Filed: 10/21/2025ACC: 0001754960-25-000700
📋 What this filing means
MY PERSONAL CFO, LLC filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $258.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$258.23M
Total AUM (reported)
3.96M
Total Shares
Allocation by class
TOTAL STK MKT$25.55M9.9%
INT-TERM CORP$20.94M8.1%
CORE S&P500 ETF$13.63M5.3%
SHRT TRM CORP BD$13.26M5.1%
US CORE EQUITY 2$12.57M4.9%
US HIGH PROFITAB$10.73M4.2%
US SMALL CAP VAL$10.62M4.1%
Portfolio Concentration
Top 3$60.12M23.3%
4–10$73.39M28.4%
11–25$68.57M26.6%
Rest$56.15M21.7%
Top 3 weight
23.3%
Top 10 weight
51.7%
Voting Authority Distribution
Total shares with voting rights: 3.96M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.96M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole94
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings94
Rows:
VANGUARD INDEX FDS
SOLEShares77.87K
TypeSH
Market value$25.55M
9.90%
Sole
0.00
Shared
0.00
None
77.87K
VANGUARD SCOTTSDALE FDS
SOLEShares248.95K
TypeSH
Market value$20.94M
8.11%
Sole
0.00
Shared
0.00
None
248.95K
ISHARES TR
SOLEShares20.36K
TypeSH
Market value$13.63M
5.28%
Sole
0.00
Shared
0.00
None
20.36K
VANGUARD SCOTTSDALE FDS
SOLEShares165.92K
TypeSH
Market value$13.26M
5.14%
Sole
0.00
Shared
0.00
None
165.92K
DIMENSIONAL ETF TRUST
SOLEShares325.98K
TypeSH
Market value$12.57M
4.87%
Sole
0.00
Shared
0.00
None
325.98K
DIMENSIONAL ETF TRUST
SOLEShares284.05K
TypeSH
Market value$10.73M
4.15%
Sole
0.00
Shared
0.00
None
284.05K
DIMENSIONAL ETF TRUST
SOLEShares333.66K
TypeSH
Market value$10.62M
4.11%
Sole
0.00
Shared
0.00
None
333.66K
DIMENSIONAL ETF TRUST
SOLEShares301.36K
TypeSH
Market value$9.66M
3.74%
Sole
0.00
Shared
0.00
None
301.36K
SCHWAB STRATEGIC TR
SOLEShares347.19K
TypeSH
Market value$8.72M
3.38%
Sole
0.00
Shared
0.00
None
347.19K
VANGUARD BD INDEX FDS
SOLEShares99.02K
TypeSH
Market value$7.81M
3.03%
Sole
0.00
Shared
0.00
None
99.02K
ISHARES TR
SOLEShares79.72K
TypeSH
Market value$7.44M
2.88%
Sole
0.00
Shared
0.00
None
79.72K
VANGUARD TAX-MANAGED FDS
SOLEShares121.64K
TypeSH
Market value$7.29M
2.82%
Sole
0.00
Shared
0.00
None
121.64K
VANGUARD INDEX FDS
SOLEShares71.96K
TypeSH
Market value$6.58M
2.55%
Sole
0.00
Shared
0.00
None
71.96K
ISHARES TR
SOLEShares13.15K
TypeSH
Market value$6.16M
2.39%
Sole
0.00
Shared
0.00
None
13.15K
DIMENSIONAL ETF TRUST
SOLEShares148.80K
TypeSH
Market value$4.52M
1.75%
Sole
0.00
Shared
0.00
None
148.80K
VANGUARD INTL EQUITY INDEX F
SOLEShares60.19K
TypeSH
Market value$4.30M
1.66%
Sole
0.00
Shared
0.00
None
60.19K
VANGUARD MALVERN FDS
SOLEShares82.59K
TypeSH
Market value$4.18M
1.62%
Sole
0.00
Shared
0.00
None
82.59K
DIMENSIONAL ETF TRUST
SOLEShares114.39K
TypeSH
Market value$4.08M
1.58%
Sole
0.00
Shared
0.00
None
114.39K
DIMENSIONAL ETF TRUST
SOLEShares119.58K
TypeSH
Market value$3.92M
1.52%
Sole
0.00
Shared
0.00
None
119.58K
ISHARES TR
SOLEShares18.81K
TypeSH
Market value$3.83M
1.48%
Sole
0.00
Shared
0.00
None
18.81K
ISHARES TR
SOLEShares21.25K
TypeSH
Market value$3.76M
1.46%
Sole
0.00
Shared
0.00
