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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 57.48% of Myecfo's stock portfolio.
Added to shares of these 10 stocks: CORP, VEA, BNDX, VWO, SCHB, CMF, SCHZ, SCHR, DWX, IWM.
Started 5 new stock positions in BITX, ETHE, BNDX, DWX, IWM.
Reduced shares in these 10 stocks: AAPL, SCHF, , FI, NKX, NYF, GNMA, SCHE, SCHO, SCHP.
Sold out of its positions in FI, NKX, XLF.
Myecfo was a net buyer of stock by $2.1M.
Myecfo has $220M in assets under management (AUM), dropping by 7.82%.
Central Index Key (CIK): 0001986457

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Portfolio Holdings for Myecfo

Myecfo holds 61 positions in its portfolio as reported in the September 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)	28.3	$62M		2.4M	25.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.4	$25M	+2%	418k	59.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.5	$14M	-3%	610k	23.28	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	6.0	$13M	+2%	233k	57.04	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.3	$12M	+2%	496k	23.47	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.4	$7.5M		55k	137.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$6.8M	+9%	126k	54.18	View chart
Ishares Tr New York Mun Etf (NYF)	3.1	$6.8M	-2%	128k	53.35	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	3.0	$6.6M	+15%	66k	98.81	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.3	$5.1M	+5%	203k	25.13	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.7	$3.8M	+3%	150k	25.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$3.7M	-3%	110k	33.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$3.1M	+2%	13k	243.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$3.0M		4.9k	612.38	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	1.3	$2.9M	+2%	64k	44.48	View chart
Amazon (AMZN)	1.3	$2.7M		13k	219.58	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$2.5M		10k	243.56	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$2.4M	+3%	34k	71.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$2.4M	+2%	87k	27.30	View chart
Ishares Tr Gnma Bond Etf (GNMA)	1.1	$2.4M	-6%	54k	44.35	View chart
Apple (AAPL)	1.0	$2.2M	-43%	8.5k	254.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$2.0M		69k	29.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.9M		5.8k	328.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$1.8M	-2%	25k	72.77	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$1.7M	+11%	23k	76.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$1.7M	-4%	8.5k	203.59	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.4M	-3%	13k	106.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.2M	-4%	1.8k	666.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.1M		2.2k	479.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$965k	-6%	35k	27.90	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.4	$964k	-4%	102k	9.49	View chart
Affirm Hldgs Com Cl A (AFRM)	0.4	$917k	+2%	13k	73.08	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$777k	-14%	29k	26.95	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$722k	+14%	26k	27.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$721k	+6%	965.00	746.63	View chart
Tesla Motors (TSLA)	0.3	$714k		1.6k	444.72	View chart
NVIDIA Corporation (NVDA)	0.3	$703k	+14%	3.8k	186.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$674k	-3%	9.1k	74.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$639k	+5%	7.0k	91.42	View chart
Arrowhead Pharmaceuticals (ARWR)	0.3	$638k		19k	34.49	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$606k		53k	11.39	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$596k	NEW	12k	49.46	View chart
Meta Platforms Cl A (META)	0.3	$593k	+4%	808.00	734.38	View chart
Box Cl A (BOX)	0.3	$590k		18k	32.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$561k		1.1k	502.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$491k	+15%	1.7k	293.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$482k	-4%	2.2k	215.79	View chart
Microsoft Corporation (MSFT)	0.2	$472k		911.00	517.99	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$448k	-16%	5.1k	87.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$426k		710.00	600.37	View chart
Vanguard World Utilities Etf (VPU)	0.2	$372k	-13%	2.0k	189.41	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$363k	+41%	5.2k	69.37	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$322k		2.6k	125.95	View chart
Vanguard World Energy Etf (VDE)	0.1	$313k		2.5k	125.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$286k		428.00	668.58	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$276k	-33%	11k	24.40	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$242k	NEW	5.7k	42.70	View chart
Procter & Gamble Company (PG)	0.1	$226k		1.5k	153.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$210k	NEW	869.00	241.96	View chart
Volatility Shs Tr 2x Bitcoin Strat (BITX)	0.1	$207k	NEW	3.8k	55.08	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$202k	NEW	5.9k	34.27	View chart

Past Filings by Myecfo

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

Myecfo 2025 Q3 filed Oct. 10, 2025
Myecfo 2025 Q2 filed July 11, 2025
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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