My Personal Cfo, LLC New Holdings in Q4 2025

My Personal Cfo, LLC

  • $216 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
124K
New
$105.96 - $111.17 $13.1M - $13.8M
124K $13.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14.7K
New
$589.5 - $635.77 $8.66M - $9.34M
14.7K $8.87M
OKTA
Okta, Inc.

Technology
93.8K
New
$83.76 - $94.92 $7.86M - $8.9M
93.8K $7.87M
DFAU
Dimensional ETF Tr

ETFs
162K
New
$44.77 - $47.01 $7.23M - $7.59M
162K $7.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.62K
New
$600.51 - $631.95 $5.18M - $5.45M
8.62K $5.32M
DVY
Ishares Tr

ETFs
26.9K
New
$138.1 - $143.11 $3.71M - $3.84M
26.9K $3.78M
BAPR
Innovator U.S. Equity Buffer E

ETFs
79.8K
New
$46.57 - $47.36 $3.72M - $3.78M
79.8K $3.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.77K
New
$475.68 - $513.11 $2.74M - $2.96M
5.77K $2.94M
BNOV
Innovator U.S. Equity Buffer E

ETFs
65.5K
New
$43.16 - $44.58 $2.83M - $2.92M
65.5K $2.87M
STGW
Stagwell Inc

Communication Services
591K
New
$4.67 - $5.62 $2.76M - $3.32M
591K $2.83M
BJUL
Innovator U.S. Equity Buffer E

ETFs
53.8K
New
$48.99 - $50.36 $2.63M - $2.71M
53.8K $2.67M
IQLT
Ishares Msci Intl Quality Fact

ETFs
58.5K
New
$43.84 - $45.35 $2.56M - $2.65M
58.5K $2.62M
BMAR
Innovator U.S. Equity Buffer E

ETFs
48.3K
New
$51.08 - $52.35 $2.47M - $2.53M
48.3K $2.51M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17.2K
New
$137.47 - $143.13 $2.36M - $2.46M
17.2K $2.42M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
30.1K
New
$76.84 - $80.86 $2.31M - $2.43M
30.1K $2.38M
BJAN
Innovator U.S. Equity Buffer E

ETFs
41.9K
New
$52.36 - $53.83 $2.19M - $2.25M
41.9K $2.24M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.3K
New
$142.79 - $150.05 $1.75M - $1.84M
12.3K $1.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60.6K
New
$26.44 - $27.53 $1.6M - $1.67M
60.6K $1.65M
IYH
Ishares Tr

ETFs
24.8K
New
$59.84 - $64.29 $1.48M - $1.59M
24.8K $1.58M
AMD
Advanced Micro Devices Inc

Technology
6.13K
New
$164.01 - $264.33 $1M - $1.62M
6.13K $1.47M
XLK
Technology Sector Spdr

ETFs
4.79K
New
$278.39 - $304.13 $1.33M - $1.46M
4.79K $1.38M
AMAT
Applied Materials Inc

Technology
5.84K
New
$209.95 - $240.89 $1.23M - $1.41M
5.84K $1.34M
BOCT
Innovator U.S. Equity Buffer E

ETFs
25.9K
New
$47.74 - $49.27 $1.24M - $1.28M
25.9K $1.26M
BSEP
Innovator U.S. Equity Buffer E

ETFs
23.6K
New
$47.64 - $48.98 $1.12M - $1.16M
23.6K $1.14M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9.3K
New
$116.0 - $122.39 $1.08M - $1.14M
9.3K $1.11M
BJUN
Innovator U.S. Equity Buffer E

ETFs
20.6K
New
N/A
20.6K $804K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
29.4K
New
$23.02 - $24.23 $677K - $712K
29.4K $703K
VGSH
Vanguard

ETFs
11.7K
New
$58.64 - $58.96 $684K - $688K
11.7K $684K
IBB
Ishares Biotechnology ETF

ETFs
4.14K
New
$148.51 - $164.96 $615K - $683K
4.14K $679K
BMAY
Innovator U.S. Equity Buffer E

ETFs
13K
New
$43.49 - $44.26 $565K - $575K
13K $572K
IWR
Ishares Russell Mid Cap ETF

ETFs
5.73K
New
$94.02 - $97.61 $538K - $559K
5.73K $541K
A
Agilent Technologies, Inc.

Healthcare
3.51K
New
$136.62 - $151.52 $480K - $532K
3.51K $515K
PJAN
Innovator U.S. Equity Power Bu

ETFs
10.2K
New
$45.42 - $46.3 $464K - $472K
10.2K $470K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.16K
New
$63.25 - $66.24 $453K - $474K
7.16K $459K
VONG
Vanguard Russell 1000 Growth E

ETFs
3.66K
New
$118.2 - $126.51 $433K - $463K
3.66K $443K
KAPR
Innovator U.S. Small Cap Power

ETFs
12.7K
New
$34.03 - $34.65 $433K - $441K
12.7K $435K
VV
Vanguard Large Cap ETF

ETFs
1.39K
New
$301.9 - $317.98 $420K - $442K
1.39K $431K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.8K
New
$136.06 - $140.64 $381K - $394K
2.8K $387K
HD
Home Depot, Inc.

Consumer Cyclical
1.07K
New
$358.03 - $397.02 $382K - $424K
1.07K $382K
XLV
Select Sector Spdr Fund Health

ETFs
2.45K
New
$141.95 - $152.82 $348K - $375K
2.45K $372K
BAC
Bank Of America Corp

Financial Services
6.69K
New
$48.65 - $54.11 $325K - $362K
6.69K $344K
IEMG
Ishares Inc

ETFs
5.66K
New
N/A
5.66K $303K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
674
New
$426.99 - $455.46 $288K - $307K
674 $294K
VIG
Vanguard Dividend Appreciation

ETFs
1.61K
New
N/A
1.61K $292K
EFG
Msci Eafe Growth ETF

ETFs
2.45K
New
$112.91 - $117.61 $276K - $288K
2.45K $280K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.34K
New
$72.17 - $75.74 $241K - $253K
3.34K $250K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.1K
New
$119.13 - $120.38 $250K - $252K
2.1K $250K
GS
Goldman Sachs Group Inc

Financial Services
314
New
$744.6 - $838.97 $234K - $263K
314 $243K
SPMD
Spdr Portfolio

ETFs
4.23K
New
$55.44 - $58.05 $234K - $245K
4.23K $237K
Activity Summary
Buys All Purchases 84 New Holdings 66 Increased Positions 18 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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