My Personal CFO, LLC

VANCOUVER, WA · CIK 1916366 · 13F filing filed 2026-07-22

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.

$256.2m reported value +12.2% vs Q1 2026

91positions

57.1%in top 10

4 new 23 added 40 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

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	107,227	$39.7m15.49%	15.49%	Reduced -1.2k	-1,179 -1.1%
2	MICROSOFT CORP COM MSFT	MSFT	52,047	$19.4m7.58%	7.58%	Added +3.8k	+3,824 7.9%
3	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	386,579	$15.9m6.22%	6.22%	Added +53.9k	+53,933 16.2%
4	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	110,443	$14.1m5.52%	5.52%	Reduced -6.7k	-6,746 -5.8%
5	APPLE INC COM AAPL	AAPL	40,697	$11.8m4.60%	4.60%	Reduced -2.5k	-2,524 -5.8%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	14,401	$10.6m4.14%	4.14%	Added +91	+91 0.6%
7	T ROWE PRICE ETF INC FLOATING RATE TFLR	TFLR	183,192	$9.2m3.60%	3.60%	Added +12.0k	+12,041 7.0%
8	OKTA INC CL A OKTA	OKTA	67,657	$9.2m3.60%	3.60%	Reduced -44.1k	-44,147 -39.5%
9	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	171,829	$8.9m3.47%	3.47%	Added +4.8k	+4,829 2.9%
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,008	$7.5m2.92%	2.92%	Added +216	+216 2.2%
11	ISHARES TR EAFE SML CP ETF SCZ	SCZ	72,844	$6.0m2.34%	2.34%	Added +1.6k	+1,648 2.3%
12	ISHARES TR SELECT DIVID ETF DVY	DVY	27,546	$4.3m1.68%	1.68%	Added +273	+273 1.0%
13	INNOVATOR ETFS TRUST US EQTY BUFR FEB BFEB	BFEB	72,470	$3.8m1.49%	1.49%	Reduced -1.2k	-1,215 -1.6%
14	INNOVATOR ETFS TRUST US EQT BUFR APR BAPR	BAPR	68,328	$3.6m1.42%	1.42%	Reduced -10.5k	-10,500 -13.3%
15	APPLIED MATLS INC COM AMAT	AMAT	4,741	$3.4m1.34%	1.34%	Reduced -100	-100 -2.1%
16	INNOVATOR ETFS TRUST US EQTY BUF DEC BDEC	BDEC	63,841	$3.4m1.33%	1.33%	Reduced -2.3k	-2,340 -3.5%
17	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	34,247	$3.3m1.29%	1.29%	Added +48	+48 0.1%
18	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	33,194	$3.3m1.27%	1.27%	Added +23.1k	+23,110 229.2%
19	VANGUARD WORLD FD ENERGY ETF VDE	VDE	21,496	$3.2m1.26%	1.26%	Added +40	+40 0.2%
20	ADVANCED MICRO DEVICES INC COM AMD	AMD	5,391	$3.1m1.22%	1.22%	Reduced -500	-500 -8.5%
21	VANGUARD INDEX FDS MID CAP ETF VO	VO	37,052	$3.0m1.17%	1.17%	Reduced -4.9k	-4,892 -11.7%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,730	$2.9m1.12%	1.12%	Unchanged
23	INNOVATOR ETFS TRUST US EQTY BUF NOV BNOV	BNOV	58,915	$2.8m1.10%	1.10%	Reduced -25	-25 -0.0%
24	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	55,612	$2.8m1.08%	1.08%	Reduced -2.1k	-2,137 -3.7%
25	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	16,777	$2.7m1.03%	1.03%	Reduced -388	-388 -2.3%
26	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	29,656	$2.6m1.02%	1.02%	Reduced -62	-62 -0.2%
27	NVIDIA CORPORATION COM NVDA	NVDA	12,935	$2.6m1.01%	1.01%	Reduced -950	-950 -6.8%
