My Personal CFO, LLC at 2023-03-31

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
007903107 007903107 ADVANCED MICRO DEVICES INC COM 596783 6089 0 100
00846U101 00846U101 AGILENT TECHNOLOGIES INC COM 484605 3503 0 100
023135106 023135106 AMAZON COM INC COM 221867 2148 0 100
025072885 025072885 AMERICAN CENTY ETF TR US EQT ETF 4550771 64204 0 100
037833100 037833100 APPLE INC COM 4160222 25229 0 100
038222105 038222105 APPLIED MATLS INC COM 876883 7139 0 100
060505104 060505104 BANK AMERICA CORP COM 265141 9271 0 100
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 2856740 9252 0 100
25434V203 25434V203 DIMENSIONAL ETF TRUST INTL CORE EQT MK 1349629 50079 0 100
25434V104 25434V104 DIMENSIONAL ETF TRUST US CORE EQT MKT 2525834 87794 0 100
254687106 254687106 DISNEY WALT CO COM 500450 4998 0 100
30231G102 30231G102 EXXON MOBIL CORP COM 260223 2373 0 100
33733E500 33733E500 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 307941 5896 0 100
437076102 437076102 HOME DEPOT INC COM 609423 2065 0 100
45782C516 45782C516 INNOVATOR ETFS TR EMRGNG MKT JAN 955359 33890 0 100
45782C466 45782C466 INNOVATOR ETFS TR GRWT100 PWR BF 1478490 39000 0 100
45782C524 45782C524 INNOVATOR ETFS TR INTRNL DEV JAN 1739718 61150 0 100
45782C888 45782C888 INNOVATOR ETFS TR US EQT BUFR APR 1909564 56900 0 100
45782C870 45782C870 INNOVATOR ETFS TR US EQT PWR BUF 206065 7009 0 100
45782C557 45782C557 INNOVATOR ETFS TR US EQTY BUF DEC 1882507 55640 0 100
45782C581 45782C581 INNOVATOR ETFS TR US EQTY BUF NOV 816673 25840 0 100
45782C771 45782C771 INNOVATOR ETFS TR US EQTY BUF OCT 584913 17300 0 100
45782C433 45782C433 INNOVATOR ETFS TR US EQTY BUFR FEB 2203794 68900 0 100
45782C409 45782C409 INNOVATOR ETFS TR US EQTY BUFR JAN 1165906 33160 0 100
45782C789 45782C789 INNOVATOR ETFS TR US EQTY BUFR JUL 705672 21600 0 100
45782C391 45782C391 INNOVATOR ETFS TR US EQTY BUFR MAR 1220032 35200 0 100
45782C508 45782C508 INNOVATOR ETFS TR US EQTY PWR BUF 538467 16214 0 100
45782C797 45782C797 INNOVATOR ETFS TR US EQTY PWR BUF 237826 7519 0 100
45782C813 45782C813 INNOVATOR ETFS TR US EQTY PWR BUF 204584 6466 0 100
45782C342 45782C342 INNOVATOR ETFS TR US SML CP PWR ET 365245 13731 0 100
458140100 458140100 INTEL CORP COM 669114 20481 0 100
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 4564295 14222 0 100
46434G103 46434G103 ISHARES INC CORE MSCI EMKT 237802 4874 0 100
464288661 464288661 ISHARES TR 3 7 YR TREAS BD 246594 2096 0 100
464287507 464287507 ISHARES TR CORE S&P MCP ETF 355227 1420 0 100
464287150 464287150 ISHARES TR CORE S&P TTL STK 1083612 11967 0 100
464287200 464287200 ISHARES TR CORE S&P500 ETF 1294290 3149 0 100
464288885 464288885 ISHARES TR EAFE GRWTH ETF 231952 2476 0 100
464288273 464288273 ISHARES TR EAFE SML CP ETF 3884112 65268 0 100
464287556 464287556 ISHARES TR ISHARES BIOTECH 859301 6653 0 100
46434V456 46434V456 ISHARES TR MSCI INTL QUALTY 981523 27805 0 100
464288414 464288414 ISHARES TR NATIONAL MUN ETF 215480 2000 0 100
464287499 464287499 ISHARES TR RUS MID CAP ETF 1063536 15211 0 100
464287168 464287168 ISHARES TR SELECT DIVID ETF 2748565 23456 0 100
464287762 464287762 ISHARES TR US HLTHCARE ETF 1351647 4950 0 100
478160104 478160104 JOHNSON & JOHNSON COM 710985 4587 0 100
46625H365 46625H365 JPMORGAN CHASE & CO ALERIAN ML ETN 1841906 83006 0 100
46625H100 46625H100 JPMORGAN CHASE & CO COM 381548 2928 0 100
594918104 594918104 MICROSOFT CORP COM 10176431 35298 0 100
654106103 654106103 NIKE INC CL B 558748 4556 0 100
679295105 679295105 OKTA INC CL A 9084004 105334 0 100
808524805 808524805 SCHWAB STRATEGIC TR INTL EQTY ETF 462422 13288 0 100
81369Y308 81369Y308 SELECT SECTOR SPDR TR SBI CONS STPLS 254985 3413 0 100
81369Y209 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 326899 2525 0 100
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 3519648 8597 0 100
78464A854 78464A854 SPDR SER TR PORTFOLIO S&P500 1444500 30000 0 100
78464A763 78464A763 SPDR SER TR S&P DIVID ETF 346388 2800 0 100
85256A109 85256A109 STAGWELL INC COM CL A 4509460 607744 0 100
88160R101 88160R101 TESLA INC COM 231110 1114 0 100
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 917770 1942 0 100
921937827 921937827 VANGUARD BD INDEX FDS SHORT TRM BOND 741188 9690 0 100
921937835 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 2152218 29151 0 100
922908512 922908512 VANGUARD INDEX FDS MCAP VL IDXVIP 248566 1854 0 100
922908553 922908553 VANGUARD INDEX FDS REAL ESTATE ETF 2060384 24812 0 100
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 271345 1709 0 100
922908751 922908751 VANGUARD INDEX FDS SMALL CP ETF 288863 1524 0 100
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 13731607 67279 0 100
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 689446 17065 0 100
922907746 922907746 VANGUARD MUN BD FDS TAX EXEMPT BD 607920 12000 0 100
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 231785 1505 0 100
921943858 921943858 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 373646 8272 0 100
921946406 921946406 VANGUARD WHITEHALL FDS HIGH DIV YLD 1388908 13165 0 100
921910733 921910733 VANGUARD WORLD FD ESG US STK ETF 1987526 27716 0 100
92204A306 92204A306 VANGUARD WORLD FDS ENERGY ETF 1828795 16010 0 100
92204A876 92204A876 VANGUARD WORLD FDS UTILITIES ETF 233082 1580 0 100

No more available investment products in the available period

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