My Personal CFO, LLC
- SEC CIK
- 0001916366
- 最新申報
- 2026/7/21
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/24 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 88
- 較 2024 年第 3 季 0
- 總值
- $1.95 億
- 較 2024 年第 3 季 +$1,265 萬 (+6.9%)
| 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 | 106,392 | $3,083 萬 | 15.8% | +13,074+14.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 43,004 | $1,813 萬 | 9.3% | +4,639+12.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 135,930 | $1,318 萬 | 6.8% | +7,771+6.1% | 加碼 | – |
| OKTAOkta, Inc. | CL A | 119,582 | $942.3 萬 | 4.8% | −330.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 15,376 | $786.1 萬 | 4.0% | −322−2.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 24,843 | $622.1 萬 | 3.2% | +125+0.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,908 | $580.7 萬 | 3.0% | +1,002+11.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 136,680 | $553.4 萬 | 2.8% | +36,395+36.3% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 72,534 | $440.6 萬 | 2.3% | −1,653−2.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,672 | $393.1 萬 | 2.0% | +200+2.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,054 | $371.2 萬 | 1.9% | +2,479+21.4% | 加碼 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 82,620 | $366.1 萬 | 1.9% | 00.0% | 不變 | – |
| STGWStagwell Inc | COM CL A | 555,029 | $365.2 萬 | 1.9% | −12,411−2.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,616 | $356.5 萬 | 1.8% | +1,152+21.1% | 加碼 | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 74,336 | $320.5 萬 | 1.6% | +7,356+11.0% | 加碼 | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 74,125 | $319.3 萬 | 1.6% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 27,554 | $289.0 萬 | 1.5% | +20.0% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 21,789 | $286.1 萬 | 1.5% | +2,149+10.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 30,724 | $273.7 萬 | 1.4% | +643+2.1% | 加碼 | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 66,810 | $262.4 萬 | 1.3% | +15,860+31.1% | 加碼 | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 58,020 | $258.5 萬 | 1.3% | 00.0% | 不變 | – |
| Vanguard Energy ETF92204A306 | ETF | 20,485 | $248.5 萬 | 1.3% | +4,030+24.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 17,607 | $236.4 萬 | 1.2% | −950−5.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 49,810 | $229.8 萬 | 1.2% | −950−1.9% | 減碼 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 46,505 | $223.0 萬 | 1.1% | −510−1.1% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 17,165 | $219.0 萬 | 1.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 30,801 | $212.3 萬 | 1.1% | −105−0.3% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 55,200 | $204.9 萬 | 1.1% | +9,272+20.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,271 | $192.6 萬 | 1.0% | −83−2.5% | 減碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 39,000 | $187.6 萬 | 1.0% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 59,880 | $181.0 萬 | 0.9% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 54,930 | $160.4 萬 | 0.8% | +29,580+116.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,693 | $157.7 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 11,967 | $153.9 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 24,750 | $144.2 萬 | 0.7% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 42,891 | $117.2 萬 | 0.6% | +14,943+53.5% | 加碼依 3 比 1 拆股換算 | – |
| AMATApplied Materials Inc | Stock | 7,059 | $114.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 25,935 | $112.1 萬 | 0.6% | +7,635+41.7% | 加碼 | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 22,180 | $95.2 萬 | 0.5% | 00.0% | 不變 | – |
| WWayfair Inc. | CL A | 21,006 | $93.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,822 | $92.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 11,227 | $85.0 萬 | 0.4% | −1,673−13.0% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 20,400 | $84.7 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 28,090 | $82.7 萬 | 0.4% | −100−0.4% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 6,731 | $81.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,043 | $79.5 萬 | 0.4% | +2,113+13.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,992 | $77.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,306 | $72.5 萬 | 0.4% | −299−8.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,956 | $70.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,474 | $69.2 萬 | 0.4% | +95+0.7% | 加碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 5,140 | $68.0 萬 | 0.3% | −1,500−22.6% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,083 | $65.3 萬 | 0.3% | −1,239−12.0% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,689 | $64.6 萬 | 0.3% | +12+0.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 4,209 | $60.9 萬 | 0.3% | −16−0.4% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,184 | $57.2 萬 | 0.3% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| Schwab International Equity ETF808524805 | ETF | 29,316 | $54.2 萬 | 0.3% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,712 | $50.5 萬 | 0.3% | +4+0.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 776 | $48.2 萬 | 0.2% | +1+0.1% | 加碼 | – |
| AAgilent Technologies, Inc. | COM | 3,503 | $47.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,370 | $46.4 萬 | 0.2% | +7+0.2% | 加碼 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 13,731 | $44.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,140 | $44.5 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,288 | $43.6 萬 | 0.2% | −14−0.6% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 10,245 | $43.3 萬 | 0.2% | −25−0.2% | 減碼 | – |
| DISWalt Disney Co | Stock | 3,769 | $42.0 萬 | 0.2% | −15−0.4% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,899 | $37.9 萬 | 0.2% | −887−15.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,654 | $37.7 萬 | 0.2% | +2+0.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,389 | $37.5 萬 | 0.2% | +3+0.2% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,800 | $37.0 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,446 | $33.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,621 | $31.7 萬 | 0.2% | +1+0.1% | 加碼 | – |
| BACBank of America Corp | Stock | 6,943 | $30.5 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,236 | $30.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,534 | $30.4 萬 | 0.2% | +7+0.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,668 | $29.6 萬 | 0.2% | +25+0.4% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 833 | $27.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,578 | $27.7 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 674 | $27.7 萬 | 0.1% | +1+0.1% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,475 | $27.3 萬 | 0.1% | +18+0.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,422 | $26.9 萬 | 0.1% | +99+7.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,091 | $25.3 萬 | 0.1% | +1,091 | 新進 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 670 | $24.5 萬 | 0.1% | −8−1.2% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,096 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,447 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,674 | $22.9 萬 | 0.1% | −10.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 4,101 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,329 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| MNTXManitex International, Inc. | COM | 10,000 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,172 | $20.5 萬 | 0.1% | – |