None
21.25K
ISHARES TR
SOLEShares9.29K
TypeSH
Market value$3.52M
1.36%
Sole
0.00
Shared
0.00
None
9.29K
ISHARES TR
SOLEShares39.69K
TypeSH
Market value$3.04M
1.18%
Sole
0.00
Shared
0.00
None
39.69K
VANGUARD INTL EQUITY INDEX F
SOLEShares55.20K
TypeSH
Market value$2.99M
1.16%
Sole
0.00
Shared
0.00
None
55.20K
ASTRAZENECA PLC
SOLEShares38.41K
TypeSH
Market value$2.95M
1.14%
Sole
0.00
Shared
0.00
None
38.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 77.87K | SH | $25.55M 9.90% | 0.00 | 0.00 | 77.87K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 248.95K | SH | $20.94M 8.11% | 0.00 | 0.00 | 248.95K |
ISHARES TRSOLE | CORE S&P500 ETF | 20.36K | SH | $13.63M 5.28% | 0.00 | 0.00 | 20.36K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 165.92K | SH | $13.26M 5.14% | 0.00 | 0.00 | 165.92K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 325.98K | SH | $12.57M 4.87% | 0.00 | 0.00 | 325.98K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 284.05K | SH | $10.73M 4.15% | 0.00 | 0.00 | 284.05K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 333.66K | SH | $10.62M 4.11% | 0.00 | 0.00 | 333.66K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 301.36K | SH | $9.66M 3.74% | 0.00 | 0.00 | 301.36K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 347.19K | SH | $8.72M 3.38% | 0.00 | 0.00 | 347.19K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 99.02K | SH | $7.81M 3.03% | 0.00 | 0.00 | 99.02K |
ISHARES TRSOLE | MSCI EAFE ETF | 79.72K | SH | $7.44M 2.88% | 0.00 | 0.00 | 79.72K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 121.64K | SH | $7.29M 2.82% | 0.00 | 0.00 | 121.64K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 71.96K | SH | $6.58M 2.55% | 0.00 | 0.00 | 71.96K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 13.15K | SH | $6.16M 2.39% | 0.00 | 0.00 | 13.15K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 148.80K | SH | $4.52M 1.75% | 0.00 | 0.00 | 148.80K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 60.19K | SH | $4.30M 1.66% | 0.00 | 0.00 | 60.19K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 82.59K | SH | $4.18M 1.62% | 0.00 | 0.00 | 82.59K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 114.39K | SH | $4.08M 1.58% | 0.00 | 0.00 | 114.39K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 119.58K | SH | $3.92M 1.52% | 0.00 | 0.00 | 119.58K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 18.81K | SH | $3.83M 1.48% | 0.00 | 0.00 | 18.81K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 21.25K | SH | $3.76M 1.46% | 0.00 | 0.00 | 21.25K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 9.29K | SH | $3.52M 1.36% | 0.00 | 0.00 | 9.29K |
ISHARES TRSOLE | EAFE SML CP ETF | 39.69K | SH | $3.04M 1.18% | 0.00 | 0.00 | 39.69K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 55.20K | SH | $2.99M 1.16% | 0.00 | 0.00 | 55.20K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 38.41K | SH | $2.95M 1.14% | 0.00 | 0.00 | 38.41K |
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