My Personal Cfo, LLC Reduced Holdings in Q4 2024

My Personal Cfo, LLC

  • $184 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.65K
- 2.23%
$60.13 - $67.31 $99.4K - $111K
72.5K $4.41M
STGW
Stagwell Inc

Communication Services
-12.4K
- 2.19%
$6.15 - $8.1 $76.3K - $101K
555K $3.65M
NKE
Nike, Inc.

Consumer Cyclical
-1.67K
- 12.97%
$73.36 - $89.13 $123K - $149K
11.2K $849K
IBB
Ishares Biotechnology ETF

ETFs
-1.5K
- 22.59%
$131.21 - $148.85 $197K - $223K
5.14K $679K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.24K
- 12.0%
$71.75 - $75.11 $88.9K - $93.1K
9.08K $653K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-887
- 15.33%
$77.02 - $78.58 $68.3K - $69.7K
4.9K $378K
JNJ
Johnson & Johnson

Healthcare
-16
- 0.38%
$143.34 - $165.86 $2.29K - $2.65K
4.21K $608K
IVV
Ishares Core S&P 500 ETF

ETFs
-83
- 2.47%
$570.51 - $610.59 $47.4K - $50.7K
3.27K $1.93M
XLE
Energy Sector Spdr

ETFs
-1
- 0.04%
$83.32 - $97.27 $83.3 - $97.3
2.67K $229K
Innovator Etfs Trust
-100
- 0.35%
N/A
28.1K $0
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-8
- 1.18%
$340.59 - $380.5 $2.72K - $3.04K
670 $245K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-950
- 1.87%
$44.7 - $46.74 $42.5K - $44.4K
49.8K $2.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-105
- 0.34%
$66.77 - $71.52 $7.01K - $7.51K
30.8K $2.12M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-510
- 1.08%
$46.38 - $47.95 $23.7K - $24.5K
46.5K $2.23M
GOOG
Alphabet Inc.

Communication Services
-14
- 0.61%
$163.08 - $198.16 $2.28K - $2.77K
2.29K $435K
AMZN
Amazon Com Inc

Consumer Cyclical
-299
- 8.29%
$180.88 - $232.93 $54.1K - $69.6K
3.31K $725K
DIS
Walt Disney CO

Communication Services
-15
- 0.4%
$92.39 - $117.6 $1.39K - $1.76K
3.77K $419K
NVDA
Nvidia Corp

Technology
-950
- 5.12%
$117.0 - $148.88 $111K - $141K
17.6K $2.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-322
- 2.05%
$481.22 - $538.17 $155K - $173K
15.4K $7.86M
OKTA
Okta, Inc.

Technology
-33
- 0.03%
$71.81 - $86.11 $2.37K - $2.84K
120K $9.42M
Activity Summary
Buys All Purchases 40 New Holdings 1 Increased Positions 39 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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