Myecfo

Myecfo as of Dec. 31, 2023

Portfolio Holdings for Myecfo

Myecfo holds 51 positions in its portfolio as reported in the December 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) 25.3 $40M 721k 55.68
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.7 $17M 356k 47.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.2 $13M 352k 36.96
Ishares Tr Calif Mun Bd Etf (CMF) 7.0 $11M 192k 58.19
Schwab Strategic Tr Us Aggregate B (SCHZ) 6.5 $10M 221k 46.67
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.6 $5.7M 55k 102.88
Ishares Tr National Mun Etf (MUB) 3.0 $4.8M 45k 108.41
Schwab Strategic Tr Mun Bd Etf (SCMB) 3.0 $4.8M 92k 52.56
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.9 $4.6M 93k 49.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $4.0M 97k 41.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $3.2M 128k 24.79
Pimco Etf Tr Inv Grd Crp Bd (CORP) 1.8 $2.9M 30k 97.26
Apple (AAPL) 1.8 $2.9M 15k 192.53
Ishares Tr Gnma Bond Etf (GNMA) 1.4 $2.2M 50k 44.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $2.2M 38k 56.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.0M 4.6k 436.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $1.8M 24k 76.15
Amazon (AMZN) 1.1 $1.8M 12k 151.94
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.8M 13k 140.93
Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $1.8M 11k 164.17
Ishares Tr New York Mun Etf (NYF) 1.1 $1.7M 31k 54.09
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.6M 12k 139.69
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $1.4M 29k 48.45
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $1.2M 17k 73.55
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.8 $1.2M 53k 22.77
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.7 $1.2M 127k 9.15
Ishares Gold Tr Ishares New (IAU) 0.7 $1.0M 27k 39.03
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $993k 19k 52.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $959k 4.0k 237.22
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.6 $924k 80k 11.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $828k 1.7k 475.31
Vanguard Index Fds Growth Etf (VUG) 0.4 $695k 2.2k 310.88
Box Cl A (BOX) 0.4 $688k 27k 25.61
Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $622k 57k 11.00
Schwab Strategic Tr Internl Divid (SCHY) 0.3 $454k 19k 24.59
Affirm Hldgs Com Cl A (AFRM) 0.3 $435k 8.9k 49.14
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $421k 6.7k 63.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $413k 1.2k 356.66
Tesla Motors (TSLA) 0.3 $409k 1.6k 248.51
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $396k 9.7k 40.91
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $381k 2.2k 170.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $370k 7.8k 47.24
Microsoft Corporation (MSFT) 0.2 $331k 881.00 376.16
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $288k 3.2k 91.05
Meta Platforms Cl A (META) 0.2 $286k 809.00 353.96
Select Sector Spdr Tr Financial (XLF) 0.2 $247k 6.6k 37.60
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $229k 3.1k 73.95
Ishares Msci Emrg Chn (EMXC) 0.1 $227k 4.1k 55.41
Vanguard World Fds Energy Etf (VDE) 0.1 $221k 1.9k 117.28
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $210k 8.4k 24.98
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $206k 4.3k 47.79