0001754960-22-000141.txt : 20220512 0001754960-22-000141.hdr.sgml : 20220512 20220512152902 ACCESSION NUMBER: 0001754960-22-000141 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220512 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220512 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: 22917453 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 03-31-2022 03-31-2022 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 05-12-2022 0 56 96642 false INFORMATION TABLE 2 InformationTableOutput.xml ADVANCED MICRO DEVICES INCCOM007903107663 6065 SH SOLE 0 0 6065 AGILENT TECHNOLOGIES INCCOM00846U101464 3503 SH SOLE 0 0 3503 AMAZON COM INCCOM023135106261 80 SH SOLE 0 0 80 APPLE INCCOM0378331004294 24589 SH SOLE 0 0 24589 APPLIED MATLS INCCOM038222105931 7061 SH SOLE 0 0 7061 BK OF AMERICA CORPCOM060505104363 8795 SH SOLE 0 0 8795 BERKSHIRE HATHAWAY INC DELCL B NEW0846707023236 9170 SH SOLE 0 0 9170 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1041186 37621 SH SOLE 0 0 37621 DISNEY WALT COCOM254687106624 4553 SH SOLE 0 0 4553 FIRST TR EXCHANGE-TRADED FDNAS CLNEDG GREEN33733E500484 7485 SH SOLE 0 0 7485 HOME DEPOT INCCOM437076102404 1349 SH SOLE 0 0 1349 INNOVATOR ETFS TRUS SML CP PWR ET45782C3421923 71731 SH SOLE 0 0 71731 INNOVATOR ETFS TRUS EQTY BUFR MAR45782C391245 7000 SH SOLE 0 0 7000 INNOVATOR ETFS TRUS EQTY BUFR JAN45782C409576 15950 SH SOLE 0 0 15950 INNOVATOR ETFS TRUS EQTY BUFR FEB45782C4331324 40900 SH SOLE 0 0 40900 INNOVATOR ETFS TRUS EQTY BUF NOV45782C581490 15250 SH SOLE 0 0 15250 INNOVATOR ETFS TRUS EQT BUFR APR45782C8881710 50400 SH SOLE 0 0 50400 INTEL CORPCOM458140100239 4823 SH SOLE 0 0 4823 INVESCO QQQ TRUNIT SER 146090E1035167 14253 SH SOLE 0 0 14253 ISHARES TRCORE S&P TTL STK4642871501234 12223 SH SOLE 0 0 12223 ISHARES TRSELECT DIVID ETF4642871682384 18603 SH SOLE 0 0 18603 ISHARES TRCORE S&P500 ETF4642872001107 2441 SH SOLE 0 0 2441 ISHARES TRRUS MID CAP ETF464287499326 4176 SH SOLE 0 0 4176 ISHARES TRISHARES BIOTECH464287556865 6640 SH SOLE 0 0 6640 ISHARES TRRUSSELL 3000 ETF464287689303 1154 SH SOLE 0 0 1154 ISHARES TRUS HLTHCARE ETF4642877621430 4950 SH SOLE 0 0 4950 ISHARES TREAFE SML CP ETF4642882733561 53674 SH SOLE 0 0 53674 ISHARES TR3 7 YR TREAS BD464288661256 2096 SH SOLE 0 0 2096 ISHARES TREAFE GRWTH ETF464288885236 2447 SH SOLE 0 0 2447 ISHARES INCCORE MSCI EMKT46434G103237 4270 SH SOLE 0 0 4270 ISHARES TRMSCI INTL QUALTY46434V456956 25937 SH SOLE 0 0 25937 JPMORGAN CHASE & COCOM46625H100334 2447 SH SOLE 0 0 2447 JPMORGAN CHASE & COALERIAN ML ETN46625H3651982 94790 SH SOLE 0 0 94790 JOHNSON & JOHNSONCOM478160104708 3996 SH SOLE 0 0 3996 MICROSOFT CORPCOM5949181049632 31242 SH SOLE 0 0 31242 OKTA INCCL A67929510515909 105384 SH SOLE 0 0 105384 PAYPAL HLDGS INCCOM70450Y103242 2094 SH SOLE 0 0 2094 SPDR S&P 500 ETF TRTR UNIT78462F1033849 8522 SH SOLE 0 0 8522 SPDR SER TRS&P DIVID ETF78464A763359 2800 SH SOLE 0 0 2800 SPDR SER TRPORTFOLIO S&P50078464A8541594 30000 SH SOLE 0 0 30000 SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797207 2618 SH SOLE 0 0 2618 SCHWAB STRATEGIC TRINTL EQTY ETF808524805488 13288 SH SOLE 0 0 13288 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209335 2442 SH SOLE 0 0 2442 SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308250 3297 SH SOLE 0 0 3297 UNITEDHEALTH GROUP INCCOM91324P102977 1915 SH SOLE 0 0 1915 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844244 1505 SH SOLE 0 0 1505 VANGUARD WORLD FDESG US STK ETF9219107332734 33716 SH SOLE 0 0 33716 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378351978 24870 SH SOLE 0 0 24870 VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF921943858381 7924 SH SOLE 0 0 7924 VANGUARD WHITEHALL FDSHIGH DIV YLD9219464061197 10665 SH SOLE 0 0 10665 VANGUARD WORLD FDSENERGY ETF92204A3061890 17656 SH SOLE 0 0 17656 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858765 16591 SH SOLE 0 0 16591 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870535 6217 SH SOLE 0 0 6217 VANGUARD INDEX FDSREAL ESTATE ETF9229085531899 17519 SH SOLE 0 0 17519 VANGUARD INDEX FDSSMALL CP ETF922908751317 1491 SH SOLE 0 0 1491 VANGUARD INDEX FDSTOTAL STK MKT92290876910357 45490 SH SOLE 0 0 45490