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My Personal CFO, LLC Portfolio
$278.8M across 94 positions as of 2026-09-30, with 58% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+20.4%
+5.9% a year vs the S&P 500
3 years
+20.6%
-0.7% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
8 of 19
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +7.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +16.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.1% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $42.9M | 15.4% | 114,693 |
| MSFTMicrosoft Corp | $21.4M | 7.7% | 41,679 |
| DFAIDimensional International Core Equity Market ETF | $19M | 6.8% | 459,185 |
| AVUSAvantis U.S. Equity ETF | $14.5M | 5.2% | 112,812 |
| AAPLApple Inc | $13.6M | 4.9% | 40,874 |
| OKTAOkta Inc | $12M | 4.3% | 57,583 |
| QQQInvesco QQQ Trust, Series 1 | $10.8M | 3.9% | 14,583 |
| DFAUDimensional US Core Equity Market ETF | $10.2M | 3.6% | 194,176 |
| T ROWE PRICE EXCHANGE-TRADED | $9.9M | 3.5% | 195,175 |
| SPYState Street SPDR S&P 500 ETF Trust | $7.8M | 2.8% | 10,164 |
| SCZiShares MSCI EAFE Small-Cap ETF | $6.3M | 2.3% | 74,863 |
| VYMIVanguard International High Dividend Yield ETF | $5.7M | 2.0% | 56,046 |
| DVYISHARES TR | $4.1M | 1.5% | 27,131 |
| INNOVATOR ETFS TRUST | $3.8M | 1.4% | 70,575 |
| INNOVATOR ETFS TRUST | $3.7M | 1.3% | 68,328 |
| VDEVanguard Energy ETF | $3.6M | 1.3% | 21,188 |
| VNQVanguard Real Estate ETF | $3.5M | 1.3% | 39,246 |
| SCHDSchwab US Dividend Equity ETF | $3.5M | 1.2% | 107,135 |
| INNOVATOR ETFS TRUST | $3.5M | 1.2% | 63,385 |
| AMDAdvanced Micro Devices Inc | $3.2M | 1.2% | 5,261 |
| NVDANVIDIA Corp | $3.1M | 1.1% | 13,657 |
| BRK.BBerkshire Hathaway Inc | $2.9M | 1.0% | 5,813 |
| VOVanguard Mid-Cap ETF | $2.8M | 1.0% | 36,262 |
| IQLTiShares MSCI Intl Quality Factor ETF | $2.7M | 1.0% | 54,848 |
| VYMVanguard High Dividend Yield ETF | $2.7M | 1.0% | 17,380 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $2.7M | 1.0% | 29,656 |
| VOOVanguard S&P 500 ETF | $2.5M | 0.9% | 3,629 |
| INNOVATOR ETFS TRUST | $2.5M | 0.9% | 41,885 |
| INNOVATOR ETFS TRUST | $2.4M | 0.9% | 49,915 |
| AMATApplied Materials Inc | $2.4M | 0.9% | 4,752 |
| INNOVATOR ETFS TRUST | $2.3M | 0.8% | 38,238 |
| IVViShares Core S&P 500 ETF | $2.2M | 0.8% | 2,912 |
| INNOVATOR ETFS TRUST | $2.2M | 0.8% | 39,450 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $2M | 0.7% | 12,287 |
| JPMORGAN CHASE FINL CO LLC | $2M | 0.7% | 58,643 |
| VWOVanguard FTSE Emerging Markets ETF | $2M | 0.7% | 33,561 |
| INNOVATOR ETFS TRUST | $2M | 0.7% | 51,629 |
| INNOVATOR ETFS TRUST | $1.9M | 0.7% | 32,000 |
| AMZNAmazon.com Inc | $1.9M | 0.7% | 7,776 |
| INNOVATOR ETFS TRUST | $1.3M | 0.5% | 23,580 |
| ESGVVanguard ESG U.S. Stock ETF | $1.2M | 0.4% | 8,696 |
| JNJJohnson & Johnson | $1.1M | 0.4% | 4,326 |
| IYHiShares U.S. Healthcare ETF | $1.1M | 0.4% | 16,000 |
| INNOVATOR ETFS TRUST | $1.1M | 0.4% | 20,450 |
