0001754960-23-000184.txt : 20230713 0001754960-23-000184.hdr.sgml : 20230713 20230712175341 ACCESSION NUMBER: 0001754960-23-000184 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230713 DATE AS OF CHANGE: 20230712 EFFECTIVENESS DATE: 20230713 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: 231085410 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 06-30-2023 06-30-2023 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 07-12-2023 0 82 127319731 false INFORMATION TABLE 2 InformationTableOutput.xml ADVANCED MICRO DEVICES INCCOM007903107695193 6103 SH SOLE 0 0 6103 AGILENT TECHNOLOGIES INCCOM00846U101421476 3505 SH SOLE 0 0 3505 AMAZON COM INCCOM023135106275060 2110 SH SOLE 0 0 2110 AMERICAN CENTY ETF TRUS EQT ETF0250728855534571 73608 SH SOLE 0 0 73608 APPLE INCCOM0378331005096779 26276 SH SOLE 0 0 26276 APPLIED MATLS INCCOM0382221051025656 7096 SH SOLE 0 0 7096 BANK AMERICA CORPCOM060505104260113 9066 SH SOLE 0 0 9066 BERKSHIRE HATHAWAY INC DELCL B NEW0846707023159365 9265 SH SOLE 0 0 9265 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1043070076 99067 SH SOLE 0 0 99067 DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2031373622 50279 SH SOLE 0 0 50279 DIMENSIONAL ETF TRUSTUS LARGE CAP VAL25434V666212954 8384 SH SOLE 0 0 8384 DISNEY WALT COCOM254687106348281 3901 SH SOLE 0 0 3901 EXXON MOBIL CORPCOM30231G102251501 2345 SH SOLE 0 0 2345 FIRST TR EXCHANGE-TRADED FDNAS CLNEDG GREEN33733E500291415 5696 SH SOLE 0 0 5696 HOME DEPOT INCCOM437076102639918 2060 SH SOLE 0 0 2060 INNOVATOR ETFS TRUS SML CP PWR ET45782C342378152 13731 SH SOLE 0 0 13731 INNOVATOR ETFS TRUS EQTY BUFR MAR45782C3911306251 35200 SH SOLE 0 0 35200 INNOVATOR ETFS TRUS EQTY BUFR JAN45782C4091250792 33160 SH SOLE 0 0 33160 INNOVATOR ETFS TRUS EQTY BUFR FEB45782C4332340645 68500 SH SOLE 0 0 68500 INNOVATOR ETFS TRGRWT100 PWR BF45782C4661561135 39000 SH SOLE 0 0 39000 INNOVATOR ETFS TRUS EQTY PWR BUF45782C508625309 17810 SH SOLE 0 0 17810 INNOVATOR ETFS TREMRGNG MKT JAN45782C516961724 33890 SH SOLE 0 0 33890 INNOVATOR ETFS TRINTRNL DEV JAN45782C5241781318 61150 SH SOLE 0 0 61150 INNOVATOR ETFS TRUS EQTY BUF DEC45782C5572015654 55640 SH SOLE 0 0 55640 INNOVATOR ETFS TRUS EQTY BUF NOV45782C581873080 25700 SH SOLE 0 0 25700 INNOVATOR ETFS TRUS EQTY BUFR JUN45782C755734745 21900 SH SOLE 0 0 21900 INNOVATOR ETFS TRUS EQTY BUF OCT45782C771556767 15300 SH SOLE 0 0 15300 INNOVATOR ETFS TRUS EQTY BUFR JUL45782C789940089 26650 SH SOLE 0 0 26650 INNOVATOR ETFS TRUS EQTY PWR BUF45782C797307188 9178 SH SOLE 0 0 9178 INNOVATOR ETFS TRUS EQTY PWR BUF45782C813278174 8129 SH SOLE 0 0 8129 INNOVATOR ETFS TRUS EQT PWR BUF45782C870272476 8818 SH SOLE 0 0 8818 INNOVATOR ETFS TRUS EQT BUFR APR45782C8882125991 59400 SH SOLE 0 0 59400 INTEL CORPCOM458140100684416 20467 SH SOLE 0 0 20467 INVESCO QQQ TRUNIT SER 146090E1035370146 14537 SH SOLE 0 0 14537 ISHARES TRCORE S&P TTL STK4642871501170851 11967 SH SOLE 0 0 11967 ISHARES TRSELECT DIVID ETF4642871682452506 21646 SH SOLE 0 0 21646 ISHARES TRCORE S&P500 ETF4642872001391730 3123 SH SOLE 0 0 3123 