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Aryn Sands

My Personal Cfo, Llc

Assets Managed
$256.179M
Holdings
91
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.19%(2Q avg: 3.73%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in My Personal Cfo, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of My Personal Cfo, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 256.179M in assets, with a quarterly growth rate of 12.19% and a 2-quarter average growth rate of 3.73%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.08%
15.49%
$39.678M
107,227 shares@ $370.04 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 7.93%
7.58%
$19.415M
52,047 shares@ $373.03 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 16.22%
6.23%
$15.946M
386,579 shares@ $41.26 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -5.75%
5.53%
$14.146M
110,443 shares@ $128.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.83%
4.6%
$11.776M
40,697 shares@ $289.37 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.64%
4.14%
$10.605M
14,401 shares@ $736.38 avg price
TFLR
T Rowe Price Floating Rt Etf
Recent Activity
Increased 7.04%
3.61%
$9.235M
183,192 shares@ $50.41 avg price
OKTA
Okta Inc
Recent Activity
Decreased -39.48%
3.61%
$9.232M
67,657 shares@ $136.46 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 2.9%
3.47%
$8.882M
171,829 shares@ $51.7 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.21%
2.92%
$7.474M
10,008 shares@ $746.8 avg price

1-10 of 91