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Myecfo

Latest statistics and disclosures from Myecfo's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, VEA, SCHF, CMF, SCHZ, and represent 58.46% of Myecfo's stock portfolio.
Added to shares of these 10 stocks: SCHB, NYF, CMF, CORP, ARWR, SCHV, GNMA, PG, VO, VGT.
Started 6 new stock positions in VGT, VO, PG, ARWR, IVV, NVDA.
Reduced shares in these 10 stocks: MUB, BND, SCHO, GOOG, SCMB, EMXC, BOX, IWD, SCHF, VEU.
Sold out of its position in EMXC.
Myecfo was a net buyer of stock by $5.0M.
Myecfo has $171M in assets under management (AUM), dropping by 7.40%.
Central Index Key (CIK): 0001986457

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Portfolio Holdings for Myecfo

Myecfo holds 56 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	27.0	$46M	+4%	753k	61.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.5	$18M		358k	50.17	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	8.0	$14M		349k	39.02	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	6.9	$12M	+7%	206k	57.48	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	6.0	$10M		223k	46.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.6	$6.1M		55k	110.50	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.7	$4.7M	+2%	95k	49.00	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	2.6	$4.5M	-5%	87k	52.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$4.1M		98k	41.77	View chart
Ishares Tr New York Mun Etf (NYF)	2.1	$3.6M	+87%	58k	61.66	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	2.0	$3.5M	+22%	36k	96.05	View chart
Ishares Tr National Mun Etf (MUB)	1.9	$3.3M	-21%	35k	95.23	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.8	$3.1M	-2%	124k	25.25	View chart
Apple (AAPL)	1.5	$2.6M	+2%	15k	171.48	View chart
Ishares Tr Gnma Bond Etf (GNMA)	1.5	$2.5M	+15%	57k	43.39	View chart
Amazon (AMZN)	1.3	$2.2M	+3%	12k	180.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$2.2M		4.6k	480.70	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.3	$2.1M	-4%	37k	58.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$1.9M	-2%	24k	80.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$1.9M	+7%	12k	150.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.0	$1.7M	-9%	9.8k	179.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.6M	-17%	11k	152.27	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.8	$1.4M	+9%	58k	24.42	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.7	$1.2M		127k	9.45	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.1M		27k	42.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.1M		4.0k	259.90	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$965k	-30%	20k	48.21	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$950k	-4%	18k	52.16	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.6	$943k	-3%	78k	12.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$911k		1.7k	523.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$770k		2.2k	344.20	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.4	$626k		57k	11.07	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$623k	+165%	8.2k	75.98	View chart
Box Cl A (BOX)	0.3	$578k	-23%	20k	28.32	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$569k	+33%	13k	44.05	View chart
Arrowhead Pharmaceuticals (ARWR)	0.3	$529k	NEW	19k	28.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$487k		1.2k	420.52	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$486k	+25%	9.9k	49.24	View chart
Meta Platforms Cl A (META)	0.3	$482k	+22%	993.00	485.69	View chart
Tesla Motors (TSLA)	0.3	$476k	+64%	2.7k	175.79	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$450k	+3%	6.9k	65.65	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$443k		18k	24.26	View chart
Affirm Hldgs Com Cl A (AFRM)	0.2	$410k	+24%	11k	37.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$408k		2.2k	182.61	View chart
Microsoft Corporation (MSFT)	0.2	$393k	+5%	933.00	420.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$386k	-68%	5.3k	72.63	View chart
Vanguard World Energy Etf (VDE)	0.2	$330k	+32%	2.5k	131.70	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$319k		3.2k	100.81	View chart
Procter & Gamble Company (PG)	0.1	$239k	NEW	1.5k	162.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$237k	NEW	950.00	249.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$233k	NEW	444.00	524.34	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$228k	+11%	4.8k	47.44	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$213k	-22%	5.1k	42.12	View chart
NVIDIA Corporation (NVDA)	0.1	$212k	NEW	235.00	903.56	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$209k		8.4k	24.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$205k	NEW	391.00	525.11	View chart

Past Filings by Myecfo

SEC 13F filings are viewable for Myecfo going back to 2023

Myecfo 2024 Q1 filed April 18, 2024
Myecfo 2023 Q4 filed Jan. 16, 2024
Myecfo 2023 Q3 filed Oct. 26, 2023
Myecfo 2023 Q2 restated filed Aug. 29, 2023
Myecfo 2022 Q4 filed Aug. 11, 2023
Myecfo 2023 Q1 filed Aug. 9, 2023
Myecfo 2023 Q2 filed Aug. 4, 2023

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