Myecfo

Myecfo as of Sept. 30, 2023

Portfolio Holdings for Myecfo

Myecfo holds 48 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 23.9 $35M 690k 49.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.0 $16M 361k 43.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.6 $12M 364k 33.96
Ishares Tr Calif Mun Bd Etf (CMF) 7.3 $11M 193k 54.80
Schwab Strategic Tr Us Aggregate B (SCHZ) 6.4 $9.2M 207k 44.23
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.6 $5.3M 56k 93.18
Ishares Tr National Mun Etf (MUB) 3.6 $5.2M 51k 102.54
Schwab Strategic Tr Mun Bd Etf (SCMB) 2.9 $4.2M 85k 49.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $4.0M 103k 39.24
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.7 $3.9M 82k 47.87
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $3.2M 134k 23.94
Apple (AAPL) 1.9 $2.7M 16k 171.21
Pimco Etf Tr Inv Grd Crp Bd (CORP) 1.8 $2.6M 28k 91.12
Ishares Tr Gnma Bond Etf (GNMA) 1.4 $2.0M 48k 41.65
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $1.8M 35k 51.87
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.3 $1.8M 38k 47.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.7M 4.4k 392.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $1.7M 24k 72.01
Alphabet Cap Stk Cl C (GOOG) 1.2 $1.7M 13k 131.85
Amazon (AMZN) 1.1 $1.6M 13k 127.12
Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $1.5M 10k 151.82
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.5M 12k 130.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $1.5M 22k 69.78
Ishares Tr New York Mun Etf (NYF) 0.9 $1.3M 26k 51.03
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.7 $1.1M 132k 8.12
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.7 $1.0M 48k 21.26
Ishares Gold Tr Ishares New (IAU) 0.7 $943k 27k 34.99
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $913k 18k 50.49
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.6 $907k 88k 10.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $809k 1.9k 427.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $789k 3.7k 212.41
Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $622k 64k 9.68
Vanguard Index Fds Growth Etf (VUG) 0.4 $609k 2.2k 272.31
Box Cl A (BOX) 0.4 $603k 25k 24.21
Tesla Motors (TSLA) 0.3 $467k 1.9k 250.22
Schwab Strategic Tr Internl Divid (SCHY) 0.3 $410k 18k 23.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $405k 1.2k 350.30
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $347k 2.2k 155.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $346k 8.3k 41.42
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $339k 5.8k 58.93
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $269k 7.3k 36.66
Microsoft Corporation (MSFT) 0.2 $268k 849.00 315.60
Vanguard World Fds Energy Etf (VDE) 0.2 $249k 2.0k 126.74
Meta Platforms Cl A (META) 0.2 $243k 809.00 300.21
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $223k 536.00 415.24
Affirm Hldgs Com Cl A (AFRM) 0.1 $209k 9.8k 21.27
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $204k 2.5k 81.41
Ishares Msci Emrg Chn (EMXC) 0.1 $204k 4.1k 49.83