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Home > Institutional Investor > My Personal Cfo, Llc > Profile

Instuitional Investor - My Personal Cfo, Llc

Fund Profile
Filing Period:
Fund Name: My Personal Cfo, Llc
Portfolio Value $198,516,029
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 109,539 $30,105,651 15.17%
2.
Microsoft Corp
 MSFT 44,710 $16,783,819 8.45%
3.
American Centy Etf Tr - US EQT ETF
 138,761 $12,818,774 6.46%
4.
Apple Inc.
 AAPL 55,515 $12,331,466 6.21%
5.
Okta Inc.
 OKTA 106,162 $11,170,366 5.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)