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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 57.90% of Myecfo's stock portfolio.
Added to shares of these 10 stocks: NYF, CORP, BND, NVDA, SCHZ, VPU, SCHB, CMF, SCHD, SCHA.
Started 1 new stock position in VPU.
Reduced shares in these 10 stocks: MUB, SCMB, SCHO, SCHF, SHM, SCHR, GOOG, SCHE, META, GOOGL.
Sold out of its positions in SHM, SCHO.
Myecfo was a net buyer of stock by $334k.
Myecfo has $173M in assets under management (AUM), dropping by 1.71%.
Central Index Key (CIK): 0001986457

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Portfolio Holdings for Myecfo

Myecfo holds 55 positions in its portfolio as reported in the June 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)	27.4	$48M		755k	62.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.2	$18M		357k	49.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.5	$13M	-2%	339k	38.42	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	6.8	$12M		208k	56.88	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	6.0	$10M	+2%	228k	45.58	View chart
Ishares Tr New York Mun Etf (NYF)	4.0	$7.0M	+123%	130k	53.39	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.6	$6.2M		55k	112.63	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.6	$4.4M	-4%	91k	48.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.5	$4.4M		100k	43.76	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	2.2	$3.8M	+10%	40k	95.07	View chart
Apple (AAPL)	1.9	$3.2M		15k	210.62	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.8	$3.2M	-4%	119k	26.56	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.7	$3.0M	-32%	59k	51.40	View chart
Ishares Tr Gnma Bond Etf (GNMA)	1.4	$2.5M		57k	43.07	View chart
Amazon (AMZN)	1.4	$2.4M		12k	193.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$2.3M		4.7k	500.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$2.2M	-3%	12k	182.16	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$2.1M	-43%	20k	106.55	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.2	$2.1M	-3%	35k	58.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$1.9M	+5%	25k	77.76	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$1.8M	-9%	9.6k	183.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.0	$1.7M		9.6k	174.47	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.9	$1.6M	-3%	56k	27.84	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.7	$1.2M		128k	9.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.1M	-3%	26k	43.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.1M		4.1k	267.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$971k	+2%	1.8k	544.22	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.6	$961k		77k	12.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$923k	-2%	18k	52.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$836k		2.2k	374.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$694k	+81%	9.6k	72.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$645k	+6%	8.7k	74.08	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.4	$635k		55k	11.46	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$593k		13k	46.09	View chart
Box Cl A (BOX)	0.3	$580k	+7%	22k	26.44	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$563k	+20%	12k	47.45	View chart
Arrowhead Pharmaceuticals (ARWR)	0.3	$481k		19k	25.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$469k		1.2k	406.80	View chart
Tesla Motors (TSLA)	0.3	$469k	-12%	2.4k	197.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$462k	+13%	2.5k	182.55	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$450k	-3%	6.6k	68.14	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$429k		18k	23.57	View chart
Microsoft Corporation (MSFT)	0.2	$402k	-3%	899.00	446.96	View chart
Meta Platforms Cl A (META)	0.2	$398k	-20%	789.00	504.22	View chart
Affirm Hldgs Com Cl A (AFRM)	0.2	$353k	+6%	12k	30.21	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$347k	+5%	3.3k	103.85	View chart
Vanguard World Energy Etf (VDE)	0.2	$320k		2.5k	127.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$317k	+37%	1.3k	242.10	View chart
NVIDIA Corporation (NVDA)	0.2	$290k	+900%	2.4k	123.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$256k		444.00	576.59	View chart
Procter & Gamble Company (PG)	0.1	$243k		1.5k	164.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$214k		391.00	546.58	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$208k		5.1k	41.11	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$207k		8.4k	24.67	View chart
Vanguard World Utilities Etf (VPU)	0.1	$206k	NEW	1.4k	147.92	View chart

Past Filings by Myecfo

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

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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