My-Personal-Cfo

AI_NATIVE detailed information: This accession holds the following tickers:[
  "A",
  "VONG",
  "GOOGL",
  "VDE",
  null,
  null,
  "HD",
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  "MSFT",
  "EFG",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  null,
  null,
  "SPLG",
  "STGW",
  "VNQ",
  "VO",
  "VV",
  "VWO",
  null,
  "VIG",
  null,
  null,
  "VYM",
  "AMD",
  "SDY",
  "IWR",
  "AMZN",
  "SCHB",
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  "VOOG",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "W",
  "ORC",
  "SCHD",
  "DVY",
  "SCHF",
  "OKTA",
  "CRM",
  "BAC",
  "BRK-B",
  null,
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 87
Total Value: 198516029
Accession Number: 0001754960-25-000247
Form Type: 13F-HR
CIK: my-personal-cfo
Manager Name: My-Personal-Cfo

Data Enrichment

67% identified

58 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

87 positions • $198.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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45782C391

Shares:55.5K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$198.5M)

45782C789

Shares:58.0K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$198.5M)

45782C581

Shares:64.5K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$198.5M)

921946406

VYM|921946406

Shares:17.2K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$198.5M)

46434V456

Shares:55.2K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$198.5M)

45782C409

Shares:46.5K

Value:$2.2M

% of Portfolio:1.1% ($2.2M/$198.5M)

25434V203

Shares:67.3K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$198.5M)

78464A854

SPLG|78464A854

Shares:31.0K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$198.5M)

45782C524

Shares:58.6K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$198.5M)

464287200

IVV|464287200

Shares:3.3K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$198.5M)

NVIDIA CORP

NVDA|67066G104

Shares:16.7K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$198.5M)

45782C466

Shares:39.0K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$198.5M)

464287762

Shares:24.8K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$198.5M)

464287150

ITOT|464287150

Shares:12.3K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$198.5M)

808524797

SCHD|808524797

Shares:46.6K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$198.5M)

Meta Platforms, Inc.

META|30303M102

Shares:2.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$198.5M)

45782C771

Shares:25.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$198.5M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:7.0K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$198.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.8K

Value:$943.3K

% of Portfolio:0.5% ($943.3K/$198.5M)

45782C664

Shares:22.2K

Value:$926.6K

% of Portfolio:0.5% ($926.6K/$198.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C391)✕	55.5K	QoQ +11.44% (+5.7K) YoY +6.11% (+3.2K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$198.5M)	QoQ +9.98% (+$229.5K) YoY +15.97% (+$348.1K)
(cusip45782C789)✕	58.0K	QoQ 0.00% (-0) YoY +56.72% (+21.0K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$198.5M)	QoQ -3.10% (-$80.2K) YoY +67.78% (+$1.0M)
(cusip45782C581)✕	64.5K	QoQ -3.44% (-2.3K) YoY +26.61% (+13.6K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$198.5M)	QoQ -6.09% (-$160.0K) YoY +32.53% (+$604.7K)
(VYMcusip921946406)	17.2K	QoQ +0.29% (+51) YoY +0.29% (+51)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$198.5M)	QoQ +1.37% (+$30.1K) YoY +6.90% (+$143.4K)
(cusip46434V456)✕	55.2K	QoQ 0.00% (+0) YoY +45.49% (+17.3K)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$198.5M)	QoQ +6.92% (+$141.9K) YoY +45.60% (+$686.2K)
(cusip45782C409)✕	46.5K	QoQ -0.02% (-10) YoY -1.88% (-895)	All Managers (Combined)	$2.2M	1.1% ($2.2M/$198.5M)	QoQ -2.76% (-$61.8K) YoY +5.07% (-$104.8K)
(cusip25434V203)✕	67.3K	QoQ +22.44% (+12.3K) YoY +61.29% (+25.6K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$198.5M)	QoQ +30.95% (+$496.5K) YoY +66.68% (+$840.3K)
(SPLGcusip78464A854)	31.0K	QoQ +0.64% (-198) YoY +3.33% (+999)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$198.5M)	QoQ -3.99% (-$84.9K) YoY +10.43% (+$192.6K)
(cusip45782C524)✕	58.6K	QoQ -2.08% (-1.3K) YoY -2.52% (-1.5K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$198.5M)	QoQ +3.56% (-$64.6K) YoY -0.38% (-$7.2K)
(IVVcusip464287200)	3.3K	QoQ +0.18% (-6) YoY +5.77% (+179)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$198.5M)	QoQ -4.39% (-$84.6K) YoY +13.03% (+$212.4K)
NVIDIA CORP(NVDAcusip67066G104)	16.7K	QoQ -5.06% (-892) YoY +641.57% (-14.5K)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$198.5M)	QoQ -23.38% (-$552.9K) YoY -11.05% (-$225.3K)
(cusip45782C466)✕	39.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.8M	0.9% ($1.8M/$198.5M)	QoQ -3.57% (-$67.0K) YoY +6.40% (+$108.9K)
(cusip464287762)✕	24.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$198.5M)	QoQ +4.49% (+$64.8K) YoY -1.63% (-$25.0K)
(ITOTcusip464287150)	12.3K	QoQ +2.67% (-320) YoY +2.67% (+320)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$198.5M)	QoQ -2.60% (-$40.1K) YoY +8.64% (+$119.3K)
(SCHDcusip808524797)	46.6K	QoQ +8.54% (+3.7K) YoY +406.38% (+37.4K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$198.5M)	QoQ +11.08% (+$129.9K) YoY +75.60% (+$560.4K)
Meta Platforms, Inc.(METAcusip30303M102)	2.1K	QoQ -23.09% (-622) YoY -21.67% (-573)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$198.5M)	QoQ -24.29% (-$383.0K) YoY -7.02% (-$90.2K)
(cusip45782C771)✕	25.9K	QoQ 0.00% (-0) YoY +41.72% (+7.6K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$198.5M)	QoQ -2.75% (-$30.8K) YoY +47.20% (+$349.6K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	7.0K	QoQ -0.39% (-28) YoY -1.54% (-110)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$198.5M)	QoQ -11.12% (-$127.7K) YoY -30.71% (-$452.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.8K	QoQ -1.15% (-21) YoY -5.26% (-100)	All Managers (Combined)	$943.3K	0.5% ($943.3K/$198.5M)	QoQ +2.34% (-$21.6K) YoY +0.30% (-$2.8K)
(cusip45782C664)✕	22.2K	QoQ 0.00% (-0) YoY +21.66% (+4.0K)	All Managers (Combined)	$926.6K	0.5% ($926.6K/$198.5M)	QoQ -2.62% (-$25.0K) YoY +29.38% (+$210.5K)