MP

My Personal CFO, LLC

13F
My Personal CFO, LLC
Last update 2024-10-21 84 Stocks (1 new)
Value $175.00 Mil Turnover 4 %
Countries:
Top Holdings: VTI(15.09%)MSFT(9.43%)AVUS(6.96%)OKTA(5.08%)QQQ(4.38%)
Portfolio Report
Summary Stock Picks Current Portfolio
My Personal CFO, LLC Top Holdings of 2024-09-30 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
93,318
26424.000
+5.37%
15.090
+0.77%
0.010
+13.34%
+25.08%
440602.207
 
MSFT 		Microsoft Corp
38,365
16508.470
-3.65%
9.430
-0.36%
0.000
+5.12%
+12.98%
3141534.523
Software
AVUS 		Avantis U.S. Equity ETF
128,159
12194.350
+17.22%
6.960
+1.02%
0.170
+13.24%
+22.73%
7617.850
 
OKTA 		Okta Inc
119,615
8892.180
-0.01%
5.080
0%
0.070
-13.42%
-15.22%
13036.913
Software
QQQ 		INVESCO QQQ Trust
15,698
7661.790
+0.28%
4.380
+0.01%
0.000
+14.75%
+25.55%
310746.216
 
AAPL 		Apple Inc
24,718
5759.180
-11.73%
3.290
-0.38%
0.000
+6.64%
+18.46%
3430687.188
Hardware
SPY 		S&P 500 ETF TRUST ETF
8,906
5109.830
+2.20%
2.920
+0.06%
0.000
+12.73%
+25.85%
618697.219
 
SCZ 		iShares MSCI EAFE Small-Cap ETF
74,187
5022.490
+8.27%
2.870
+0.22%
0.050
+3.44%
+2.99%
8669.872
 
STGW 		Stagwell Inc
567,440
3983.430
-57.95%
2.280
-2.96%
0.510
+25.40%
+18.40%
875.679
Media - Diversified
DFAU 		Dimensional US Core Equity Market ETF
100,285
3980.310
-16.17%
2.270
-0.40%
0.060
+13.33%
+25.05%
6900.199
 

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
STGW 		Stagwell Inc2024-09-30Reduce
-2.96%
●
6.02 ($6.85) 7.37
$7.85
14.60%
Reduce -57.95%
567,440
-782,000
AVUS 		Avantis U.S. Equity ETF2024-09-30Add
+1.02%
●
86.27 ($91.83) 95.15
$100.09
8.99%
Add 17.22%
128,159
18,830
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.96%
●
475.2 ($508.3) 527.7
$549.95
8.19%
Add 138.92%
5,464
3,177
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+0.77%
●
255.18 ($272.76) 283.2
$296.71
8.78%
Add 5.37%
93,318
4,757
DFAU 		Dimensional US Core Equity Market ETF2024-09-30Reduce
-0.40%
●
35.8 ($38.2) 39.69
$41.58
8.85%
Reduce -16.17%
100,285
-19,340
AAPL 		Apple Inc2024-09-30Reduce
-0.38%
●
207.23 ($223.32) 234.82
$226.96
1.63%
Reduce -11.73%
24,718
-3,284
MSFT 		Microsoft Corp2024-09-30Reduce
-0.36%
●
395.15 ($427.47) 467.56
$422.54
-1.15%
Reduce -3.65%
38,365
-1,452
AVUV 		Avantis U.S. Small Cap Value ETF2024-09-30Sold Out
-0.36%
●
88.24 ($93.47) 99.7
$103.08
10.28%
Sold Out
0
-7,178
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.30%
●
25.67 ($27.24) 28.35
$29.08
6.75%
Add 203.49%
27,948
6,246
BJUL 		Innovator U.S. Equity Buffer ETF - July2024-09-30Add
+0.28%
●
40.26 ($42.39) 43.68
$44.83
5.76%
Add 23.66%
58,020
11,100

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

  • 1

My Personal CFO, LLC's Hypothetical Growth since 2024-09-30

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

  • 1

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