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
88 檔
31.0%
The Q4 2024 SEC filing reveals that My Personal CFO, LLC held a total portfolio value of $256.2M, covering 88 public equity positions.
In Q4 2024, My Personal CFO, LLC displayed an active expansion posture, initiating 1 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, AVUS) accounted for 31.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.81% | +0.26% | +14.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.29% | -0.24% | +12.09% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.76% | -0.19% | +6.06% | |
| 4 | OKTA | Okta Inc | Stock-Tech | 4.83% | -0.25% | -0.03% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.03% | +0.52% | -2.05% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.20% | +0.51% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.98% | +0.13% | +11.25% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.84% | +0.17% | +36.29% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.26% | -0.10% | -2.23% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.02% | -0.08% | +2.36% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.90% | -0.15% | +21.42% | |
| 12 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.88% | -0.27% | — | |
| 13 | STGW | Stagwell Inc | Stock-Other | 1.87% | -0.14% | -2.19% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | -1.29% | +21.08% | |
| 15 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.64% | -0.06% | +10.98% | |
| 16 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.64% | -0.05% | — | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.48% | +0.02% | +0.01% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.47% | -0.13% | +10.94% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | -0.04% | +2.14% | |
| 20 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.35% | -0.01% | +31.13% | |
| 21 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 1.33% | -0.18% | — | |
| 22 | VDE | Vanguard Energy ETF | ETF-Other | 1.27% | -0.37% | +24.49% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | -0.05% | -5.12% | |
| 24 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 1.18% | -0.16% | -1.87% | |
| 25 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.14% | -0.02% | -1.08% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.12% | -0.08% | — | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.02% | -0.34% | |
| 28 | IQLT | Ishares Msci International Q | ETF-Other | 1.05% | -0.09% | +20.19% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.03% | -2.47% | |
| 30 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.96% | -0.01% | — | |
| 31 | IJAN | Innovator International Deve | ETF-Other | 0.93% | -0.06% | — | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.82% | +0.54% | +116.69% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.02% | +0.04% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.79% | +0.02% | — | |
| 35 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.74% | -0.07% | — | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | +0.03% | +360.40% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.59% | +0.62% | — | |
| 38 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.57% | -0.10% | +41.72% | |
| 39 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.49% | -0.01% | — | |
| 40 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.48% | — | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | -0.01% | — | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.44% | — | -12.97% | |
| 43 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.43% | -0.04% | — | |
| 44 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.42% | -0.02% | -0.35% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | +0.70% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.41% | +0.06% | +13.26% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.01% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.59% | -8.29% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.01% | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | -0.07% | +0.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +14.01% | Add |
| 2 | DFAU | Dimensional US Core Equity M | +0.7% | +36.29% | Add |
| 3 | DFAI | Dimensional International Co | +0.4% | +116.69% | Add |
| 4 | BNOV | Innovator U.s. Equity Buffer | +0.3% | +31.13% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | +21.08% | Add |
| 6 | MSFT | Microsoft CORP | +0.2% | +12.09% | Add |
| 7 | VO | Vanguard Mid-cap ETF | +0.2% | +21.42% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +11.25% | Add |
| 9 | VDE | Vanguard Energy ETF | +0.2% | +24.49% | Add |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +360.40% | Add |
| 11 | BOCT | Innovator U.s. Equity Buffer | +0.1% | +41.72% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 13 | AVUS | Avantis U.s. Equity ETF | +0.1% | +6.06% | Add |
| 14 | BDEC | Innovator U.s. Equity Buffer | +0.1% | +10.98% | Add |
| 15 | AAPL | Apple Inc | 0% | +0.51% | Add |
| 16 | DVY | Ishares Select Dividend ETF | 0% | +10.94% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 18 | DIS | Walt Disney Co/the | 0% | -0.40% | Trim |
| 19 | CRM | Salesforce Inc | 0% | +0.12% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +7.48% | Add |
| 21 | IQLT | Ishares Msci International Q | 0% | +20.19% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | -0.61% | Trim |
| 23 | AMZN | Amazon.com Inc | — | -8.29% | Trim |
| 24 | NVDA | Nvidia CORP | 0% | -5.12% | Trim |
| 25 | NJAN | Innovator Growth 100 Power B | 0% | — | Unchanged |
| 26 | XLV | Ss Health Care Select Sector | 0% | +0.21% | Add |
| 27 | OKTA | Okta Inc | -0.1% | -0.03% | Trim |
| 28 | SCHF | Schwab Intl Equity ETF | -0.1% | +100.31% | Add |
| 29 | ESGV | Vanguard Esg US Stock ETF | -0.1% | +0.01% | Add |
| 30 | BSV | Vanguard Short-term Bond ETF | -0.1% | -15.33% | Trim |
| 31 | EJAN | Innovator Emerging Markets P | -0.1% | -0.35% | Trim |
| 32 | BJUL | Innovator U.s. Equity Buffer | -0.1% | — | Unchanged |
| 33 | BFEB | Innovator U.s. Equity Buffer | -0.1% | — | Unchanged |
| 34 | JNJ | Johnson & Johnson | -0.1% | -0.38% | Trim |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.66% | Add |
| 36 | BAPR | Innovator U.s. Equity Buffer | -0.1% | — | Unchanged |
| 37 | BND | Vanguard Total Bond Market | -0.1% | -12.00% | Trim |
| 38 | VXUS | Vanguard Total Intl Stock | -0.1% | EXIT | Sold out |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 40 | IYH | Ishares U.s. Healthcare ETF | -0.1% | — | Unchanged |
| 41 | IJAN | Innovator International Deve | -0.2% | — | Unchanged |
| 42 | W | Wayfair Inc- Class A | -0.2% | — | Unchanged |
| 43 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -2.05% | Trim |
| 44 | IBB | Ishares Biotechnology ETF | -0.2% | -22.59% | Trim |
| 45 | AMD | Advanced Micro Devices | -0.2% | — | Unchanged |
| 46 | NKE | Nike Inc -cl B | -0.2% | -12.97% | Trim |
| 47 | AMAT | Applied Materials Inc | -0.2% | — | Unchanged |
| 48 | VNQ | Vanguard Real Estate ETF | -0.2% | +2.14% | Add |
| 49 | STGW | Stagwell Inc | -0.3% | -2.19% | Trim |
| 50 | SCZ | Ishares Msci Eafe Small-cap | -0.5% | -2.23% | 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 Q4 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.
Top New Position Initiated
AVGO
市值: $252.9K
Top Position Liquidated / Trimmed
VXUS
前期市值: $205.3K
During Q4 2024, My Personal CFO, LLC's top holdings by market value included VTI (15.8%)、MSFT (9.3%)、AVUS (6.8%). The largest single position, VTI, represented 15.8% of total portfolio value.
In Q4 2024, My Personal CFO, LLC made 39 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 14 holdings, and fully liquidating 1 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.