MP

My Personal CFO, LLC

13F
My Personal CFO, LLC
Last update 2025-04-24 87 Stocks (3 new)
Value $199.00 Mil Turnover 6 %
Countries:
Top Holdings: VTI(15.17%)MSFT(8.45%)AVUS(6.46%)AAPL(6.21%)OKTA(5.63%)
Summary Stock Picks Current Portfolio
My Personal CFO, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
109,539
30,105.7
+2.96%
15.170
+0.44%
0.010
+19.46%
+6.65%
476,615.2
 
MSFT
Microsoft Corp
44,710
16,783.8
+3.97%
8.450
+0.32%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AVUS
Avantis U.S. Equity ETF
138,761
12,818.8
+2.08%
6.460
+0.13%
0.170
+18.52%
+5.76%
8,878.4
 
AAPL
Apple Inc
55,515
12,331.5
+123.46%
6.210
+3.43%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
OKTA
Okta Inc
106,162
11,170.4
-11.22%
5.630
-0.54%
0.060
-2.55%
+21.10%
16,707.2
Software
QQQ
INVESCO QQQ Trust
14,984
7,026.4
-2.55%
3.540
-0.10%
0.000
+26.38%
+9.79%
357,775.2
 
SPY
SPDR S&P 500 ETF Trust
10,391
5,812.8
+4.87%
2.930
+0.14%
0.000
+19.57%
+7.72%
643,289.7
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
134,207
5,158.9
-1.81%
2.600
-0.05%
0.070
+19.48%
+6.47%
8,716.9
 
BRK.B
Berkshire Hathaway Inc
8,908
4,744.2
+2.72%
2.390
+0.06%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
VOO
Vanguard S&P 500 ETF
9,065
4,658.6
+37.02%
2.350
+0.63%
0.000
+19.22%
+7.07%
660,834.1
 

My Personal CFO, LLC's Historical Top Holdings Breakdowns

My Personal CFO, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Add
Add
+3.43%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 123.46%
55,515
30,672
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.63%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Add 37.02%
9,065
2,449
OKTA
Okta Inc
2025-03-31
Reduce
Reduce
-0.54%
●
78.83 ($97.68) 116.72
$95.43
-2.30%
Reduce -11.22%
106,162
-13,420
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.44%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Add 2.96%
109,539
3,147
NKE
Nike Inc
2025-03-31
Sold Out
Sold Out
-0.44%
●
63.29 ($73.61) 81.72
$72.47
-1.55%
Sold Out
0
-11,227
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.32%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Add 3.97%
44,710
1,706
SCZ
iShares MSCI EAFE Small-Cap ETF
2025-03-31
Reduce
Reduce
-0.22%
●
59.28 ($63.17) 66.08
$72.62
14.96%
Reduce -9.86%
65,379
-7,155
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+0.21%
●
206.38 ($226.74) 242.18
$260.89
15.06%
Add 139.76%
3,467
2,021
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.19%
●
28.88 ($30.87) 32.4
$34.28
11.05%
Add 22.44%
67,259
12,329
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.19%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Reduce -23.1%
2,071
-622

My Personal CFO, LLC Total Holding History ($B)

To

My Personal CFO, LLC's Asset Allocation

To

My Personal CFO, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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My Personal CFO, LLC's Hypothetical Growth since 2025-03-31

My Personal CFO, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

My Personal CFO, LLC's Holdings Heat Map

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My Personal CFO, LLC's Holdings Bubble Chart

My Personal CFO, LLC News

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