULInnovator U.S. Equity Buffer ETF - July$2,585,2320.0%58,0201.3%ETFVDEVanguard Energy ETF$2,485,061$488,884 ▲24.5%20,4851.3%ETFNVDANVIDIA$2,364,417$127,574 ▼-5.1%17,6071.2%Computer and TechnologyBMARInnovator U.S. Equity Buffer ETF - March$2,298,258$43,833 ▼-1.9%49,8101.2%ETFBJANInnovator U.S. Equity Buffer ETF - January$2,229,915$24,455 ▼-1.1%46,5051.1%ETFVYMVanguard High Dividend Yield ETF$2,190,0820.0%17,1651.1%ETFSPLGSPDR Portfolio S&P 500 ETF$2,123,421$7,239 ▼-0.3%30,8011.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$2,049,033$344,178 ▲20.2%55,2001.1%ETFIVViShares Core S&P 500 ETF$1,925,739$48,865 ▼-2.5%3,2711.0%ETFNJANInnovator Growth-100 Power Buffer ETF - January$1,875,5100.0%39,0001.0%ETFIJANInnovator MSCI EAFE Power Buffer ETF - January$1,810,0530.0%59,8800.9%ETFDFAIDimensional International Core Equity Market ETF$1,603,961$863,739 ▲116.7%54,9300.8%ETFMETAMeta Platforms$1,576,816$586 ▲0.0%2,6930.8%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$1,539,1960.0%11,9670.8%ETFIYHiShares U.S. Healthcare ETF$1,442,1830.0%24,7500.7%ETFSCHDSchwab US Dividend Equity ETF$1,171,788$917,274 ▲360.4%42,8910.6%ETFAMATApplied Materials$1,148,0260.0%7,0590.6%Computer and TechnologyBOCTInnovator U.S. Equity Buffer ETF - October$1,121,040$330,023 ▲41.7%25,9350.6%ETFBSEPInnovator U.S. Equity Buffer ETF - September$951,5600.0%22,1800.5%ETFWWayfair$930,9860.0%21,0060.5%Retail/WholesaleUNHUnitedHealth Group$921,6770.0%1,8220.5%MedicalNKENIKE$849,558$126,598 ▼-13.0%11,2270.4%Consumer DiscretionaryBJUNInnovator U.S. Equity Buffer ETF - June$847,0080.0%20,4000.4%ETFEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$826,970$2,944 ▼-0.4%28,0900.4%ETFAMDAdvanced Micro Devices$813,0370.0%6,7310.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$794,624$93,058 ▲13.3%18,0430.4%ETFHDHome Depot$774,9460.0%1,9920.4%Retail/WholesaleAMZNAmazon.com$725,303$65,598 ▼-8.3%3,3060.4%Retail/WholesaleJPMJPMorgan Chase & Co.$708,5500.0%2,9560.4%FinanceVEAVanguard FTSE Developed Markets ETF$692,150$4,543 ▲0.7%14,4740.4%ETFIBBiShares Biotechnology ETF$679,559$198,315 ▼-22.6%5,1400.3%FinanceBNDVanguard Total Bond Market ETF$653,151$89,095 ▼-12.0%9,0830.3%ETFVBVanguard Small-Cap ETF$646,224$2,884 ▲0.4%2,6890.3%ETFJNJJohnson & Johnson$608,706$2,314 ▼-0.4%4,2090.3%MedicalSCHBSchwab US Broad Market ETF$571,679$381,271 ▲200.2%25,1840.3%ETFSCHFSchwab International Equity ETF$542,354$271,603 ▲100.3%29,3160.3%ETFIWRiShares Russell Mid-Cap ETF$504,935$354 ▲0.1%5,7120.3%ETFVGTVanguard Information Technology ETF$482,382$622 ▲0.1%7760.2%ETFAAgilent Technologies$470,5930.0%3,5030.2%MedicalXLVHealth Care Select Sector SPDR Fund$463,674$963 ▲0.2%3,3700.2%ETFKAPRInnovator U.S. Small Cap Power Buffer ETF - April$449,0420.0%13,7310.2%ETFIJHiShares Core S&P Mid-Cap ETF$444,8930.0%7,1400.2%ETFGOOGAlphabet$435,793$2,667 ▼-0.6%2,2880.2%Computer and TechnologyPJANInnovator U.S. Equity Power Buffer ETF - January$432,851$1,056 ▼-0.2%10,2450.2%ETFDISWalt Disney$419,659$1,670 ▼-0.4%3,7690.2%Consumer DiscretionaryBSVVanguard Short-Term Bond ETF$378,539$68,537 ▼-15.3%4,8990.2%ETFVONGVanguard Russell 1000 Growth ETF$377,495$207 ▲0.1%3,6540.2%ETFVVVanguard Large-Cap ETF$374,591$809 ▲0.2%1,3890.2%ETFSDYSPDR S&P Dividend ETF$369,8800.0%2,8000.2%ETFXLKTechnology Select Sector SPDR Fund$336,3180.0%1,4460.2%ETFVIGVanguard Dividend Appreciation ETF$317,432$196 ▲0.1%1,6210.2%ETFBACBank of America$305,157$44 ▲0.0%6,9430.2%FinanceVGSHVanguard Short-Term Treasury Index ETF$304,6300.0%5,2360.2%ETFVBRVanguard Small-Cap Value ETF$304,018$1,387 ▲0.5%1,5340.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$295,965$1,305 ▲0.4%5,6680.2%ETFCRMSalesforce$278,375$334 ▲0.1%8330.1%Computer and TechnologyXOMExxon Mobil$277,286$430 ▲0.2%2,5780.1%EnergyVUGVanguard Growth ETF$276,647$410 ▲0.1%6740.1%ETFXLPConsumer Staples Select Sector SPDR Fund$273,193$1,415 ▲0.5%3,4750.1%ETFGOOGLAlphabet$269,137$18,737 ▲7.5%1,4220.1%Computer and TechnologyAVGOBroadcom$252,942$252,942 ▲New Holding1,0910.1%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$245,331$2,929 ▼-1.2%6700.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$242,1930.0%2,0960.1%ETFEFGiShares MSCI EAFE Growth ETF$236,9430.0%2,4470.1%ETFXLEEnergy Select Sector SPDR Fund$229,024$86 ▼0.0%2,6740.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$224,2840.0%4,1010.1%ETFVPUVanguard Utilities ETF$217,1850.0%1,3290.1%ETFMNTXManitex International$58,0000.0%10,0000.0%IndustrialsVXUSVanguard Total International Stock ETF$0$205,324 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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