My Personal CFO, LLC
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$228.4M
Holdings
88
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 109.7k shares)
15.2%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 8.0% (46.3k → 42.6k shares)
7.8%
03
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 124.0k shares)
5.7%
04
$DFAI
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 237.5k shares)
5.7%
05
$AAPL
APPLE INC
Q1 2026: Increased +134.7% (45.2k → 106.1k shares)
4.8%
06
$OKTA
OKTA INC
Q1 2026: Exited (was 93.8k shares)
3.9%
07
$TFLR
T ROWE PRICE ETF INC
Q1 2026: Exited (was 150.0k shares)
3.8%
08
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 80.6% (14.7k → 2.9k shares)
3.6%
09
$DFAU
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 161.5k shares)
3.3%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 82.7% (9.7k → 1.7k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:24 UTC.