My Personal CFO, LLC

VANCOUVER, WA · CIK 1916366 · 13F filing filed 2025-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$220.0m reported value +10.8% vs Q1 2025

92positions

54.7%in top 10

5 new 34 added 26 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	113,104	$34.4m15.63%	15.63%	Added +3.6k	+3,565 3.2%
2	MICROSOFT CORP COM MSFT	MSFT	36,318	$18.1m8.21%	8.21%	Reduced -8.4k	-8,392 -18.8%
3	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	138,935	$14.0m6.37%	6.37%	Added +174	+174 0.1%
4	APPLE INC COM AAPL	AAPL	55,709	$11.4m5.20%	5.20%	Added +194	+194 0.3%
5	OKTA INC CL A OKTA	OKTA	110,367	$11.0m5.02%	5.02%	Added +4.2k	+4,205 4.0%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	15,469	$8.5m3.88%	3.88%	Added +485	+485 3.2%
7	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	159,831	$6.8m3.08%	3.08%	Added +25.6k	+25,624 19.1%
8	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,395	$6.4m2.92%	2.92%	Added +4	+4 0.0%
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,615	$4.9m2.22%	2.22%	Reduced -450	-450 -5.0%
10	ISHARES TR EAFE SML CP ETF SCZ	SCZ	66,347	$4.8m2.19%	2.19%	Added +968	+968 1.5%
11	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	121,421	$4.2m1.91%	1.91%	Added +54.2k	+54,162 80.5%
12	INNOVATOR ETFS TRUST US EQT BUFR APR BAPR	BAPR	91,870	$4.2m1.89%	1.89%	Added +11.0k	+11,000 13.6%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	8,209	$4.0m1.81%	1.81%	Reduced -699	-699 -7.8%
14	VANGUARD INDEX FDS MID CAP ETF VO	VO	13,935	$3.9m1.77%	1.77%	Reduced -153	-153 -1.1%
15	INNOVATOR ETFS TRUST US EQTY BUFR FEB BFEB	BFEB	76,315	$3.4m1.55%	1.55%	Reduced -310	-310 -0.4%
16	INNOVATOR ETFS TRUST US EQTY BUF DEC BDEC	BDEC	74,373	$3.4m1.53%	1.53%	Added +42	+42 0.1%
17	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	33,953	$3.0m1.37%	1.37%	Added +3.1k	+3,127 10.1%
18	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	27,557	$3.0m1.37%	1.37%	Added +2	+2 0.0%
19	ISHARES TR SELECT DIVID ETF DVY	DVY	21,874	$2.9m1.32%	1.32%	Added +46	+46 0.2%
20	INNOVATOR ETFS TRUST US EQTY BUFR JUL BJUL	BJUL	60,420	$2.8m1.29%	1.29%	Added +2.4k	+2,400 4.1%
21	VANGUARD WORLD FD ENERGY ETF VDE	VDE	23,078	$2.7m1.25%	1.25%	Added +2.6k	+2,558 12.5%
22	INNOVATOR ETFS TRUST US EQTY BUF NOV BNOV	BNOV	64,510	$2.7m1.21%	1.21%	Unchanged
23	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	59,711	$2.6m1.17%	1.17%	Added +4.5k	+4,511 8.2%
24	NVIDIA CORPORATION COM NVDA	NVDA	15,956	$2.5m1.15%	1.15%	Reduced -759	-759 -4.5%
25	STAGWELL INC COM CL A STGW	STGW	555,029	$2.5m1.14%	1.14%	Unchanged
26	INNOVATOR ETFS TRUST US EQTY BUFR MAR BMAR	BMAR	49,490	$2.4m1.10%	1.10%	Reduced -6.0k	-6,020 -10.8%
27	T ROWE PRICE ETF INC FLOATING RATE TFLR	TFLR	46,917	$2.4m1.10%	1.10%	Added +39.9k	+39,899 568.5%
