PERSONAL CFO SOLUTIONS, LLC
521 holdingsFiling period: 2026-03-31Current AUM: $779.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | CHUBB LTD SWITZ | 192.2K | $62.8M | $62.8M | 8.06% | -843 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 137.6K | $34.9M | $42.5M | 5.45% | -3,123 | 2026-03-31 |
| 3 | PJAN | INNOVATOR ETFS TRUST | 593.5K | $27.4M | $29.6M | 3.79% | -- | 2026-03-31 |
| 4 | BALT | INNOVATOR ETFS TRUST | 550.3K | $18.4M | $19.0M | 2.43% | -- | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 57.2K | $16.4M | $20.4M | 2.61% | -1,255 | 2026-03-31 |
| 6 | IFEB | INNOVATOR ETFS TRUST | 540.7K | $16.1M | $17.1M | 2.20% | -- | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 88.9K | $15.5M | $17.8M | 2.29% | +240 | 2026-03-31 |
| 8 | SHV | ISHARES TR | 128.3K | $14.2M | $14.2M | 1.82% | -- | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 34.6K | $12.8M | $16.1M | 2.06% | -1,033 | 2026-03-31 |
| 10 | BJAN | INNOVATOR ETFS TRUST | 234.5K | $12.5M | $13.9M | 1.78% | -- | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 58.8K | $12.2M | $16.0M | 2.05% | -6,067 | 2026-03-31 |
| 12 | TMB | THORNBURG ETF TR | 444.6K | $11.3M | $11.2M | 1.43% | -3,425 | 2026-03-31 |
| 13 | ITT | ITT INC | 59.4K | $11.3M | $11.7M | 1.50% | -5 | 2026-03-31 |
| 14 | GOOG | ALPHABET INC | 37.5K | $10.8M | $13.4M | 1.72% | -1,196 | 2026-03-31 |
| 15 | KFEB | INNOVATOR ETFS TRUST | 301.6K | $8.5M | $9.3M | 1.20% | -- | 2026-03-31 |
| 16 | XBJA | INNOVATOR ETFS TRUST | 269.8K | $8.4M | $9.2M | 1.18% | -- | 2026-03-31 |
| 17 | NJAN | INNOVATOR ETFS TRUST | 157.2K | $8.4M | $9.2M | 1.18% | -- | 2026-03-31 |
| 18 | IQLT | ISHARES TR | 157.3K | $7.3M | $7.9M | 1.01% | +36.8K | 2026-03-31 |
| 19 | EFG | ISHARES TR | 54.8K | $6.1M | $6.7M | 0.85% | +3.5K | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 9.2K | $6.0M | $6.9M | 0.88% | -253 | 2026-03-31 |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 17.1K | $5.8M | $6.9M | 0.89% | +852 | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 17.6K | $5.5M | $6.9M | 0.88% | +515 | 2026-03-31 |
| 23 | GLD | SPDR GOLD TR | 12.6K | $5.4M | $4.7M | 0.60% | -844 | 2026-03-31 |
| 24 | SCHD | SCHWAB STRATEGIC TR | 170.7K | $5.2M | $5.7M | 0.73% | -5,236 | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.6K | $5.1M | $5.1M | 0.65% | -443 | 2026-03-31 |
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