Investor
My Personal CFO, LLC
CIK 0001916366 · filed 2026-04-22 · SEC filing
13F book
$228.4M
Positions
88
5 new · 10 sold
Largest name
15.2%
Vanguard Index Fds
Est. mark
−$8.7M
Price effect on 83 names still held. Flow −$2.64M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 108.4K | $34.8M | 15.2% | −$1.57M | Cut−$2.01M |
| Microsoft Corp | MSFT | 48.2K | $17.9M | 7.8% | −$5.26M | Added−$4.55M |
| American Centy Etf Tr | — | 117.2K | $13M | 5.7% | −$70.3K | Cut−$830.5K |
| Dimensional Etf Trust | — | 332.6K | $13M | 5.7% | $201.8K | Added$3.91M |
| Apple Inc. | AAPL | 43.2K | $11M | 4.8% | −$781K | Cut−$1.32M |
| Okta, Inc. | OKTA | 111.8K | $8.8M | 3.9% | −$727.9K | Added$688.8K |
| T Rowe Price Etf Inc | — | 171.2K | $8.62M | 3.8% | −$156.6K | Added$908.6K |
| Invesco Qqq Tr | — | 14.3K | $8.26M | 3.6% | −$531.9K | Cut−$767.8K |
| Dimensional Etf Trust | — | 167K | $7.54M | 3.3% | −$271.3K | Added−$23.7K |
| Spdr S&P 500 Etf Tr | — | 9.79K | $6.37M | 2.8% | −$306.1K | Added−$234.6K |
| Ishares Tr | — | 71.2K | $5.58M | 2.4% | $61.4K | Added$165.9K |
| Vanguard Index Fds | — | 8.62K | $5.15M | 2.3% | −$254.9K | Held |
| Ishares Tr | — | 27.3K | $4.13M | 1.8% | $276K | Added$338.2K |
| Innovator Etfs Trust | — | 78.8K | $3.86M | 1.7% | $78.8K | Cut$30.8K |
| Vanguard World Fd | — | 21.5K | $3.71M | 1.6% | $1.01M | Added$1.01M |
| Innovator Etfs Trust | — | 73.7K | $3.51M | 1.5% | −$65.8K | Added$190.4K |
| Innovator Etfs Trust | — | 66.2K | $3.18M | 1.4% | −$103.2K | Cut−$509.3K |
| Vanguard Index Fds | — | 34.2K | $3.03M | 1.3% | $7.09K | Added$62.1K |
| Vanguard Index Fds | — | 10.5K | $3.01M | 1.3% | −$31.9K | Cut−$348.8K |
| Berkshire Hathaway Inc Del | — | 5.73K | $2.75M | 1.2% | −$134.4K | Cut−$154.5K |
| Ishares Tr | — | 57.7K | $2.67M | 1.2% | $45K | Cut$12.2K |
| Vanguard Whitehall Fds | — | 17.2K | $2.54M | 1.1% | $78.6K | Held |
| Innovator Etfs Trust | — | 58.9K | $2.54M | 1.1% | −$84.9K | Cut−$377K |
| Nvidia Corp | NVDA | 13.9K | $2.42M | 1.1% | −$168.1K | Cut−$401.2K |
| Innovator Etfs Trust | — | 44.6K | $2.34M | 1.0% | −$25K | Cut−$222.9K |
| Innovator Etfs Trust | — | 46.8K | $2.32M | 1.0% | −$50.4K | Cut−$405.7K |
| Spdr Series Trust | — | 29.7K | $2.27M | 1.0% | −$109.3K | Cut−$136.9K |
| Innovator Etfs Trust | — | 42K | $2.24M | 1.0% | −$72.1K | Added−$62.7K |
| Jpmorgan Chase Finl Co Llc | — | 62.1K | $2.15M | 0.9% | $289.5K | Held |
| Innovator Etfs Trust | — | 56.6K | $2.05M | 0.9% | $6.8K | Held |
| Ishares Tr | — | 2.97K | $1.94M | 0.9% | −$94.4K | Cut−$177.3K |
| Innovator Etfs Trust | — | 36K | $1.92M | 0.8% | −$55.8K | Cut−$220.6K |
| Schwab Strategic Tr | — | 60.5K | $1.86M | 0.8% | $196.5K | Cut$193.5K |
| Ishares Tr | — | 12.3K | $1.75M | 0.8% | −$76.9K | Held |
| Applied Matls Inc | — | 4.84K | $1.65M | 0.7% | $410.5K | Cut$153.5K |
| Vanguard Intl Equity Index F | — | 24.6K | $1.33M | 0.6% | $7.14K | Added$9.46K |
| Advanced Micro Devices Inc | AMD | 5.89K | $1.2M | 0.5% | −$63.2K | Cut−$113.5K |
| Innovator Etfs Trust | — | 23.7K | $1.14M | 0.5% | −$34.1K | Cut−$142.9K |
| Innovator Etfs Trust | — | 23.6K | $1.14M | 0.5% | −$27.5K | Held |
| Ishares Tr | — | 18K | $1.11M | 0.5% | −$62.3K | Cut−$501.7K |
| Johnson & Johnson | JNJ | 4.22K | $1.03M | 0.5% | $158.2K | Held |
| Vanguard World Fd | — | 8.7K | $976.3K | 0.4% | −$75.5K | Cut−$148.3K |
