My Personal CFO, LLC
- SEC CIK
- 0001916366
- 最新申報
- 2026/7/21
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/21 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 75
- 較 2022 年第 4 季 −820
- 總值
- $1.17 億
- 較 2022 年第 4 季 +$1,611 萬 (+15.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 67,279 | $1,373 萬 | 11.7% | +39,909+145.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 35,298 | $1,018 萬 | 8.7% | +10,982+45.2% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 105,334 | $908.4 萬 | 7.8% | +88,909+541.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,222 | $456.4 萬 | 3.9% | +6,398+81.8% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 64,204 | $455.1 萬 | 3.9% | +52,080+429.6% | 加碼 | – |
| STGWStagwell Inc | COM CL A | 607,744 | $450.9 萬 | 3.8% | −927,250−60.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 25,229 | $416.0 萬 | 3.6% | +23,317+1,219.5% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 65,268 | $388.4 萬 | 3.3% | +31,614+93.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,597 | $352.0 萬 | 3.0% | +3,111+56.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,252 | $285.7 萬 | 2.4% | +9,183+13,308.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 23,456 | $274.9 萬 | 2.3% | +11,990+104.6% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 87,794 | $252.6 萬 | 2.2% | +79,121+912.3% | 加碼 | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 68,900 | $220.4 萬 | 1.9% | +59,666+646.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 29,151 | $215.2 萬 | 1.8% | +25,026+606.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 24,812 | $206.0 萬 | 1.8% | +15,078+154.9% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 27,716 | $198.8 萬 | 1.7% | +3,067+12.4% | 加碼 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 56,900 | $191.0 萬 | 1.6% | +33,576+144.0% | 加碼 | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 55,640 | $188.3 萬 | 1.6% | +33,019+146.0% | 加碼 | – |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 83,006 | $184.2 萬 | 1.6% | +52,655+173.5% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 16,010 | $182.9 萬 | 1.6% | +9,246+136.7% | 加碼 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 61,150 | $174.0 萬 | 1.5% | +61,150 | 新進 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 39,000 | $147.8 萬 | 1.3% | +39,000 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 30,000 | $144.4 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 13,165 | $138.9 萬 | 1.2% | +3,899+42.1% | 加碼 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 4,950 | $135.2 萬 | 1.2% | +4,946+123,650.0% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 50,079 | $135.0 萬 | 1.2% | +32,100+178.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,149 | $129.4 萬 | 1.1% | +2,122+206.6% | 加碼 | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 35,200 | $122.0 萬 | 1.0% | +24,193+219.8% | 加碼 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 33,160 | $116.6 萬 | 1.0% | +28,653+635.7% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 11,967 | $108.4 萬 | 0.9% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 15,211 | $106.4 萬 | 0.9% | +8,903+141.1% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 27,805 | $98.2 萬 | 0.8% | +25,805+1,290.3% | 加碼 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 33,890 | $95.5 萬 | 0.8% | +33,890 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 1,942 | $91.8 萬 | 0.8% | +1,941+194,100.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,139 | $87.7 萬 | 0.7% | +7,132+101,885.7% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 6,653 | $85.9 萬 | 0.7% | +6,647+110,783.3% | 加碼 | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 25,840 | $81.7 萬 | 0.7% | +16,141+166.4% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 9,690 | $74.1 萬 | 0.6% | +5,687+142.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,587 | $71.1 萬 | 0.6% | +3,905+572.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 21,600 | $70.6 萬 | 0.6% | +11,588+115.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,065 | $68.9 萬 | 0.6% | +2,670+18.5% | 加碼 | – |
| INTCIntel Corp | Stock | 20,481 | $66.9 萬 | 0.6% | +18,050+742.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,065 | $60.9 萬 | 0.5% | +1,464+243.6% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,000 | $60.8 萬 | 0.5% | −10,010−45.5% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 6,089 | $59.7 萬 | 0.5% | +5,909+3,282.8% | 加碼 | 歷史 |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 17,300 | $58.5 萬 | 0.5% | +17,282+96,011.1% | 加碼 | – |
