0001754960-22-000257.txt : 20221018 0001754960-22-000257.hdr.sgml : 20221018 20221018140949 ACCESSION NUMBER: 0001754960-22-000257 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221018 DATE AS OF CHANGE: 20221018 EFFECTIVENESS DATE: 20221018 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: 221315699 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 09-30-2022 09-30-2022 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 10-18-2022 0 32 45544 false INFORMATION TABLE 2 InformationTableOutput.xml APPLE INCCOM037833100261 1889 SH SOLE 0 0 1889 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V104558 22170 SH SOLE 0 0 22170 DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V203402 18648 SH SOLE 0 0 18648 INNOVATOR ETFS TRUS EQTY BUFR MAR45782C391332 11000 SH SOLE 0 0 11000 INNOVATOR ETFS TRUS EQTY BUFR FEB45782C433257 9200 SH SOLE 0 0 9200 INNOVATOR ETFS TRUS EQTY BUFR JUL45782C789292 10000 SH SOLE 0 0 10000 INNOVATOR ETFS TRUS EQT BUFR APR45782C888677 23300 SH SOLE 0 0 23300 INVESCO QQQ TRUNIT SER 146090E1032084 7799 SH SOLE 0 0 7799 ISHARES TRCORE S&P TTL STK464287150952 11967 SH SOLE 0 0 11967 ISHARES TRSELECT DIVID ETF4642871681060 9882 SH SOLE 0 0 9882 ISHARES TRCORE S&P500 ETF464287200368 1025 SH SOLE 0 0 1025 ISHARES TRRUS MID CAP ETF464287499205 3302 SH SOLE 0 0 3302 ISHARES TREAFE SML CP ETF4642882731641 33633 SH SOLE 0 0 33633 ISHARES TRNATIONAL MUN ETF464288414205 2000 SH SOLE 0 0 2000 JPMORGAN CHASE & COALERIAN ML ETN46625H365608 30297 SH SOLE 0 0 30297 MICROSOFT CORPCOM5949181045417 23259 SH SOLE 0 0 23259 NIKE INCCL B654106103245 2950 SH SOLE 0 0 2950 OKTA INCCL A679295105926 16276 SH SOLE 0 0 16276 SPDR S&P 500 ETF TRTR UNIT78462F1031958 5483 SH SOLE 0 0 5483 SPDR SER TRPORTFOLIO S&P50078464A8541260 30000 SH SOLE 0 0 30000 SCHWAB STRATEGIC TRINTL EQTY ETF808524805374 13288 SH SOLE 0 0 13288 STAGWELL INCCOM CL A85256A10910314 1484099 SH SOLE 0 0 1484099 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844203 1505 SH SOLE 0 0 1505 VANGUARD WORLD FDESG US STK ETF9219107331550 24639 SH SOLE 0 0 24639 VANGUARD BD INDEX FDSSHORT TRM BOND9219378271422 19000 SH SOLE 0 0 19000 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378353064 42961 SH SOLE 0 0 42961 VANGUARD WHITEHALL FDSHIGH DIV YLD921946406879 9265 SH SOLE 0 0 9265 VANGUARD WORLD FDSENERGY ETF92204A306686 6755 SH SOLE 0 0 6755 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858525 14392 SH SOLE 0 0 14392 VANGUARD MUN BD FDSTAX EXEMPT BD9229077461059 22000 SH SOLE 0 0 22000 VANGUARD INDEX FDSREAL ESTATE ETF922908553719 8973 SH SOLE 0 0 8973 VANGUARD INDEX FDSTOTAL STK MKT9229087695041 28088 SH SOLE 0 0 28088