MY Personal Cfo, LLC
My Personal CFO, LLC is a registered investment adviser headquartered in Vancouver, Washington. Founded in 2018, the firm specializes in financial planning, wealth management, and retirement plan services. It serves individual and family clients seeking guidance on investments, equity compensation, taxation, estate planning, and philanthropy. The firm supports clients in structuring their financial life for growth and preservation, combining education and skilled professional advice. My Personal CFO, LLC has a small team of 4 employees.
Investment Strategy
My Personal CFO, LLC takes a client-centric approach focused on proactive, customized financial planning and comprehensive wealth management. The firm helps clients set clear financial goals and develops tailored strategies for investing, managing income taxation, structuring equity compensation, and planning for retirement. Their philosophy emphasizes holistic planning to balance wealth growth and preservation, and supports intentional philanthropy and estate planning for long-term financial well-being.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 9.90% | $25.6M | 77,866 | $238.90 | $328.17 | -$8.8M |
V VCIT | VANGUARD SCOTTSDALE FDS | 8.11% | $20.9M | 248,946 | $84.11 | $84.11 | +$20.9M |
I IVV | ISHARES TR | 5.28% | $13.6M | 20,361 | $632.69 | $669.30 | +$11.6M |
V VCSH | VANGUARD SCOTTSDALE FDS | 5.14% | $13.3M | 165,923 | $79.93 | $79.93 | +$13.3M |
D DFAC | DIMENSIONAL ETF TRUST | 4.87% | $12.6M | 325,976 | $38.57 | $38.57 | +$12.6M |