0001754960-23-000120.txt : 20230421 0001754960-23-000120.hdr.sgml : 20230421 20230421144424 ACCESSION NUMBER: 0001754960-23-000120 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230421 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230421 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: 23835993 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 X0202 13F-HR LIVE false false false 0001916366 XXXXXXXX 03-31-2023 03-31-2023 My Personal CFO, LLC

1220 MAIN STREET, SUITE 400 VANCOUVER WA 98660

13F HOLDINGS REPORT 028-22439 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 04-21-2023 0 75 117170460 false INFORMATION TABLE 2 InformationTableOutput.xml ADVANCED MICRO DEVICES INCCOM007903107596783 6089 SH SOLE 0 0 6089 AGILENT TECHNOLOGIES INCCOM00846U101484605 3503 SH SOLE 0 0 3503 AMAZON COM INCCOM023135106221867 2148 SH SOLE 0 0 2148 AMERICAN CENTY ETF TRUS EQT ETF0250728854550771 64204 SH SOLE 0 0 64204 APPLE INCCOM0378331004160222 25229 SH SOLE 0 0 25229 APPLIED MATLS INCCOM038222105876883 7139 SH SOLE 0 0 7139 BANK AMERICA CORPCOM060505104265141 9271 SH SOLE 0 0 9271 BERKSHIRE HATHAWAY INC DELCL B NEW0846707022856740 9252 SH SOLE 0 0 9252 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1042525834 87794 SH SOLE 0 0 87794 DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2031349629 50079 SH SOLE 0 0 50079 DISNEY WALT COCOM254687106500450 4998 SH SOLE 0 0 4998 EXXON MOBIL CORPCOM30231G102260223 2373 SH SOLE 0 0 2373 FIRST TR EXCHANGE-TRADED FDNAS CLNEDG GREEN33733E500307941 5896 SH SOLE 0 0 5896 HOME DEPOT INCCOM437076102609423 2065 SH SOLE 0 0 2065 INNOVATOR ETFS TRUS SML CP PWR ET45782C342365245 13731 SH SOLE 0 0 13731 INNOVATOR ETFS TRUS EQTY BUFR MAR45782C3911220032 35200 SH SOLE 0 0 35200 INNOVATOR ETFS TRUS EQTY BUFR JAN45782C4091165906 33160 SH SOLE 0 0 33160 INNOVATOR ETFS TRUS EQTY BUFR FEB45782C4332203794 68900 SH SOLE 0 0 68900 INNOVATOR ETFS TRGRWT100 PWR BF45782C4661478490 39000 SH SOLE 0 0 39000 INNOVATOR ETFS TRUS EQTY PWR BUF45782C508538467 16214 SH SOLE 0 0 16214 INNOVATOR ETFS TREMRGNG MKT JAN45782C516955359 33890 SH SOLE 0 0 33890 INNOVATOR ETFS TRINTRNL DEV JAN45782C5241739718 61150 SH SOLE 0 0 61150 INNOVATOR ETFS TRUS EQTY BUF DEC45782C5571882507 55640 SH SOLE 0 0 55640 INNOVATOR ETFS TRUS EQTY BUF NOV45782C581816673 25840 SH SOLE 0 0 25840 INNOVATOR ETFS TRUS EQTY BUF OCT45782C771584913 17300 SH SOLE 0 0 17300 INNOVATOR ETFS TRUS EQTY BUFR JUL45782C789705672 21600 SH SOLE 0 0 21600 INNOVATOR ETFS TRUS EQTY PWR BUF45782C797237826 7519 SH SOLE 0 0 7519 INNOVATOR ETFS TRUS EQTY PWR BUF45782C813204584 6466 SH SOLE 0 0 6466 INNOVATOR ETFS TRUS EQT PWR BUF45782C870206065 7009 SH SOLE 0 0 7009 INNOVATOR ETFS TRUS EQT BUFR APR45782C8881909564 56900 SH SOLE 0 0 56900 INTEL CORPCOM458140100669114 20481 SH SOLE 0 0 20481 INVESCO QQQ TRUNIT SER 146090E1034564295 14222 SH SOLE 0 0 14222 ISHARES TRCORE S&P TTL