My Personal Cfo, LLC Purchases and Sells in Q4 2025

My Personal Cfo, LLC

$216 Million
Q4 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	45K + 3530.09%	$496.82 - $542.07 $22.4M - $24.4M	46.3K $23.5M
AAPL	39.7K + 720.33%	$245.27 - $275.25 $9.73M - $10.9M	45.2K $12.1M
VTI	31.9K + 40.93%	$321.8 - $337.95 $10.3M - $10.8M	110K $36.2M
DFAI	220K + 1253.29%	$35.82 - $37.52 $7.88M - $8.25M	237K $8.81M
SPY	8.52K + 732.5%	$653.02 - $687.39 $5.56M - $5.86M	9.68K $6.45M
VO	10.5K + 962.2%	$286.27 - $296.23 $3M - $3.11M	11.6K $3.32M

New Holdings

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	124K New	$105.96 - $111.17 $13.1M - $13.8M	124K $13.5M
QQQ	14.7K New	$589.5 - $635.77 $8.66M - $9.34M	14.7K $8.87M
OKTA	93.8K New	$83.76 - $94.92 $7.86M - $8.9M	93.8K $7.87M
DFAU	162K New	$44.77 - $47.01 $7.23M - $7.59M	162K $7.42M
VOO	8.62K New	$600.51 - $631.95 $5.18M - $5.45M	8.62K $5.32M
DVY	26.9K New	$138.1 - $143.11 $3.71M - $3.84M	26.9K $3.78M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-17.3K - 84.81%	$656.2 - $690.71 $11.3M - $11.9M	3.09K $2.09M
BSV	-88.1K - 88.94%	$78.65 - $79.19 $6.93M - $6.97M	11K $862K
VEA	-107K - 87.63%	$59.18 - $62.09 $6.31M - $6.62M	15K $922K
VNQ	-38.4K - 53.33%	$88.13 - $92.69 $3.38M - $3.56M	33.6K $3.01M
VWO	-30.6K - 55.43%	$52.54 - $55.77 $1.61M - $1.71M	24.6K $1.35M
SCHB	-4.89K - 16.21%	$25.2 - $26.46 $123K - $129K	25.3K $652K

Activity Summary All Purchases 84 New Holdings 66 Increased Positions 18 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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