My Personal Cfo, LLC Incresed Positions in Q2 2025

My Personal Cfo, LLC

  • $206 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.57K
+ 3.25%
$243.75 - $303.93 $869K - $1.08M
113K $34.4M
DFAI
Dimensional ETF Tr

ETFs
54.2K
+ 80.53%
$28.02 - $34.71 $1.52M - $1.88M
121K $4.2M
DFAU
Dimensional ETF Tr

ETFs
25.6K
+ 19.09%
$34.04 - $42.36 $872K - $1.09M
160K $6.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
485
+ 3.24%
$416.06 - $551.64 $202K - $268K
15.5K $8.53M
AVUS
American Centy ETF Tr Avantis

ETFs
174
+ 0.13%
$81.38 - $100.82 $14.2K - $17.5K
139K $14M
BAPR
Innovator U.S. Equity Buffer E

ETFs
11K
+ 13.6%
$38.86 - $45.19 $427K - $497K
91.9K $4.15M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
968
+ 1.48%
$57.14 - $72.68 $55.3K - $70.4K
66.3K $4.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.04%
$496.48 - $617.85 $1.99K - $2.47K
10.4K $6.42M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.51K
+ 8.17%
$35.9 - $43.76 $162K - $197K
59.7K $2.58M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.52K
+ 31.56%
$39.89 - $49.46 $220K - $273K
23K $1.14M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2
+ 0.01%
$86.93 - $109.64 $174 - $219
27.6K $3.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.6K
+ 29.21%
$24.32 - $27.87 $331K - $379K
60.2K $1.59M
AMD
Advanced Micro Devices Inc

Technology
200
+ 3.02%
$78.21 - $143.81 $15.6K - $28.8K
6.82K $967K
VNQ
Vanguard Specialized Funds Van

ETFs
3.13K
+ 10.14%
$79.79 - $91.42 $250K - $286K
34K $3.02M
VDE
Vanguard Energy ETF

ETFs
2.56K
+ 12.47%
$105.87 - $130.56 $271K - $334K
23.1K $2.76M
VEA
Vanguard Ftse Developed Market

ETFs
45
+ 0.3%
$45.65 - $57.01 $2.05K - $2.57K
15K $855K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.13%
$470.37 - $663.28 $470 - $663
761 $504K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14
+ 0.05%
$17.76 - $22.1 $249 - $309
29.3K $648K
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.05%
$82.51 - $109.2 $165 - $218
3.66K $399K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17
+ 0.07%
$19.1 - $23.83 $325 - $405
25.2K $600K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.15%
$299.15 - $396.54 $299 - $397
672 $266K
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.05%
$74.88 - $91.97 $225 - $276
5.72K $525K
BJUN
Innovator U.S. Equity Buffer E

ETFs
180
+ 0.88%
N/A
20.6K $804K
BND
Vanguard Bd Index Fd Inc Total

ETFs
9
+ 0.1%
$72.02 - $73.82 $648 - $664
9.05K $666K
XLP
Consumer Staples Sector Spdr

ETFs
18
+ 0.52%
N/A
3.51K $266K
Innovator Etfs Trust
42
+ 0.06%
N/A
74.4K $0
TFLR
T Rowe Price Exchange Traded F
39.9K
+ 568.52%
N/A
46.9K $0
IEMG
Ishares Inc

ETFs
14
+ 0.25%
N/A
5.68K $304K
XLE
Energy Sector Spdr

ETFs
11
+ 0.41%
$76.44 - $94.13 $841 - $1.04K
2.7K $228K
DVY
Ishares Tr

ETFs
46
+ 0.21%
$118.37 - $134.86 $5.45K - $6.2K
21.9K $2.91M
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.21%
$128.77 - $144.3 $901 - $1.01K
3.33K $448K
OKTA
Okta, Inc.

Technology
4.21K
+ 3.96%
$91.24 - $127.3 $384K - $535K
110K $11M
AAPL
Apple Inc.

Technology
194
+ 0.35%
$172.42 - $223.89 $33.4K - $43.4K
55.7K $11.4M
Activity Summary
Buys All Purchases 39 New Holdings 5 Increased Positions 34 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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