STK4642871501083612 11967 SH SOLE 0 0 11967 ISHARES TRSELECT DIVID ETF4642871682748565 23456 SH SOLE 0 0 23456 ISHARES TRCORE S&P500 ETF4642872001294290 3149 SH SOLE 0 0 3149 ISHARES TRRUS MID CAP ETF4642874991063536 15211 SH SOLE 0 0 15211 ISHARES TRCORE S&P MCP ETF464287507355227 1420 SH SOLE 0 0 1420 ISHARES TRISHARES BIOTECH464287556859301 6653 SH SOLE 0 0 6653 ISHARES TRUS HLTHCARE ETF4642877621351647 4950 SH SOLE 0 0 4950 ISHARES TREAFE SML CP ETF4642882733884112 65268 SH SOLE 0 0 65268 ISHARES TRNATIONAL MUN ETF464288414215480 2000 SH SOLE 0 0 2000 ISHARES TR3 7 YR TREAS BD464288661246594 2096 SH SOLE 0 0 2096 ISHARES TREAFE GRWTH ETF464288885231952 2476 SH SOLE 0 0 2476 ISHARES INCCORE MSCI EMKT46434G103237802 4874 SH SOLE 0 0 4874 ISHARES TRMSCI INTL QUALTY46434V456981523 27805 SH SOLE 0 0 27805 JPMORGAN CHASE & COCOM46625H100381548 2928 SH SOLE 0 0 2928 JPMORGAN CHASE & COALERIAN ML ETN46625H3651841906 83006 SH SOLE 0 0 83006 JOHNSON & JOHNSONCOM478160104710985 4587 SH SOLE 0 0 4587 MICROSOFT CORPCOM59491810410176431 35298 SH SOLE 0 0 35298 NIKE INCCL B654106103558748 4556 SH SOLE 0 0 4556 OKTA INCCL A6792951059084004 105334 SH SOLE 0 0 105334 SPDR S&P 500 ETF TRTR UNIT78462F1033519648 8597 SH SOLE 0 0 8597 SPDR SER TRS&P DIVID ETF78464A763346388 2800 SH SOLE 0 0 2800 SPDR SER TRPORTFOLIO S&P50078464A8541444500 30000 SH SOLE 0 0 30000 SCHWAB STRATEGIC TRINTL EQTY ETF808524805462422 13288 SH SOLE 0 0 13288 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209326899 2525 SH SOLE 0 0 2525 SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308254985 3413 SH SOLE 0 0 3413 STAGWELL INCCOM CL A85256A1094509460 607744 SH SOLE 0 0 607744 TESLA INCCOM88160R101231110 1114 SH SOLE 0 0 1114 UNITEDHEALTH GROUP INCCOM91324P102917770 1942 SH SOLE 0 0 1942 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844231785 1505 SH SOLE 0 0 1505 VANGUARD WORLD FDESG US STK ETF9219107331987526 27716 SH SOLE 0 0 27716 VANGUARD BD INDEX FDSSHORT TRM BOND921937827741188 9690 SH SOLE 0 0 9690 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378352152218 29151 SH SOLE 0 0 29151 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858373646 8272 SH SOLE 0 0 8272 VANGUARD WHITEHALL FDSHIGH DIV YLD9219464061388908 13165 SH SOLE 0 0 13165 VANGUARD WORLD FDSENERGY ETF92204A3061828795 16010 SH SOLE 0 0 16010 VANGUARD WORLD FDSUTILITIES ETF92204A876233082 1580 SH SOLE 0 0 1580 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858689446 17065 SH SOLE 0 0 17065 VANGUARD MUN BD FDSTAX EXEMPT BD922907746607920 12000 SH SOLE 0 0 12000 VANGUARD INDEX FDSMCAP VL IDXVIP922908512248566 1854 SH SOLE 0 0 1854 VANGUARD INDEX FDSREAL ESTATE ETF9229085532060384 24812 SH SOLE 0 0 24812 VANGUARD INDEX FDSSM CP VAL ETF922908611271345 1709 SH SOLE 0 0 1709 VANGUARD INDEX FDSSMALL CP ETF922908751288863 1524 SH SOLE 0 0 1524 VANGUARD INDEX FDSTOTAL STK MKT92290876913731607 67279 SH SOLE 0 0 67279