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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 56.61% of Myecfo's stock portfolio.
Added to shares of these 10 stocks: SCHB, VEA, VWO, CMF, AVGO, CORP, GOOGL, SCMB, SCHR, BFZ.
Started 6 new stock positions in XCEM, IBIT, OPEN, BFZ, AVGO, XLF.
Reduced shares in these 10 stocks: , SIVR, IAU, GNMA, SCHF, BITX, ETHE, NYF, AAPL, SCHP.
Sold out of its positions in EVM, ETHE, BITX.
Myecfo was a net buyer of stock by $8.4M.
Myecfo has $236M in assets under management (AUM), dropping by 7.18%.
Central Index Key (CIK): 0001986457

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Portfolio Holdings for Myecfo

Myecfo holds 64 positions in its portfolio as reported in the December 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)	27.6	$65M	+2%	2.5M	26.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.7	$28M	+5%	440k	62.47	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	6.1	$14M	+7%	251k	57.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.1	$14M		599k	24.04	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.1	$12M	+3%	513k	23.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.4	$8.0M	+18%	149k	53.80	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.3	$7.8M		55k	141.06	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	3.2	$7.5M	+14%	76k	98.38	View chart
Ishares Tr New York Mun Etf (NYF)	2.8	$6.7M		125k	53.51	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.4	$5.6M	+9%	222k	25.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$4.8M	+18%	15k	313.01	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.9	$4.4M	+15%	172k	25.77	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	1.6	$3.8M	-12%	56k	67.45	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.5	$3.6M		110k	32.75	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$3.3M		10k	313.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$3.1M		4.9k	627.13	View chart
Amazon (AMZN)	1.2	$2.9M		13k	230.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$2.4M	+2%	89k	27.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.0	$2.4M	-2%	33k	73.56	View chart
Apple (AAPL)	0.9	$2.2M	-4%	8.2k	271.86	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.9	$2.2M	+5%	73k	29.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.1M	+6%	6.2k	335.26	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.9	$2.0M	-14%	46k	44.54	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$1.9M		22k	85.37	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$1.7M		8.3k	210.34	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.6M	-21%	19k	81.17	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.3M	-6%	12k	107.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.2M		1.8k	681.92	View chart
Arrowhead Pharmaceuticals (ARWR)	0.5	$1.2M		19k	66.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.1M		2.2k	487.86	View chart
Broadcom (AVGO)	0.4	$1.0M	NEW	2.9k	346.10	View chart
Affirm Hldgs Com Cl A (AFRM)	0.4	$988k	+5%	13k	74.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$981k	+68%	20k	48.32	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$948k	-3%	33k	28.48	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$765k		26k	29.82	View chart
Tesla Motors (TSLA)	0.3	$726k		1.6k	449.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$726k		963.00	753.78	View chart
NVIDIA Corporation (NVDA)	0.3	$724k	+3%	3.9k	186.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$721k	+7%	9.7k	74.07	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$675k	-11%	26k	26.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$657k	+6%	7.4k	88.49	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$619k		53k	11.63	View chart
Box Cl A (BOX)	0.2	$578k	+5%	19k	29.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$550k		1.1k	502.65	View chart
Meta Platforms Cl A (META)	0.2	$507k	-4%	768.00	660.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$491k		2.2k	219.78	View chart
Blackrock Calif Mun Income T Sh Ben Int (BFZ)	0.2	$479k	NEW	45k	10.74	View chart
Microsoft Corporation (MSFT)	0.2	$475k	+7%	981.00	483.66	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$453k	+21%	6.3k	71.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$444k	-8%	1.5k	290.22	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$442k	+33%	3.4k	128.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$436k		710.00	614.31	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$396k	+80%	9.3k	42.69	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$339k	NEW	8.8k	38.36	View chart
Vanguard World Utilities Etf (VPU)	0.1	$327k	-10%	1.8k	185.04	View chart
Vanguard World Energy Etf (VDE)	0.1	$313k		2.5k	125.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$293k		428.00	684.20	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$214k		869.00	246.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$214k	NEW	4.3k	49.65	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$214k	-22%	8.8k	24.37	View chart
Procter & Gamble Company (PG)	0.1	$211k		1.5k	143.36	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$209k	NEW	3.8k	54.77	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$209k	-15%	4.8k	43.93	View chart
Opendoor Technologies (OPEN)	0.0	$68k	NEW	12k	5.83	View chart

Past Filings by Myecfo

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

Myecfo 2025 Q4 filed Jan. 12, 2026
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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