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 $219,998,361
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 113,104 $34,375,646 15.63%
2.
Microsoft Corp
 MSFT 36,318 $18,064,843 8.21%
3.
American Centy Etf Tr - US EQT ETF
 138,935 $14,007,436 6.37%
4.
Apple Inc.
 AAPL 55,709 $11,429,762 5.2%
5.
Okta Inc.
 OKTA 110,367 $11,033,389 5.02%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.