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  Name: My Personal CFO LLC
  City: VANCOUVER
  State: WA
  Zip: 98660
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $173,519,000
  Total Value Change : $19,930,000
  Securities Held Change : 7
   
All Securities Held : 97
  New Positions : 8
  Closed Positions : 1
  Increased Positions : 44
  Unchanged Positions : 20
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 41 New $481.04 $1,056,000 2,197 0.61% 1,056,000 2,197 0    Closed - End Fund - E...
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 79 New $93.26 $306,000 3,265 0.18% 306,000 3,265 0.004    N/A
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 81 New $0.00 $298,000 4,630 0.17% 298,000 4,630 0.005    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc 89 New $613.66 $244,000 402 0.14% 244,000 402 0    Music & Video Stores
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 93 New $170.34 $230,000 1,525 0.13% 230,000 1,525 0    Search Engines & Info...
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 94 New $27.29 $219,000 4,101 0.13% 219,000 4,101 0    Closed - End Fund - E...
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf 95 New $307.66 $203,000 667 0.12% 203,000 667 0.003    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 96 New $524.12 $202,000 385 0.12% 202,000 385 0    Closed - End Fund - E...

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