28	INNOVATOR ETFS TRUST US EQTY BUFR JAN BJAN	BJAN	46,463	$2.3m1.06%	1.06%	Reduced -32	-32 -0.1%
29	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	17,165	$2.3m1.04%	1.04%	Reduced -51	-51 -0.3%
30	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	30,999	$2.3m1.02%	1.02%	Unchanged
31	ISHARES TR CORE S&P500 ETF IVV	IVV	3,275	$2.0m0.92%	0.92%	Reduced -2	-2 -0.1%
32	INNOVATOR ETFS TRUST GRWT100 PWR BF NJAN	NJAN	39,000	$2.0m0.90%	0.90%	Unchanged
33	INNOVATOR ETFS TRUST INTRNL DEV JAN IJAN	IJAN	56,630	$1.9m0.88%	0.88%	Reduced -2.0k	-2,000 -3.4%
34	ISHARES TR CORE S&P TTL STK ITOT	ITOT	12,287	$1.7m0.75%	0.75%	Unchanged
35	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	60,158	$1.6m0.72%	0.72%	Added +13.6k	+13,601 29.2%
36	META PLATFORMS INC CL A META	META	2,068	$1.5m0.69%	0.69%	Reduced -3	-3 -0.1%
37	ISHARES TR US HLTHCARE ETF IYH	IYH	24,750	$1.4m0.64%	0.64%	Unchanged
38	APPLIED MATLS INC COM AMAT	AMAT	7,028	$1.3m0.58%	0.58%	Reduced -3	-3 -0.0%
39	INNOVATOR ETFS TRUST US EQTY BUF OCT BOCT	BOCT	25,935	$1.2m0.54%	0.54%	Unchanged
40	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	23,018	$1.1m0.52%	0.52%	Added +5.5k	+5,522 31.6%
41	INNOVATOR ETFS TRUST US EQTY BUF SEP BSEP	BSEP	22,180	$1.0m0.46%	0.46%	Unchanged
42	WAYFAIR INC CL A W	W	19,302	$987.1k0.45%	0.45%	Reduced -1.7k	-1,704 -8.1%
43	ADVANCED MICRO DEVICES INC COM AMD	AMD	6,819	$967.6k0.44%	0.44%	Added +200	+200 3.0%
44	INNOVATOR ETFS TRUST US EQTY BUFR JUN BJUN	BJUN	20,580	$900.6k0.41%	0.41%	Added +180	+180 0.9%
45	INNOVATOR ETFS TRUST EMRGNG MKT JAN EJAN	EJAN	26,990	$864.7k0.39%	0.39%	Unchanged
46	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	15,003	$855.3k0.39%	0.39%	Added +45	+45 0.3%
47	JPMORGAN CHASE & CO COM JPM	JPM	2,910	$843.8k0.38%	0.38%	Unchanged
48	AMAZON COM INC COM AMZN	AMZN	3,351	$735.2k0.33%	0.33%	Unchanged
49	HOME DEPOT INC COM HD	HD	1,967	$721.2k0.33%	0.33%	Reduced -11	-11 -0.6%
50	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,897	$686.5k0.31%	0.31%	Reduced -38	-38 -1.3%
51	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	9,048	$666.2k0.30%	0.30%	Added +9	+9 0.1%
52	ISHARES TR ISHARES BIOTECH IBB	IBB	5,140	$650.3k0.30%	0.30%	Unchanged
53	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	29,330	$648.2k0.29%	0.29%	Added +14	+14 0.1%
54	JOHNSON & JOHNSON COM JNJ	JNJ	4,178	$638.2k0.29%	0.29%	Unchanged
55	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,467	$624.7k0.28%	0.28%	Reduced -1.0k	-1,000 -28.8%
56	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	25,220	$601.0k0.27%	0.27%	Added +17	+17 0.1%
57	INNOVATOR ETFS TRUST US EQTY BUFR MAY BMAY	BMAY	13,550	$571.8k0.26%	0.26%	New
58	UNITEDHEALTH GROUP INC COM UNH	UNH	1,754	$547.2k0.25%	0.25%	Reduced -47	-47 -2.6%
59	ISHARES TR RUS MID CAP ETF IWR	IWR	5,718	$525.9k0.24%	0.24%	Added +3	+3 0.1%
