My Personal CFO, LLC Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$198.5B
Holdings
87
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 109,539 | $30.1B | 15.17% | |
| 2 | MSFTMICROSOFT CORP | 44,710 | $16.8B | 8.45% | |
| 3 | AVUSAMERICAN CENTY ETF TR | 138,761 | $12.8B | 6.46% | |
| 4 | AAPLAPPLE INC | 55,515 | $12.3B | 6.21% | |
| 5 | OKTAOKTA INC | 106,162 | $11.2B | 5.63% | |
| 6 | NDQINVESCO QQQ TR | 14,984 | $7.0B | 3.54% | |
| 7 | SPYSPDR S&P 500 ETF TR | 10,391 | $5.8B | 2.93% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 134,207 | $5.2B | 2.60% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,908 | $4.7B | 2.39% | |
| 10 | VOOVANGUARD INDEX FDS | 9,065 | $4.7B | 2.35% | |
| 11 | SCZISHARES TR | 65,379 | $4.2B | 2.09% | |
| 12 | VOVANGUARD INDEX FDS | 14,088 | $3.6B | 1.84% | |
| 13 | BAPRINNOVATOR ETFS TRUST | 80,870 | $3.4B | 1.73% | |
| 14 | STGWSTAGWELL INC | 555,029 | $3.4B | 1.69% | |
| 15 | BFEBINNOVATOR ETFS TRUST | 76,625 | $3.2B | 1.60% | |
| 16 | BDECINNOVATOR ETFS TRUST | 74,331 | $3.1B | 1.57% | |
| 17 | AQLTISHARES TR | 21,828 | $2.9B | 1.48% | |
| 18 | VNQVANGUARD INDEX FDS | 30,826 | $2.8B | 1.41% | |
| 19 | ESGVVANGUARD WORLD FD | 27,555 | $2.7B | 1.36% | |
| 20 | VDEVANGUARD WORLD FD | 20,520 | $2.7B | 1.34% | |
| 21 | BMARINNOVATOR ETFS TRUST | 55,510 | $2.5B | 1.27% | |
| 22 | BJULINNOVATOR ETFS TRUST | 58,020 | $2.5B | 1.26% | |
| 23 | BNOVINNOVATOR ETFS TRUST | 64,510 | $2.5B | 1.24% | |
| 24 | VYMVANGUARD WHITEHALL FDS | 17,216 | $2.2B | 1.12% | |
| 25 | IQLTISHARES TR | 55,200 | $2.2B | 1.10% | |
| 26 | BJANINNOVATOR ETFS TRUST | 46,495 | $2.2B | 1.09% | |
| 27 | DFAIDIMENSIONAL ETF TRUST | 67,259 | $2.1B | 1.06% | |
| 28 | SPYMSPDR SER TR | 30,999 | $2.0B | 1.03% | |
| 29 | IJANINNOVATOR ETFS TRUST | 58,630 | $1.9B | 0.94% | |
| 30 | IVVISHARES TR | 3,277 | $1.8B | 0.93% | |
| 31 | NVDANVIDIA CORPORATION | 16,715 | $1.8B | 0.91% | |
| 32 | NJANINNOVATOR ETFS TRUST | 39,000 | $1.8B | 0.91% | |
| 33 | IYHISHARES TR | 24,750 | $1.5B | 0.76% | |
| 34 | ITOTISHARES TR | 12,287 | $1.5B | 0.76% | |
| 35 | SCHDSCHWAB STRATEGIC TR | 46,557 | $1.3B | 0.66% | |
| 36 | METAMETA PLATFORMS INC | 2,071 | $1.2B | 0.60% | |
| 37 | BOCTINNOVATOR ETFS TRUST | 25,935 | $1.1B | 0.55% | |
| 38 | AMATAPPLIED MATLS INC | 7,031 | $1.0B | 0.51% | |
| 39 | UNHUNITEDHEALTH GROUP INC | 1,801 | $943.3M | 0.48% | |
| 40 | BSEPINNOVATOR ETFS TRUST | 22,180 | $926.6M | 0.47% | |
| 41 | BJUNINNOVATOR ETFS TRUST | 20,400 | $826.3M | 0.42% | |
| 42 | EJANINNOVATOR ETFS TRUST | 26,990 | $816.1M | 0.41% | |
