My Personal CFO, LLC

RIA/Wealth

My Personal CFO, LLC is a RIA/Wealth based in Fairfield, CT led by Mark Anthony Bernazzani, reporting $334.4M in AUM as of Q3 2025 with 95% ETF concentration and 51% concentrated in top 10 holdings.

CEOMark Anthony Bernazzani

Portfolio Value: $237.3M
Positions: 93
Top Holding: VTI at 10.77%
Last Reported: Q3 2025

Address1305 Post Rd, Ste. 202, Fairfield, CT, 06824, United States

Top Holdings

Largest long holdings in My Personal CFO, LLC's portfolio (50.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$25.6M	10.77%	-$11.6M Sold	— 77.9K shares	Q4 2021 Held for 3y 11m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$13.6M	5.74%	+$11.4M Bought	— 20.4K shares	Q4 2021 Held for 3y 11m
3 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$13.3M	5.59%	+$13.3M Bought	— 165.9K shares	Q3 2025 Held for 2 months
4 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$12.6M	5.30%	+$12.6M New	— 326.0K shares	Q3 2025 Held for 2 months
5 Dimensional US High Profitability DUHP	ETF ETF	$10.7M	4.52%	+$10.7M New	— 284.0K shares	Q3 2025 Held for 2 months
6 Dimensional US Small Cap Value DFSV	ETF ETF	$10.6M	4.48%	+$10.6M New	— 333.7K shares	Q3 2025 Held for 2 months
7 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$9.7M	4.07%	+$9.7M New	— 301.4K shares	Q3 2025 Held for 2 months
8 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$8.7M	3.68%	+$8.7M New	— 347.2K shares	Q3 2025 Held for 2 months
9 Vanguard Short-Term Bond BSV	ETF ETF	$7.8M	3.29%	+$7.5M Bought	— 99.0K shares	Q3 2022 Held for 3y 2m
10 iShares MSCI EAFE EFA	ETF ETF	$7.4M	3.14%	+$7.4M New	— 79.7K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in My Personal CFO, LLC's latest filing

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Market Value

$237.3M

Prior: $220.0M

Q/Q Change

+7.86%

+$17.3M

Net Flows % of MV

-20.91%

Turnover Ratio

74.36%

New Purchases

35 stocks

$102.3M

Added To

9 stocks

+$30.8M

Sold Out Of

65 stocks

$118.7M

Reduced Holdings

18 stocks

-$64.0M

Increased Positions

Position	Shares Δ	Change
1 Dimensional U.S. Core Equity 2 DFAC	New	0 → 326.0K +$12.6M
2 Dimensional US High Profitability DUHP	New	0 → 284.0K +$10.7M
3 Dimensional US Small Cap Value DFSV	New	0 → 333.7K +$10.6M
4 Dimensional Emerging Markets Core Equity 2 DFEM	New	0 → 301.4K +$9.7M
5 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	New	0 → 347.2K +$8.7M

Decreased Positions

Position	Shares Δ	Change
1 Avantis U.S. Equity AVUS	Sold	138.9K → 0 −$14.0M
2 Okta, Inc. OKTA	Sold	110.4K → 0 −$11.0M
3 Invesco QQQ Trust QQQ	Sold	15.5K → 0 −$8.5M
4 Dimensional US Core Equity Market DFAU	Sold	159.8K → 0 −$6.8M
5 Vanguard S&P 500 ETF VOO	Sold	8.6K → 0 −$4.9M