Long-term investor
My Personal Cfo, LLC @mypersonalcfollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001916366).
Record
- Tracked since 2025-06-30 (448 days), 312 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year +17.8% · all +17.8%
- Max drawdown n/a · win rate 1% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 15.5% · long · since 2025-06-30
- MSFT · 7.6% · long · since 2025-06-30
- 25434V203 · 6.2% · long · since 2025-06-30
- 025072885 · 5.5% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- 46090E103 · 4.1% · long · since 2025-06-30
- 87283Q883 · 3.6% · long · since 2025-06-30
- OKTA · 3.6% · long · since 2025-06-30
- 25434V104 · 3.5% · long · since 2025-06-30
- 78462F103 · 2.9% · long · since 2025-06-30
- 464288273 · 2.3% · long · since 2025-06-30
- 464287168 · 1.7% · long · since 2025-06-30