Portfolio (Quarterly)
Guide ↗
My Personal CFO, LLC
· CIK 0001916366| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | HD | HOME DEPOT INC | Consumer Cyclical | 834.0 | $294K | 0.12% | NEW | — | $352.68 | -9.0% |
| 82 | SPMD | SPDR SERIES TRUST | — | 4,228.0 | $286K | 0.11% | NEW | — | $67.56 | -1.6% |
| 83 | INTC | INTEL CORP | Technology | 1,975.0 | $276K | 0.11% | NEW | — | $139.63 | -31.4% |
| 84 | BAUG | INNOVATOR ETFS TRUST | — | 5,140.0 | $276K | 0.11% | NEW | — | $53.61 | +3.5% |
| 85 | STGW | STAGWELL INC | Communication Services | 37,035.0 | $275K | 0.11% | NEW | — | $7.43 | +18.0% |
| 86 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 560.0 | $267K | 0.10% | NEW | — | $477.57 | -10.2% |
| 87 | VXUS | VANGUARD STAR FDS | — | 3,051.0 | $261K | 0.10% | NEW | — | $85.49 | +3.4% |
| 88 | PLBC | PLUMAS BANCORP | Financial Services | 4,228.0 | $247K | 0.10% | NEW | — | $58.51 | +8.1% |
| 89 | IEI | ISHARES TR | — | 2,096.0 | $246K | 0.10% | NEW | — | $117.45 | -1.5% |
| 90 | FLRN | SPDR SERIES TRUST | — | 7,000.0 | $216K | 0.08% | NEW | — | $30.85 | -0.3% |
| 91 | META | META PLATFORMS INC | Communication Services | 369.0 | $208K | 0.08% | NEW | — | $563.40 | +9.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
64.5%
Financial Services
28.1%
Consumer Cyclical
2.8%
Healthcare
2.6%
Communication Services
1.2%
Industrials
0.5%
Energy
0.4%