My Personal Cfo, LLC Portfolio Holdings

My Personal Cfo, LLC

$253 Million
Q3 2025

My Personal Cfo, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $253 Million distributed in 94 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 $25.6M, Vanguard Intermediate Term Cor with a value of $20.9M, Ishares Core S&P 500 ETF with a value of $13.6M, Vanguard Sht Term Corp Bd ETF with a value of $13.3M, and Dimensional ETF Tr U S Core Eq with a value of $12.6M.

Examining the 13F form we can see an increase of $47.5M in the current position value, from $206M to 253M.

Below you can find more details about My Personal Cfo, LLC portfolio as well as his latest detailed transactions.

Portfolio value $253 Million

ETFs: $240 Million

Healthcare: $4.61 Million

Technology: $3.26 Million

Financial Services: $1.53 Million

Communication Services: $495,000

Consumer Defensive: $473,000

Industrials: $456,000

Consumer Cyclical: $341,000

Other: $714,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$25.6 Million 10.09% of portfolio	77,866	Q3 2025 Reduced 31.16%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$20.9 Million 8.27% of portfolio	248,946	Q3 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$13.6 Million 5.38% of portfolio	20,361	Q3 2025 Added 521.71%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$13.3 Million 5.24% of portfolio	165,923	Q3 2025 New
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$12.6 Million 4.96% of portfolio	325,976	Q3 2025 New
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$10.7 Million 4.24% of portfolio	284,045	Q3 2025 New
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$10.6 Million 4.19% of portfolio	333,662	Q3 2025 New
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$9.66 Million 3.82% of portfolio	301,360	Q3 2025 New
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$8.72 Million 3.44% of portfolio	347,192	Q3 2025 New
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$7.81 Million 3.09% of portfolio	99,022	Q3 2025 Added 2,203.91%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$7.44 Million 2.94% of portfolio	79,724	Q3 2025 New
VEA Vanguard Ftse Developed Market ETFs	$0	$7.29 Million 2.88% of portfolio	121,644	Q3 2025 Added 710.8%
VNQ Vanguard Specialized Funds Van ETFs	$0	$6.58 Million 2.6% of portfolio	71,956	Q3 2025 Added 111.93%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$6.16 Million 2.43% of portfolio	13,155	Q3 2025 New
DIHP Dimensional ETF Tr Dimensional ETFs	$0	$4.52 Million 1.79% of portfolio	148,801	Q3 2025 New
VEU Vanguard Ftse All World Ex Us ETFs	$0	$4.3 Million 1.7% of portfolio	60,193	Q3 2025 New
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$4.18 Million 1.65% of portfolio	82,592	Q3 2025 New
DISV Dimensional ETF Tr Dimensional ETFs	$0	$4.08 Million 1.61% of portfolio	114,395	Q3 2025 New
DFIC Dimensional ETF Tr Dimensional ETFs	$0	$3.92 Million 1.55% of portfolio	119,576	Q3 2025 New
IWD Ishares Russell 1000 Val ETF ETFs	$0	$3.83 Million 1.51% of portfolio	18,811	Q3 2025 New
IWN Ishares Russell2000 Val ETF ETFs	$0	$3.76 Million 1.48% of portfolio	21,255	Q3 2025 New
IWV Ishares Russell 3000 ETF ETFs	$0	$3.52 Million 1.39% of portfolio	9,286	Q3 2025 New
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$3.04 Million 1.2% of portfolio	39,687	Q3 2025 Reduced 40.18%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.99 Million 1.18% of portfolio	55,198	Q3 2025 Added 139.8%
AZN Astrazeneca PLC Healthcare	$255B	$2.95 Million 1.16% of portfolio	38,411	Q3 2025 New
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$2.9 Million 1.14% of portfolio	20,322	Q3 2025 New
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$2.78 Million 1.1% of portfolio	57,733	Q3 2025 New
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$2.6 Million 1.03% of portfolio	8,129	Q3 2025 New
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.55 Million 1.01% of portfolio	21,457	Q3 2025 New
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$2.55 Million 1.01% of portfolio	6,979	Q3 2025 New
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$2.46 Million 0.97% of portfolio	55,093	Q3 2025 New
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$2.37 Million 0.94% of portfolio	42,850	Q3 2025 New
IWM Ishares Russell 2000 ETF ETFs	$0	$2.34 Million 0.92% of portfolio	9,668	Q3 2025 New
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$2.24 Million 0.88% of portfolio	25,275	Q3 2025 New
EFV Msci Eafe Value ETF ETFs	$0	$1.56 Million 0.62% of portfolio	22,972	Q3 2025 New
DFAT Dimensional ETF Tr U S Target ETFs	$0	$1.49 Million 0.59% of portfolio	25,679	Q3 2025 New
AAPL Apple Inc. Technology	$4.35T	$1.4 Million 0.55% of portfolio	5,510	Q3 2025 Reduced 90.11%
DFIV Dimensional ETF Tr ETFs	$0	$1.3 Million 0.51% of portfolio	28,249	Q3 2025 New
TIP Ishares Tr Tips Bd ETF ETFs	$0	$1.18 Million 0.47% of portfolio	10,646	Q3 2025 New
DFAX Dimensional ETF Tr	$0	$1.06 Million 0.42% of portfolio	33,627	Q3 2025 New
DFEV Dimensional ETF Tr Emerging Mk ETFs	$0	$955,000 0.38% of portfolio	29,963	Q3 2025 New
VTV Vanguard Value ETF ETFs	$0	$840,000 0.33% of portfolio	4,509	Q3 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$774,000 0.31% of portfolio	1,163	Q3 2025 Reduced 88.81%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$775,000 0.31% of portfolio	30,144	Q3 2025 Added 19.52%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$745,000 0.29% of portfolio	28,299	Q3 2025 New
IWP Ishares Russell Mid Cap Growth ETFs	$0	$714,000 0.28% of portfolio	5,017	Q3 2025 New
AJG Arthur J. Gallagher & Co. Financial Services	$52.5B	$718,000 0.28% of portfolio	2,320	Q3 2025 New
NVDA Nvidia Corp Technology	$505B	$681,000 0.27% of portfolio	3,653	Q3 2025 Reduced 77.11%
MSFT Microsoft Corp Technology	$3.86T	$660,000 0.26% of portfolio	1,276	Q3 2025 Reduced 96.49%
IVE Ishares S&P 500 Value ETF ETFs	$0	$643,000 0.25% of portfolio	3,114	Q3 2025 New

Summary

Portfolio
No. of Stocks 94
Current Value $253 Million
Prior Value $206 Million
Filing
Period Q3 2025
Filing Date October 20, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 67 stocks
Additional Purchases 9 stocks
Sold out of 0 stocks
Reduced holdings in 18 stocks

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My Personal Cfo, LLC Portfolio Holdings