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

Page 3 of 5

Sort by:

45782C755

Shares:20.4K

Value:$826.3K

% of Portfolio:0.4% ($826.3K/$198.5M)

45782C516

Shares:27.0K

Value:$816.1K

% of Portfolio:0.4% ($816.1K/$198.5M)

922042858

VWO|922042858

Shares:17.5K

Value:$791.9K

% of Portfolio:0.4% ($791.9K/$198.5M)

921943858

VEA|921943858

Shares:15.0K

Value:$760.3K

% of Portfolio:0.4% ($760.3K/$198.5M)

HOME DEPOT, INC.

HD|437076102

Shares:2.0K

Value:$725.0K

% of Portfolio:0.4% ($725.0K/$198.5M)

81369Y803

XLK|81369Y803

Shares:3.5K

Value:$715.8K

% of Portfolio:0.4% ($715.8K/$198.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.9K

Value:$713.8K

% of Portfolio:0.4% ($713.8K/$198.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.2K

Value:$692.9K

% of Portfolio:0.3% ($692.9K/$198.5M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:6.6K

Value:$680.0K

% of Portfolio:0.3% ($680.0K/$198.5M)

Wayfair Inc.

W|94419L101

Shares:21.0K

Value:$672.8K

% of Portfolio:0.3% ($672.8K/$198.5M)

921937835

BND|921937835

Shares:9.0K

Value:$663.9K

% of Portfolio:0.3% ($663.9K/$198.5M)

464287556

Shares:5.1K

Value:$657.4K

% of Portfolio:0.3% ($657.4K/$198.5M)

922908751

VB|922908751

Shares:2.9K

Value:$650.8K

% of Portfolio:0.3% ($650.8K/$198.5M)

AMAZON COM INC

AMZN|023135106

Shares:3.4K

Value:$637.6K

% of Portfolio:0.3% ($637.6K/$198.5M)

808524805

SCHF|808524805

Shares:29.3K

Value:$579.9K

% of Portfolio:0.3% ($579.9K/$198.5M)

808524102

SCHB|808524102

Shares:25.2K

Value:$542.6K

% of Portfolio:0.3% ($542.6K/$198.5M)

464287499

IWR|464287499

Shares:5.7K

Value:$486.2K

% of Portfolio:0.2% ($486.2K/$198.5M)

81369Y209

Shares:3.3K

Value:$484.6K

% of Portfolio:0.2% ($484.6K/$198.5M)

45782C508

Shares:10.2K

Value:$423.2K

% of Portfolio:0.2% ($423.2K/$198.5M)

