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CIK: 0001916366
Total reported value
$256.2M
$256.2M
94 檔
33.6%
At the close of Q3 2025, My Personal CFO, LLC disclosed equity holdings valued at approximately $256.2M, spread across 94 reported holdings.
In Q3 2025, My Personal CFO, LLC displayed an active expansion posture, initiating 25 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.90% | +0.26% | -31.16% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.11% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.28% | +0.03% | +521.71% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.14% | — | — | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.87% | — | — | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.15% | — | — | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 4.11% | — | — | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.74% | — | — | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.38% | — | — | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.03% | -0.13% | +2203.91% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.88% | — | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.82% | -0.07% | +710.80% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.55% | -0.04% | +111.93% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.39% | — | — | |
| 15 | DIHP | Dimensional International Hi | ETF-Other | 1.75% | — | — | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.66% | — | — | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.62% | — | — | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.58% | — | — | |
| 19 | DFIC | Dimensional International Co | ETF-Other | 1.52% | — | — | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.48% | — | — | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.46% | — | — | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.36% | — | — | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.18% | -0.10% | -40.18% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.16% | +0.06% | +139.80% | |
| 25 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.14% | — | — | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.12% | — | — | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 1.08% | — | — | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.01% | — | — | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.99% | — | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | — | — | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.98% | — | — | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.95% | — | — | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | — | — | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.91% | — | — | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.87% | — | — | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.60% | — | — | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.58% | — | — | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.54% | -0.20% | -90.11% | |
| 39 | DFIV | Dimensional International Va | ETF-Other | 0.50% | — | — | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.46% | — | — | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.41% | — | — | |
| 42 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.37% | — | — | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | — | — | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.30% | — | +19.52% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.13% | -88.81% | |
| 46 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.30% | — | — | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.29% | — | — | |
| 48 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.28% | — | — | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.28% | — | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | -0.05% | -77.11% |
According to official SEC Form 13F filings, My Personal CFO, LLC reported a total U.S. public equity portfolio value of $256.2M across 94 disclosed positions in Q3 2025.
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, VCIT, IVV) accounted for 33.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
VCIT
市值: $20.9M
Top Position Liquidated / Trimmed
AVUS
前期市值: $12.8M
During Q3 2025, My Personal CFO, LLC's top holdings by market value included VTI (9.9%)、VCIT (8.1%)、IVV (5.3%). The largest single position, VTI, represented 9.9% of total portfolio value.
In Q3 2025, My Personal CFO, LLC made 50 total portfolio adjustments, initiating 25 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 16 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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