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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 58.37% of Myecfo's stock portfolio.
Added to shares of these 10 stocks: VEA, GOOG, SCHE, SCHZ, NYF, SCMB, META, BND, DSI, EVM.
Started 3 new stock positions in META, BND, DSI.
Reduced shares in these 10 stocks: AAPL, SCHB, SCHO, SCHF, MUB, BRK.B, CMF, IWM, , SCHD.
Sold out of its positions in XOM, IWM, GLD, GLDM.
Myecfo was a net seller of stock by $-477k.
Myecfo has $138M in assets under management (AUM), dropping by 3.20%.
Central Index Key (CIK): 0001986457

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Portfolio Holdings for Myecfo

Myecfo holds 45 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	24.5	$34M	-3%	651k	51.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.4	$16M	+16%	340k	46.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	9.0	$12M	-5%	346k	35.65	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	7.2	$9.9M	-3%	175k	56.95	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	6.3	$8.7M	+6%	188k	46.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.1	$5.7M		59k	96.98	View chart
Ishares Tr National Mun Etf (MUB)	3.4	$4.7M	-10%	44k	106.73	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.9	$4.0M		82k	49.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$4.0M	+2%	98k	40.68	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	2.6	$3.5M	+10%	68k	51.83	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.4	$3.4M	+21%	137k	24.63	View chart
Apple (AAPL)	2.2	$3.0M	-32%	16k	193.97	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	1.8	$2.4M		26k	94.85	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$2.3M	-30%	48k	48.06	View chart
Ishares Tr Gnma Bond Etf (GNMA)	1.4	$1.9M	-4%	44k	43.84	View chart
Amazon (AMZN)	1.3	$1.7M	-3%	13k	130.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$1.6M	-15%	22k	72.62	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$1.5M	+325%	13k	120.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.4M	-12%	12k	119.70	View chart
Ishares Tr New York Mun Etf (NYF)	1.0	$1.3M	+42%	25k	53.26	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.9	$1.3M	+18%	147k	8.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$1.3M	+11%	24k	54.41	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.8	$1.1M	+18%	50k	21.85	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.8	$1.1M	+4%	91k	11.54	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$1.0M	+3%	20k	52.43	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.0M	+2%	28k	36.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$806k		1.8k	443.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$715k	+11%	4.5k	157.83	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.5	$694k	+8%	64k	10.93	View chart
Box Cl A (BOX)	0.5	$687k		23k	29.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$660k	+9%	2.3k	282.96	View chart
Tesla Motors (TSLA)	0.5	$646k	+35%	2.5k	261.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$410k	-34%	1.9k	220.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$395k	-47%	1.2k	341.00	View chart
Microsoft Corporation (MSFT)	0.3	$379k	+33%	1.1k	340.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$379k	-19%	931.00	407.28	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$293k	-10%	12k	23.94	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$271k	-11%	613.00	442.48	View chart
Meta Platforms Cl A (META)	0.2	$249k	NEW	866.00	286.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$235k	NEW	3.2k	72.69	View chart
Vanguard World Fds Energy Etf (VDE)	0.2	$234k	-4%	2.1k	112.89	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$216k	-9%	4.9k	43.80	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$211k	NEW	2.5k	84.17	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$207k		8.4k	24.64	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$202k		4.3k	47.05	View chart

Past Filings by Myecfo

SEC 13F filings are viewable for Myecfo going back to 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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