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Personal CFO Solutions, LLCCoreDiversified active

CIK: 0001677501 | CHESTER, NJ

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR529$691.9M2026-08-07SEC ↗
Q1 2026
13F-HR520$711.9M2026-04-30SEC ↗
Q4 2025
13F-HR504$629.8M2026-01-22SEC ↗
Q3 2025
13F-HR495$569.9M2025-11-10SEC ↗
Q2 2025
13F-HR481$540.5M2025-08-12SEC ↗
Q1 2025
13F-HR448$492.5M2025-04-30SEC ↗
Q4 2024
13F-HR457$508.2M2025-02-07SEC ↗
Q3 2024
13F-HR561$715.7M2024-11-14SEC ↗
Q2 2024
13F-HR531$650.8M2024-08-09SEC ↗
Q1 2024
13F-HR541$640.9M2024-05-13SEC ↗
Q4 2023
13F-HR511$577.6M2024-02-13SEC ↗
Q3 2023
13F-HR455$506.0M2023-11-13SEC ↗
Q2 2023
13F-HR467$492.8M2023-08-10SEC ↗
Q1 2023
13F-HR470$484.3M2023-05-09SEC ↗
Q4 2022
13F-HR458$472.4M2023-02-14SEC ↗
Q3 2022
13F-HR414$38.6M2022-11-01SEC ↗
Q2 2022
13F-HR430$30.3M2022-08-05SEC ↗
Q1 2022
13F-HR472$33.6M2022-05-02SEC ↗
Q4 2021
13F-HR476$41.2M2022-02-11SEC ↗
Q3 2021
13F-HR453$44.4M2021-11-18SEC ↗
Q2 2021
13F-HR439$43.9M2021-07-22SEC ↗
Q1 2021
13F-HR407$44.8M2021-04-21SEC ↗
Q4 2020
13F-HR373$41.2M2021-02-09SEC ↗
Q3 2020
13F-HR331$3002020-11-02SEC ↗
Q2 2020
13F-HR313$29.4M2020-08-03SEC ↗
Q1 2020
13F-HR275$23.0M2020-04-30SEC ↗
Q4 2019
13F-HR367$32.3M2020-02-13SEC ↗
Q3 2019
13F-HR307$5.9M2019-11-13SEC ↗