Titelia

Holdings of My Personal CFO, LLC

82 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 59.1 % of the equity sleeve

Sector breakdown

  • Technology 15.9 %
  • Funds 7.0 %
  • Financials 1.9 %
  • Health care 0.9 %
  • Consumer discretionary 0.3 %
  • Communication 0.3 %
  • Energy 0.2 %
  • Industrials 0.1 %
  • Unattributed 73.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US82215.3M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 108,40634.8M $
2Microsoft Corp 48,22317.9M $
3Avantis US Equity ETF 117,18913M $
4Dimensional ETF Trust 332,64613M $
5Apple Inc 43,22111M $
6Okta Inc 111,8048.8M $
7TRP FLOATING RATE ETF 171,1518.6M $
8Invesco QQQ Trust Series 1 14,3108.3M $
9State Street SPDR S&P 500 ETF Trust 9,7926.4M $
10iShares MSCI EAFE Small-Cap ETF 71,1965.6M $
11Vanguard S&P 500 ETF 8,6185.1M $
12iShares Select Dividend ETF 27,2734.1M $
13Innovator U.S. Equity Buffer E 78,8283.9M $
14VANGUARD ENERGY ETF VANGUARD ENERGY ETF 21,4563.7M $
15Innovator U.S. Equity Buffer E 73,6853.5M $
16Innovator U.S. Equity Buffer E 66,1813.2M $
17Vanguard Real Estate ETF 34,1993M $
18Vanguard Mid-Cap ETF 10,4863M $
19Berkshire Hathaway Inc 5,7302.7M $
20iShares MSCI International Quality Factor ETF 57,7492.7M $
21Vanguard High Dividend Yield E 17,1652.5M $
22Innovator U.S. Equity Buffer E 58,9402.5M $
23NVIDIA Corp 13,8852.4M $
24Innovator U.S. Equity Buffer E 44,5582.3M $
25Innovator U.S. Equity Buffer E 46,7552.3M $
26SPDR Series Trust 29,7182.3M $
27Innovator U.S. Equity Buffer E 42,0352.2M $
28Innovator International Developed Power Buffer ETF - January 56,6302.1M $
29iShares Core S&P 500 ETF 2,9721.9M $
30Innovator Growth 100 Power Buffer ETF - January 36,0001.9M $
31Schwab US Dividend Equity ETF 60,4711.9M $
32iShares Core S&P Total U.S. Stock Market ETF 12,2871.8M $
33Applied Materials Inc 4,8411.7M $
34Vanguard International Equity Index Funds 24,6471.3M $
35Advanced Micro Devices Inc 5,8911.2M $
36Innovator U.S. Equity Buffer E 23,7351.1M $
37Innovator U.S. Equity Buffer E 23,6101.1M $
38Johnson & Johnson 4,2211M $
39Vanguard Whitehall Funds 10,084950.3K $
40Innovator U.S. Equity Buffer E 19,580905.6K $
41JPMorgan Chase & Co 2,785819.2K $
42Vanguard Short-term Bond Etf 10,420817K $
43Schwab International Equity ETF 29,391727.4K $
44Vanguard FTSE Developed Markets ETF 10,476671.3K $
45Vanguard Scottsdale Funds 11,419668.5K $
46iShares Core MSCI EAFE ETF 7,260657.2K $
47Innovator U.S. Equity Buffer E 12,800574.4K $
48Stagwell Inc 90,000566.1K $
49Vanguard Total Bond Market ETF 7,576557.9K $
50Vanguard Small-Cap ETF 2,089547.2K $
51iShares Biotechnology ETF 3,240547.1K $
52iShares Trust 5,409525.9K $
53Vanguard Information Technology ETF 748521.9K $
54SELECT SECTOR SPDR TRUST (THE) 3,684489.5K $
55iShares Core S&P Mid-Cap ETF 7,155483.2K $
56UnitedHealth Group Inc 1,754474.6K $
57Innovator U.S. Equity Power Bu 10,000461.3K $
58Vanguard Large-Cap ETF 1,391415.6K $
59Agilent Technologies Inc 3,511400.2K $
60iShares Core MSCI Emerging Markets ETF 5,664395.1K $
61Vanguard Russell 1000 Growth ETF 3,501384K $
62Exxon Mobil Corp 2,160366.5K $
63State Street Health Care Select Sector SPDR ETF 2,459360.5K $
64VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,584340.7K $
65Alphabet Inc 1,177338.4K $
66Bank of America Corp 6,686325.9K $
67Vanguard Index Funds 1,500325.9K $
68Amazon.com Inc 1,523317.3K $
69Vanguard Growth ETF 675294.8K $
70Caterpillar Inc 402284.8K $
71Home Depot Inc/The 846278.2K $
72iShares MSCI EAFE Growth ETF 2,447272.5K $
73Goldman Sachs Group Inc/The 309261.4K $
74Innovator U.S. Equity Buffer E 5,140251.1K $
75SPDR Series Trust 4,228250.4K $
76iShares Trust 2,096248.6K $
77Vanguard Total International S 3,063236.2K $
78Meta Platforms Inc 394225.5K $
79SPDR Series Trust 7,000215.5K $
80Plumas Bancorp 4,228206.1K $
81Teradyne Inc 678201K $
82Select Sector Spdr Trust 3,265200K $