13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001916366
Total reported value
$256.2M
$256.2M
101 檔
28.0%
At the close of Q2 2024, My Personal CFO, LLC disclosed equity holdings valued at approximately $256.2M, spread across 101 reported holdings.
During Q2 2024, My Personal CFO, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, OKTA) accounted for 28.0% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.65% | +0.26% | +7.27% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.50% | -0.24% | +43.20% | |
| 3 | OKTA | Okta Inc | Stock-Tech | 5.98% | -0.25% | -0.01% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.26% | -0.19% | +8.95% | |
| 5 | STGW | Stagwell Inc | Stock-Other | 4.91% | -0.14% | -2.98% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.00% | +0.52% | +4.33% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.15% | -0.20% | +0.64% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.53% | +0.13% | +1.21% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.39% | +0.17% | +2.89% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.25% | -0.10% | +7.78% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | -0.08% | -0.24% | |
| 12 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.85% | -0.27% | +40.44% | |
| 13 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.62% | -0.05% | -0.40% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.62% | -0.15% | +24.96% | |
| 15 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.53% | -0.06% | -1.72% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | -0.05% | +879.95% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.44% | -0.04% | +7.25% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.43% | +0.02% | +0.01% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.28% | -0.13% | -8.32% | |
| 20 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 1.21% | -0.16% | — | |
| 21 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.14% | -0.02% | — | |
| 22 | VDE | Vanguard Energy ETF | ETF-Other | 1.11% | -0.37% | +0.53% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.09% | -0.08% | — | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.02% | +2.49% | |
| 25 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 1.05% | -0.18% | +26.74% | |
| 26 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.02% | -0.01% | — | |
| 27 | IJAN | Innovator International Deve | ETF-Other | 1.01% | -0.06% | — | |
| 28 | IQLT | Ishares Msci International Q | ETF-Other | 0.95% | -0.09% | +20.75% | |
| 29 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.94% | -0.01% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.03% | +3.16% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.89% | +0.62% | -0.60% | |
| 32 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.81% | -0.07% | — | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.76% | +0.02% | — | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.02% | +6.05% | |
| 35 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.64% | — | -2.26% | |
| 36 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.64% | — | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -1.29% | +4.10% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | +0.08% | -6.87% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | +0.70% | -1.76% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.59% | -44.99% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | -0.01% | -1.00% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.49% | — | — | |
| 43 | DFAI | Dimensional International Co | ETF-Other | 0.48% | +0.54% | -27.57% | |
| 44 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.46% | -0.04% | — | |
| 45 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.45% | -0.02% | — | |
| 46 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.41% | -0.10% | — | |
| 47 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.40% | -0.01% | — | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.01% | -0.33% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.38% | +0.03% | +0.16% | |
| 50 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.38% | -0.01% | -1.84% |
According to official SEC Form 13F filings, My Personal CFO, LLC reported a total U.S. public equity portfolio value of $256.2M across 101 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2024, My Personal CFO, LLC's top holdings by market value included VTI (12.7%)、MSFT (9.5%)、OKTA (6.0%). The largest single position, VTI, represented 12.7% of total portfolio value.
In Q2 2024, My Personal CFO, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.