60	VANGUARD WORLD FD INF TECH ETF VGT	VGT	761	$504.6k0.23%	0.23%	Added +1	+1 0.1%
61	INNOVATOR ETFS TRUST US EQTY PWR BUF PJAN	PJAN	10,205	$449.5k0.20%	0.20%	Unchanged
62	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	3,326	$448.4k0.20%	0.20%	Added +7	+7 0.2%
63	DISNEY WALT CO COM DIS	DIS	3,602	$446.6k0.20%	0.20%	Reduced -150	-150 -4.0%
64	ISHARES TR CORE S&P MCP ETF IJH	IJH	7,140	$442.8k0.20%	0.20%	Unchanged
65	AGILENT TECHNOLOGIES INC COM A	A	3,500	$413.0k0.19%	0.19%	Unchanged
66	INNOVATOR ETFS TRUST US SML CP PWR ET KAPR	KAPR	12,731	$412.3k0.19%	0.19%	Unchanged
67	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	3,659	$399.6k0.18%	0.18%	Added +2	+2 0.1%
68	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,391	$396.7k0.18%	0.18%	Unchanged
69	SPDR SER TR S&P DIVID ETF SDY	SDY	2,800	$380.0k0.17%	0.17%	Unchanged
70	ALPHABET INC CAP STK CL C GOOG	GOOG	1,969	$349.3k0.16%	0.16%	Reduced -309	-309 -13.6%
71	ISHARES INC CORE MSCI EMKT IEMG	IEMG	5,682	$341.1k0.16%	0.16%	Added +14	+14 0.2%
72	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	4,298	$338.2k0.15%	0.15%	Reduced -189	-189 -4.2%
73	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,606	$328.7k0.15%	0.15%	Reduced -15	-15 -0.9%
74	BANK AMERICA CORP COM BAC	BAC	6,638	$314.1k0.14%	0.14%	Reduced -176	-176 -2.6%
75	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	5,236	$307.8k0.14%	0.14%	Unchanged
76	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,543	$300.9k0.14%	0.14%	Reduced -36	-36 -2.3%
77	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	675	$295.9k0.13%	0.13%	Unchanged
78	BROADCOM INC COM AVGO	AVGO	1,034	$284.9k0.13%	0.13%	New
79	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	3,506	$283.8k0.13%	0.13%	Added +18	+18 0.5%
80	ISHARES TR EAFE GRWTH ETF EFG	EFG	2,447	$274.1k0.12%	0.12%	Unchanged
81	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	672	$266.5k0.12%	0.12%	Added +1	+1 0.1%
82	EXXON MOBIL CORP COM XOM	XOM	2,459	$265.1k0.12%	0.12%	Reduced -25	-25 -1.0%
83	ISHARES TR 3 7 YR TREAS BD IEI	IEI	2,096	$249.6k0.11%	0.11%	Unchanged
84	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,314	$231.6k0.11%	0.11%	Reduced -35	-35 -2.6%
85	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	4,228	$229.9k0.10%	0.10%	Unchanged
86	SELECT SECTOR SPDR TR ENERGY XLE	XLE	2,695	$228.6k0.10%	0.10%	Added +11	+11 0.4%
87	SALESFORCE INC COM CRM	CRM	827	$225.5k0.10%	0.10%	Unchanged
88	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	3,204	$221.4k0.10%	0.10%	New
89	NETFLIX INC COM NFLX	NFLX	164	$219.6k0.10%	0.10%	New
90	GOLDMAN SACHS GROUP INC COM GS	GS	305	$215.9k0.10%	0.10%	New
91	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	7,000	$215.8k0.10%	0.10%	Unchanged
92	ORCHID IS CAP INC COM NEW ORC	ORC	10,000	$70.1k0.03%	0.03%	Unchanged