AI Portfolio Summary
In 2025 Q4, My Personal CFO, LLC maintained a portfolio of 160 distinct positions. The most significant new addition to the portfolio was AMERICAN CENTY ETF T, which now represents 5.78% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 40.9%. Conversely, My Personal CFO, LLC completely exited their position in VANGUARD SCOTTSDALE .
Total Positions
160
Quarter
2025 Q4
Top Holding
VTI (15.3%)
Top 10 Concentration
55.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 160
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 15.35% | 9.90% |
#1
Prev: #1
|
8.3 | 31,867 | 40.9% |
P
S
|
109,733 | $36,790,112 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 9.35% | 0.26% |
#2
49
Prev: #51
|
6.0 | 45,044 | 3530.1% |
P
S
|
46,320 | $22,401,274 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 5.78% | — |
#3
Prev: #—
|
4.3 | 123,990 | no change |
NEW
|
123,990 | $13,859,572 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 5.13% | 0.54% |
#4
34
Prev: #38
|
4.4 | 39,690 | 720.3% |
P
S
|
45,200 | $12,288,024 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 3.78% | 0.25% |
#5
48
Prev: #53
|
3.8 | 219,915 | 1253.3% |
P
S
|
237,462 | $9,049,661 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.77% | — |
#6
Prev: #—
|
3.5 | 14,694 | no change |
NEW
|
14,694 | $9,026,966 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OKTA
OKTA INC
|
Technology | 3.38% | — |
#7
Prev: #—
|
3.4 | 93,805 | no change |
NEW
|
93,805 | $8,111,318 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TFLR
T ROWE PRICE ET...
|
ETF | 3.22% | — |
#8
Prev: #—
|
3.3 | 149,999 | no change |
NEW
|
149,999 | $7,710,583 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 3.15% | — |
#9
Prev: #—
|
3.3 | 161,512 | no change |
NEW
|
161,512 | $7,558,771 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 2.75% | 0.30% |
#10
35
Prev: #45
|
3.4 | 8,519 | 732.5% |
P
S
|
9,682 | $6,602,512 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCZ
ISHARES TR
|
ETF | 2.26% | 1.18% |
#11
12
Prev: #23
|
3.1 | 30,177 | 76.0% |
P
S
|
69,864 | $5,416,581 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.25% | — |
#12
Prev: #—
|
2.9 | 8,618 | no change |
NEW
|
8,618 | $5,404,558 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAPR
INNOVATOR ETFS ...
|
ETF | 1.60% | — |
#13
Prev: #—
|
2.6 | 79,828 | no change |
NEW
|
79,828 | $3,830,147 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DVY
ISHARES TR
|
ETF | 1.58% | — |
#14
Prev: #—
|
2.6 | 26,862 | no change |
NEW
|
26,862 | $3,791,266 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BDEC
INNOVATOR ETFS ...
|
ETF | 1.54% | — |
#15
Prev: #—
|
2.6 | 74,376 | no change |
NEW
|
74,376 | $3,686,075 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.40% | 0.12% |
#16
53
Prev: #69
|
2.9 | 10,488 | 962.2% |
P
S
|
11,578 | $3,360,201 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BFEB
INNOVATOR ETFS ...
|
ETF | 1.39% | — |
#17
Prev: #—
|
2.6 | 68,315 | no change |
NEW
|
68,315 | $3,324,549 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.24% | 2.55% |
#18
5
Prev: #13
|
0.7 | -38,377 | -53.3% |
P
S
|
33,579 | $2,971,379 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNOV
INNOVATOR ETFS ...
|
ETF | 1.22% | — |
#19
Prev: #—
|
2.5 | 65,510 | no change |
NEW
|
65,510 | $2,912,804 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.21% | — |
#20
Prev: #—
|
2.5 | 5,770 | no change |
NEW
|
5,770 | $2,900,382 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STGW
STAGWELL INC
|
Communication Services | 1.21% | — |
#21
Prev: #—
|
2.5 | 590,882 | no change |
NEW
|
590,882 | $2,889,413 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.18% | 0.26% |
#22
28
Prev: #50
|
2.8 | 11,482 | 314.3% |
P
S
|
15,135 | $2,822,702 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BJUL
INNOVATOR ETFS ...
