Filling information for My Personal CFO, LLC as Treemap, investor disclosed 75 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 596783 | 6089 | |
| 00846U101 | 00846U101 | AGILENT TECHNOLOGIES INC | COM | 484605 | 3503 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 221867 | 2148 | |
| 025072885 | 025072885 | AMERICAN CENTY ETF TR | US EQT ETF | 4550771 | 64204 | |
| 037833100 | 037833100 | APPLE INC | COM | 4160222 | 25229 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 876883 | 7139 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 265141 | 9271 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2856740 | 9252 | |
| 25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 1349629 | 50079 | |
| 25434V104 | 25434V104 | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 2525834 | 87794 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 500450 | 4998 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 260223 | 2373 | |
| 33733E500 | 33733E500 | FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 307941 | 5896 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 609423 | 2065 | |
| 45782C516 | 45782C516 | INNOVATOR ETFS TR | EMRGNG MKT JAN | 955359 | 33890 | |
| 45782C466 | 45782C466 | INNOVATOR ETFS TR | GRWT100 PWR BF | 1478490 | 39000 | |
| 45782C524 | 45782C524 | INNOVATOR ETFS TR | INTRNL DEV JAN | 1739718 | 61150 | |
| 45782C888 | 45782C888 | INNOVATOR ETFS TR | US EQT BUFR APR | 1909564 | 56900 | |
| 45782C870 | 45782C870 | INNOVATOR ETFS TR | US EQT PWR BUF | 206065 | 7009 | |
| 45782C557 | 45782C557 | INNOVATOR ETFS TR | US EQTY BUF DEC | 1882507 | 55640 | |
| 45782C581 | 45782C581 | INNOVATOR ETFS TR | US EQTY BUF NOV | 816673 | 25840 | |
| 45782C771 | 45782C771 | INNOVATOR ETFS TR | US EQTY BUF OCT | 584913 | 17300 | |
| 45782C433 | 45782C433 | INNOVATOR ETFS TR | US EQTY BUFR FEB | 2203794 | 68900 | |
| 45782C409 | 45782C409 | INNOVATOR ETFS TR | US EQTY BUFR JAN | 1165906 | 33160 | |
| 45782C789 | 45782C789 | INNOVATOR ETFS TR | US EQTY BUFR JUL | 705672 | 21600 | |
| 45782C391 | 45782C391 | INNOVATOR ETFS TR | US EQTY BUFR MAR | 1220032 | 35200 | |
| 45782C508 | 45782C508 | INNOVATOR ETFS TR | US EQTY PWR BUF | 538467 | 16214 | |
| 45782C797 | 45782C797 | INNOVATOR ETFS TR | US EQTY PWR BUF | 237826 | 7519 | |
| 45782C813 | 45782C813 | INNOVATOR ETFS TR | US EQTY PWR BUF | 204584 | 6466 | |
| 45782C342 | 45782C342 | INNOVATOR ETFS TR | US SML CP PWR ET | 365245 | 13731 | |
| 458140100 | 458140100 | INTEL CORP | COM | 669114 | 20481 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 4564295 | 14222 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 237802 | 4874 | |
| 464288661 | 464288661 | ISHARES TR | 3 7 YR TREAS BD | 246594 | 2096 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 355227 | 1420 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 1083612 | 11967 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1294290 | 3149 | |
| 464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 231952 | 2476 | |
| 464288273 | 464288273 | ISHARES TR | EAFE SML CP ETF | 3884112 | 65268 | |
| 464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 859301 | 6653 | |
| 46434V456 | 46434V456 | ISHARES TR | MSCI INTL QUALTY | 981523 | 27805 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 215480 | 2000 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 1063536 | 15211 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 2748565 | 23456 | |
| 464287762 | 464287762 | ISHARES TR | US HLTHCARE ETF | 1351647 | 4950 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 710985 | 4587 | |
| 46625H365 | 46625H365 | JPMORGAN CHASE & CO | ALERIAN ML ETN | 1841906 | 83006 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 381548 | 2928 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 10176431 | 35298 | |
| 654106103 | 654106103 | NIKE INC | CL B | 558748 | 4556 | |
| 679295105 | 679295105 | OKTA INC | CL A | 9084004 | 105334 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 462422 | 13288 | |
| 81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 254985 | 3413 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 326899 | 2525 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 3519648 | 8597 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 1444500 | 30000 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 346388 | 2800 | |
| 85256A109 | 85256A109 | STAGWELL INC | COM CL A | 4509460 | 607744 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 231110 | 1114 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 917770 | 1942 | |
| 921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 741188 | 9690 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2152218 | 29151 | |
| 922908512 | 922908512 | VANGUARD INDEX FDS | MCAP VL IDXVIP | 248566 | 1854 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 2060384 | 24812 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 271345 | 1709 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 288863 | 1524 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 13731607 | 67279 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 689446 | 17065 | |
| 922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 607920 | 12000 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 231785 | 1505 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 373646 | 8272 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1388908 | 13165 | |
| 921910733 | 921910733 | VANGUARD WORLD FD | ESG US STK ETF | 1987526 | 27716 | |
| 92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 1828795 | 16010 | |
| 92204A876 | 92204A876 | VANGUARD WORLD FDS | UTILITIES ETF | 233082 | 1580 |