My Personal CFO, LLC

Est. AUM

$228.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$34.8M	108406	15.23%	SOLE
2	MICROSOFT CORP	COM	$17.9M	48223	7.82%	SOLE
3	AMERICAN CENTY ETF TR	US EQT ETF	$13.0M	117189	5.71%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$13.0M	332646	5.68%	SOLE
5	APPLE INC	COM	$11.0M	43221	4.80%	SOLE
6	OKTA INC	CL A	$8.8M	111804	3.85%	SOLE
7	T ROWE PRICE ETF INC	FLOATING RATE	$8.6M	171151	3.77%	SOLE
8	INVESCO QQQ TR	UNIT SER 1	$8.3M	14310	3.62%	SOLE
9	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$7.5M	167000	3.30%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.4M	9792	2.79%	SOLE
11	ISHARES TR	EAFE SML CP ETF	$5.6M	71196	2.44%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.2M	8618	2.26%	SOLE
13	ISHARES TR	SELECT DIVID ETF	$4.1M	27273	1.81%	SOLE
14	INNOVATOR ETFS TRUST	US EQT BUFR APR	$3.9M	78828	1.69%	SOLE
15	VANGUARD WORLD FD	ENERGY ETF	$3.7M	21456	1.63%	SOLE
16	INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$3.5M	73685	1.54%	SOLE
17	INNOVATOR ETFS TRUST	US EQTY BUF DEC	$3.2M	66181	1.39%	SOLE
18	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	34199	1.33%	SOLE
19	VANGUARD INDEX FDS	MID CAP ETF	$3.0M	10486	1.32%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	5730	1.20%	SOLE
21	ISHARES TR	MSCI INTL QUALTY	$2.7M	57749	1.17%	SOLE
22	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	17165	1.11%	SOLE
23	INNOVATOR ETFS TRUST	US EQTY BUF NOV	$2.5M	58940	1.11%	SOLE
24	NVIDIA CORPORATION	COM	$2.4M	13885	1.06%	SOLE
25	INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$2.3M	44558	1.02%	SOLE
26	INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$2.3M	46755	1.02%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	29718	1.00%	SOLE
28	INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$2.2M	42035	0.98%	SOLE
29	JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$2.1M	62124	0.94%	SOLE
30	INNOVATOR ETFS TRUST	INTRNL DEV JAN	$2.1M	56630	0.90%	SOLE
31	ISHARES TR	CORE S&P500 ETF	$1.9M	2972	0.85%	SOLE
32	INNOVATOR ETFS TRUST	GRWT100 PWR BF	$1.9M	36000	0.84%	SOLE
33	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.9M	60471	0.81%	SOLE
34	ISHARES TR	CORE S&P TTL STK	$1.8M	12287	0.77%	SOLE
35	APPLIED MATLS INC	COM	$1.7M	4841	0.72%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	24647	0.58%	SOLE
37	ADVANCED MICRO DEVICES INC	COM	$1.2M	5891	0.52%	SOLE
38	INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.1M	23735	0.50%	SOLE
39	INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.1M	23610	0.50%	SOLE
40	ISHARES TR	US HLTHCARE ETF	$1.1M	18000	0.49%	SOLE
41	JOHNSON & JOHNSON	COM	$1.0M	4221	0.45%	SOLE
42	VANGUARD WORLD FD	ESG US STK ETF	$976K	8696	0.43%	SOLE
43	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$950K	10084	0.42%	SOLE
44	INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$916K	26990	0.40%	SOLE
45	INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$906K	19580	0.40%	SOLE
46	JPMORGAN CHASE & CO	COM	$819K	2785	0.36%	SOLE
47	VANGUARD BD INDEX FDS	SHORT TRM BOND	$817K	10420	0.36%	SOLE
48	SCHWAB STRATEGIC TR	INTL EQTY ETF	$727K	29391	0.32%	SOLE
49	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$671K	10476	0.29%	SOLE
50	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$668K	11419	0.29%	SOLE

1–50 of 88

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.