0001754960-24-000177.txt : 20240424 0001754960-24-000177.hdr.sgml : 20240424 20240424095937 ACCESSION NUMBER: 0001754960-24-000177 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240424 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: 24867285 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 03-31-2024 03-31-2024 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 04-24-2024 0 97 173517044 false INFORMATION TABLE 2 InformationTableOutput.xml ADVANCED MICRO DEVICES INCCOM0079031071248991 6920 SH SOLE 6920 0 0 AGILENT TECHNOLOGIES INCCOM00846U101513214 3527 SH SOLE 3527 0 0 ALPHABET INCCAP STK CL C02079K107506930 3330 SH SOLE 3330 0 0 ALPHABET INCCAP STK CL A02079K305230168 1525 SH SOLE 1525 0 0 AMAZON COM INCCOM0231351061811953 10051 SH SOLE 10051 0 0 AMERICAN CENTY ETF TRUS LARGE CAP VLU025072349297521 4630 SH SOLE 4630 0 0 AMERICAN CENTY ETF TRUS SML CP VALU025072877305927 3265 SH SOLE 3265 0 0 AMERICAN CENTY ETF TRUS EQT ETF0250728858981403 100351 SH SOLE 100351 0 0 APPLE INCCOM0378331004771004 27823 SH SOLE 27823 0 0 APPLIED MATLS INCCOM0382221051472688 7141 SH SOLE 7141 0 0 BANK AMERICA CORPCOM060505104269118 7097 SH SOLE 7097 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW0846707023666514 8719 SH SOLE 8719 0 0 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1044248386 116267 SH SOLE 116267 0 0 DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2031260153 41699 SH SOLE 41699 0 0 DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500293559 4709 SH SOLE 4709 0 0 DIMENSIONAL ETF TRUSTUS LARGE CAP VAL25434V666426908 14235 SH SOLE 14235 0 0 DISNEY WALT COCOM254687106522606 4271 SH SOLE 4271 0 0 EXXON MOBIL CORPCOM30231G102336166 2892 SH SOLE 2892 0 0 META PLATFORMS INCCL A30303M1021283932 2644 SH SOLE 2644 0 0 HOME DEPOT INCCOM437076102812848 2119 SH SOLE 2119 0 0 INNOVATOR ETFS TRUSTUS SML CP PWR ET45782C342427858 13731 SH SOLE 13731 0 0 INNOVATOR ETFS TRUSTUS EQTY BUFR MAR45782C3912179622 52310 SH SOLE 52310 0 0 INNOVATOR ETFS TRUSTUS EQTY BUFR JAN45782C4092063361 47390 SH SOLE 47390 0 0 INNOVATOR ETFS TRUSTUS EQTY BUFR FEB45782C4332950910 75125 SH SOLE 75125 0 0 INNOVATOR ETFS TRUSTGRWT100 PWR BF45782C4661699620 39000 SH SOLE 39000 0 0 INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C508699834 17894 SH SOLE 17894 0 0 INNOVATOR ETFS TRUSTEMRGNG MKT JAN45782C516815819 28190 SH SOLE 28190 0 0 INNOVATOR ETFS TRUSTINTRNL DEV JAN45782C5241881793 60150 SH SOLE 60150 0 0 INNOVATOR ETFS TRUSTUS EQTY BUF DEC45782C5572829273 69680 SH SOLE 69680 0 0 INNOVATOR ETFS TRUSTUS EQTY BUF NOV45782C5811858911 50950 SH SOLE 50950 0 0 INNOVATOR ETFS TRUSTUS EQTY BUF SEP45782C664716115 18230 SH SOLE 18230 0 0 INNOVATOR ETFS TRUSTUS EQTY BUFR JUN45782C755823422 21900 SH SOLE 21900 0 0 INNOVATOR ETFS TRUSTUS EQTY BUF OCT45782C771740601 18300 SH SOLE 18300 0 0 INNOVATOR ETFS TRUSTUS EQTY BUFR JUL45782C7891493017 37020 SH SOLE 37020 0 0 INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C797352518 9403 SH SOLE 9403 0 0 INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C813312461 8227 SH SOLE 8227 0 0 INNOVATOR ETFS TRUSTUS EQT PWR BUF45782C870299992 8931 SH SOLE 8931 0 0 INNOVATOR ETFS TRUSTUS EQT BUFR APR45782C8882378376 59400 SH SOLE 59400 0 0 INTEL CORPCOM458140100598007 13553 SH SOLE 13553 0 0 INVESCO QQQ TRUNIT SER 146090E1036661995 15004 SH SOLE 15004 0 0 ISHARES TRCORE S&P TTL STK4642871501379795 11967 SH SOLE 11967 0 0 ISHARES TRSELECT DIVID ETF4642871682662645 21616 SH SOLE 21616 0 0 ISHARES TRCORE S&P500 ETF4642872001628796 3098 SH SOLE 3098 0 0 ISHARES TRRUS MID CAP ETF464287499604354 7187 SH SOLE 