My Personal Cfo, LLC Reduced Holdings in Q2 2025

My Personal Cfo, LLC

  • $206 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-699
- 7.85%
$483.48 - $539.8 $338K - $377K
8.21K $3.99M
UNH
Unitedhealth Group Inc

Healthcare
-47
- 2.61%
$274.35 - $599.47 $12.9K - $28.2K
1.75K $547K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-6.02K
- 10.84%
$41.56 - $49.04 $250K - $295K
49.5K $2.43M
XLK
Technology Sector Spdr

ETFs
-1K
- 28.84%
$179.73 - $253.23 $180K - $253K
2.47K $624K
XOM
Exxon Mobil Corp

Energy
-25
- 1.01%
$99.93 - $119.04 $2.5K - $2.98K
2.46K $265K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-189
- 4.21%
$77.74 - $78.78 $14.7K - $14.9K
4.3K $338K
GOOG
Alphabet Inc.

Communication Services
-309
- 13.56%
$146.58 - $180.01 $45.3K - $55.6K
1.97K $349K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.56%
$335.24 - $380.78 $3.69K - $4.19K
1.97K $721K
VIG
Vanguard Dividend Appreciation

ETFs
-15
- 0.93%
N/A
1.61K $292K
Innovator Etfs Trust
-310
- 0.4%
N/A
76.3K $0
VBR
Vanguard Small Cap Value ETF

ETFs
-36
- 2.28%
$162.76 - $195.77 $5.86K - $7.05K
1.54K $300K
GOOGL
Alphabet Inc.

Communication Services
-35
- 2.59%
$144.7 - $178.6 $5.06K - $6.25K
1.31K $231K
BAC
Bank Of America Corp

Financial Services
-176
- 2.58%
$34.39 - $47.46 $6.05K - $8.35K
6.64K $314K
VB
Vanguard Small Cap ETF

ETFs
-38
- 1.29%
$193.73 - $237.37 $7.36K - $9.02K
2.9K $686K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-51
- 0.3%
$114.78 - $133.31 $5.85K - $6.8K
17.2K $2.29M
DIS
Walt Disney CO

Communication Services
-150
- 4.0%
$81.72 - $124.01 $12.3K - $18.6K
3.6K $446K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-32
- 0.07%
$42.58 - $50.22 $1.36K - $1.61K
46.5K $2.33M
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.06%
$498.8 - $620.9 $998 - $1.24K
3.28K $2.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-450
- 4.96%
$456.74 - $568.03 $206K - $256K
8.62K $4.89M
VO
Vanguard Mid Cap ETF

ETFs
-153
- 1.09%
$228.54 - $279.83 $35K - $42.8K
13.9K $3.9M
AMAT
Applied Materials Inc

Technology
-3
- 0.04%
$126.95 - $183.52 $381 - $551
7.03K $1.29M
W
Wayfair Inc.

Consumer Cyclical
-1.7K
- 8.11%
$24.14 - $51.22 $41.1K - $87.3K
19.3K $987K
META
Meta Platforms, Inc.

Communication Services
-3
- 0.14%
$484.66 - $738.09 $1.45K - $2.21K
2.07K $1.53M
NVDA
Nvidia Corp

Technology
-759
- 4.54%
$94.31 - $157.99 $71.6K - $120K
16K $2.52M
MSFT
Microsoft Corp

Technology
-8.39K
- 18.77%
$354.56 - $497.45 $2.98M - $4.17M
36.3K $18.1M
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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