My Personal CFO, LLC
- SEC CIK
- 0001916366
- 最新申報
- 2026/7/21
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/11 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 895
- 較 2022 年第 3 季 +836
- 總值
- $1.01 億
- 較 2022 年第 3 季 +$3,588 萬 (+55.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| STGWStagwell Inc | COM CL A | 1,534,994 | $1,088 萬 | 10.8% | +50,678+3.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 27,370 | $980.1 萬 | 9.7% | −742−2.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 24,316 | $815.0 萬 | 8.1% | +1,048+4.5% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 16,425 | $720.5 萬 | 7.1% | +60+0.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,824 | $378.7 萬 | 3.7% | +19+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,486 | $328.8 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 1,912 | $326.2 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 33,654 | $309.3 萬 | 3.1% | +80.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 69 | $287.0 萬 | 2.8% | +69 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 11,466 | $247.6 萬 | 2.5% | +1,576+15.9% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 24,649 | $222.1 萬 | 2.2% | +10.0% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 6,764 | $194.1 萬 | 1.9% | 00.0% | 不變 | – |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 30,351 | $184.5 萬 | 1.8% | −10.0% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 9,734 | $159.8 萬 | 1.6% | +750+8.3% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 22,010 | $158.4 萬 | 1.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 23,324 | $148.6 萬 | 1.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 22,621 | $139.8 萬 | 1.4% | +22,621 | 新進 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 8,673 | $137.0 萬 | 1.4% | −13,533−60.9% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,125 | $135.0 萬 | 1.3% | −38,864−90.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 30,000 | $134.9 萬 | 1.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 9,234 | $132.0 萬 | 1.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 17,979 | $123.4 萬 | 1.2% | −696−3.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,027 | $120.8 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 9,266 | $115.4 萬 | 1.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 1 | $103.1 萬 | 1.0% | +1 | 新進 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 11,967 | $101.5 萬 | 1.0% | 00.0% | 不變 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 12,124 | $99.6 萬 | 1.0% | +12,124 | 新進 | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 9,699 | $86.2 萬 | 0.9% | +9,699 | 新進 | – |
| JNJJohnson & Johnson | Stock | 682 | $82.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 6,308 | $69.2 萬 | 0.7% | +3,003+90.9% | 加碼 | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 10,012 | $68.6 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,395 | $66.9 萬 | 0.7% | +10.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 601 | $65.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 3,962 | $64.4 萬 | 0.6% | +1,011+34.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 11,007 | $57.9 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 2,000 | $57.7 萬 | 0.6% | +3+0.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,003 | $57.6 萬 | 0.6% | −15,008−78.9% | 減碼 | – |
| DISWalt Disney Co | Stock | 491 | $43.5 萬 | 0.4% | −2−0.4% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 13,288 | $42.8 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 4,507 | $41.0 萬 | 0.4% | −353−7.3% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 180 | $40.5 萬 | 0.4% | +174+2,900.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 2,431 | $40.3 萬 | 0.4% | +595+32.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 292 | $39.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2 | $35.0 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 5,339 | $34.7 萬 | 0.3% | −20.0% | 減碼 | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 435 | $28.8 萬 | 0.3% | −2−0.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,499 | $27.5 萬 | 0.3% | +3+0.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,705 | $27.1 萬 | 0.3% | +1,705 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 2,634 | $26.3 萬 | 0.3% | +2,634 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 302 | $26.2 萬 | 0.3% | +300+15,000.0% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 1,540 | $23.6 萬 | 0.2% | +1,540 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,505 | $22.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 386 | $22.7 萬 | 0.2% | +53+15.9% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,181 | $21.3 萬 | 0.2% | +2,181 | 新進 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 964 | $21.3 萬 | 0.2% | +963+96,300.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,000 | $21.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,476 | $20.7 萬 | 0.2% | +2,476 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,618 | $19.8 萬 | 0.2% | +2,618 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 2,247 | $18.9 萬 | 0.2% | −154−6.4% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 817 | $16.6 萬 | 0.2% | +817 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 931 | $16.2 萬 | 0.2% | +931 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,115 | $15.5 萬 | 0.2% | +1,115 | 新進 | – |
| PYPLPayPal Holdings, Inc. | Stock | 2,119 | $15.1 萬 | 0.1% | +2,119 | 新進 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,533 | $13.0 萬 | 0.1% | +1,533 | 新進 | – |
| TSLATesla, Inc. | Stock | 1,038 | $12.8 萬 | 0.1% | +1,038 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 258 | $12.6 萬 | 0.1% | +258 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 364 | $12.5 萬 | 0.1% | +364 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,286 | $11.8 萬 | 0.1% | +2,286 | 新進 | – |
| CVXChevron Corp | Stock | 646 | $11.6 萬 | 0.1% | +646 | 新進 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 1,554 | $11.5 萬 | 0.1% | +1,554 | 新進 | – |
| CATCaterpillar Inc | Stock | 465 | $11.1 萬 | 0.1% | +465 | 新進 | 歷史 |
| BABoeing Co | Stock | 580 | $11.0 萬 | 0.1% | +580 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 579 | $10.1 萬 | 0.1% | +579 | 新進 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 500 | $10.0 萬 | 0.1% | +500 | 新進 | – |
| PEPPepsiCo Inc | Stock | 555 | $10.0 萬 | 0.1% | +555 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 1,037 | $9.96 萬 | 0.1% | +1,037 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 857 | $9.95 萬 | 0.1% | +857 | 新進 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 985 | $9.67 萬 | 0.1% | +985 | 新進 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 723 | $9.34 萬 | 0.1% | +723 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 1,056 | $9.32 萬 | 0.1% | +1,056 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 365 | $8.92 萬 | 0.1% | +365 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 200 | $8.86 萬 | 0.1% | +200 | 新進 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 1,471 | $8.46 萬 | 0.1% | +1,471 | 新進 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 1,645 | $8.40 萬 | 0.1% | +1,645 | 新進 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 1,489 | $8.28 萬 | 0.1% | +1,489 | 新進 | – |
| PGProcter & Gamble Co | Stock | 537 | $8.14 萬 | 0.1% | +537 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 304 | $8.01 萬 | 0.1% | +304 | 新進 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 819 | $7.90 萬 | 0.1% | +819 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 792 | $7.50 萬 | 0.1% | +792 | 新進 | – |
| CTVACorteva, Inc. | Stock | 1,267 | $7.45 萬 | 0.1% | +1,267 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 159 | $7.26 萬 | 0.1% | +159 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 835 | $7.14 萬 | 0.1% | +835 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 490 | $7.11 萬 | 0.1% | +490 | 新進 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 1,508 | $6.92 萬 | 0.1% | +1,508 | 新進 | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 795 | $6.60 萬 | 0.1% | +795 | 新進 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 3,301 | $6.55 萬 | 0.1% | +3,301 | 新進 | – |
| SYYSysco Corp | Stock | 852 | $6.51 萬 | 0.1% | +852 | 新進 | 歷史 |
| TERTeradyne, Inc | Stock | 721 | $6.30 萬 | 0.1% | +721 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 179 | $6.29 萬 | 0.1% | +179 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 715 | $6.26 萬 | 0.1% | +715 | 新進 | – |
2022 年第 3 季之後清倉（1 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6 | $46.2 萬 | 0.7% | – |