|
ETF | 1.14% | — |
#23
Prev: #—
|
2.5 | 53,755 | no change |
NEW
|
53,755 | $2,728,760 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VDE
VANGUARD WORLD ...
|
ETF | 1.13% | — |
#24
Prev: #—
|
2.5 | 21,438 | no change |
NEW
|
21,438 | $2,699,517 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 1.11% | — |
#25
Prev: #—
|
2.4 | 58,472 | no change |
NEW
|
58,472 | $2,657,554 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.00% | 8.11% |
Sold All 😨
(Was: #2) |
0.3 | -248,946 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.00% | 5.14% |
Sold All 😨
(Was: #4) |
0.3 | -165,923 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.00% | 4.87% |
Sold All 😨
(Was: #5) |
0.3 | -325,976 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 0.00% | 4.15% |
Sold All 😨
(Was: #6) |
0.3 | -284,045 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.00% | 4.11% |
Sold All 😨
(Was: #7) |
0.3 | -333,662 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.00% | 3.74% |
Sold All 😨
(Was: #8) |
0.3 | -301,360 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 0.00% | 3.38% |
Sold All 😨
(Was: #9) |
0.3 | -347,192 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 0.00% | 2.88% |
Sold All 😨
(Was: #11) |
0.3 | -79,724 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR
|
ETF | 0.00% | 2.39% |
Sold All 😨
(Was: #14) |
0.3 | -13,155 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.00% | 1.75% |
Sold All 😨
(Was: #15) |
0.3 | -148,801 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.00% | 1.66% |
Sold All 😨
(Was: #16) |
0.3 | -60,193 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.00% | 1.62% |
Sold All 😨
(Was: #17) |
0.3 | -82,592 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 0.00% | 1.58% |
Sold All 😨
(Was: #18) |
0.3 | -114,395 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 0.00% | 1.52% |
Sold All 😨
(Was: #19) |
0.3 | -119,576 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWD
ISHARES TR
|
ETF | 0.00% | 1.48% |
Sold All 😨
(Was: #20) |
0.3 | -18,811 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWN
ISHARES TR
|
ETF | 0.00% | 1.46% |
Sold All 😨
(Was: #21) |
0.3 | -21,255 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWV
ISHARES TR
|
ETF | 0.00% | 1.36% |
Sold All 😨
(Was: #22) |
0.3 | -9,286 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AZN
ASTRAZENECA PLC
|
Healthcare | 0.00% | 1.14% |
Sold All 😨
(Was: #25) |
0.3 | -38,411 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VSS
VANGUARD INTL E...
