Institutional Fund
My Personal Cfo, LLC
Vancouver, WACIK 19163665 filings on record
Portfolio Value
$228.36M
Q1 2026
Holdings
88
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-4.7%
from $239.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds15.2%
- Microsoft Corp7.8%
- American Centy ETF Tr5.7%
- Dimensional ETF Trust5.7%
- Apple Inc4.8%
- Okta Inc3.9%
- Other56.9%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 108.4K | $34.78M | 15.2% | −1.3K | Reduced |
| 2 | Microsoft Corp | 48.2K | $17.85M | 7.8% | +1.9K | Added |
| 3 | American Centy ETF Tr | 117.2K | $13.03M | 5.7% | −6.8K | Reduced |
| 4 | Dimensional ETF Trust | 332.6K | $12.96M | 5.7% | +95.2K | Added |
| 5 | Apple Inc | 43.2K | $10.97M | 4.8% | −2.0K | Reduced |
| 6 | Okta Inc | 111.8K | $8.80M | 3.9% | +18.0K | Added |
| 7 | T Rowe Price ETF Inc | 171.2K | $8.62M | 3.8% | +21.2K | Added |
| 8 | Invesco Qqq Tr | 14.3K | $8.26M | 3.6% | −384 | Reduced |
| 9 | Dimensional ETF Trust | 167.0K | $7.54M | 3.3% | +5.5K | Added |
| 10 | Spdr S&P 500 ETF Tr | 9.8K | $6.37M | 2.8% | +110 | Added |
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