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My Personal CFO, LLC → MSFT

My Personal CFO, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
6
Latest value
$21.4M
Q3 2026
Peak value
$22.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.3M
Q3 2025$661K
Q4 2025$22.4M
Q1 2026$17.9M
Q2 2026$19.4M
Q3 2026$21.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21.4M41.7K——
Q2 2026$19.4M52.0K——
Q1 2026$17.9M48.2K——
Q4 2025$22.4M46.3K——
Q3 2025$661K1.3K——
Q3 2025$1.3M28.2K——

Other funds holding MSFT

Other My Personal CFO, LLC positions

VGES

VANGUARD INDEX FDS

$42.9M
VGES

VANGUARD INDEX FDS

$39.7M
VGES

VANGUARD INDEX FDS

$36.8M
VGES

VANGUARD INDEX FDS

$34.8M
VGES

VANGUARD INDEX FDS

$25.6M
VGES

VANGUARD SCOTTSDALE FDS

$20.9M
CRDO

DIMENSIONAL ETF TRUST

$19M
CRDO

DIMENSIONAL ETF TRUST

$15.9M