0001754960-22-000123.txt : 20220429 0001754960-22-000123.hdr.sgml : 20220429 20220429172742 ACCESSION NUMBER: 0001754960-22-000123 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220429 DATE AS OF CHANGE: 20220429 EFFECTIVENESS DATE: 20220429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: My Personal CFO, LLC CENTRAL INDEX KEY: 0001916366 IRS NUMBER: 832489548 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22439 FILM NUMBER: 22877794 BUSINESS ADDRESS: STREET 1: 1220 MAIN STREET, SUITE 400 CITY: VANCOUVER STATE: WA ZIP: 98660 BUSINESS PHONE: 503-912-2090 MAIL ADDRESS: STREET 1: 1220 MAIN STREET, SUITE 400 CITY: VANCOUVER STATE: WA ZIP: 98660 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001916366 XXXXXXXX 12-31-2021 12-31-2021 My Personal CFO, LLC

1220 MAIN STREET, SUITE 400 VANCOUVER WA 98660

13F HOLDINGS REPORT 028-22439 N File13F.com 844-844-3453 Aryn Sands Reno NV 04-29-2022 0 61 114712 false INFORMATION TABLE 2 InformationTableOutput.xml AGILENT TECHNOLOGIES INCCOM00846U101559 3503 SH SOLE 0 0 3503 APPLE INCCOM0378331004380 24668 SH SOLE 0 0 24668 APPLIED MATLS INCCOM0382221051128 7166 SH SOLE 0 0 7166 BK OF AMERICA CORPCOM060505104411 9248 SH SOLE 0 0 9248 BERKSHIRE HATHAWAY INC DELCL B NEW0846707022901 9702 SH SOLE 0 0 9702 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1041738 52652 SH SOLE 0 0 52652 DISNEY WALT COCOM254687106697 4503 SH SOLE 0 0 4503 ETSY INCCOM29786A106307 1400 SH SOLE 0 0 1400 FIRST TR EXCHANGE-TRADED FDNAS CLNEDG GREEN33733E5001068 15715 SH SOLE 0 0 15715 HOME DEPOT INCCOM437076102600 1445 SH SOLE 0 0 1445 INNOVATOR ETFS TRUS SML CP PWR ET45782C3421975 71731 SH SOLE 0 0 71731 INNOVATOR ETFS TRUS EQTY BUFR MAR45782C391242 7000 SH SOLE 0 0 7000 INNOVATOR ETFS TRUS EQTY BUFR JAN45782C409248 6650 SH SOLE 0 0 6650 INNOVATOR ETFS TRUS EQTY BUFR FEB45782C4331313 40900 SH SOLE 0 0 40900 INNOVATOR ETFS TRUS EQTY BUF NOV45782C581502 15250 SH SOLE 0 0 15250 INNOVATOR ETFS TRUS EQTY BUF OCT45782C771256 7400 SH SOLE 0 0 7400 INNOVATOR ETFS TRUS EQT BUFR APR45782C8881916 57400 SH SOLE 0 0 57400 INTEL CORPCOM458140100908 17634 SH SOLE 0 0 17634 INVESCO QQQ TRUNIT SER 146090E1035852 14708 SH SOLE 0 0 14708 ISHARES TRCORE S&P TTL STK4642871501308 12223 SH SOLE 0 0 12223 ISHARES TRSELECT DIVID ETF4642871682250 18350 SH SOLE 0 0 18350 ISHARES TRCORE S&P500 ETF4642872001004 2104 SH SOLE 0 0 2104 ISHARES TRRUS MID CAP ETF464287499331 3990 SH SOLE 0 0 3990 ISHARES TRISHARES BIOTECH4642875561013 6640 SH SOLE 0 0 6640 ISHARES TRRUSSELL 3000 ETF464287689334 1204 SH SOLE 0 0 1204 ISHARES TRUS HLTHCARE ETF4642877621487 4950 SH SOLE 0 0 4950 ISHARES TREAFE SML CP ETF4642882733923 53670 SH SOLE 0 0 53670 ISHARES TR3 7 YR TREAS BD464288661784 6096 SH SOLE 0 0 6096 ISHARES TREAFE GRWTH ETF464288885224 2029 SH SOLE 0 0 2029 ISHARES INCCORE MSCI EMKT46434G103273 4558 SH SOLE 0 0 4558 ISHARES TRMSCI INTL QUALTY46434V4561376 34937 SH SOLE 0 0 34937 JPMORGAN CHASE & COCOM46625H100405 2557 SH SOLE 0 0 2557 JPMORGAN CHASE & COALERIAN ML ETN46625H3651746 98011 SH SOLE 0 0 98011 JOHNSON & JOHNSONCOM478160104707 4134 SH SOLE 0 0 4134 MICROSOFT CORPCOM59491810411614 34533 SH SOLE 0 0 34533 OKTA INCCL A67929510523642 105465 SH SOLE 0 0 105465 PAYPAL HLDGS INCCOM70450Y103387 2053 SH SOLE 0 0 2053 SPDR S&P 500 ETF TRTR UNIT78462F1034048 8522 SH SOLE 0 0 8522 SPDR SER TRS&P 600 SMCP VAL78464A300214 2528 SH SOLE 0 0 2528 SPDR SER TRS&P DIVID ETF78464A763362 2800 SH SOLE 0 0 2800 SPDR SER TRPORTFOLIO S&P40078464A847204 4101 SH SOLE 0 0 4101 SPDR SER TRPORTFOLIO S&P50078464A8541675 30000 SH SOLE 0 0 30000 SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797212 2618 SH SOLE 0 0 2618 SCHWAB STRATEGIC TRINTL EQTY ETF808524805517 13288 SH SOLE 0 0 13288 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209343 2438 SH SOLE 0 0 2438 SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308253 3287 SH SOLE 0 0 3287 UNITEDHEALTH GROUP INCCOM91324P102978 1947 SH SOLE 0 0 1947 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844258 1505 SH SOLE 0 0 1505 VANGUARD WORLD FDESG US STK ETF9219107332963 33714 SH SOLE 0 0 33714 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378352640 31147 SH SOLE 0 0 31147 VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF921943858422 8272 SH SOLE 0 0 8272 VANGUARD WHITEHALL FDSHIGH DIV YLD9219464061196 10665 SH SOLE 0 0 10665 VANGUARD WORLD FDSENERGY ETF92204A3061381 17795 SH SOLE 0 0 17795 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428581463 29585 SH SOLE 0 0 29585 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870577 6217 SH SOLE 0 0 6217 VANGUARD MUN BD FDSTAX EXEMPT BD922907746384 7000 SH SOLE 0 0 7000 VANGUARD INDEX FDSREAL ESTATE ETF9229085532095 18060 SH SOLE 0 0 18060 VANGUARD INDEX FDSLARGE CAP ETF922908637206 931 SH SOLE 0 0 931 VANGUARD INDEX FDSSMALL CP ETF922908751337 1489 SH SOLE 0 0 1489 VANGUARD INDEX FDSTOTAL STK MKT92290876911433 47354 SH SOLE 0 0 47354 XILINX INCCOM983919101742 3500 SH SOLE 0 0 3500