My Personal CFO, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$220.0B
Holdings
92
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (92 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 113,104 | $34.4B | 15.63% | |
| 2 | MSFTMICROSOFT CORP | 36,318 | $18.1B | 8.21% | |
| 3 | AVUSAMERICAN CENTY ETF TR | 138,935 | $14.0B | 6.37% | |
| 4 | AAPLAPPLE INC | 55,709 | $11.4B | 5.20% | |
| 5 | OKTAOKTA INC | 110,367 | $11.0B | 5.02% | |
| 6 | NDQINVESCO QQQ TR | 15,469 | $8.5B | 3.88% | |
| 7 | DFAUDIMENSIONAL ETF TRUST | 159,831 | $6.8B | 3.08% | |
| 8 | SPYSPDR S&P 500 ETF TR | 10,395 | $6.4B | 2.92% | |
| 9 | VOOVANGUARD INDEX FDS | 8,615 | $4.9B | 2.22% | |
| 10 | SCZISHARES TR | 66,347 | $4.8B | 2.19% | |
| 11 | DFAIDIMENSIONAL ETF TRUST | 121,421 | $4.2B | 1.91% | |
| 12 | BAPRINNOVATOR ETFS TRUST | 91,870 | $4.2B | 1.89% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,209 | $4.0B | 1.81% | |
| 14 | VOVANGUARD INDEX FDS | 13,935 | $3.9B | 1.77% | |
| 15 | BFEBINNOVATOR ETFS TRUST | 76,315 | $3.4B | 1.55% | |
| 16 | BDECINNOVATOR ETFS TRUST | 74,373 | $3.4B | 1.53% | |
| 17 | VNQVANGUARD INDEX FDS | 33,953 | $3.0B | 1.37% | |
| 18 | ESGVVANGUARD WORLD FD | 27,557 | $3.0B | 1.37% | |
| 19 | AQLTISHARES TR | 21,874 | $2.9B | 1.32% | |
| 20 | BJULINNOVATOR ETFS TRUST | 60,420 | $2.8B | 1.29% | |
| 21 | VDEVANGUARD WORLD FD | 23,078 | $2.7B | 1.25% | |
| 22 | BNOVINNOVATOR ETFS TRUST | 64,510 | $2.7B | 1.21% | |
| 23 | IQLTISHARES TR | 59,711 | $2.6B | 1.17% | |
| 24 | NVDANVIDIA CORPORATION | 15,956 | $2.5B | 1.15% | |
| 25 | STGWSTAGWELL INC | 555,029 | $2.5B | 1.14% | |
| 26 | BMARINNOVATOR ETFS TRUST | 49,490 | $2.4B | 1.10% | |
| 27 | TFLRT ROWE PRICE ETF INC | 46,917 | $2.4B | 1.10% | |
| 28 | BJANINNOVATOR ETFS TRUST | 46,463 | $2.3B | 1.06% | |
| 29 | VYMVANGUARD WHITEHALL FDS | 17,165 | $2.3B | 1.04% | |
| 30 | SPYMSPDR SERIES TRUST | 30,999 | $2.3B | 1.02% | |
| 31 | IVVISHARES TR | 3,275 | $2.0B | 0.92% | |
| 32 | NJANINNOVATOR ETFS TRUST | 39,000 | $2.0B | 0.90% | |
| 33 | IJANINNOVATOR ETFS TRUST | 56,630 | $1.9B | 0.88% | |
| 34 | ITOTISHARES TR | 12,287 | $1.7B | 0.75% | |
| 35 | SCHDSCHWAB STRATEGIC TR | 60,158 | $1.6B | 0.72% | |
| 36 | METAMETA PLATFORMS INC | 2,068 | $1.5B | 0.69% | |
| 37 | IYHISHARES TR | 24,750 | $1.4B | 0.64% | |
| 38 | AMATAPPLIED MATLS INC | 7,028 | $1.3B | 0.58% | |
| 39 | BOCTINNOVATOR ETFS TRUST | 25,935 | $1.2B | 0.54% | |
| 40 | VWOVANGUARD INTL EQUITY INDEX F | 23,018 | $1.1B | 0.52% | |
| 41 | BSEPINNOVATOR ETFS TRUST | 22,180 | $1.0B | 0.46% | |
| 42 | WWAYFAIR INC | 19,302 | $987.1M | 0.45% | |
| 43 | AMDADVANCED MICRO DEVICES INC | 6,819 | $967.6M | 0.44% | |
| 44 | BJUNINNOVATOR ETFS TRUST | 20,580 | $900.6M | 0.41% | |
| 45 | EJANINNOVATOR ETFS TRUST | 26,990 | $864.7M | 0.39% | |