| Vanguard Whitehall Fds | — | 10.1K | $950.3K | 0.4% | — | New |
| Innovator Etfs Trust | — | 27K | $915.8K | 0.4% | $3.78K | Held |
| Innovator Etfs Trust | — | 19.6K | $905.6K | 0.4% | −$9.54K | Cut−$56.3K |
| Jpmorgan Chase & Co. | — | 2.79K | $819.2K | 0.4% | −$78.1K | Cut−$102.3K |
| Vanguard Bd Index Fds | — | 10.4K | $817K | 0.4% | −$4.18K | Cut−$46K |
| Schwab Strategic Tr | — | 29.4K | $727.4K | 0.3% | $20.9K | Held |
| Vanguard Tax-Managed Fds | — | 10.5K | $671.3K | 0.3% | $16.9K | Cut−$268.6K |
| Vanguard Scottsdale Fds | — | 11.4K | $668.5K | 0.3% | −$2.16K | Cut−$16.6K |
| Ishares Tr | — | 7.26K | $657.2K | 0.3% | — | New |
| Innovator Etfs Trust | — | 12.8K | $574.4K | 0.3% | $739 | Cut−$8.22K |
| Stagwell Inc | STGW | 90K | $566.1K | 0.2% | $126K | Cut−$2.32M |
| Vanguard Bd Index Fds | — | 7.58K | $557.9K | 0.2% | −$3.31K | Cut−$177.2K |
| Vanguard Index Fds | — | 2.09K | $547.2K | 0.2% | $8.32K | Cut−$204K |
| Ishares Tr | — | 3.24K | $547.1K | 0.2% | $259 | Cut−$151.6K |
| Ishares Tr | — | 5.41K | $525.9K | 0.2% | $5.18K | Cut−$25.2K |
| Vanguard World Fd | — | 748 | $521.9K | 0.2% | −$41.6K | Held |
| Select Sector Spdr Tr | — | 3.68K | $489.5K | 0.2% | −$40.9K | Cut−$200.7K |
| Ishares Tr | — | 7.16K | $483.2K | 0.2% | $11K | Held |
| Unitedhealth Group Inc | UNH | 1.75K | $474.6K | 0.2% | −$104.4K | Held |
| Innovator Etfs Trust | — | 10K | $461.3K | 0.2% | −$8.9K | Cut−$18.5K |
| Vanguard Index Fds | — | 1.39K | $415.6K | 0.2% | −$22.2K | Held |
| Innovator Etfs Trust | — | 11.1K | $401.5K | 0.2% | $12.4K | Cut−$45.7K |
| Agilent Technologies, Inc. | A | 3.51K | $400.2K | 0.2% | −$77.6K | Held |
| Ishares Inc | — | 5.66K | $395.1K | 0.2% | $14.3K | Held |
| Vanguard Scottsdale Fds | — | 3.5K | $384K | 0.2% | −$42.3K | Cut−$62K |
| Exxon Mobil Corp | — | 2.16K | $366.5K | 0.2% | $106.6K | Cut$106.5K |
| Select Sector Spdr Tr | — | 2.46K | $360.5K | 0.2% | −$20.1K | Added−$19.1K |
| Vanguard Specialized Funds | — | 1.58K | $340.7K | 0.1% | −$7.41K | Cut−$12.5K |
| Alphabet Inc | — | 1.18K | $338.4K | 0.1% | −$29.9K | Cut−$68.7K |
| Bank America Corp | — | 6.69K | $325.9K | 0.1% | −$41.8K | Held |
| Vanguard Index Fds | — | 1.5K | $325.9K | 0.1% | $8.27K | Added$9.14K |
| Amazon Com Inc | AMZN | 1.52K | $317.3K | 0.1% | −$34.3K | Cut−$138.7K |
| Vanguard Growth Etf | — | 675 | $294.8K | 0.1% | −$34.5K | Held |
| Caterpillar Inc | CAT | 402 | $284.8K | 0.1% | $54.5K | Cut$48.8K |
| Home Depot, Inc. | HD | 846 | $278.2K | 0.1% | −$12.9K | Cut−$89.3K |
| Ishares Tr | — | 2.45K | $272.5K | 0.1% | −$6.24K | Held |
| Goldman Sachs Group Inc | — | 309 | $261.4K | 0.1% | −$10.2K | Cut−$14.6K |
| Innovator Etfs Trust | — | 5.14K | $251.1K | 0.1% | −$6.12K | Held |
| Spdr Series Trust | — | 4.23K | $250.4K | 0.1% | $5.54K | Held |
| Ishares Tr | — | 2.1K | $248.6K | 0.1% | −$1.57K | Held |
| Vanguard Star Fds | — | 3.06K | $236.2K | 0.1% | $5.13K | Cut−$15.5K |
| Meta Platforms, Inc. | META | 394 | $225.5K | 0.1% | −$34.6K | Cut−$695.3K |
| Spdr Series Trust | — | 7K | $215.5K | 0.1% | $350 | Held |
| Plumas Bancorp | PLBC | 4.23K | $206.1K | 0.1% | — | New |
| Teradyne, Inc | TER | 678 | $201K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 3.27K | $200K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.