28	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,619	$2.5m0.97%	0.97%	Reduced -5.0k	-4,999 -58.0%
29	INNOVATOR ETFS TRUST US EQTY BUFR JAN BJAN	BJAN	41,894	$2.5m0.96%	0.96%	Reduced -141	-141 -0.3%
30	ISHARES TR CORE S&P500 ETF IVV	IVV	3,007	$2.3m0.88%	0.88%	Added +35	+35 1.2%
31	INNOVATOR ETFS TRUST US EQTY BUFR MAR BMAR	BMAR	38,438	$2.2m0.86%	0.86%	Reduced -6.1k	-6,120 -13.7%
32	INNOVATOR ETFS TRUST US EQTY BUFR JUL BJUL	BJUL	39,755	$2.2m0.84%	0.84%	Reduced -7.0k	-7,000 -15.0%
33	INNOVATOR ETFS TRUST INTRNL DEV JAN IJAN	IJAN	56,629	$2.2m0.84%	0.84%	Reduced -1	-1 0.0%
34	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	67,890	$2.2m0.84%	0.84%	Added +7.4k	+7,419 12.3%
35	JPMORGAN CHASE FINL CO LLC CAL LKD 44 AMJB	AMJB	62,084	$2.1m0.84%	0.84%	Reduced -40	-40 -0.1%
36	INNOVATOR ETFS TRUST GRWT100 PWR BF NJAN	NJAN	36,000	$2.1m0.83%	0.83%	Unchanged
37	ISHARES TR CORE S&P TTL STK ITOT	ITOT	12,287	$2.0m0.79%	0.79%	Unchanged
38	AMAZON COM INC COM AMZN	AMZN	7,817	$1.9m0.73%	0.73%	Added +6.3k	+6,294 413.3%
39	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	27,256	$1.6m0.64%	0.64%	Added +2.6k	+2,609 10.6%
40	INNOVATOR ETFS TRUST US EQTY BUF SEP BSEP	BSEP	23,610	$1.2m0.49%	0.49%	Unchanged
41	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	8,696	$1.1m0.45%	0.45%	Unchanged
42	ISHARES TR US HLTHCARE ETF IYH	IYH	16,000	$1.1m0.42%	0.42%	Reduced -2.0k	-2,000 -11.1%
43	JOHNSON & JOHNSON COM JNJ	JNJ	4,221	$1.1m0.42%	0.42%	Unchanged
44	INNOVATOR ETFS TRUST US EQTY BUF OCT BOCT	BOCT	19,400	$1.0m0.40%	0.40%	Reduced -4.3k	-4,335 -18.3%
45	INNOVATOR ETFS TRUST EMRGNG MKT JAN EJAN	EJAN	26,990	$971.6k0.38%	0.38%	Unchanged
46	INNOVATOR ETFS TRUST US EQTY BUFR JUN BJUN	BJUN	19,080	$928.8k0.36%	0.36%	Reduced -500	-500 -2.5%
47	JPMORGAN CHASE & CO COM JPM	JPM	2,730	$893.6k0.35%	0.35%	Reduced -55	-55 -2.0%
48	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	11,015	$808.6k0.32%	0.32%	Added +3.4k	+3,439 45.4%
49	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	28,861	$799.4k0.31%	0.31%	Reduced -530	-530 -1.8%
50	VANGUARD WORLD FD INF TECH ETF VGT	VGT	5,987	$715.5k0.28%	0.28%	Added +3	+3 0.1%
51	ISHARES TR CORE MSCI EAFE IEFA	IEFA	7,385	$713.2k0.28%	0.28%	Added +125	+125 1.7%
52	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,558	$677.8k0.26%	0.26%	Reduced -126	-126 -3.4%
53	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,091	$633.9k0.25%	0.25%	Added +2	+2 0.1%
54	ISHARES TR ISHARES BIOTECH IBB	IBB	3,240	$616.2k0.24%	0.24%	Unchanged
55	INNOVATOR ETFS TRUST US EQTY BUFR MAY BMAY	BMAY	12,990	$615.1k0.24%	0.24%	Added +190	+190 1.5%
56	ISHARES TR RUS MID CAP ETF IWR	IWR	5,409	$596.8k0.23%	0.23%	Unchanged
57	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	7,519	$585.8k0.23%	0.23%	Reduced -2.9k	-2,901 -27.8%
58	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	8,026	$571.9k0.22%	0.22%	Reduced -2.5k	-2,450 -23.4%
