Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $195,043,479
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 106,392 $30,833,440 15.8%
2.
Microsoft Corp
 MSFT 43,004 $18,126,226 9.29%
3.
American Centy Etf Tr - US EQT ETF
 135,930 $13,175,734 6.75%
4.
Okta Inc.
 OKTA 119,582 $9,423,062 4.83%
5.
Invesco Qqq Tr
 15,376 $7,860,730 4.03%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)