Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 21, 2021. Long positions only.
- Positions
- 407
- No 13F data for Q4 2020
- Portfolio value
- $462.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 279,349 | $9.54M | 2.1% | – | – | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 468,233 | $12.9M | 2.8% | – | – | – |
| CBChubb Ltd | Stock | 90,145 | $14.2M | 3.1% | – | – | History |
| ITTItt Inc. | COM | 171,908 | $15.6M | 3.4% | – | – | History |
| BABoeing Co | Stock | 62,996 | $16.0M | 3.5% | – | – | History |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 207,488 | $23.2M | 5.0% | – | – | – |
| PMVPPMV Pharmaceuticals, Inc. | COM | 854,684 | $28.1M | 6.1% | – | – | History |