0001754960-23-000311.txt : 20231106 0001754960-23-000311.hdr.sgml : 20231106 20231106104717 ACCESSION NUMBER: 0001754960-23-000311 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231106 DATE AS OF CHANGE: 20231106 EFFECTIVENESS DATE: 20231106 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: 231378911 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 09-30-2023 09-30-2023 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 11-06-2023 0 83 123827346 false INFORMATION TABLE 2 InformationTableOutput.xml ADVANCED MICRO DEVICES INCCOM007903107627922 6107 SH SOLE 0 0 6107 AGILENT TECHNOLOGIES INCCOM00846U101391705 3503 SH SOLE 0 0 3503 AMAZON COM INCCOM023135106268986 2116 SH SOLE 0 0 2116 AMERICAN CENTY ETF TRUS EQT ETF0250728855790360 79038 SH SOLE 0 0 79038 APPLE INCCOM0378331004502907 26300 SH SOLE 0 0 26300 APPLIED MATLS INCCOM038222105982026 7093 SH SOLE 0 0 7093 BERKSHIRE HATHAWAY INC DELCL B NEW0846707023248682 9274 SH SOLE 0 0 9274 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1043054524 101987 SH SOLE 0 0 101987 DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2031241896 47564 SH SOLE 0 0 47564 DIMENSIONAL ETF TRUSTUS LARGE CAP VAL25434V666277971 11204 SH SOLE 0 0 11204 DISNEY WALT COCOM254687106314636 3882 SH SOLE 0 0 3882 EXXON MOBIL CORPCOM30231G102276783 2354 SH SOLE 0 0 2354 FIRST TR EXCHANGE-TRADED FDNAS CLNEDG GREEN33733E500200233 4697 SH SOLE 0 0 4697 HOME DEPOT INCCOM437076102622450 2060 SH SOLE 0 0 2060 INNOVATOR ETFS TRUS SML CP PWR ET45782C342367304 13731 SH SOLE 0 0 13731 INNOVATOR ETFS TRUS EQTY BUFR MAR45782C3911278893 35200 SH SOLE 0 0 35200 INNOVATOR ETFS TRUS EQTY BUFR JAN45782C4091210987 32960 SH SOLE 0 0 32960 INNOVATOR ETFS TRUS EQTY BUFR FEB45782C4332282078 68500 SH SOLE 0 0 68500 INNOVATOR ETFS TRGRWT100 PWR BF45782C4661582530 39000 SH SOLE 0 0 39000 INNOVATOR ETFS TRUS EQTY PWR BUF45782C508675220 19405 SH SOLE 0 0 19405 INNOVATOR ETFS TREMRGNG MKT JAN45782C516927949 33890 SH SOLE 0 0 33890 INNOVATOR ETFS TRINTRNL DEV JAN45782C5241703480 61150 SH SOLE 0 0 61150 INNOVATOR ETFS TRUS EQTY BUF DEC45782C5571840658 52640 SH SOLE 0 0 52640 INNOVATOR ETFS TRUS EQTY BUF NOV45782C581841074 25700 SH SOLE 0 0 25700 INNOVATOR ETFS TRUS EQTY BUF SEP45782C664613622 18230 SH SOLE 0 0 18230 INNOVATOR ETFS TRUS EQTY BUFR JUN45782C755718758 21900 SH SOLE 0 0 21900 INNOVATOR ETFS TRUS EQTY BUF OCT45782C771649650 18300 SH SOLE 0 0 18300 INNOVATOR ETFS TRUS EQTY BUFR JUL45782C7891286420 37320 SH SOLE 0 0 37320 INNOVATOR ETFS TRUS EQTY PWR BUF45782C797368160 10841 SH SOLE 0 0 10841 INNOVATOR ETFS TRUS EQTY PWR BUF45782C813330024 9793 SH SOLE 0 0 9793 INNOVATOR ETFS TRUS EQT PWR BUF45782C870325874 10646 SH SOLE 0 0 10646 INNOVATOR ETFS TRUS EQT BUFR APR45782C8882077212 59400 SH SOLE 0 0 59400 INTEL CORPCOM458140100726571 20438 SH SOLE 0 0 20438 INVESCO QQQ TRUNIT SER 146090E1035420952 15131 SH SOLE 0 0 15131 ISHARES TRCORE S&P TTL STK4642871501127172 11967 SH SOLE 0 0 11967 ISHARES TRSELECT DIVID ETF4642871682318471 21539 SH SOLE 0 0 21539 ISHARES TRCORE S&P500 ETF4642872001340896 3123 SH SOLE 0 0 3123 ISHARES TRRUS