Myecfo

Myecfo as of March 31, 2024

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