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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 57.17% of Myecfo's stock portfolio.
Added to shares of these 10 stocks: VTI, VNQ, VEA, NYF, CORP, SCHZ, SCHV, FI, SCMB, SCHA.
Started 2 new stock positions in FI, VNQ.
Reduced shares in these 10 stocks: SCHB, MUB, SCHF, TSLA, VOO, BOX, SCHE, AAPL, VO, NKX.
Myecfo was a net buyer of stock by $1.8M.
Myecfo has $185M in assets under management (AUM), dropping by 6.46%.
Central Index Key (CIK): 0001986457

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Portfolio Holdings for Myecfo

Myecfo holds 57 positions in its portfolio as reported in the September 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)	26.7	$49M		741k	66.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.4	$19M		363k	52.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.4	$14M		334k	41.12	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	6.6	$12M		209k	58.19	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	6.0	$11M	+2%	234k	47.52	View chart
Ishares Tr New York Mun Etf (NYF)	4.0	$7.4M	+4%	136k	54.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.6	$6.6M		55k	119.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.6	$4.7M		99k	47.85	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.6	$4.7M	+2%	93k	50.60	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	2.3	$4.3M	+7%	43k	99.80	View chart
Apple (AAPL)	1.9	$3.5M	-2%	15k	233.00	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.8	$3.4M	-2%	116k	29.18	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.8	$3.3M	+6%	62k	52.61	View chart
Ishares Tr Gnma Bond Etf (GNMA)	1.4	$2.6M		57k	44.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$2.3M	-5%	4.4k	527.67	View chart
Amazon (AMZN)	1.2	$2.3M		12k	186.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$2.2M	+5%	26k	84.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.2	$2.2M		35k	63.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$2.0M		12k	165.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.9M	+65%	6.8k	283.16	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$1.9M	-10%	18k	108.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.0	$1.8M		9.6k	189.80	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.9	$1.7M		57k	29.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.6M		9.6k	167.20	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.3M		26k	49.70	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.7	$1.2M	-2%	125k	9.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.1M	+3%	1.8k	573.76	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.5	$998k	-4%	73k	13.59	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$985k	+3%	18k	53.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$968k	+38%	12k	80.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$885k	+3%	2.3k	383.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$799k	+30%	16k	51.63	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$793k	+18%	15k	52.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$714k		9.5k	75.11	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.4	$651k		54k	11.97	View chart
Box Cl A (BOX)	0.3	$599k	-16%	18k	32.73	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$541k	+13%	21k	26.17	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$534k		6.6k	80.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$525k		1.1k	460.26	View chart
Affirm Hldgs Com Cl A (AFRM)	0.3	$501k	+5%	12k	40.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$497k		2.5k	198.06	View chart
Meta Platforms Cl A (META)	0.2	$425k	-5%	743.00	572.44	View chart
Tesla Motors (TSLA)	0.2	$414k	-33%	1.6k	261.63	View chart
NVIDIA Corporation (NVDA)	0.2	$395k	+38%	3.3k	121.44	View chart
Microsoft Corporation (MSFT)	0.2	$393k		914.00	430.31	View chart
Vanguard World Utilities Etf (VPU)	0.2	$385k	+58%	2.2k	174.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$374k	NEW	3.8k	97.42	View chart
Arrowhead Pharmaceuticals (ARWR)	0.2	$358k		19k	19.37	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$344k	-5%	3.2k	108.79	View chart
Vanguard World Energy Etf (VDE)	0.2	$308k		2.5k	122.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$298k	-13%	1.1k	263.83	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$269k	+3%	459.00	586.52	View chart
Procter & Gamble Company (PG)	0.1	$255k		1.5k	173.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$240k	+6%	416.00	576.18	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$220k	-3%	4.9k	45.32	View chart
Fiserv (FI)	0.1	$211k	NEW	1.2k	179.65	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$211k		8.4k	25.08	View chart

Past Filings by Myecfo

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

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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