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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 $153,588,789
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 79,013 $18,743,550 12.2%
2.
Okta Inc.
 OKTA 120,077 $10,870,571 7.07%
3.
Microsoft Corp
 MSFT 27,551 $10,360,142 6.74%
4.
Stagwell Inc
 1,333,440 $8,840,707 5.75%
5.
American Centy Etf Tr
 87,065 $7,100,125 4.62%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)