My Personal Cfo, LLC Portfolio Holdings
My Personal Cfo, LLC
- $172 Million
- Q3 2024
My Personal Cfo, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $26.4M, Microsoft Corp with a value of $16.5M, American Centy ETF Tr Avantis with a value of $12.2M, Okta, Inc. with a value of $8.89M, and Invesco Qqq Trust, Series 1 with a value of $7.66M.
Examining the 13F form we can see an decrease of $3.92M in the current position value, from $175M to 172M.
Below you can find more details about My Personal Cfo, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$172 Million
ETFs: $118 Million
Technology: $36.2 Million
Communication Services: $6.49 Million
Financial Services: $4.8 Million
Consumer Cyclical: $3.8 Million
Healthcare: $2.27 Million
Energy: $301,000
Industrials: $56,000
Other: $0