0001754960-22-000211.txt : 20220803 0001754960-22-000211.hdr.sgml : 20220803 20220803124209 ACCESSION NUMBER: 0001754960-22-000211 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220803 DATE AS OF CHANGE: 20220803 EFFECTIVENESS DATE: 20220803 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-22439 FILM NUMBER: 221131682 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001916366 XXXXXXXX 06-30-2022 06-30-2022 true 1 RESTATEMENT 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 08-03-2022 0 56 77911 false INFORMATION TABLE 2 InformationTableOutput.xml ADVANCED MICRO DEVICES INCCOM007903107466 6093 SH SOLE 0 0 6093 AGILENT TECHNOLOGIES INCCOM00846U101416 3506 SH SOLE 0 0 3506 AMAZON COM INCCOM023135106211 1984 SH SOLE 0 0 1984 APPLE INCCOM0378331003480 25455 SH SOLE 0 0 25455 APPLIED MATLS INCCOM038222105652 7167 SH SOLE 0 0 7167 BK OF AMERICA CORPCOM060505104287 9217 SH SOLE 0 0 9217 BERKSHIRE HATHAWAY INC DELCL B NEW0846707022523 9242 SH SOLE 0 0 9242 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1041198 45346 SH SOLE 0 0 45346 DISNEY WALT COCOM254687106446 4723 SH SOLE 0 0 4723 FIRST TR EXCHANGE-TRADED FDNAS CLNEDG GREEN33733E500417 7995 SH SOLE 0 0 7995 HOME DEPOT INCCOM437076102401 1462 SH SOLE 0 0 1462 INNOVATOR ETFS TRUS SML CP PWR ET45782C3421296 53731 SH SOLE 0 0 53731 INNOVATOR ETFS TRUS EQTY BUFR MAR45782C391217 7000 SH SOLE 0 0 7000 INNOVATOR ETFS TRUS EQTY BUFR JAN45782C409513 15950 SH SOLE 0 0 15950 INNOVATOR ETFS TRUS EQTY BUFR FEB45782C4331172 40900 SH SOLE 0 0 40900 INNOVATOR ETFS TRUS EQTY BUF NOV45782C581265 9250 SH SOLE 0 0 9250 INNOVATOR ETFS TRUS EQTY BUF OCT45782C771347 11400 SH SOLE 0 0 11400 INNOVATOR ETFS TRUS EQT BUFR APR45782C8881508 50400 SH SOLE 0 0 50400 INTEL CORPCOM458140100715 19100 SH SOLE 0 0 19100 INVESCO QQQ TRUNIT SER 146090E1033990 14236 SH SOLE 0 0 14236 ISHARES TRCORE S&P TTL STK4642871501024 12223 SH SOLE 0 0 12223 ISHARES TRSELECT DIVID ETF4642871682189 18606 SH SOLE 0 0 18606 ISHARES TRCORE S&P500 ETF464287200940 2479 SH SOLE 0 0 2479 ISHARES TRRUS MID CAP ETF464287499270 4177 SH SOLE 0 0 4177 ISHARES TRISHARES BIOTECH464287556781 6640 SH SOLE 0 0 6640 ISHARES TRRUSSELL 3000 ETF464287689251 1154 SH SOLE 0 0 1154 ISHARES TRUS HLTHCARE ETF4642877621331 4950 SH SOLE 0 0 4950 ISHARES TREAFE SML CP ETF4642882732934 53754 SH SOLE 0 0 53754 ISHARES TR3 7 YR TREAS BD464288661250 2096 SH SOLE 0 0 2096 ISHARES INCCORE MSCI EMKT46434G103224 4558 SH SOLE 0 0 4558 ISHARES TRMSCI INTL QUALTY46434V456803 25957 SH SOLE 0 0 25957 JPMORGAN CHASE & COCOM46625H100297 2634 SH SOLE 0 0 2634 JPMORGAN CHASE & COALERIAN ML ETN46625H3651683 88787 SH SOLE 0 0 88787 JOHNSON & JOHNSONCOM478160104754 4248 SH SOLE 0 0 4248 MICROSOFT CORPCOM5949181047429 28927 SH SOLE 0 0 28927 NIKE INCCL B654106103299 2927 SH SOLE 0 0 2927 OKTA INCCL A6792951059527 105387 SH SOLE 0 0 105387 SPDR S&P 500 ETF TRTR UNIT78462F1033215 8522 SH SOLE 0 0 8522 SPDR SER TRS&P DIVID ETF78464A763332 2800 SH SOLE 0 0 2800 SPDR SER TRPORTFOLIO S&P50078464A8541330 30000 SH SOLE 0 0 30000 SCHWAB STRATEGIC TRINTL EQTY ETF808524805418 13288 SH SOLE 0 0 13288 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209314 2448 SH SOLE 0 0 2448 SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308239 3313 SH SOLE 0 0 3313 SELECT SECTOR SPDR TRTECHNOLOGY81369Y803298 2342 SH SOLE 0 0 2342 UNITEDHEALTH GROUP INCCOM91324P1021000 1946 SH SOLE 0 0 1946 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844216 1505 SH SOLE 0 0 1505 VANGUARD WORLD FDESG US STK ETF9219107332239 33718 SH SOLE 0 0 33718 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378351975 26247 SH SOLE 0 0 26247 VANGUARD TAX-MANAGED INTL FDVAN FTSE DEV MKT921943858337 8272 SH SOLE 0 0 8272 VANGUARD WHITEHALL FDSHIGH DIV YLD9219464061085 10665 SH SOLE 0 0 10665 VANGUARD WORLD FDSENERGY ETF92204A3061592 16003 SH SOLE 0 0 16003 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858442 10607 SH SOLE 0 0 10607 VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870497 6217 SH SOLE 0 0 6217 VANGUARD INDEX FDSREAL ESTATE ETF9229085531707 18731 SH SOLE 0 0 18731 VANGUARD INDEX FDSSMALL CP ETF922908751263 1493 SH SOLE 0 0 1493 VANGUARD INDEX FDSTOTAL STK MKT9229087698906 47218 SH SOLE 0 0 47218