My Personal CFO, LLC

Business address
1220 Main Street, Suite 400, Vancouver, WA, 98660
Top securities (13F)
VTI, VCIT, IVV, VCSH, DFAC, DUHP, DFSV, DFEM, SCHR, BSV, EFA, VEA, VNQ, IWF, DIHP, VEU, VTIP, DISV, DFIC, and IWD
State of incorporation
WA
Fiscal year end
31 December
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My Personal CFO, LLC has filed 20 SEC EDGAR filings since 29 Apr 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-22439
N-PX Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-22439
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-22439
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-22439
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-22439
13F-HR Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-22439
13F-HR Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-22439
N-PX Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-22439
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-22439
13F-HR Open Document Open Filing 23 Jan 2024 31 Dec 2023 028-22439
13F-HR Open Document Open Filing 06 Nov 2023 30 Sep 2023 028-22439
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-22439
13F-HR Open Document Open Filing 21 Apr 2023 31 Mar 2023 028-22439
13F-HR Open Document Open Filing 11 Jan 2023 31 Dec 2022 028-22439
13F-HR/A Open Document Open Filing 20 Oct 2022 30 Sep 2022 028-22439
13F-HR Open Document Open Filing 18 Oct 2022 30 Sep 2022 028-22439
13F-HR/A Open Document Open Filing 03 Aug 2022 30 Jun 2022 028-22439
13F-HR Open Document Open Filing 08 Jul 2022 30 Jun 2022 028-22439
13F-HR Open Document Open Filing 12 May 2022 31 Mar 2022 028-22439
13F-HR Open Document Open Filing 29 Apr 2022 31 Dec 2021 028-22439