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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464288885

EFG|464288885

Shares:2.4K

Value:$244.7K

% of Portfolio:0.1% ($244.7K/$198.5M)

921932505

VOOG|921932505

Shares:671

Value:$224.5K

% of Portfolio:0.1% ($224.5K/$198.5M)

Salesforce, Inc.

CRM|79466L302

Shares:827

Value:$221.9K

% of Portfolio:0.1% ($221.9K/$198.5M)

78464A847

Shares:4.2K

Value:$216.4K

% of Portfolio:0.1% ($216.4K/$198.5M)

78468R200

Shares:7.0K

Value:$215.7K

% of Portfolio:0.1% ($215.7K/$198.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.3K

Value:$208.6K

% of Portfolio:0.1% ($208.6K/$198.5M)

Orchid Island Capital, Inc.

ORC|68571X301

Shares:10.0K

Value:$75.2K

% of Portfolio:0.0% ($75.2K/$198.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EFGcusip464288885)	2.4K	QoQ 0.00% (+0) YoY -1.17% (-29)	All Managers (Combined)	$244.7K	0.1% ($244.7K/$198.5M)	QoQ +3.27% (+$7.8K) YoY -4.78% (-$12.3K)
(VOOGcusip921932505)	671	QoQ +0.14% (-1) YoY +0.59% (+4)	All Managers (Combined)	$224.5K	0.1% ($224.5K/$198.5M)	QoQ -8.48% (-$20.8K) YoY +10.40% (+$21.2K)
Salesforce, Inc.(CRMcusip79466L302)	827	QoQ -0.72% (-6) YoY -2.59% (-22)	All Managers (Combined)	$221.9K	0.1% ($221.9K/$198.5M)	QoQ -20.29% (-$56.5K) YoY -13.22% (-$33.8K)
(cusip78464A847)✕	4.2K	QoQ +3.09% (-127) YoY +3.09% (-127)	All Managers (Combined)	$216.4K	0.1% ($216.4K/$198.5M)	QoQ -3.52% (-$7.9K) YoY -1.07% (-$2.4K)
(cusip78468R200)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$215.7K	0.1% ($215.7K/$198.5M)	QoQ NEW(+$215.7K) YoY NEW(+$215.7K)
Alphabet Inc.(GOOGLcusip02079K305)	1.3K	QoQ -5.13% (-73) YoY -11.54% (-176)	All Managers (Combined)	$208.6K	0.1% ($208.6K/$198.5M)	QoQ -22.48% (-$60.5K) YoY -9.36% (-$21.6K)
Orchid Island Capital, Inc.(ORCcusip68571X301)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$75.2K	0.0% ($75.2K/$198.5M)	QoQ NEW(+$75.2K) YoY NEW(+$75.2K)