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Name: |
My Personal CFO LLC |
City: |
VANCOUVER |
State: |
WA |
Zip: |
98660 |
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Achive
data |
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Holdings
Found :
8 |
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New Positions |
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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 |
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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 |
Avantis Us Small Cap Value Etf |
79 |
New |
$93.26 |
$306,000 |
3,265 |
0.18% |
306,000 |
3,265 |
0.004 |
N/A |
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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 |
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NFLX |
Netflix Inc |
89 |
New |
$613.66 |
$244,000 |
402 |
0.14% |
244,000 |
402 |
0 |
Music & Video Stores |
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GOOGL |
Alphabet Inc |
93 |
New |
$170.34 |
$230,000 |
1,525 |
0.13% |
230,000 |
1,525 |
0 |
Search Engines & Info... |
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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... |
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VOOG |
Vanguard S&P 500 Growth Etf |
95 |
New |
$307.66 |
$203,000 |
667 |
0.12% |
203,000 |
667 |
0.003 |
N/A |
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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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