| 43 | VWOVANGUARD INTL EQUITY INDEX F | 17,496 | $791.9M | 0.40% | |
| 44 | VEAVANGUARD TAX-MANAGED FDS | 14,958 | $760.3M | 0.38% | |
| 45 | HDHOME DEPOT INC | 1,978 | $725.0M | 0.37% | |
| 46 | XLKSELECT SECTOR SPDR TR | 3,467 | $715.8M | 0.36% | |
| 47 | JPMJPMORGAN CHASE & CO. | 2,910 | $713.8M | 0.36% | |
| 48 | JNJJOHNSON & JOHNSON | 4,178 | $692.9M | 0.35% | |
| 49 | AMDADVANCED MICRO DEVICES INC | 6,619 | $680.0M | 0.34% | |
| 50 | WWAYFAIR INC | 21,006 | $672.8M | 0.34% | |
| 51 | BNDVANGUARD BD INDEX FDS | 9,039 | $663.9M | 0.33% | |
| 52 | IBBISHARES TR | 5,140 | $657.4M | 0.33% | |
| 53 | VBVANGUARD INDEX FDS | 2,935 | $650.8M | 0.33% | |
| 54 | AMZNAMAZON COM INC | 3,351 | $637.6M | 0.32% | |
| 55 | SCHFSCHWAB STRATEGIC TR | 29,316 | $579.9M | 0.29% | |
| 56 | SCHBSCHWAB STRATEGIC TR | 25,203 | $542.6M | 0.27% | |
| 57 | IWRISHARES TR | 5,715 | $486.2M | 0.24% | |
| 58 | XLVSELECT SECTOR SPDR TR | 3,319 | $484.6M | 0.24% | |
| 59 | PJANINNOVATOR ETFS TRUST | 10,205 | $423.2M | 0.21% | |
| 60 | IJHISHARES TR | 7,140 | $416.6M | 0.21% | |
| 61 | VGTVANGUARD WORLD FD | 760 | $412.4M | 0.21% | |
| 62 | AG8AGILENT TECHNOLOGIES INC | 3,500 | $409.4M | 0.21% | |
| 63 | KAPRINNOVATOR ETFS TRUST | 12,731 | $392.8M | 0.20% | |
| 64 | SDYSPDR SER TR | 2,800 | $379.9M | 0.19% | |
| 65 | DISDISNEY WALT CO | 3,752 | $370.3M | 0.19% | |
| 66 | TFLRT ROWE PRICE ETF INC | 7,018 | $358.2M | 0.18% | |
| 67 | VVVANGUARD INDEX FDS | 1,391 | $357.4M | 0.18% | |
| 68 | GOOGALPHABET INC | 2,278 | $355.9M | 0.18% | |
| 69 | BSVVANGUARD BD INDEX FDS | 4,487 | $351.3M | 0.18% | |
| 70 | VONGVANGUARD SCOTTSDALE FDS | 3,657 | $339.3M | 0.17% | |
| 71 | VIGVANGUARD SPECIALIZED FUNDS | 1,621 | $314.5M | 0.16% | |
| 72 | VGSHVANGUARD SCOTTSDALE FDS | 5,236 | $307.3M | 0.15% | |
| 73 | IEMGISHARES INC | 5,668 | $305.9M | 0.15% | |
| 74 | XOMEXXON MOBIL CORP | 2,484 | $295.4M | 0.15% | |
| 75 | VBRVANGUARD INDEX FDS | 1,579 | $294.1M | 0.15% | |
| 76 | XLFISELECT SECTOR SPDR TR | 3,488 | $284.9M | 0.14% | |
| 77 | BACBANK AMERICA CORP | 6,814 | $284.4M | 0.14% | |
| 78 | XLESELECT SECTOR SPDR TR | 2,684 | $250.8M | 0.13% | |
| 79 | VUGVANGUARD INDEX FDS | 675 | $250.2M | 0.13% | |
| 80 | IEIISHARES TR | 2,096 | $247.6M | 0.12% | |
| 81 | EFGISHARES TR | 2,447 | $244.7M | 0.12% | |
| 82 | VOOGVANGUARD ADMIRAL FDS INC | 671 | $224.5M | 0.11% | |
| 83 | CRMSALESFORCE INC | 827 | $221.9M | 0.11% | |
| 84 | SPMDSPDR SER TR | 4,228 | $216.4M | 0.11% | |
| 85 | FLRNSPDR SER TR | 7,000 | $215.7M | 0.11% | |
| 86 | GOOGLALPHABET INC | 1,349 | $208.6M | 0.11% | |
| 87 | ORCORCHID IS CAP INC | 10,000 | $75.2M | 0.04% |