My Personal Cfo, LLC Portfolio Holdings
My Personal Cfo, LLC
- $184 Million
- Q4 2024
My Personal Cfo, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $184 Million distributed in 88 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 $30.8M, Microsoft Corp with a value of $18.1M, American Centy ETF Tr Avantis with a value of $13.2M, Okta, Inc. with a value of $9.42M, and Invesco Qqq Trust, Series 1 with a value of $7.86M.
Examining the 13F form we can see an increase of $12.5M in the current position value, from $172M to 184M.
Below you can find more details about My Personal Cfo, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$184 Million
ETFs: $128 Million
Technology: $38.6 Million
Communication Services: $6.36 Million
Financial Services: $4.94 Million
Consumer Cyclical: $3.28 Million
Healthcare: $2 Million
Energy: $277,000
Industrials: $58,000
Other: $0