My Personal Cfo, LLC Purchases and Sells in Q3 2025

My Personal Cfo, LLC

$253 Million
Q3 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	17.1K + 521.71%	$620.67 - $670.08 $10.6M - $11.4M	20.4K $13.6M
BSV	94.7K + 2203.91%	$78.11 - $79.07 $7.4M - $7.49M	99K $7.81M
VEA	107K + 710.8%	$56.02 - $60.3 $5.97M - $6.43M	122K $7.29M
VNQ	38K + 111.93%	$88.47 - $93.24 $3.36M - $3.54M	72K $6.58M
VWO	32.2K + 139.8%	$49.43 - $54.52 $1.59M - $1.75M	55.2K $2.99M
SCHB	4.92K + 19.52%	$23.82 - $25.84 $117K - $127K	30.1K $775K

New Holdings

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	249K New	$81.75 - $84.54 $20.4M - $21M	249K $20.9M
VCSH	166K New	$78.96 - $80.04 $13.1M - $13.3M	166K $13.3M
DFAC	326K New	$36.04 - $38.78 $11.7M - $12.6M	326K $12.6M
DUHP	284K New	$35.76 - $37.93 $10.2M - $10.8M	284K $10.7M
DFSV	334K New	$29.2 - $32.74 $9.74M - $10.9M	334K $10.6M
DFEM	301K New	$29.55 - $32.52 $8.91M - $9.8M	301K $9.66M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-35K - 96.49%	$491.09 - $535.64 $17.2M - $18.8M	1.28K $660K
AAPL	-50.2K - 90.11%	$202.38 - $256.87 $10.2M - $12.9M	5.51K $1.4M
VTI	-35.2K - 31.16%	$303.93 - $329.86 $10.7M - $11.6M	77.9K $25.6M
SPY	-9.23K - 88.81%	$617.65 - $666.84 $5.7M - $6.16M	1.16K $774K
VO	-12.8K - 92.18%	$279.83 - $293.74 $3.59M - $3.77M	1.09K $320K
DFAI	-104K - 85.55%	$34.05 - $36.55 $3.54M - $3.8M	17.5K $637K

Activity Summary All Purchases 76 New Holdings 67 Increased Positions 9 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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