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Aryn Sands

My Personal Cfo, Llc

Assets Managed
$228.359M
Holdings
88
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-4.73%(2Q avg: -5.95%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in My Personal Cfo, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 88 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 228.359M in assets, with a quarterly growth rate of -4.73% and a 2-quarter average growth rate of -5.95%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.2%
15.23%
$34.778M
108,406 shares@ $320.82 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.11%
7.82%
$17.851M
48,223 shares@ $370.17 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -5.48%
5.71%
$13.029M
117,189 shares@ $111.19 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 40.09%
5.68%
$12.96M
332,646 shares@ $38.96 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.37%
4.81%
$10.969M
43,221 shares@ $253.79 avg price
OKTA
Okta Inc
Recent Activity
Increased 19.19%
3.86%
$8.8M
111,804 shares@ $78.72 avg price
TFLR
T Rowe Price Floating Rt Etf
Recent Activity
Increased 14.11%
3.78%
$8.619M
171,151 shares@ $50.37 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.61%
3.62%
$8.259M
14,310 shares@ $577.17 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 3.4%
3.3%
$7.535M
167,000 shares@ $45.13 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.14%
2.79%
$6.368M
9,792 shares@ $650.33 avg price

1-10 of 88