My Personal Cfo, LLC Incresed Positions in Q1 2025

My Personal Cfo, LLC

  • $187 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
30.7K
+ 123.46%
$209.68 - $247.1 $6.43M - $7.58M
55.5K $12.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.45K
+ 37.02%
$507.05 - $563.67 $1.24M - $1.38M
9.07K $4.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
236
+ 2.72%
$442.66 - $534.52 $104K - $126K
8.91K $4.74M
DFAI
Dimensional ETF Tr

ETFs
12.3K
+ 22.44%
$28.88 - $32.4 $356K - $399K
67.3K $2.1M
XLK
Technology Sector Spdr

ETFs
2.02K
+ 139.76%
$206.38 - $242.18 $417K - $489K
3.47K $715K
BMAR
Innovator U.S. Equity Buffer E

ETFs
5.7K
+ 11.44%
$44.99 - $47.69 $256K - $272K
55.5K $2.53M
VDE
Vanguard Energy ETF

ETFs
35
+ 0.17%
$119.14 - $132.76 $4.17K - $4.65K
20.5K $2.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.67K
+ 8.55%
$27.01 - $28.54 $99K - $105K
46.6K $1.3M
DVY
Ishares Tr

ETFs
39
+ 0.18%
$128.58 - $138.1 $5.01K - $5.39K
21.8K $2.93M
VEA
Vanguard Ftse Developed Market

ETFs
484
+ 3.34%
$47.4 - $52.99 $22.9K - $25.6K
15K $760K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
51
+ 0.3%
$126.11 - $135.06 $6.43K - $6.89K
17.2K $2.22M
XLE
Energy Sector Spdr

ETFs
10
+ 0.37%
$85.7 - $93.96 $857 - $940
2.68K $250K
SPY
Spdr S&P 500 ETF Trust

ETFs
483
+ 4.87%
$551.42 - $612.93 $266K - $296K
10.4K $5.81M
VB
Vanguard Small Cap ETF

ETFs
246
+ 9.15%
$217.89 - $252.64 $53.6K - $62.1K
2.94K $650K
XLP
Consumer Staples Sector Spdr

ETFs
13
+ 0.37%
N/A
3.49K $265K
Innovator Etfs Trust
2.5K
+ 3.37%
N/A
76.6K $0
SPMD
Spdr Portfolio

ETFs
127
+ 3.1%
$50.21 - $57.73 $6.38K - $7.33K
4.23K $216K
VBR
Vanguard Small Cap Value ETF

ETFs
45
+ 2.93%
$183.02 - $207.75 $8.24K - $9.35K
1.58K $294K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.14%
$253.32 - $282.66 $507 - $565
1.39K $357K
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.05%
$82.81 - $92.93 $248 - $279
5.72K $486K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.15%
$333.37 - $384.99 $333 - $385
671 $224K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.15%
$369.1 - $427.61 $369 - $428
675 $250K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19
+ 0.08%
$21.23 - $23.75 $403 - $451
25.2K $542K
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.08%
$92.71 - $107.38 $278 - $322
3.66K $339K
ITOT
Ishares Core S&P Total U.S. St

ETFs
320
+ 2.67%
$120.29 - $134.6 $38.5K - $43.1K
12.3K $1.5M
VO
Vanguard Mid Cap ETF

ETFs
34
+ 0.24%
$251.87 - $277.95 $8.56K - $9.45K
14.1K $3.64M
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.18%
$554.06 - $615.85 $3.32K - $3.7K
3.28K $1.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
198
+ 0.64%
$64.88 - $72.1 $12.8K - $14.3K
31K $2.04M
AMZN
Amazon Com Inc

Consumer Cyclical
45
+ 1.36%
$190.26 - $242.06 $8.56K - $10.9K
3.35K $637K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.0%
$96.93 - $109.51 $96.9 - $110
27.6K $2.7M
AVUS
American Centy ETF Tr Avantis

ETFs
2.83K
+ 2.08%
$90.7 - $101.57 $257K - $288K
139K $12.8M
VTI
Vanguard Total Stock Market Et

ETFs
3.15K
+ 2.96%
$271.18 - $303.12 $853K - $954K
110K $30.1M
MSFT
Microsoft Corp

Technology
1.71K
+ 3.97%
$375.39 - $447.2 $640K - $763K
44.7K $16.8M
Activity Summary
Buys All Purchases 37 New Holdings 3 Increased Positions 34 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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