| 46 | VEAVANGUARD TAX-MANAGED FDS | 15,003 | $855.3M | 0.39% | |
| 47 | JPMJPMORGAN CHASE & CO. | 2,910 | $843.8M | 0.38% | |
| 48 | AMZNAMAZON COM INC | 3,351 | $735.2M | 0.33% | |
| 49 | HDHOME DEPOT INC | 1,967 | $721.2M | 0.33% | |
| 50 | VBVANGUARD INDEX FDS | 2,897 | $686.5M | 0.31% | |
| 51 | BNDVANGUARD BD INDEX FDS | 9,048 | $666.2M | 0.30% | |
| 52 | IBBISHARES TR | 5,140 | $650.3M | 0.30% | |
| 53 | SCHFSCHWAB STRATEGIC TR | 29,330 | $648.2M | 0.29% | |
| 54 | JNJJOHNSON & JOHNSON | 4,178 | $638.2M | 0.29% | |
| 55 | XLKSELECT SECTOR SPDR TR | 2,467 | $624.7M | 0.28% | |
| 56 | SCHBSCHWAB STRATEGIC TR | 25,220 | $601.0M | 0.27% | |
| 57 | BMAYINNOVATOR ETFS TRUST | 13,550 | $571.8M | 0.26% | |
| 58 | UNHUNITEDHEALTH GROUP INC | 1,754 | $547.2M | 0.25% | |
| 59 | IWRISHARES TR | 5,718 | $525.9M | 0.24% | |
| 60 | VGTVANGUARD WORLD FD | 761 | $504.6M | 0.23% | |
| 61 | PJANINNOVATOR ETFS TRUST | 10,205 | $449.5M | 0.20% | |
| 62 | XLVSELECT SECTOR SPDR TR | 3,326 | $448.4M | 0.20% | |
| 63 | DISDISNEY WALT CO | 3,602 | $446.6M | 0.20% | |
| 64 | IJHISHARES TR | 7,140 | $442.8M | 0.20% | |
| 65 | AG8AGILENT TECHNOLOGIES INC | 3,500 | $413.0M | 0.19% | |
| 66 | KAPRINNOVATOR ETFS TRUST | 12,731 | $412.3M | 0.19% | |
| 67 | VONGVANGUARD SCOTTSDALE FDS | 3,659 | $399.6M | 0.18% | |
| 68 | VVVANGUARD INDEX FDS | 1,391 | $396.7M | 0.18% | |
| 69 | SDYSPDR SERIES TRUST | 2,800 | $380.0M | 0.17% | |
| 70 | GOOGALPHABET INC | 1,969 | $349.3M | 0.16% | |
| 71 | IEMGISHARES INC | 5,682 | $341.1M | 0.16% | |
| 72 | BSVVANGUARD BD INDEX FDS | 4,298 | $338.2M | 0.15% | |
| 73 | VIGVANGUARD SPECIALIZED FUNDS | 1,606 | $328.7M | 0.15% | |
| 74 | BACBANK AMERICA CORP | 6,638 | $314.1M | 0.14% | |
| 75 | VGSHVANGUARD SCOTTSDALE FDS | 5,236 | $307.8M | 0.14% | |
| 76 | VBRVANGUARD INDEX FDS | 1,543 | $300.9M | 0.14% | |
| 77 | VUGVANGUARD INDEX FDS | 675 | $295.9M | 0.13% | |
| 78 | AVGOBROADCOM INC | 1,034 | $284.9M | 0.13% | |
| 79 | XLFISELECT SECTOR SPDR TR | 3,506 | $283.8M | 0.13% | |
| 80 | EFGISHARES TR | 2,447 | $274.1M | 0.12% | |
| 81 | VOOGVANGUARD ADMIRAL FDS INC | 672 | $266.5M | 0.12% | |
| 82 | XOMEXXON MOBIL CORP | 2,459 | $265.1M | 0.12% | |
| 83 | IEIISHARES TR | 2,096 | $249.6M | 0.11% | |
| 84 | GOOGLALPHABET INC | 1,314 | $231.6M | 0.11% | |
| 85 | SPMDSPDR SERIES TRUST | 4,228 | $229.9M | 0.10% | |
| 86 | XLESELECT SECTOR SPDR TR | 2,695 | $228.6M | 0.10% | |
| 87 | CRMSALESFORCE INC | 827 | $225.5M | 0.10% | |
| 88 | VXUSVANGUARD STAR FDS | 3,204 | $221.4M | 0.10% | |
| 89 | NFLXNETFLIX INC | 164 | $219.6M | 0.10% | |
| 90 | GSGOLDMAN SACHS GROUP INC | 305 | $215.9M | 0.10% | |
| 91 | FLRNSPDR SERIES TRUST | 7,000 | $215.8M | 0.10% | |
| 92 | ORCORCHID IS CAP INC | 10,000 | $70.1M | 0.03% |