|
ETF | 0.00% | 1.12% |
Sold All 😨
(Was: #26) |
0.3 | -20,322 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.00% | 1.08% |
Sold All 😨
(Was: #27) |
0.3 | -57,733 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWO
ISHARES TR
|
ETF | 0.00% | 1.01% |
Sold All 😨
(Was: #28) |
0.3 | -8,129 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWB
ISHARES TR
|
ETF | 0.00% | 0.99% |
Sold All 😨
(Was: #29) |
0.3 | -6,979 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 0.00% | 0.99% |
Sold All 😨
(Was: #30) |
0.3 | -21,457 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.98% |
Sold All 😨
(Was: #31) |
0.3 | -59,358 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.95% |
Sold All 😨
(Was: #32) |
0.3 | -55,093 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.00% | 0.92% |
Sold All 😨
(Was: #33) |
0.3 | -42,850 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 0.00% | 0.91% |
Sold All 😨
(Was: #34) |
0.3 | -9,668 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.00% | 0.87% |
Sold All 😨
(Was: #35) |
0.3 | -25,275 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFV
ISHARES TR
|
ETF | 0.00% | 0.60% |
Sold All 😨
(Was: #36) |
0.3 | -22,972 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.58% |
Sold All 😨
(Was: #37) |
0.3 | -25,679 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.00% | 0.50% |
Sold All 😨
(Was: #39) |
0.3 | -28,249 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TIP
ISHARES TR
|
ETF | 0.00% | 0.46% |
Sold All 😨
(Was: #40) |
0.3 | -10,646 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.41% |
Sold All 😨
(Was: #41) |
0.3 | -33,627 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.37% |
Sold All 😨
(Was: #42) |
0.3 | -29,963 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.00% | 0.33% |
Sold All 😨
(Was: #43) |
0.3 | -4,509 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.30% |
Sold All 😨
(Was: #46) |
0.3 | -28,078 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.29% |
Sold All 😨
(Was: #47) |
0.3 | -28,299 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 0.00% | 0.28% |
Sold All 😨
(Was: #48) |
0.3 | -2,320 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWP
ISHARES TR
|
ETF | 0.00% | 0.28% |
Sold All 😨
(Was: #49) |
0.3 | -5,017 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVE
ISHARES TR
|
ETF | 0.00% | 0.25% |
Sold All 😨
(Was: #52) |
0.3 | -3,114 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.00% | 0.24% |
Sold All 😨
(Was: #55) |
0.3 | -6,173 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.00% | 0.22% |
Sold All 😨
(Was: #56) |
0.3 | -13,403 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.00% | 0.22% |
Sold All 😨
(Was: #57) |
0.3 | -12,166 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.00% | 0.22% |
Sold All 😨
(Was: #58) |
0.3 | -13,801 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.19% |
Sold All 😨
(Was: #61) |
0.3 | -14,926 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.00% | 0.19% |
Sold All 😨
(Was: #62) |
0.3 | -5,739 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.00% | 0.18% |
Sold All 😨
(Was: #63) |
0.3 | -3,083 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 0.00% | 0.16% |
Sold All 😨
(Was: #64) |
0.3 | -4,222 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #68) |
0.3 | -4,472 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.11% |
Sold All 😨
(Was: #72) |
0.3 | -9,031 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.00% | 0.11% |
Sold All 😨
(Was: #73) |
0.3 | -847 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.00% | 0.11% |
Sold All 😨
(Was: #74) |
0.3 | -3,568 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GSY
INVESCO ACTIVEL...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #76) |
0.3 | -5,377 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #77) |
0.3 | -1,524 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSE
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #78) |
0.3 | -6,350 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.00% | 0.10% |
Sold All 😨
(Was: #79) |
0.3 | -3,804 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.00% | 0.10% |
Sold All 😨
(Was: #83) |
0.3 | -1,452 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWS
ISHARES TR
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #84) |
0.3 | -1,743 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJS
ISHARES TR
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #86) |
0.3 | -2,164 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.00% | 0.09% |
Sold All 😨
(Was: #87) |
0.3 | -898 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #88) |
0.3 | -2,113 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AWI
ARMSTRONG WORLD...
|
Industrials | 0.00% | 0.09% |
Sold All 😨
(Was: #89) |
0.3 | -1,134 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 0.00% | 0.08% |
Sold All 😨
(Was: #90) |
0.3 | -2,311 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.00% | 0.08% |
Sold All 😨
(Was: #91) |
0.3 | -4,215 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUB
ISHARES TR
|
ETF | 0.00% | 0.08% |
Sold All 😨
(Was: #92) |
0.3 | -1,949 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.00% | 0.08% |
Sold All 😨
(Was: #93) |
0.3 | -2,812 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMC
TMC THE METALS ...
|
Basic Materials | 0.00% | 0.05% |
Sold All 😨
(Was: #94) |
0.3 | -20,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 160 holdings