My Personal Cfo, LLC Portfolio Holdings by Sector

My Personal Cfo, LLC

$253 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VCIT IVV VCSH DFAC DUHP DFSV DFEM SCHR 65 stocks	$214,775 85.16% of portfolio	57	8	50	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$25,553 10.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AZN JNJ MRK 3 stocks	$3,980 1.58% of portfolio	2	1	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,403 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$932 0.37% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$718 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$660 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$631 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$560 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$495 0.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$473 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$341 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$309 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$278 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$260 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$248 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW 1 stocks	$234 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials AWI 1 stocks	$222 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TMC 1 stocks	$127 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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