MID CAP ETF464287499497336 7182 SH SOLE 0 0 7182 ISHARES TRCORE S&P MCP ETF464287507358067 1436 SH SOLE 0 0 1436 ISHARES TRISHARES BIOTECH464287556815430 6668 SH SOLE 0 0 6668 ISHARES TRRUS 2000 VAL ETF464287630247650 1827 SH SOLE 0 0 1827 ISHARES TRUS HLTHCARE ETF4642877621336847 4950 SH SOLE 0 0 4950 ISHARES TREAFE SML CP ETF4642882733426859 60685 SH SOLE 0 0 60685 ISHARES TRCALIF MUN BD ETF464288356548400 10000 SH SOLE 0 0 10000 ISHARES TR3 7 YR TREAS BD464288661237183 2096 SH SOLE 0 0 2096 ISHARES TREAFE GRWTH ETF464288885213679 2476 SH SOLE 0 0 2476 ISHARES INCCORE MSCI EMKT46434G103231954 4874 SH SOLE 0 0 4874 ISHARES TRMSCI INTL QUALTY46434V456934935 27817 SH SOLE 0 0 27817 JPMORGAN CHASE & COCOM46625H100418093 2883 SH SOLE 0 0 2883 JPMORGAN CHASE & COALERIAN ML ETN46625H3652010019 81377 SH SOLE 0 0 81377 JOHNSON & JOHNSONCOM478160104699006 4488 SH SOLE 0 0 4488 MICROSOFT CORPCOM5949181049734279 30829 SH SOLE 0 0 30829 NERDY INCCL A COM64081V10946183 12482 SH SOLE 0 0 12482 NIKE INCCL B654106103538245 5629 SH SOLE 0 0 5629 NVIDIA CORPORATIONCOM67066G104200095 460 SH SOLE 0 0 460 OKTA INCCL A6792951058584959 105324 SH SOLE 0 0 105324 SPDR S&P 500 ETF TRTR UNIT78462F1033691920 8636 SH SOLE 0 0 8636 SPDR SER TRS&P DIVID ETF78464A763322028 2800 SH SOLE 0 0 2800 SPDR SER TRPORTFOLIO S&P50078464A8541507800 30000 SH SOLE 0 0 30000 SALESFORCE INCCOM79466L302216975 1070 SH SOLE 0 0 1070 SCHWAB STRATEGIC TRINTL EQTY ETF808524805451260 13288 SH SOLE 0 0 13288 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209435287 3381 SH SOLE 0 0 3381 SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308237141 3446 SH SOLE 0 0 3446 SELECT SECTOR SPDR TRTECHNOLOGY81369Y803246611 1504 SH SOLE 0 0 1504 SELECT SECTOR SPDR TRRL EST SEL SEC81369Y860349762 10266 SH SOLE 0 0 10266 STAGWELL INCCOM CL A85256A1092466635 525935 SH SOLE 0 0 525935 TESLA INCCOM88160R101270488 1081 SH SOLE 0 0 1081 UNITEDHEALTH GROUP INCCOM91324P102973591 1931 SH SOLE 0 0 1931 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844233847 1505 SH SOLE 0 0 1505 VANGUARD WORLD FDESG US STK ETF9219107332085159 27721 SH SOLE 0 0 27721 VANGUARD BD INDEX FDSSHORT TRM BOND9219378271203472 16010 SH SOLE 0 0 16010 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378351938349 27778 SH SOLE 0 0 27778 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858216501 4952 SH SOLE 0 0 4952 VANGUARD WHITEHALL FDSHIGH DIV YLD9219464061773488 17165 SH SOLE 0 0 17165 VANGUARD WORLD FDSENERGY ETF92204A3061982671 15644 SH SOLE 0 0 15644 VANGUARD WORLD FDSUTILITIES ETF92204A876461440 3618 SH SOLE 0 0 3618 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858671210 17118 SH SOLE 0 0 17118 VANGUARD INDEX FDSMCAP VL IDXVIP922908512509042 3887 SH SOLE 0 0 3887 VANGUARD INDEX FDSREAL ESTATE ETF9229085531728306 22843 SH SOLE 0 0 22843 VANGUARD INDEX FDSSM CP VAL ETF922908611273891 1717 SH SOLE 0 0 1717 VANGUARD INDEX FDSMID CAP ETF9229086291312565 6303 SH SOLE 0 0 6303 VANGUARD INDEX FDSSMALL CP ETF922908751289095 1529 SH SOLE 0 0 1529 VANGUARD INDEX FDSTOTAL STK MKT92290876915084557 71016 SH SOLE 0 0 71016