My Personal CFO, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001916366 · VANCOUVER, WA

As of Sep 30, 2025, My Personal CFO, LLC reported 94 positions worth $258.2M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD TOTAL STOCK MKT ETF	VTI	—	77,866	$25.6M	9.90%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	VCIT	—	248,946	$20.9M	8.11%
ISHARES CORE S&P 500 ETF	IVV	—	20,361	3.6M	5.28%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	VCSH	—	165,923	3.3M	5.14%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	325,976	2.6M	4.87%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	284,045	0.7M	4.15%
DIMENSIONAL US SMALL CAP VALUE ETF	DFSV	—	333,662	0.6M	4.11%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	DFEM	—	301,360	$9.7M	3.74%
SCHWAB INTERMEDIATE-TERM US TREASURY ETF	SCHR	—	347,192	$8.7M	3.38%
VANGUARD SHORT-TERM BOND INDEX FUND	BSV	—	99,022	$7.8M	3.03%
ISHARES MSCI EAFE ETF	EFA	—	79,724	$7.4M	2.88%
VANGUARD TAX-MANAGED FUNDS	VEA	—	121,644	$7.3M	2.82%
VANGUARD REAL ESTATE INDEX FUND	VNQ	—	71,956	$6.6M	2.55%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	13,155	$6.2M	2.39%
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF	DIHP	—	148,801	$4.5M	1.75%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	VEU	—	60,193	$4.3M	1.66%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	82,592	$4.2M	1.62%
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	DISV	—	114,395	$4.1M	1.58%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	DFIC	—	119,576	$3.9M	1.52%
ISHARES RUSSELL 1000 VALUE ETF	IWD	—	18,811	$3.8M	1.48%
ISHARES RUSSELL 2000 VALUE ETF	IWN	—	21,255	$3.8M	1.46%
ISHARES RUSSELL 3000 ETF	IWV	—	9,286	$3.5M	1.36%
ISHARES MSCI EAFE SMALL-CAP ETF	SCZ	—	39,687	$3.0M	1.18%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	55,198	$3.0M	1.16%
ASTRAZENECA PLC	AZN	Healthcare	38,411	$2.9M	1.14%