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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 56.51% of Myecfo's stock portfolio.
Added to shares of these 10 stocks: SCHB, VWO, VEA, MUC, CMF, CORP, VTI, IGOV, EWA, SCHR.
Started 5 new stock positions in MUC, EWA, XOM, IGOV, ITOT.
Reduced shares in these 10 stocks: , SIVR, NYF, SCHF, IBIT, , VOO, GOOGL, VT, MUB.
Sold out of its positions in BFZ, IBIT, XLF.
Myecfo was a net buyer of stock by $7.1M.
Myecfo has $239M in assets under management (AUM), dropping by 1.45%.
Central Index Key (CIK): 0001986457

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Portfolio Holdings for Myecfo

Myecfo holds 66 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	26.9	$64M	+3%	2.6M	25.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.2	$29M	+3%	455k	64.08	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	6.2	$15M	+4%	263k	56.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.1	$15M		588k	24.75	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.1	$12M	+2%	527k	23.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.8	$9.1M	+13%	168k	54.05	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	3.4	$8.0M	+8%	83k	96.80	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.1	$7.5M		54k	138.32	View chart
Ishares Tr New York Mun Etf (NYF)	2.7	$6.3M	-4%	120k	53.12	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.5	$5.9M	+6%	238k	24.91	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.9	$4.5M	+2%	176k	25.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$4.3M	-3%	15k	288.25	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	1.5	$3.7M	-8%	52k	71.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.5	$3.6M		109k	32.95	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$3.0M		10k	286.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$2.9M	+6%	95k	30.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$2.8M	-5%	4.6k	597.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.6M	+30%	8.2k	320.80	View chart
Amazon (AMZN)	1.1	$2.6M		12k	208.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.0	$2.4M		33k	75.10	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$2.3M	+2%	75k	30.50	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.9	$2.2M	+8%	50k	44.33	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.9	$2.2M	+6%	24k	92.69	View chart
Apple (AAPL)	0.9	$2.2M	+3%	8.5k	255.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$1.8M		8.2k	213.67	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.7M		19k	88.16	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.2M	-8%	11k	106.15	View chart
Arrowhead Pharmaceuticals (ARWR)	0.5	$1.2M		19k	62.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.1M	-2%	1.8k	650.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$994k	+2%	34k	29.08	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$979k		20k	48.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$967k		2.2k	436.79	View chart
Broadcom (AVGO)	0.4	$921k	+2%	3.0k	309.51	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.4	$878k	+8%	28k	31.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$713k		9.7k	73.64	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$705k	+3%	27k	26.61	View chart
NVIDIA Corporation (NVDA)	0.3	$685k		3.9k	177.20	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.3	$667k	NEW	64k	10.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$659k		7.4k	88.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$655k	-2%	938.00	697.72	View chart
Affirm Hldgs Com Cl A (AFRM)	0.3	$638k	+4%	14k	45.82	View chart
Tesla Motors (TSLA)	0.3	$607k		1.6k	378.24	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$597k		53k	11.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$525k		1.1k	479.20	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.2	$507k	NEW	12k	41.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$476k		2.2k	215.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$462k	+5%	1.6k	287.18	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$454k		6.3k	71.73	View chart
Meta Platforms Cl A (META)	0.2	$450k		769.00	585.52	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$432k	+19%	11k	40.81	View chart
Vanguard World Energy Etf (VDE)	0.2	$430k		2.5k	173.04	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$426k		9.3k	45.89	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$424k	+2%	3.5k	121.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$411k		712.00	577.18	View chart
Box Cl A (BOX)	0.2	$401k	-12%	17k	23.64	View chart
Microsoft Corporation (MSFT)	0.2	$387k	+3%	1.0k	380.78	View chart
Ishares Msci Aust Etf (EWA)	0.2	$383k	NEW	14k	27.76	View chart
Vanguard World Utilities Etf (VPU)	0.1	$350k		1.8k	198.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$289k	NEW	2.0k	142.43	View chart
Exxon Mobil Corporation (XOM)	0.1	$281k	NEW	1.7k	169.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$279k		428.00	652.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$234k	+8%	945.00	248.00	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$228k	+7%	9.4k	24.27	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$217k		4.8k	45.60	View chart
Procter & Gamble Company (PG)	0.1	$213k		1.5k	144.49	View chart
Opendoor Technologies (OPEN)	0.0	$55k		12k	4.68	View chart

Past Filings by Myecfo

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

Myecfo 2026 Q1 filed April 8, 2026
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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