| INNOVATOR ETFS TRUST | $1M | 0.4% | 26,990 |
| XLKState Street Technology Select Sector SPDR ETF | $992.5K | 0.4% | 5,070 |
| INNOVATOR ETFS TRUST | $947.9K | 0.3% | 19,080 |
| JPMJPMorgan Chase & Co | $947.2K | 0.3% | 2,863 |
| BNDVanguard Total Bond Market ETF | $912.4K | 0.3% | 13,007 |
| SCHFSchwab International Equity ETF | $792.8K | 0.3% | 28,861 |
| GOOGAlphabet Inc | $755.4K | 0.3% | 2,217 |
| VGTVanguard Information Tech ETF | $752.8K | 0.3% | 5,990 |
| DIMENSIONAL ETF TRUST | $723.5K | 0.3% | 8,714 |
| IEFAiShares Core MSCI EAFE ETF | $715.4K | 0.3% | 7,385 |
| IBBiShares Nasdaq Biotechnology Index Fund | $682.1K | 0.2% | 3,240 |
| VEAVanguard FTSE Developed Markets ETF | $641.2K | 0.2% | 9,081 |
| INNOVATOR ETFS TRUST | $629.5K | 0.2% | 12,990 |
| IJHiShares Core S&P Mid-Cap ETF | $614.8K | 0.2% | 8,545 |
| AAgilent Technologies Inc | $606.4K | 0.2% | 3,519 |
| VBVanguard Small-Cap ETF | $595.5K | 0.2% | 2,093 |
| JEPIJPMorgan Equity Premium Income ETF | $533K | 0.2% | 9,480 |
| IWRiShares Russell Mid-Cap ETF | $507.9K | 0.2% | 4,760 |
| INNOVATOR ETFS TRUST | $507.2K | 0.2% | 10,000 |
| BSVVanguard Short-Term Bond ETF | $499.3K | 0.2% | 6,535 |
| VVVanguard Large-Cap ETF | $489.3K | 0.2% | 1,391 |
| UNHUnitedHealth Group Inc | $465.8K | 0.2% | 1,269 |
| XLVState Street Health Care Select Sector SPDR ETF | $464.8K | 0.2% | 2,760 |
| GOOGLAlphabet Inc | $459.1K | 0.2% | 1,334 |
| INNOVATOR ETFS TRUST | $436.8K | 0.2% | 11,076 |
| VONGVanguard Russell 1000 Growth ETF | $435.9K | 0.2% | 3,381 |
| EBAYeBay Inc | $432.3K | 0.2% | 4,076 |
| SDYState Street SPDR S&P Dividend ETF | $410.1K | 0.1% | 2,800 |
| VGSHVanguard Short-Term Treasury ETF | $375.5K | 0.1% | 6,524 |
| VIGVanguard Div Appreciation ETF | $369.8K | 0.1% | 1,585 |
| XOMExxonmobil Holdings Corp | $364.9K | 0.1% | 2,242 |
| VUGVanguard Growth ETF | $364.8K | 0.1% | 4,049 |
| VBRVanguard Small-Cap Value ETF | $348.2K | 0.1% | 1,507 |
| CATCaterpillar Inc | $347K | 0.1% | 428 |
| METAMeta Platforms Inc | $345.2K | 0.1% | 476 |
| IEMGiShares Core MSCI Emerging Markets ETF | $343.5K | 0.1% | 4,233 |
| GSGoldman Sachs Group Inc | $318.7K | 0.1% | 354 |
| EFGiShares MSCI EAFE Growth ETF | $293.2K | 0.1% | 2,447 |
| BACBank of America Corp | $291.6K | 0.1% | 5,358 |
| INNOVATOR ETFS TRUST | $279.1K | 0.1% | 5,049 |
| SOXXiShares Semiconductor ETF | $278.1K | 0.1% | 489 |
| TERTeradyne Inc | $277K | 0.1% | 691 |
| VXUSVanguard Total International Stock ETF | $270.2K | 0.1% | 3,180 |
| PLUMAS BANCORP | $259.3K | 0.1% | 4,228 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $255.5K | 0.1% | 560 |
| INTCIntel Corp | $238.9K | 0.1% | 1,987 |
| HDHome Depot Inc | $237.3K | 0.1% | 834 |
| XLEState Street Energy Select Sector SPDR ETF | $230.6K | 0.1% | 3,750 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $228.6K | 0.1% | 3,627 |
| SPDR SERIES TRUST | $215.9K | 0.1% | 7,000 |
Quarter ending 2026-09-30.
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