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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 57.14% of Myecfo's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$35M), SCHF (+$5.9M), SCHZ (+$5.5M), SCHR, SCMB, SCHD, VEA, SCHV, CMF, CORP.
Started 1 new stock position in RCAT.
Reduced shares in these 10 stocks: VNQ, GNMA, VTI, MUB, NYF, IWD, EVM, NEA, VUG, VIG.
Sold out of its position in VNQ.
Myecfo was a net buyer of stock by $56M.
Myecfo has $185M in assets under management (AUM), dropping by 0.36%.
Central Index Key (CIK): 0001986457

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Portfolio Holdings for Myecfo

Myecfo holds 57 positions in its portfolio as reported in the December 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)	27.8	$52M	+206%	2.3M	22.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.0	$19M	+6%	387k	47.82	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	7.0	$13M	+7%	225k	57.36	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.5	$12M	+96%	656k	18.50	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.8	$11M	+103%	477k	22.71	View chart
Ishares Tr New York Mun Etf (NYF)	3.9	$7.1M		134k	53.22	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.5	$6.4M		55k	117.48	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	2.6	$4.9M	+17%	51k	95.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.5	$4.6M	+6%	105k	44.04	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.3	$4.3M	+91%	178k	24.29	View chart
Apple (AAPL)	2.0	$3.8M		15k	250.42	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.7	$3.2M	+101%	125k	25.78	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$3.1M		115k	26.63	View chart
Amazon (AMZN)	1.5	$2.7M		12k	219.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$2.5M	+6%	4.7k	539.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$2.4M	+3%	12k	189.31	View chart
Ishares Tr Gnma Bond Etf (GNMA)	1.2	$2.2M	-10%	51k	42.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$2.2M	+204%	80k	27.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$2.0M		35k	57.34	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$2.0M	+9%	11k	185.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.7M	-13%	5.9k	289.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$1.7M	-4%	9.1k	185.13	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.9	$1.6M	+4%	59k	27.57	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$1.6M	-12%	15k	106.55	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$1.3M	+316%	50k	26.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$1.3M		26k	49.51	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.6	$1.1M	-4%	119k	9.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.1M		1.9k	586.08	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$998k	+149%	39k	25.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$914k	-3%	2.2k	410.44	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.5	$906k	-2%	72k	12.64	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.5	$886k	+12%	17k	51.99	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$883k	+86%	34k	25.83	View chart
Affirm Hldgs Com Cl A (AFRM)	0.4	$731k	-2%	12k	60.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$679k		9.4k	71.91	View chart
Tesla Motors (TSLA)	0.3	$639k		1.6k	403.84	View chart
Box Cl A (BOX)	0.3	$607k	+4%	19k	31.60	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.3	$580k	-5%	51k	11.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$517k		1.1k	453.28	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$500k		6.6k	75.69	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$485k		21k	23.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$463k	-5%	2.4k	195.83	View chart
NVIDIA Corporation (NVDA)	0.2	$457k	+4%	3.4k	134.29	View chart
Meta Platforms Cl A (META)	0.2	$449k	+3%	767.00	585.51	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$420k	+20%	3.8k	110.25	View chart
Vanguard World Utilities Etf (VPU)	0.2	$404k	+11%	2.5k	163.42	View chart
Microsoft Corporation (MSFT)	0.2	$385k		914.00	421.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$367k	+23%	1.4k	264.13	View chart
Arrowhead Pharmaceuticals (ARWR)	0.2	$348k		19k	18.80	View chart
Vanguard World Energy Etf (VDE)	0.2	$322k	+5%	2.7k	121.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$284k		456.00	621.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$252k	+2%	428.00	588.04	View chart
Procter & Gamble Company (PG)	0.1	$247k		1.5k	167.71	View chart
Fiserv (FI)	0.1	$241k		1.2k	205.42	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$240k	+2%	5.0k	48.33	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$208k		8.4k	24.70	View chart
Red Cat Hldgs (RCAT)	0.1	$193k	NEW	15k	12.85	View chart

Past Filings by Myecfo

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

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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