PERSONAL CFO SOLUTIONS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Chester, NJ
CIK
0001677501
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 511 577,611 CB, IWM, INNOVATOR ETFS TR, PAUG 13F-HR 2/13/2024 000143774924003895
Q3 2023 455 505,976 CB, INNOVATOR ETFS TR, IWM, PAUG 13F-HR 11/13/2023 000143774923031678
Q2 2023 467 492,756 INNOVATOR ETFS TR, SHV, PJUN, AAPL 13F-HR 8/10/2023 000143774923023107
Q1 2023 470 484,252 CB, SHV, INNOVATOR ETFS TR, PJUN 13F-HR 5/9/2023 000143774923013143
Q4 2022 458 472,437 CB, SHV, PJUN, AAPL 13F-HR 2/14/2023 000143774923003302
Q3 2022 414 398,140 SHV, POCT, CB, AAPL 13F-HR 11/1/2022 000143774922025305
Q2 2022 430 426,378 SHV, PJAN, CB, AAPL 13F-HR 8/5/2022 000143774922019034
Q1 2022 472 507,068 PJAN, EFA, CB, AAPL 13F-HR 5/2/2022 000143774922010380
Q4 2021 476 534,206 PJAN, EFA, CB, ITT 13F-HR 2/11/2022 000143774922003077
Q3 2021 453 487,982 PSEP, IWM, BA, CB 13F-HR 11/18/2021 000143774921027041
Q2 2021 439 488,324 UWM, PJUL, BA, CB 13F-HR 7/22/2021 000143774921017337
Q1 2021 407 462,594 PMVP, UWM, BA, ITT 13F-HR 4/21/2021 000143774921009456
Q4 2020 373 404,092 UWM, PDEC, ITT, CB 13F-HR 2/9/2021 000143774921002298
Q3 2020 331 300 PSEP, ITT, IWM, BA 13F-HR 11/2/2020 000143774920022245
Q2 2020 313 337,905 PJAN, ITT, CB, IWM 13F-HR 8/3/2020 000143774920016224
Q1 2020 275 278,438 PJAN, CB, ITT, SPY 13F-HR 4/30/2020 000143774920008916
Q4 2019 343 349,126 CB, ITT, BA, SPY 13F-HR 2/13/2020 000143774920002567
Q3 2019 287 251,051 CB, SPY, FHLC, FIDU 13F-HR 11/13/2019 000139834419020154