7187 0 0 ISHARES TRCORE S&P MCP ETF464287507436113 7180 SH SOLE 7180 0 0 ISHARES TRISHARES BIOTECH464287556911141 6640 SH SOLE 6640 0 0 ISHARES TRRUS 2000 VAL ETF464287630243160 1531 SH SOLE 1531 0 0 ISHARES TRUS HLTHCARE ETF4642877621532025 24750 SH SOLE 24750 0 0 ISHARES TREAFE SML CP ETF4642882734025879 63570 SH SOLE 63570 0 0 ISHARES TR3 7 YR TREAS BD464288661242738 2096 SH SOLE 2096 0 0 ISHARES TREAFE GRWTH ETF464288885256984 2476 SH SOLE 2476 0 0 ISHARES INCCORE MSCI EMKT46434G103353254 6846 SH SOLE 6846 0 0 ISHARES TRMSCI INTL QUALTY46434V4561504661 37939 SH SOLE 37939 0 0 JPMORGAN CHASE & COCOM46625H100604505 3018 SH SOLE 3018 0 0 JPMORGAN CHASE & COALERIAN ML ETN46625H3652068107 72591 SH SOLE 72591 0 0 JOHNSON & JOHNSONCOM478160104713753 4512 SH SOLE 4512 0 0 MANITEX INTL INCCOM56342010863300 10000 SH SOLE 10000 0 0 MICROSOFT CORPCOM59491810411698126 27805 SH SOLE 27805 0 0 NETFLIX INCCOM64110L106244147 402 SH SOLE 402 0 0 NIKE INCCL B6541061031540491 16392 SH SOLE 16392 0 0 NVIDIA CORPORATIONCOM67066G1042036815 2254 SH SOLE 2254 0 0 OKTA INCCL A67929510512516528 119638 SH SOLE 119638 0 0 SPDR S&P 500 ETF TRTR UNIT78462F1034503456 8610 SH SOLE 8610 0 0 SPDR SER TRS&P DIVID ETF78464A763367472 2800 SH SOLE 2800 0 0 SPDR SER TRPORTFOLIO S&P40078464A847218747 4101 SH SOLE 4101 0 0 SPDR SER TRPORTFOLIO S&P50078464A8541845900 30000 SH SOLE 30000 0 0 SALESFORCE INCCOM79466L302255702 849 SH SOLE 849 0 0 SCHWAB STRATEGIC TRUS BRD MKT ETF808524102389987 6388 SH SOLE 6388 0 0 SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797741298 9194 SH SOLE 9194 0 0 SCHWAB STRATEGIC TRINTL EQTY ETF808524805555567 14238 SH SOLE 14238 0 0 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209495028 3351 SH SOLE 3351 0 0 SELECT SECTOR SPDR TRSBI CONS STPLS81369Y308261538 3425 SH SOLE 3425 0 0 SELECT SECTOR SPDR TRTECHNOLOGY81369Y803313407 1505 SH SOLE 1505 0 0 STAGWELL INCCOM CL A85256A1098651068 1390847 SH SOLE 1390847 0 0 TESLA INCCOM88160R101288823 1643 SH SOLE 1643 0 0 UNITEDHEALTH GROUP INCCOM91324P102940425 1901 SH SOLE 1901 0 0 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844281779 1543 SH SOLE 1543 0 0 VANGUARD STAR FDSVG TL INTL STK F921909768318986 5290 SH SOLE 5290 0 0 VANGUARD WORLD FDESG US STK ETF9219107332583745 27726 SH SOLE 27726 0 0 VANGUARD ADMIRAL FDS INC500 GRTH IDX F921932505203355 667 SH SOLE 667 0 0 VANGUARD BD INDEX FDSSHORT TRM BOND921937827730877 9533 SH SOLE 9533 0 0 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378351196240 16470 SH SOLE 16470 0 0 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858622910 12416 SH SOLE 12416 0 0 VANGUARD WHITEHALL FDSHIGH DIV YLD9219464062076793 17165 SH SOLE 17165 0 0 VANGUARD WORLD FDENERGY ETF92204A3062132949 16196 SH SOLE 16196 0 0 VANGUARD WORLD FDINF TECH ETF92204A702201871 385 SH SOLE 385 0 0 VANGUARD WORLD FDUTILITIES ETF92204A876665278 4666 SH SOLE 4666 0 0 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858637755 15268 SH SOLE 15268 0 0 VANGUARD INDEX FDSS&P 500 ETF SHS9229083631056071 2197 SH SOLE 2197 0 0 VANGUARD INDEX FDSMCAP VL IDXVIP922908512494320 3171 SH SOLE 3171 0 0 VANGUARD INDEX FDSREAL ESTATE ETF9229085532603062 30100 SH SOLE 30100 0 0 VANGUARD INDEX FDSSM CP VAL ETF922908611443701 2312 SH SOLE 2312 0 0 VANGUARD INDEX FDSMID CAP ETF9229086292503806 10021 SH SOLE 10021 0 0 VANGUARD INDEX FDSLARGE CAP ETF922908637331959 1385 SH SOLE 1385 0 0 VANGUARD INDEX FDSGROWTH ETF922908736238122 692 SH SOLE 692 0 0 VANGUARD INDEX FDSSMALL CP ETF922908751597200 2613 SH SOLE 2613 0 0 VANGUARD INDEX FDSTOTAL STK MKT92290876921457036 82559 SH SOLE 82559 0 0