My Personal CFO, LLC
- SEC CIK
- 0001916366
- 最新申報
- 2026/7/21
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/3 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 56
- 較 2022 年第 1 季 0
- 總值
- $7,791 萬
- 較 2022 年第 1 季 −$1,873 萬 (−19.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| OKTAOkta, Inc. | CL A | 105,387 | $952.7 萬 | 12.2% | +30.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 47,218 | $890.6 萬 | 11.4% | +1,728+3.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 28,927 | $742.9 萬 | 9.5% | −2,315−7.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,236 | $399.0 萬 | 5.1% | −17−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 25,455 | $348.0 萬 | 4.5% | +866+3.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,522 | $321.5 萬 | 4.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 53,754 | $293.4 萬 | 3.8% | +80+0.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,242 | $252.3 萬 | 3.2% | +72+0.8% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 33,718 | $223.9 萬 | 2.9% | +20.0% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 18,606 | $218.9 萬 | 2.8% | +30.0% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 26,247 | $197.5 萬 | 2.5% | +1,377+5.5% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 18,731 | $170.7 萬 | 2.2% | +1,212+6.9% | 加碼 | – |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 88,787 | $168.3 萬 | 2.2% | −6,003−6.3% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 16,003 | $159.2 萬 | 2.0% | −1,653−9.4% | 減碼 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 50,400 | $150.8 萬 | 1.9% | 00.0% | 不變 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 4,950 | $133.1 萬 | 1.7% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 30,000 | $133.0 萬 | 1.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 53,731 | $129.6 萬 | 1.7% | −18,000−25.1% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 45,346 | $119.8 萬 | 1.5% | +7,725+20.5% | 加碼 | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 40,900 | $117.2 萬 | 1.5% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,665 | $108.5 萬 | 1.4% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 12,223 | $102.4 萬 | 1.3% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 1,946 | $100.0 萬 | 1.3% | +31+1.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,479 | $94.0 萬 | 1.2% | +38+1.6% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 25,957 | $80.3 萬 | 1.0% | +20+0.1% | 加碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 6,640 | $78.1 萬 | 1.0% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 4,248 | $75.4 萬 | 1.0% | +252+6.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 19,100 | $71.5 萬 | 0.9% | +14,277+296.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,167 | $65.2 萬 | 0.8% | +106+1.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 15,950 | $51.3 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,217 | $49.7 萬 | 0.6% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 6,093 | $46.6 萬 | 0.6% | +28+0.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 4,723 | $44.6 萬 | 0.6% | +170+3.7% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,607 | $44.2 萬 | 0.6% | −5,984−36.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 13,288 | $41.8 萬 | 0.5% | 00.0% | 不變 | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 7,995 | $41.7 萬 | 0.5% | +510+6.8% | 加碼 | – |
| AAgilent Technologies, Inc. | COM | 3,506 | $41.6 萬 | 0.5% | +3+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,462 | $40.1 萬 | 0.5% | +113+8.4% | 加碼 | 歷史 |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 11,400 | $34.7 萬 | 0.4% | +11,400 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,272 | $33.7 萬 | 0.4% | +348+4.4% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,800 | $33.2 萬 | 0.4% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,448 | $31.4 萬 | 0.4% | +6+0.2% | 加碼 | – |
| NKENIKE, Inc. | Stock | 2,927 | $29.9 萬 | 0.4% | +2,927 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,342 | $29.8 萬 | 0.4% | +2,342 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 2,634 | $29.7 萬 | 0.4% | +187+7.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 9,217 | $28.7 萬 | 0.4% | +422+4.8% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,177 | $27.0 萬 | 0.3% | +10.0% | 加碼 | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 9,250 | $26.5 萬 | 0.3% | −6,000−39.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,493 | $26.3 萬 | 0.3% | +2+0.1% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,154 | $25.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,096 | $25.0 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,313 | $23.9 萬 | 0.3% | +16+0.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,558 | $22.4 萬 | 0.3% | +288+6.7% | 加碼 | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 7,000 | $21.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,505 | $21.6 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,984 | $21.1 萬 | 0.3% | +384+24.0% | 加碼依 20 比 1 拆股換算 | 歷史 |
2022 年第 1 季之後清倉（3 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。