| NKENIKE, Inc. | Stock | 4,556 | $55.9 萬 | 0.5% | +594+15.0% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 16,214 | $53.8 萬 | 0.5% | +14,743+1,002.2% | 加碼 | – |
| DISWalt Disney Co | Stock | 4,998 | $50.0 萬 | 0.4% | +4,507+917.9% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 3,503 | $48.5 萬 | 0.4% | +3,500+116,666.7% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 13,288 | $46.2 萬 | 0.4% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 2,928 | $38.2 萬 | 0.3% | +2,636+902.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,272 | $37.4 萬 | 0.3% | +8,264+103,300.0% | 加碼 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 13,731 | $36.5 萬 | 0.3% | +8,392+157.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,420 | $35.5 萬 | 0.3% | +1,400+7,000.0% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,800 | $34.6 萬 | 0.3% | +2,798+139,900.0% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,525 | $32.7 萬 | 0.3% | +2,523+126,150.0% | 加碼 | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 5,896 | $30.8 萬 | 0.3% | +5,461+1,255.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,524 | $28.9 萬 | 0.2% | +25+1.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,709 | $27.1 萬 | 0.2% | +4+0.2% | 加碼 | – |
| BACBank of America Corp | Stock | 9,271 | $26.5 萬 | 0.2% | +9,262+102,911.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,373 | $26.0 萬 | 0.2% | +2,071+685.8% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,413 | $25.5 萬 | 0.2% | +3,410+113,666.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,854 | $24.9 萬 | 0.2% | +1,468+380.3% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,096 | $24.7 萬 | 0.2% | +2,094+104,700.0% | 加碼 | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 7,519 | $23.8 萬 | 0.2% | +5,965+383.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,874 | $23.8 萬 | 0.2% | +2,693+123.5% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,580 | $23.3 萬 | 0.2% | +40+2.6% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,476 | $23.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,505 | $23.2 萬 | 0.2% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,114 | $23.1 萬 | 0.2% | +76+7.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,148 | $22.2 萬 | 0.2% | −99−4.4% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,000 | $21.5 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 7,009 | $20.6 萬 | 0.2% | +5,364+326.1% | 加碼 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 6,466 | $20.5 萬 | 0.2% | +4,977+334.3% | 加碼 | – |
2022 年第 4 季之後清倉（823 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 823 檔。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 2,634 | $26.3 萬 | 0.3% | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 964 | $21.3 萬 | 0.2% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,618 | $19.8 萬 | 0.2% | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 817 | $16.6 萬 | 0.2% | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 931 | $16.2 萬 | 0.2% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,115 | $15.5 萬 | 0.2% | – |
| PYPLPayPal Holdings, Inc. | Stock | 2,119 | $15.1 萬 | 0.1% | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,533 | $13.0 萬 | 0.1% | – |
| LMTLockheed Martin Corp | Stock | 258 | $12.6 萬 | 0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 364 | $12.5 萬 | 0.1% | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,286 | $11.8 萬 | 0.1% | – |
| CVXChevron Corp | Stock | 646 | $11.6 萬 | 0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 465 | $11.1 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 580 | $11.0 萬 | 0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 579 | $10.1 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 500 | $10.0 萬 | 0.1% | – |
| PEPPepsiCo Inc | Stock | 555 | $10.0 萬 | 0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 1,037 | $9.96 萬 | 0.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 857 | $9.95 萬 | 0.1% | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 985 | $9.67 萬 | 0.1% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 723 | $9.34 萬 | 0.1% | – |
| GOOGLAlphabet Inc. | Stock | 1,056 | $9.32 萬 | 0.1% | 歷史 |
| SYKStryker Corp | Stock | 365 | $8.92 萬 | 0.1% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 200 | $8.86 萬 | 0.1% | 歷史 |
| PGProcter & Gamble Co | Stock | 537 | $8.14 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 304 | $8.01 萬 | 0.1% | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 819 | $7.90 萬 | 0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 792 | $7.50 萬 | 0.1% | – |
| CTVACorteva, Inc. | Stock | 1,267 | $7.45 萬 | 0.1% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 159 | $7.26 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 835 | $7.14 萬 | 0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 490 | $7.11 萬 | 0.1% | – |
