My Personal Cfo, LLC New Holdings in Q3 2025

My Personal Cfo, LLC

  • $253 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
249K
New
$81.75 - $84.54 $20.4M - $21M
249K $20.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
166K
New
$78.96 - $80.04 $13.1M - $13.3M
166K $13.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
326K
New
$36.04 - $38.78 $11.7M - $12.6M
326K $12.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
284K
New
$35.76 - $37.93 $10.2M - $10.8M
284K $10.7M
DFSV
Dimensional ETF Tr Dimensional

ETFs
334K
New
$29.2 - $32.74 $9.74M - $10.9M
334K $10.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
301K
New
$29.55 - $32.52 $8.91M - $9.8M
301K $9.66M
SCHR
Schwab Intermediate Term Us Tr

ETFs
347K
New
$24.69 - $25.26 $8.57M - $8.77M
347K $8.72M
EFA
Ishares Tr Msci Eafe ETF

ETFs
79.7K
New
$87.29 - $93.61 $6.96M - $7.46M
79.7K $7.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
13.2K
New
$420.11 - $472.68 $5.53M - $6.22M
13.2K $6.16M
DIHP
Dimensional ETF Tr Dimensional

ETFs
149K
New
$28.69 - $30.59 $4.27M - $4.55M
149K $4.52M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
82.6K
New
$49.78 - $50.75 $4.11M - $4.19M
82.6K $4.18M
DISV
Dimensional ETF Tr Dimensional

ETFs
114K
New
$32.78 - $35.79 $3.75M - $4.09M
114K $4.08M
DFIC
Dimensional ETF Tr Dimensional

ETFs
120K
New
$30.76 - $33.01 $3.68M - $3.95M
120K $3.92M
IWD
Ishares Russell 1000 Val ETF

ETFs
18.8K
New
$192.76 - $203.86 $3.63M - $3.83M
18.8K $3.83M
IWN
Ishares Russell2000 Val ETF

ETFs
21.3K
New
$157.1 - $178.94 $3.34M - $3.8M
21.3K $3.76M
IWV
Ishares Russell 3000 ETF

ETFs
9.29K
New
$351.04 - $379.81 $3.26M - $3.53M
9.29K $3.52M
AZN
Astrazeneca PLC

Healthcare
38.4K
New
$68.72 - $82.11 $2.64M - $3.15M
38.4K $2.95M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
20.3K
New
$133.48 - $144.38 $2.71M - $2.93M
20.3K $2.9M
DFSD
Dimensional ETF Tr Short Durat

ETFs
57.7K
New
$47.86 - $48.43 $2.76M - $2.8M
57.7K $2.78M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
8.13K
New
$284.45 - $324.95 $2.31M - $2.64M
8.13K $2.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.98K
New
$339.37 - $366.46 $2.37M - $2.56M
6.98K $2.55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.5K
New
$108.46 - $120.63 $2.33M - $2.59M
21.5K $2.55M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
55.1K
New
$41.91 - $44.87 $2.31M - $2.47M
55.1K $2.46M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
42.9K
New
$52.12 - $55.33 $2.23M - $2.37M
42.9K $2.37M
IWM
Ishares Russell 2000 ETF

ETFs
9.67K
New
$214.92 - $244.84 $2.08M - $2.37M
9.67K $2.34M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
25.3K
New
$79.39 - $90.39 $2.01M - $2.28M
25.3K $2.24M
EFV
Msci Eafe Value ETF

ETFs
23K
New
$62.79 - $68.42 $1.44M - $1.57M
23K $1.56M
DFAT
Dimensional ETF Tr U S Target

ETFs
25.7K
New
$53.36 - $59.69 $1.37M - $1.53M
25.7K $1.49M
DFIV
Dimensional ETF Tr

ETFs
28.2K
New
$42.66 - $46.53 $1.21M - $1.31M
28.2K $1.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
10.6K
New
$109.11 - $111.88 $1.16M - $1.19M
10.6K $1.18M
DFAX
Dimensional ETF Tr
33.6K
New
$29.25 - $31.56 $984K - $1.06M
33.6K $1.06M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
30K
New
$29.97 - $32.38 $898K - $970K
30K $955K
VTV
Vanguard Value ETF

ETFs
4.51K
New
$175.51 - $186.57 $791K - $841K
4.51K $840K
SCHX
Schwab Strategic Tr Us Large C

ETFs
28.3K
New
$24.46 - $26.5 $692K - $750K
28.3K $745K
AJG
Arthur J. Gallagher & Co.

Financial Services
2.32K
New
$284.17 - $319.49 $659K - $741K
2.32K $718K
IWP
Ishares Russell Mid Cap Growth

ETFs
5.02K
New
$137.51 - $145.26 $690K - $729K
5.02K $714K
IVE
Ishares S&P 500 Value ETF

ETFs
3.11K
New
$194.44 - $206.51 $605K - $643K
3.11K $643K
AVUV
American Centy ETF Tr Avantis

ETFs
6.17K
New
$90.37 - $102.12 $558K - $630K
6.17K $614K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.4K
New
$39.8 - $42.86 $533K - $574K
13.4K $573K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.2K
New
$42.67 - $46.91 $519K - $571K
12.2K $569K
MRK
Merck & Co., Inc.

Healthcare
5.74K
New
$77.6 - $87.37 $445K - $501K
5.74K $481K
PG
Procter & Gamble CO

Consumer Defensive
3.08K
New
$150.47 - $161.22 $464K - $497K
3.08K $473K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.22K
New
$97.75 - $100.75 $413K - $425K
4.22K $423K
DFAE
Dimensional ETF Tr

ETFs
9.03K
New
$28.84 - $31.84 $260K - $288K
9.03K $284K
CEG
Constellation Energy Corp

Utilities
847
New
$298.82 - $354.89 $253K - $301K
847 $278K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.57K
New
$76.16 - $78.59 $272K - $280K
3.57K $278K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
5.38K
New
$50.08 - $50.37 $269K - $271K
5.38K $270K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.52K
New
$164.63 - $174.58 $251K - $266K
1.52K $266K
CSCO
Cisco Systems, Inc.

Technology
3.8K
New
$66.2 - $71.79 $252K - $273K
3.8K $260K
Activity Summary
Buys All Purchases 76 New Holdings 67 Increased Positions 9 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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