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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

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Holdings Found : 1     View All Holdings Currently Viewing:  Closed 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
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... 98 Closed $57.15 $0 0 0% -579,000 -10,000 0    N/A
      1 Records Found
  1    
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