• 13F History

My Personal CFO, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$195M
Signature - Title
Aryn Sands - Agent
Location
Vancouver, WA
Summary
This page shows a list of all the recent 13F filings made by My Personal CFO, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. My Personal CFO, LLC reported 88 stock holdings with total value $195M as of Q4 2024. Top holdings included VTI, MSFT, AVUS, OKTA, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 88 $195M +$15.2M -$1.37M +$13.8M VTI, MSFT, AVUS, OKTA, QQQ 13F-HR 1/24/2025, 10:05 AM
Q3 2024 88 $182M +$6.51M -$17M -$10.5M VTI, MSFT, AVUS, OKTA, QQQ 13F-HR 10/21/2024, 12:19 PM
Q2 2024 101 $187M +$17.5M -$4.93M +$12.6M VTI, MSFT, OKTA, AVUS, STGW 13F-HR 7/25/2024, 07:57 PM
Q1 2024 97 $174M +$12.1M -$1.83M +$10.3M VTI, OKTA, MSFT, AVUS, STGW 13F-HR 4/24/2024, 09:59 AM
Q4 2023 89 $154M +$19.7M -$4.16M +$15.6M VTI, OKTA, MSFT, STGW, AVUS 13F-HR 1/22/2024, 06:07 PM
Q3 2023 86 $124M +$3.93M -$2.84M +$1.09M VTI, MSFT, OKTA, AVUS, QQQ 13F-HR 11/6/2023, 10:47 AM
Q2 2023 82 $127M +$7.99M -$3.22M +$4.78M VTI, MSFT, OKTA, AVUS, QQQ 13F-HR 7/12/2023, 05:53 PM
Q1 2023 75 $117M +$71.5M -$7.4M +$64.1M VTI, MSFT, OKTA, QQQ, AVUS 13F-HR 4/21/2023, 02:44 PM
Q4 2022 831 $26.1M STGW, SPLG, VYM, ITOT, VWO 13F-HR 1/11/2023, 01:33 PM
Q3 2022 30 $35.6M STGW, MSFT, VTI, BND, QQQ Restatement 10/20/2022, 03:53 PM
Q2 2022 56 $77.9M +$2.79M -$1.73M +$1.06M OKTA, VTI, MSFT, QQQ, AAPL Restatement 8/3/2022, 12:42 PM
Q1 2022 56 $96.6M +$1.51M -$5.92M -$4.4M OKTA, VTI, MSFT, QQQ, AAPL 13F-HR 5/12/2022, 03:29 PM
Q4 2021 61 $115M OKTA, MSFT, VTI, QQQ, AAPL 13F-HR 4/29/2022, 05:27 PM