0001754960-24-000053.txt : 20240123 0001754960-24-000053.hdr.sgml : 20240123 20240122180729 ACCESSION NUMBER: 0001754960-24-000053 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240122 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: My Personal CFO, LLC CENTRAL INDEX KEY: 0001916366 ORGANIZATION NAME: 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: 24550072 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 12-31-2023 12-31-2023 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 01-22-2024 0 90 153588789 false INFORMATION TABLE 2 InformationTableOutput.xml ADVANCED MICRO DEVICES INCCOM007903107988974 6709 SH SOLE 6709 0 0 AGILENT TECHNOLOGIES INCCOM00846U101490776 3530 SH SOLE 3530 0 0 ALPHABET INCCAP STK CL C02079K107426842 3029 SH SOLE 3029 0 0 AMAZON COM INCCOM023135106762283 5017 SH SOLE 5017 0 0 AMERICAN CENTY ETF TRUS EQT ETF0250728857100125 87065 SH SOLE 87065 0 0 APPLE INCCOM0378331005294730 27501 SH SOLE 27501 0 0 APPLIED MATLS INCCOM0382221051156856 7138 SH SOLE 7138 0 0 BANK AMERICA CORPCOM060505104237306 7048 SH SOLE 7048 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW0846707023158938 8857 SH SOLE 8857 0 0 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1043884107 116815 SH SOLE 116815 0 0 DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2031193400 41669 SH SOLE 41669 0 0 DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500296848 4979 SH SOLE 4979 0 0 DIMENSIONAL ETF TRUSTUS LARGE CAP VAL25434V666415650 15366 SH SOLE 15366 0 0 DISNEY WALT COCOM254687106375877 4163 SH SOLE 4163 0 0 EXXON MOBIL CORPCOM30231G102294141 2942 SH SOLE 2942 0 0 META PLATFORMS INCCL A30303M102965957 2729 SH SOLE 2729 0 0 HOME DEPOT INCCOM437076102730874 2109 SH SOLE 2109 0 0 INNOVATOR ETFS TRUS SML CP PWR ET45782C342400569 13731 SH SOLE 13731 0 0 INNOVATOR ETFS TRUS EQTY BUFR MAR45782C3911394272 35200 SH SOLE 35200 0 0 INNOVATOR ETFS TRUS EQTY BUFR JAN45782C4091525578 37340 SH SOLE 37340 0 0 INNOVATOR ETFS TRUS EQTY BUFR FEB45782C4332509155 68500 SH SOLE 68500 0 0 INNOVATOR ETFS TRGRWT100 PWR BF45782C4661625910 39000 SH SOLE 39000 0 0 INNOVATOR ETFS TRUS EQTY PWR BUF45782C508687786 18469 SH SOLE 18469 0 0 INNOVATOR ETFS TREMRGNG MKT JAN45782C516971626 33890 SH SOLE 33890 0 0 INNOVATOR ETFS TRINTRNL DEV JAN45782C5241828614 60150 SH SOLE 60150 0 0 INNOVATOR ETFS TRUS EQTY BUF DEC45782C5572665260 69680 SH SOLE 69680 0 0 INNOVATOR ETFS TRUS EQTY BUF NOV45782C5811787341 51200 SH SOLE 51200 0 0 INNOVATOR ETFS TRUS EQTY BUF SEP45782C664668676 18230 SH SOLE 18230 0 0 INNOVATOR ETFS TRUS EQTY BUFR JUN45782C755781758 21900 SH SOLE 21900 0 0 INNOVATOR ETFS TRUS EQTY BUF OCT45782C771704001 18300 SH SOLE 18300 0 0 INNOVATOR ETFS TRUS EQTY BUFR JUL45782C7891404352 37320 SH SOLE 37320 0 0 INNOVATOR ETFS TRUS EQTY PWR BUF45782C797356866 9880 SH SOLE 9880 0 0 INNOVATOR ETFS TRUS EQTY PWR BUF45782C813319015 8815 SH SOLE 8815 0 0 INNOVATOR ETFS TRUS EQT PWR BUF45782C870313922 9603 SH SOLE 9603 0 0 INNOVATOR ETFS TRUS EQT BUFR APR45782C8882269929 59400 SH SOLE 59400 0 0 INTEL CORPCOM458140100576066 11464 SH SOLE 11464 0 0 INVESCO QQQ TRUNIT SER 146090E1036125956 14959 SH SOLE 14959 0 0 ISHARES TRCORE S&P TTL STK4642871501259287 11967 SH SOLE 11967 0 0 ISHARES TRSELECT DIVID ETF4642871682531309 21595 SH SOLE 21595 0 0 ISHARES TRCORE S&P500 ETF4642872001495475 3131 SH SOLE 3131 0 0 ISHARES TRRUS MID CAP