My Personal CFO, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Vancouver, WA
CIK
0001916366
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 90 153,588 VTI, OKTA, MSFT, STGW 13F-HR 1/22/2024 000175496024000053
Q3 2023 83 123,827 VTI, MSFT, OKTA, AVUS 13F-HR 11/6/2023 000175496023000311
Q2 2023 82 127,319 VTI, MSFT, OKTA, AVUS 13F-HR 7/12/2023 000175496023000184
Q1 2023 75 117,170 VTI, MSFT, OKTA, QQQ 13F-HR 4/21/2023 000175496023000120
Q4 2022 895 108,365 STGW, VTI, MSFT, OKTA 13F-HR 1/11/2023 000175496023000013
Q3 2022 59 65,817 STGW, MSFT, VTI, BND RESTATEMENT 10/20/2022 000175496022000266
Q2 2022 56 77,911 OKTA, VTI, MSFT, QQQ RESTATEMENT 8/3/2022 000175496022000211
Q1 2022 56 96,642 OKTA, VTI, MSFT, QQQ 13F-HR 5/12/2022 000175496022000141
Q4 2021 61 114,712 OKTA, MSFT, VTI, QQQ 13F-HR 4/29/2022 000175496022000123
Additional filings from My Personal CFO, LLC that have since been restated