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CIK: 0001916366
Total reported value
$256.2M
$256.2M
88 檔
28.0%
During the Q3 2024 filing period, My Personal CFO, LLC (CIK: 0001916366) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $256.2M across 88 reported positions.
In Q3 2024, My Personal CFO, LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.49% | +0.26% | +5.37% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.05% | -0.24% | -3.65% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.69% | -0.19% | +17.22% | |
| 4 | OKTA | Okta Inc | Stock-Tech | 4.88% | -0.25% | -0.01% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.20% | +0.52% | +0.28% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.16% | -0.20% | -11.73% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.80% | +0.13% | +2.20% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.75% | -0.10% | +8.27% | |
| 9 | STGW | Stagwell Inc | Stock-Other | 2.18% | -0.14% | -57.95% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.18% | +0.17% | -16.17% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.14% | -0.08% | -2.60% | |
| 12 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.96% | -0.27% | -0.96% | |
| 13 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.71% | -0.05% | -0.94% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.67% | -0.15% | -7.56% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.61% | -0.04% | -6.82% | |
| 16 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.58% | -0.06% | -2.19% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | -1.29% | +138.92% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.54% | +0.02% | -0.63% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.45% | -0.13% | -0.89% | |
| 20 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 1.39% | -0.18% | +23.66% | |
| 21 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 1.25% | -0.16% | -2.96% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | -0.05% | -15.99% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.21% | -0.08% | — | |
| 24 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.20% | -0.02% | -0.79% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.02% | +0.51% | |
| 26 | VDE | Vanguard Energy ETF | ETF-Other | 1.10% | -0.37% | +1.06% | |
| 27 | IJAN | Innovator International Deve | ETF-Other | 1.08% | -0.06% | -0.45% | |
| 28 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.07% | -0.01% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.03% | +4.94% | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 1.04% | -0.09% | +0.26% | |
| 31 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.99% | -0.01% | — | |
| 32 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.88% | -0.07% | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.02% | -3.99% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.82% | +0.02% | — | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.78% | +0.62% | -0.55% | |
| 36 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.65% | — | -7.78% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.63% | — | -19.49% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.61% | +0.70% | -0.99% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | -0.01% | -3.19% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.53% | — | — | |
| 41 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.51% | -0.01% | +21.67% | |
| 42 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.48% | -0.02% | — | |
| 43 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.46% | -0.04% | -6.85% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.01% | -5.68% | |
| 45 | DFAI | Dimensional International Co | ETF-Other | 0.44% | +0.54% | -16.07% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | +0.03% | +1.16% | |
| 47 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.43% | -0.10% | — | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | +0.08% | -32.70% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | +0.06% | +2.31% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.07% | +6.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.8% | +5.37% | Add |
| 2 | AVUS | Avantis U.s. Equity ETF | +1.4% | +17.22% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +1% | +138.92% | Add |
| 4 | SCZ | Ishares Msci Eafe Small-cap | +0.5% | +8.27% | Add |
| 5 | BJUL | Innovator U.s. Equity Buffer | +0.3% | +23.66% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +2.20% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -2.60% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.28% | Add |
| 9 | VGSH | Vanguard Short-term Treasury | +0.2% | NEW | New buy |
| 10 | DVY | Ishares Select Dividend ETF | +0.2% | -0.89% | Trim |
| 11 | VNQ | Vanguard Real Estate ETF | +0.2% | -6.82% | Trim |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.94% | Add |
| 13 | VYM | Vanguard High Dvd Yield ETF | +0.1% | — | Unchanged |
| 14 | BSEP | Innovator U.s. Equity Buffer | +0.1% | +21.67% | Add |
| 15 | BAPR | Innovator U.s. Equity Buffer | +0.1% | -0.96% | Trim |
| 16 | ESGV | Vanguard Esg US Stock ETF | +0.1% | -0.63% | Trim |
| 17 | META | Meta Platforms Inc-class A | +0.1% | -3.99% | Trim |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.51% | Add |
| 19 | IQLT | Ishares Msci International Q | +0.1% | +0.26% | Add |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | -3.19% | Trim |
| 21 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.95% | Add |
| 22 | IYH | Ishares U.s. Healthcare ETF | +0.1% | — | Unchanged |
| 23 | AAPL | Apple Inc | 0% | -11.73% | Trim |
| 24 | DFAI | Dimensional International Co | 0% | -16.07% | Trim |
| 25 | VBR | Vanguard Small-cap Value ETF | -0.1% | -31.83% | Trim |
| 26 | VXUS | Vanguard Total Intl Stock | -0.1% | -40.32% | Trim |
| 27 | AMAT | Applied Materials Inc | -0.1% | -0.55% | Trim |
| 28 | AVLC | Avantis US Lg Cap Eq ETF | -0.1% | EXIT | Sold out |
| 29 | NFLX | Netflix Inc | -0.1% | EXIT | Sold out |
| 30 | DFAS | Dimensional US Small Cap ETF | -0.2% | EXIT | Sold out |
| 31 | PJAN | Innovator U.s. Equity Power | -0.2% | -41.53% | Trim |
| 32 | PJUL | Innovator U.s. Equity Power | -0.2% | EXIT | Sold out |
| 33 | TSLA | Tesla Inc | -0.2% | EXIT | Sold out |
| 34 | PAPR | Innovator U.s. Equity Power | -0.2% | EXIT | Sold out |
| 35 | BND | Vanguard Total Bond Market | -0.2% | -32.70% | Trim |
| 36 | POCT | Innovator U.s. Equity Power | -0.2% | EXIT | Sold out |
| 37 | AVMC | Avantis US Mid Cap Eq ETF | -0.2% | EXIT | Sold out |
| 38 | INTC | Intel CORP | -0.2% | EXIT | Sold out |
| 39 | AMZN | Amazon.com Inc | -0.2% | -34.80% | Trim |
| 40 | DFAU | Dimensional US Core Equity M | -0.2% | -16.17% | Trim |
| 41 | BOXX | Alpha Architect 1-3 Mnth Box | -0.2% | EXIT | Sold out |
| 42 | NVDA | Nvidia CORP | -0.2% | -15.99% | Trim |
| 43 | DFLV | Dim US Large Cap Value ETF | -0.2% | EXIT | Sold out |
| 44 | AVLV | Avantis US Large Cap Value | -0.2% | EXIT | Sold out |
| 45 | VPU | Vanguard Utilities ETF | -0.2% | -70.58% | Trim |
| 46 | VOE | Vanguard Mid-cap Value ETF | -0.3% | EXIT | Sold out |
| 47 | AVUV | Avantis US Small Cap Value | -0.3% | EXIT | Sold out |
| 48 | MSFT | Microsoft CORP | -0.5% | -3.65% | Trim |
| 49 | OKTA | Okta Inc | -1.1% | -0.01% | Trim |
| 50 | STGW | Stagwell Inc | -2.7% | -57.95% | Trim |
According to official SEC Form 13F filings, My Personal CFO, LLC reported a total U.S. public equity portfolio value of $256.2M across 88 disclosed positions in Q3 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.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, AVUS) accounted for 28.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
VGSH
市值: $309.0K
Top Position Liquidated / Trimmed
AVUV
前期市值: $644.0K
During Q3 2024, My Personal CFO, LLC's top holdings by market value included VTI (14.5%)、MSFT (9.1%)、AVUS (6.7%). The largest single position, VTI, represented 14.5% of total portfolio value.
In Q3 2024, My Personal CFO, LLC made 48 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 21 holdings, and fully liquidating 14 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.
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