ETF464287499558456 7185 SH SOLE 7185 0 0 ISHARES TRCORE S&P MCP ETF464287507397987 1436 SH SOLE 1436 0 0 ISHARES TRISHARES BIOTECH464287556904082 6655 SH SOLE 6655 0 0 ISHARES TRRUS 2000 VAL ETF464287630237810 1531 SH SOLE 1531 0 0 ISHARES TRUS HLTHCARE ETF4642877621416888 4950 SH SOLE 4950 0 0 ISHARES TREAFE SML CP ETF4642882733801889 61420 SH SOLE 61420 0 0 ISHARES TRCALIF MUN BD ETF464288356579400 10000 SH SOLE 10000 0 0 ISHARES TR3 7 YR TREAS BD464288661245504 2096 SH SOLE 2096 0 0 ISHARES TREAFE GRWTH ETF464288885239801 2476 SH SOLE 2476 0 0 ISHARES INCCORE MSCI EMKT46434G103346271 6846 SH SOLE 6846 0 0 ISHARES TRMSCI INTL QUALTY46434V4561443769 38439 SH SOLE 38439 0 0 JPMORGAN CHASE & COCOM46625H100510130 2999 SH SOLE 2999 0 0 JPMORGAN CHASE & COALERIAN ML ETN46625H3652010472 79277 SH SOLE 79277 0 0 JOHNSON & JOHNSONCOM478160104713167 4550 SH SOLE 4550 0 0 MANITEX INTL INCCOM56342010863300 10000 SH SOLE 10000 0 0 MICROSOFT CORPCOM59491810410360142 27551 SH SOLE 27551 0 0 NIKE INCCL B6541061031310080 12067 SH SOLE 12067 0 0 NVIDIA CORPORATIONCOM67066G104348140 703 SH SOLE 703 0 0 OKTA INCCL A67929510510870571 120077 SH SOLE 120077 0 0 SPDR S&P 500 ETF TRTR UNIT78462F1034077478 8579 SH SOLE 8579 0 0 SPDR SER TRS&P DIVID ETF78464A763349916 2800 SH SOLE 2800 0 0 SPDR SER TRPORTFOLIO S&P50078464A8541677000 30000 SH SOLE 30000 0 0 SALESFORCE INCCOM79466L302214196 814 SH SOLE 814 0 0 SCHWAB STRATEGIC TRUS BRD MKT ETF808524102355620 6388 SH SOLE 6388 0 0 SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797683590 8979 SH SOLE 8979 0 0 SCHWAB STRATEGIC TRINTL EQTY ETF808524805501178 13560 SH SOLE 13560 0 0 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209462078 3388 SH SOLE 3388 0 0 SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308245439 3407 SH SOLE 3407 0 0 SELECT SECTOR SPDR TRTECHNOLOGY81369Y803289610 1505 SH SOLE 1505 0 0 STAGWELL INCCOM CL A85256A1098840707 1333440 SH SOLE 1333440 0 0 TESLA INCCOM88160R101328242 1321 SH SOLE 1321 0 0 UNITEDHEALTH GROUP INCCOM91324P1021034514 1965 SH SOLE 1965 0 0 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844262927 1543 SH SOLE 1543 0 0 VANGUARD STAR FDSVG TL INTL STK F921909768305937 5278 SH SOLE 5278 0 0 VANGUARD WORLD FDESG US STK ETF9219107332358181 27724 SH SOLE 27724 0 0 VANGUARD BD INDEX FDSSHORT TRM BOND9219378271044391 13560 SH SOLE 13560 0 0 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378351198203 16291 SH SOLE 16291 0 0 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858593354 12387 SH SOLE 12387 0 0 VANGUARD WHITEHALL FDSHIGH DIV YLD9219464061916129 17165 SH SOLE 17165 0 0 VANGUARD WORLD FDSENERGY ETF92204A3061840195 15691 SH SOLE 15691 0 0 VANGUARD WORLD FDSUTILITIES ETF92204A876551570 4024 SH SOLE 4024 0 0 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858791758 19264 SH SOLE 19264 0 0 VANGUARD INDEX FDSMCAP VL IDXVIP922908512470267 3243 SH SOLE 3243 0 0 VANGUARD INDEX FDSREAL ESTATE ETF9229085532564058 29018 SH SOLE 29018 0 0 VANGUARD INDEX FDSSM CP VAL ETF922908611415017 2306 SH SOLE 2306 0 0 VANGUARD INDEX FDSMID CAP ETF9229086292066256 8882 SH SOLE 8882 0 0 VANGUARD INDEX FDSLARGE CAP ETF922908637301701 1383 SH SOLE 1383 0 0 VANGUARD INDEX FDSGROWTH ETF922908736214818 691 SH SOLE 691 0 0 VANGUARD INDEX FDSSMALL CP ETF922908751556643 2609 SH SOLE 2609 0 0 VANGUARD INDEX FDSTOTAL STK MKT92290876918743550 79013 SH SOLE 79013 0 0