464287507

IJH|464287507

Shares:7.1K

Value:$416.6K

% of Portfolio:0.2% ($416.6K/$198.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C755)✕	20.4K	QoQ 0.00% (-0) YoY -6.84% (-1.5K)	All Managers (Combined)	$826.3K	0.4% ($826.3K/$198.5M)	QoQ -2.45% (-$20.8K) YoY +0.34% (-$2.8K)
(cusip45782C516)✕	27.0K	QoQ -3.91% (-1.1K) YoY -4.25% (-1.2K)	All Managers (Combined)	$816.1K	0.4% ($816.1K/$198.5M)	QoQ -1.31% (-$10.9K) YoY +0.03% (-$294)
(VWOcusip922042858)	17.5K	QoQ -3.03% (-547) YoY +14.59% (+2.2K)	All Managers (Combined)	$791.9K	0.4% ($791.9K/$198.5M)	QoQ -0.34% (-$2.8K) YoY +24.16% (+$154.1K)
(VEAcusip921943858)	15.0K	QoQ +3.34% (+484) YoY +20.47% (+2.5K)	All Managers (Combined)	$760.3K	0.4% ($760.3K/$198.5M)	QoQ +9.84% (+$68.2K) YoY +22.05% (+$137.4K)
HOME DEPOT, INC.(HDcusip437076102)	2.0K	QoQ -0.70% (-14) YoY -6.65% (-141)	All Managers (Combined)	$725.0K	0.4% ($725.0K/$198.5M)	QoQ -6.44% (-$49.9K) YoY -10.80% (-$87.8K)
(XLKcusip81369Y803)	3.5K	QoQ +139.76% (+2.0K) YoY +130.36% (+2.0K)	All Managers (Combined)	$715.8K	0.4% ($715.8K/$198.5M)	QoQ +112.82% (+$379.5K) YoY +128.38% (+$402.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.9K	QoQ -1.55% (-46) YoY -3.57% (-108)	All Managers (Combined)	$713.8K	0.4% ($713.8K/$198.5M)	QoQ +0.74% (-$5.3K) YoY +18.08% (-$109.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.2K	QoQ -0.73% (-31) YoY -7.40% (-334)	All Managers (Combined)	$692.9K	0.3% ($692.9K/$198.5M)	QoQ +13.82% (-$84.2K) YoY -2.92% (-$20.9K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	6.6K	QoQ -1.66% (-112) YoY -4.34% (-301)	All Managers (Combined)	$680.0K	0.3% ($680.0K/$198.5M)	QoQ -16.35% (-$133.0K) YoY -45.55% (-$569.0K)
Wayfair Inc.(Wcusip94419L101)	21.0K	QoQ 0.00% (-0) YoY NEW(+21.0K)	All Managers (Combined)	$672.8K	0.3% ($672.8K/$198.5M)	QoQ -27.73% (-$258.2K) YoY NEW(+$672.8K)
(BNDcusip921937835)	9.0K	QoQ -0.48% (-44) YoY -45.11% (-7.4K)	All Managers (Combined)	$663.9K	0.3% ($663.9K/$198.5M)	QoQ +1.64% (-$10.7K) YoY -44.50% (-$532.4K)
(cusip464287556)✕	5.1K	QoQ 0.00% (-0) YoY -22.59% (-1.5K)	All Managers (Combined)	$657.4K	0.3% ($657.4K/$198.5M)	QoQ -3.25% (-$22.2K) YoY -27.84% (-$253.7K)
(VBcusip922908751)	2.9K	QoQ +9.14% (+246) YoY +12.32% (+322)	All Managers (Combined)	$650.8K	0.3% ($650.8K/$198.5M)	QoQ +0.71% (+$4.6K) YoY +8.97% (+$53.6K)
AMAZON COM INC(AMZNcusip023135106)	3.4K	QoQ +1.36% (-45) YoY -66.66% (-6.7K)	All Managers (Combined)	$637.6K	0.3% ($637.6K/$198.5M)	QoQ -12.09% (-$87.7K) YoY -64.81% (-$1.2M)
(SCHFcusip808524805)	29.3K	QoQ 0.00% (+0) YoY +105.89% (+15.1K)	All Managers (Combined)	$579.9K	0.3% ($579.9K/$198.5M)	QoQ +6.91% (+$37.5K) YoY +4.37% (+$24.3K)
(SCHBcusip808524102)	25.2K	QoQ +0.07% (-19) YoY +294.53% (+18.8K)	All Managers (Combined)	$542.6K	0.3% ($542.6K/$198.5M)	QoQ -5.08% (-$29.1K) YoY +39.13% (+$152.6K)
(IWRcusip464287499)	5.7K	QoQ +0.05% (-3) YoY -20.48% (-1.5K)	All Managers (Combined)	$486.2K	0.2% ($486.2K/$198.5M)	QoQ -3.71% (-$18.8K) YoY -19.55% (-$118.2K)
(cusip81369Y209)✕	3.3K	QoQ -1.51% (-51) YoY -0.95% (-32)	All Managers (Combined)	$484.6K	0.2% ($484.6K/$198.5M)	QoQ +4.50% (-$20.9K) YoY -2.11% (-$10.5K)
(cusip45782C508)✕	10.2K	QoQ -0.39% (-40) YoY -42.96% (-7.7K)	All Managers (Combined)	$423.2K	0.2% ($423.2K/$198.5M)	QoQ -2.22% (-$9.7K) YoY -39.52% (-$276.6K)
(IJHcusip464287507)	7.1K	QoQ 0.00% (-0) YoY -0.55% (-40)	All Managers (Combined)	$416.6K	0.2% ($416.6K/$198.5M)	QoQ -6.35% (-$28.3K) YoY -4.46% (-$19.5K)