| iShares Tr464288877 | EAFE VALUE ETF | 1,508 | $6.92 萬 | 0.1% | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 795 | $6.60 萬 | 0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 3,301 | $6.55 萬 | 0.1% | – |
| SYYSysco Corp | Stock | 852 | $6.51 萬 | 0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 721 | $6.30 萬 | 0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 179 | $6.29 萬 | 0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 715 | $6.26 萬 | 0.1% | – |
| TKRTimken Co | COM | 846 | $5.98 萬 | 0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 528 | $5.86 萬 | 0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 114 | $5.85 萬 | 0.1% | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 647 | $5.58 萬 | 0.1% | – |
| NFLXNetflix Inc | Stock | 182 | $5.37 萬 | 0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 363 | $5.30 萬 | 0.1% | 歷史 |
| AFLAflac Inc | Stock | 734 | $5.28 萬 | 0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 704 | $5.24 萬 | 0.1% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 169 | $5.21 萬 | 0.1% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 431 | $5.19 萬 | 0.1% | 歷史 |
| TMToyota Motor Corp | ADS | 368 | $5.03 萬 | <0.1% | 歷史 |
| NSITInsight Enterprises Inc | COM | 500 | $5.01 萬 | <0.1% | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 235 | $4.95 萬 | <0.1% | – |
| CBChubb Ltd | Stock | 224 | $4.94 萬 | <0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 246 | $4.90 萬 | <0.1% | 歷史 |
| DEDeere & Co | Stock | 112 | $4.80 萬 | <0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 590 | $4.70 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 900 | $4.64 萬 | <0.1% | – |
| CSWCSW Industrials, Inc. | COM | 400 | $4.64 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 135 | $4.54 萬 | <0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 542 | $4.53 萬 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 298 | $4.44 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 380 | $4.42 萬 | <0.1% | – |
| LINLinde PLC | SHS | 135 | $4.40 萬 | <0.1% | 歷史 |
| INGING Groep NV | SPONSORED ADR | 3,500 | $4.26 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 349 | $3.84 萬 | <0.1% | 歷史 |
| SOSouthern Co | Stock | 528 | $3.77 萬 | <0.1% | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 580 | $3.71 萬 | <0.1% | – |
| HONHoneywell International Inc | COM | 171 | $3.66 萬 | <0.1% | 歷史 |
| RRXRegal Rexnord Corp | COM | 301 | $3.61 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 480 | $3.45 萬 | <0.1% | 歷史 |
| GOOGAlphabet Inc. | Stock | 379 | $3.36 萬 | <0.1% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 203 | $3.28 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 634 | $3.25 萬 | <0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 199 | $3.22 萬 | <0.1% | 歷史 |
| RTXRTX Corp | Stock | 314 | $3.17 萬 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 310 | $3.14 萬 | <0.1% | 歷史 |
| FDXFedEx Corp | Stock | 179 | $3.10 萬 | <0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 185 | $3.06 萬 | <0.1% | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 676 | $3.04 萬 | <0.1% | – |
| MSMorgan Stanley | Stock | 357 | $3.04 萬 | <0.1% | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,007 | $3.03 萬 | <0.1% | – |
| AXPAmerican Express Co | Stock | 201 | $2.97 萬 | <0.1% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 593 | $2.97 萬 | <0.1% | – |
| MAMastercard Inc | Stock | 84 | $2.92 萬 | <0.1% | 歷史 |
| DHRDanaher Corp | Stock | 110 | $2.92 萬 | <0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 176 | $2.89 萬 | <0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 574 | $2.73 萬 | <0.1% | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 603 | $2.70 萬 | <0.1% | – |
| ACNAccenture plc | Stock | 100 | $2.67 萬 | <0.1% | 歷史 |
| SPDR Ser Tr78468R655 | S&P KENSHO CLEAN | 309 | $2.53 萬 | <0.1% | – |
| Vanguard Financials ETF92204A405 | ETF | 300 | $2.48 萬 | <0.1% | – |
| SBUXStarbucks Corp | Stock | 250 | $2.48 萬 | <0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 174 | $2.47 萬 | <0.1% | 歷史 |
| BROBrown & Brown, Inc. | Stock | 431 | $2.46 萬 | <0.1% | 歷史 |
| KOCoca Cola Co | Stock | 386 | $2.46 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 950 | $2.44 萬 | <0.1% | – |
| FANGDiamondback Energy, Inc. | Stock | 178 | $2.43 萬 | <0.1% | 歷史 |
| AVGOBroadcom Inc. | Stock | 43 | $2.40 萬 | <0.1% | 歷史 |
| iShares Tr464287796 | U.S. ENERGY ETF | 489 | $2.27 萬 | <0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 467 | $2.24 萬 | <0.1% | – |