My Personal CFO, LLC - Portfolio overview

My Personal CFO, LLC has 157 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 8.47%
2. VCIT - VANGUARD SCOTTSDALE FDS, 5.10%
3. MSFT - MICROSOFT CORP, 4.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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