account_balance
Investment manager · 13F filer · SEC CIK 1916366
My Personal CFO, LLC
Reported value$279Mas of Sep 30, 2026
Positions94 5 new, 2 sold out
Top 10 weight58.1%VTI alone is 15%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
15.4%Added +7%
MSFTMicrosoft Corp
7.7%Trimmed −20%
DFAIDimensional ETF Trust
6.8%Added +19%
AVUSAmerican Centy ETF Tr
5.2%Added +2%
AAPLApple Inc.
4.9%
OKTAOkta, Inc.
4.3%Trimmed −15%
QQQInvesco QQQ Tr
3.9%
DFAUDimensional ETF Trust
3.6%Added +13%
TFLRT Rowe Price Exchange-Traded
3.5%Added +7%
SPYSPDR S&P 500 ETF Trust
2.8%
SCZiShares Tr
2.3%+3%
VYMIVanguard Whitehall FDS
2.0%+69%
VTIVanguard Index FDS
15.4%Added +7%
MSFTMicrosoft Corp
7.7%
DFAIDimensional ETF Trust
6.8%
AVUSAmerican Centy ETF Tr
5.2%
AAPLApple Inc.
4.9%
OKTAOkta, Inc.
4.3%
QQQInvesco QQQ Tr
3.9%
DFAUDimensional ETF Trust
3.6%
TFLR3.5%
SPY2.8%SCZ2.3%
VYMI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 15.4% Added +7%
MSFT Microsoft Corp 7.7% Trimmed −20%DFAI Dimensional ETF Trust 6.8% Added +19%
AVUS American Centy ETF Tr 5.2% Added +2%
AAPL Apple Inc. 4.9% HeldOKTA Okta, Inc. 4.3% Trimmed −15%QQQ Invesco QQQ Tr 3.9% Held
DFAU Dimensional ETF Trust 3.6% Added +13%
TFLR T Rowe Price Exchange-Traded 3.5% Added +7%
SPY SPDR S&P 500 ETF Trust 2.8% HeldSCZ iShares Tr 2.3% Added +3%
VYMI Vanguard Whitehall FDS 2.0% Added +69%
What changed
Biggest moves since Jun 30, 2026
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