ISHARES TRRUS MID CAP ETF464287499524483 7182 SH SOLE 0 0 7182 ISHARES TRCORE S&P MCP ETF464287507375485 1436 SH SOLE 0 0 1436 ISHARES TRISHARES BIOTECH464287556846569 6668 SH SOLE 0 0 6668 ISHARES TRRUS 2000 VAL ETF464287630257242 1827 SH SOLE 0 0 1827 ISHARES TRUS HLTHCARE ETF4642877621387249 4950 SH SOLE 0 0 4950 ISHARES TREAFE SML CP ETF4642882733820995 64785 SH SOLE 0 0 64785 ISHARES TRNATIONAL MUN ETF464288414213460 2000 SH SOLE 0 0 2000 ISHARES TR3 7 YR TREAS BD464288661241585 2096 SH SOLE 0 0 2096 ISHARES TREAFE GRWTH ETF464288885236235 2476 SH SOLE 0 0 2476 ISHARES INCCORE MSCI EMKT46434G103250886 5090 SH SOLE 0 0 5090 ISHARES TRMSCI INTL QUALTY46434V456990291 27817 SH SOLE 0 0 27817 JPMORGAN CHASE & COCOM46625H100419013 2881 SH SOLE 0 0 2881 JPMORGAN CHASE & COALERIAN ML ETN46625H3651902146 83027 SH SOLE 0 0 83027 JOHNSON & JOHNSONCOM478160104755930 4567 SH SOLE 0 0 4567 MICROSOFT CORPCOM59491810410209073 29979 SH SOLE 0 0 29979 NERDY INCCL A COM64081V10952050 12482 SH SOLE 0 0 12482 NIKE INCCL B654106103488608 4427 SH SOLE 0 0 4427 OKTA INCCL A6792951057304913 105334 SH SOLE 0 0 105334 SPDR S&P 500 ETF TRTR UNIT78462F1033828338 8636 SH SOLE 0 0 8636 SPDR SER TRS&P DIVID ETF78464A763343224 2800 SH SOLE 0 0 2800 SPDR SER TRPORTFOLIO S&P50078464A8541563300 30000 SH SOLE 0 0 30000 SCHWAB STRATEGIC TRINTL EQTY ETF808524805473717 13288 SH SOLE 0 0 13288 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209449500 3387 SH SOLE 0 0 3387 SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308254392 3430 SH SOLE 0 0 3430 SELECT SECTOR SPDR TRTECHNOLOGY81369Y803261506 1504 SH SOLE 0 0 1504 SELECT SECTOR SPDR TRRL EST SEL SEC81369Y860406993 10798 SH SOLE 0 0 10798 STAGWELL INCCOM CL A85256A1094880701 676935 SH SOLE 0 0 676935 TESLA INCCOM88160R101276953 1058 SH SOLE 0 0 1058 UNITEDHEALTH GROUP INCCOM91324P102930038 1935 SH SOLE 0 0 1935 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844244457 1505 SH SOLE 0 0 1505 VANGUARD WORLD FDESG US STK ETF9219107332171722 27718 SH SOLE 0 0 27718 VANGUARD BD INDEX FDSSHORT TRM BOND9219378271357993 17970 SH SOLE 0 0 17970 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378352318666 31898 SH SOLE 0 0 31898 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858228683 4952 SH SOLE 0 0 4952 VANGUARD WHITEHALL FDSHIGH DIV YLD9219464061820692 17165 SH SOLE 0 0 17165 VANGUARD WORLD FDSENERGY ETF92204A3061807342 16010 SH SOLE 0 0 16010 VANGUARD WORLD FDSUTILITIES ETF92204A876464185 3265 SH SOLE 0 0 3265 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858701380 17241 SH SOLE 0 0 17241 VANGUARD MUN BD FDSTAX EXEMPT BD922907746602640 12000 SH SOLE 0 0 12000 VANGUARD INDEX FDSMCAP VL IDXVIP922908512492079 3556 SH SOLE 0 0 3556 VANGUARD INDEX FDSREAL ESTATE ETF9229085531917609 22949 SH SOLE 0 0 22949 VANGUARD INDEX FDSSM CP VAL ETF922908611283363 1713 SH SOLE 0 0 1713 VANGUARD INDEX FDSMID CAP ETF9229086291380728 6271 SH SOLE 0 0 6271 VANGUARD INDEX FDSSMALL CP ETF922908751303593 1526 SH SOLE 0 0 1526 VANGUARD INDEX FDSTOTAL STK MKT92290876915244605 69206 SH SOLE 0 0 69206