59	ISHARES TR CORE S&P MCP ETF IJH	IJH	7,155	$551.7k0.22%	0.22%	Unchanged
60	UNITEDHEALTH GROUP INC COM UNH	UNH	1,223	$508.3k0.20%	0.20%	Reduced -531	-531 -30.3%
61	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	6,144	$503.4k0.20%	0.20%	New
62	INNOVATOR ETFS TRUST US EQTY PWR BUF PJAN	PJAN	10,000	$494.9k0.19%	0.19%	Unchanged
63	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,391	$478.2k0.19%	0.19%	Unchanged
64	AGILENT TECHNOLOGIES INC COM A	A	3,511	$466.4k0.18%	0.18%	Unchanged
65	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	3,462	$442.5k0.17%	0.17%	Reduced -39	-39 -1.1%
66	INNOVATOR ETFS TRUST US SML CP PWR ET KAPR	KAPR	11,076	$440.8k0.17%	0.17%	Unchanged
67	CATERPILLAR INC COM CAT	CAT	402	$428.1k0.17%	0.17%	Unchanged
68	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,175	$419.9k0.16%	0.16%	Reduced -2	-2 -0.2%
69	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	2,466	$391.2k0.15%	0.15%	Added +7	+7 0.3%
70	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	6,720	$391.1k0.15%	0.15%	Reduced -4.7k	-4,699 -41.1%
71	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,585	$375.0k0.15%	0.15%	Added +1	+1 0.1%
72	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,504	$365.4k0.14%	0.14%	Added +4	+4 0.3%
73	ISHARES INC CORE MSCI EMKT IEMG	IEMG	4,233	$350.7k0.14%	0.14%	Reduced -1.4k	-1,431 -25.3%
74	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,049	$348.8k0.14%	0.14%	Reduced -1	-1 -0.0%
75	TERADYNE INC COM TER	TER	678	$328.0k0.13%	0.13%	Unchanged
76	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	489	$313.2k0.12%	0.12%	New
77	GOLDMAN SACHS GROUP INC COM GS	GS	309	$312.5k0.12%	0.12%	Unchanged
78	BANK AMERICA CORP COM BAC	BAC	5,346	$304.6k0.12%	0.12%	Reduced -1.3k	-1,340 -20.0%
79	ISHARES TR EAFE GRWTH ETF EFG	EFG	2,447	$304.5k0.12%	0.12%	Unchanged
80	EXXON MOBIL CORP COM XOM	XOM	2,160	$295.3k0.12%	0.12%	Unchanged
81	HOME DEPOT INC COM HD	HD	834	$294.1k0.11%	0.11%	Reduced -12	-12 -1.4%
82	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	4,228	$285.6k0.11%	0.11%	Unchanged
83	INTEL CORP COM INTC	INTC	1,975	$275.8k0.11%	0.11%	New
84	INNOVATOR ETFS TRUST US EQUT BUFR AUG BAUG	BAUG	5,140	$275.6k0.11%	0.11%	Unchanged
85	STAGWELL INC COM CL A STGW	STGW	37,035	$275.2k0.11%	0.11%	Reduced -53.0k	-52,965 -58.9%
86	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	560	$267.4k0.10%	0.10%	New
87	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	3,051	$260.8k0.10%	0.10%	Reduced -12	-12 -0.4%
88	PLUMAS BANCORP COM PLBC	PLBC	4,228	$247.4k0.10%	0.10%	Unchanged
89	ISHARES TR 3 7 YR TREAS BD IEI	IEI	2,096	$246.2k0.10%	0.10%	Unchanged
90	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	7,000	$215.9k0.08%	0.08%	Unchanged
91	META PLATFORMS INC CL A META	META	369	$207.9k0.08%	0.08%	Reduced -25	-25 -6.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SELECT SECTOR SPDR TR XLE	XLE	3,265	$200.0k3.3k shares