SEC Form 13F

My Personal CFO, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$256,179,409
Positions91

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$39,678,141107,227
MICROSOFT CORPMSFTCOM$19,414,66752,047
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$15,946,384386,579
AMERICAN CENTY ETF TRAVUSUS EQT ETF$14,145,547110,443
APPLE INCAAPLCOM$11,776,12940,697
INVESCO QQQ TRQQQUNIT SER 1$10,604,54314,401
T ROWE PRICE EXCHANGE-TRADEDTFLRFLOATING RATE$9,234,693183,192
OKTA INCOKTACL A$9,231,79867,657
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$8,881,846171,829
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$7,473,87810,008

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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