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Myecfo

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

Top 5 stock holdings are SCHB, VEA, CMF, SCHF, SCHZ, and represent 57.23% of Myecfo's stock portfolio.
Added to shares of these 10 stocks: SCHB, VEA, VNQ, SCHV, CORP, VWO, SCHR, CMF, SCMB, GNMA.
Started 2 new stock positions in VNQ, VCV.
Reduced shares in these 10 stocks: SCHF, RCAT, VT, VEU, MUB, EVM, GOOG, MSFT, NKX, VPU.
Sold out of its position in RCAT.
Myecfo was a net buyer of stock by $5.7M.
Myecfo has $189M in assets under management (AUM), dropping by 2.00%.
Central Index Key (CIK): 0001986457

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Portfolio Holdings for Myecfo

Myecfo holds 58 positions in its portfolio as reported in the March 2025 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	$51M	+4%	2.4M	21.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.8	$20M	+3%	402k	50.83	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	6.8	$13M		229k	56.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.7	$13M	-2%	641k	19.78	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.9	$11M		482k	23.16	View chart
Ishares Tr New York Mun Etf (NYF)	3.8	$7.1M		135k	52.65	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.3	$6.3M		54k	115.95	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	2.8	$5.3M	+7%	55k	96.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.7	$5.0M	+5%	111k	45.26	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.5	$4.7M	+5%	188k	24.86	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.8	$3.4M	+5%	133k	25.27	View chart
Apple (AAPL)	1.8	$3.3M		15k	222.13	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$3.2M		115k	27.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$2.6M	+6%	5.0k	515.86	View chart
Ishares Tr Gnma Bond Etf (GNMA)	1.3	$2.4M	+7%	55k	43.90	View chart
Amazon (AMZN)	1.3	$2.4M		13k	190.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$2.4M	+5%	84k	27.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$2.0M	-3%	34k	60.66	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	1.1	$2.0M	+3%	61k	32.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.9M		12k	154.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$1.8M	+37%	69k	26.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$1.7M		9.1k	188.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.6M		5.9k	274.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.6M		10k	156.24	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$1.6M	-2%	15k	105.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$1.5M		26k	58.96	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$1.2M	+15%	20k	61.89	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.6	$1.1M	-4%	115k	9.27	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.1M	+2%	1.9k	559.39	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$971k	+5%	36k	26.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$893k		38k	23.43	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.5	$875k	-2%	70k	12.59	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$824k		2.2k	370.82	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$694k		9.4k	73.45	View chart
Box Cl A (BOX)	0.3	$637k	+7%	21k	30.86	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$616k	+15%	24k	25.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$611k	NEW	6.7k	90.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$607k		1.1k	532.58	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$588k	+2%	53k	11.20	View chart
Affirm Hldgs Com Cl A (AFRM)	0.3	$554k	+2%	12k	45.19	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$524k		6.6k	78.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$451k		2.3k	193.99	View chart
Meta Platforms Cl A (META)	0.2	$439k		761.00	576.36	View chart
Tesla Motors (TSLA)	0.2	$409k		1.6k	259.16	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$399k	+2%	3.9k	102.41	View chart
Vanguard World Utilities Etf (VPU)	0.2	$398k	-5%	2.3k	170.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$365k		1.4k	258.62	View chart
NVIDIA Corporation (NVDA)	0.2	$355k	-3%	3.3k	108.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$339k	+23%	561.00	604.26	View chart
Vanguard World Energy Etf (VDE)	0.2	$321k	-6%	2.5k	129.71	View chart
Microsoft Corporation (MSFT)	0.2	$315k	-8%	838.00	375.41	View chart
Fiserv (FI)	0.1	$259k		1.2k	220.83	View chart
Procter & Gamble Company (PG)	0.1	$251k		1.5k	170.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$247k		5.0k	49.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$240k		428.00	561.29	View chart
Arrowhead Pharmaceuticals (ARWR)	0.1	$236k		19k	12.74	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$200k		8.4k	23.85	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.1	$114k	NEW	11k	10.61	View chart

Past Filings by Myecfo

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

Myecfo 2025 Q1 filed April 8, 2025
Myecfo 2024 Q4 filed Jan. 14, 2025
Myecfo 2024 Q3 filed Oct. 7, 2024
Myecfo 2024 Q2 filed July 9, 2024
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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