My Personal CFO, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MP My Personal CFO, LLC | Institutional Filer | ▼ 4.73% | $228.4M | 88 |
Current Portfolio Holdings
Showing all 88 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 108K | $34.8M | 15.23% |
| 2 | MSFT | Microsoft Corporation | Technology | 48K | $17.9M | 7.82% |
| 3 | AVUS | AMERICAN CENTY ETF TR | — | 117K | $13.0M | 5.71% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | — | 333K | $13.0M | 5.68% |
| 5 | AAPL | Apple Inc. | Technology | 43K | $11.0M | 4.80% |
| 6 | OKTA | Okta, Inc. | Technology | 112K | $8.8M | 3.85% |
| 7 | TFLR | T ROWE PRICE ETF INC | — | 171K | $8.6M | 3.77% |
| 8 | QQQ | Invesco QQQ Trust | — | 14K | $8.3M | 3.62% |
| 9 | DFAU | DIMENSIONAL ETF TRUST | — | 167K | $7.5M | 3.30% |
| 10 | SPY | SPDR S&P 500 ETF Trust | — | 10K | $6.4M | 2.79% |
| 11 | SCZ | ISHARES TR | — | 71K | $5.6M | 2.44% |
| 12 | VOO | VANGUARD INDEX FDS | — | 9K | $5.1M | 2.26% |
| 13 | DVY | ISHARES TR | — | 27K | $4.1M | 1.81% |
| 14 | BAPR | INNOVATOR ETFS TRUST | — | 79K | $3.9M | 1.69% |
| 15 | VDE | VANGUARD WORLD FD | — | 21K | $3.7M | 1.63% |
Showing 1 to 15 of 88 holdings