My Personal Cfo, LLC Portfolio Holdings
My Personal Cfo, LLC
- $187 Million
- Q1 2025
My Personal Cfo, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $187 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $30.1M, Microsoft Corp with a value of $16.8M, American Centy ETF Tr Avantis with a value of $12.8M, Apple Inc. with a value of $12.3M, and Okta, Inc. with a value of $11.2M.
Examining the 13F form we can see an increase of $3.14M in the current position value, from $184M to 187M.
Below you can find more details about My Personal Cfo, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
ETFs: $128 Million
Technology: $44 Million
Financial Services: $5.74 Million
Communication Services: $5.48 Million
Healthcare: $2.04 Million
Consumer Cyclical: $2.03 Million
Energy: $295,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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