My Personal CFO, LLC
- SEC CIK
- 0001916366
- 最新申報
- 2026/7/21
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/24 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 87
- 較 2024 年第 4 季 −1
- 總值
- $1.99 億
- 較 2024 年第 4 季 +$347.3 萬 (+1.8%)
| 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 | 109,539 | $3,011 萬 | 15.2% | +3,147+3.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 44,710 | $1,678 萬 | 8.5% | +1,706+4.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 138,761 | $1,282 萬 | 6.5% | +2,831+2.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 55,515 | $1,233 萬 | 6.2% | +30,672+123.5% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 106,162 | $1,117 萬 | 5.6% | −13,420−11.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,984 | $702.6 萬 | 3.5% | −392−2.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,391 | $581.3 萬 | 2.9% | +483+4.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 134,207 | $515.9 萬 | 2.6% | −2,473−1.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,908 | $474.4 萬 | 2.4% | +236+2.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 9,065 | $465.9 萬 | 2.3% | +2,449+37.0% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 65,379 | $415.4 萬 | 2.1% | −7,155−9.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,088 | $364.3 萬 | 1.8% | +34+0.2% | 加碼 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 80,870 | $343.5 萬 | 1.7% | −1,750−2.1% | 減碼 | – |
| STGWStagwell Inc | COM CL A | 555,029 | $335.8 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 76,625 | $318.2 萬 | 1.6% | +2,500+3.4% | 加碼 | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 74,331 | $311.1 萬 | 1.6% | −50.0% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 21,828 | $293.1 萬 | 1.5% | +39+0.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 30,826 | $279.1 萬 | 1.4% | +102+0.3% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 27,555 | $269.9 萬 | 1.4% | +10.0% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 20,520 | $266.2 萬 | 1.3% | +35+0.2% | 加碼 | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 55,510 | $252.8 萬 | 1.3% | +5,700+11.4% | 加碼 | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 58,020 | $250.5 萬 | 1.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 64,510 | $246.4 萬 | 1.2% | −2,300−3.4% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 17,216 | $222.0 萬 | 1.1% | +51+0.3% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 55,200 | $219.1 萬 | 1.1% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 46,495 | $216.8 萬 | 1.1% | −100.0% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 67,259 | $210.0 萬 | 1.1% | +12,329+22.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 30,999 | $203.8 萬 | 1.0% | +198+0.6% | 加碼 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 58,630 | $187.5 萬 | 0.9% | −1,250−2.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,277 | $184.1 萬 | 0.9% | +6+0.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 16,715 | $181.2 萬 | 0.9% | −892−5.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 39,000 | $180.9 萬 | 0.9% | 00.0% | 不變 | – |
| iShares Tr464287762 | US HLTHCARE ETF | 24,750 | $150.7 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 12,287 | $149.9 萬 | 0.8% | +320+2.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 46,557 | $130.2 萬 | 0.7% | +3,666+8.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,071 | $119.4 萬 | 0.6% | −622−23.1% | 減碼 | 歷史 |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 25,935 | $109.0 萬 | 0.5% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 7,031 | $102.0 萬 | 0.5% | −28−0.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,801 | $94.3 萬 | 0.5% | −21−1.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 22,180 | $92.7 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 20,400 | $82.6 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 26,990 | $81.6 萬 | 0.4% | −1,100−3.9% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,496 | $79.2 萬 | 0.4% | −547−3.0% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,958 | $76.0 萬 | 0.4% | +484+3.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,978 | $72.5 萬 | 0.4% | −14−0.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,467 | $71.6 萬 | 0.4% | +2,021+139.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,910 | $71.4 萬 | 0.4% | −46−1.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,178 | $69.3 萬 | 0.3% | −31−0.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,619 | $68.0 萬 | 0.3% | −112−1.7% | 減碼 | 歷史 |
| WWayfair Inc. | CL A | 21,006 | $67.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,039 | $66.4 萬 | 0.3% | −44−0.5% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 5,140 | $65.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,935 | $65.1 萬 | 0.3% | +246+9.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,351 | $63.8 萬 | 0.3% | +45+1.4% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 29,316 | $58.0 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,203 | $54.3 萬 | 0.3% | +19+0.1% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,715 | $48.6 萬 | 0.2% | +3+0.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,319 | $48.5 萬 | 0.2% | −51−1.5% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 10,205 | $42.3 萬 | 0.2% | −40−0.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,140 | $41.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 760 | $41.2 萬 | 0.2% | −16−2.1% | 減碼 | – |
| AAgilent Technologies, Inc. | COM | 3,500 | $40.9 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 12,731 | $39.3 萬 | 0.2% | −1,000−7.3% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,800 | $38.0 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 3,752 | $37.0 萬 | 0.2% | −17−0.5% | 減碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q883 | FLOATING RATE | 7,018 | $35.8 萬 | 0.2% | +7,018 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,391 | $35.7 萬 | 0.2% | +2+0.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,278 | $35.6 萬 | 0.2% | −10−0.4% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,487 | $35.1 萬 | 0.2% | −412−8.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,657 | $33.9 萬 | 0.2% | +3+0.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,621 | $31.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,236 | $30.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,668 | $30.6 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,484 | $29.5 萬 | 0.1% | −94−3.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,579 | $29.4 萬 | 0.1% | +45+2.9% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,488 | $28.5 萬 | 0.1% | +13+0.4% | 加碼 | – |
| BACBank of America Corp | Stock | 6,814 | $28.4 萬 | 0.1% | −129−1.9% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,684 | $25.1 萬 | 0.1% | +10+0.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 675 | $25.0 萬 | 0.1% | +1+0.1% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,096 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,447 | $24.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 671 | $22.5 萬 | 0.1% | +1+0.1% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 827 | $22.2 萬 | 0.1% | −6−0.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 4,228 | $21.6 萬 | 0.1% | +127+3.1% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 7,000 | $21.6 萬 | 0.1% | +7,000 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 1,349 | $20.9 萬 | 0.1% | −73−5.1% | 減碼 | 歷史 |
| ORCOrchid Island Capital, Inc. | COM NEW | 10,000 | $7.52 萬 | <0.1% | +10,000 | 新進 | 歷史 |
2024 年第 4 季之後清倉（4 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。