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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 57.15% of Myecfo's stock portfolio.
Added to shares of these 10 stocks: VEA, VUG, VWO, SCHZ, VGT, CORP, SCHB, IAGG, VO, SCHR.
Started 7 new stock positions in MUNY, XLF, IAGG, IXN, INTC, SNOW, ATAI.
Reduced shares in these 10 stocks: VT, CMF, BNDX, NYF, SCMB, GNMA, SCHD, VDE, ARWR, SCHF.
Myecfo was a net buyer of stock by $5.1M.
Myecfo has $265M in assets under management (AUM), dropping by 10.86%.
Central Index Key (CIK): 0001986457

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Portfolio Holdings for Myecfo

Myecfo holds 73 positions in its portfolio as reported in the June 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)	28.2	$75M		2.6M	28.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	12.7	$34M	+3%	472k	71.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.1	$16M		585k	27.70	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	5.3	$14M	-7%	242k	57.64	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	4.9	$13M	+6%	563k	23.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.1	$11M	+8%	183k	59.69	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	3.2	$8.6M	+7%	89k	96.93	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.5	$6.7M	-21%	43k	156.95	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.4	$6.2M	+6%	253k	24.66	View chart
Ishares Tr New York Mun Etf (NYF)	2.3	$6.1M	-5%	113k	53.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$5.4M	+2%	15k	357.38	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.6	$4.3M	-5%	167k	25.82	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.5	$3.9M		108k	36.26	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$3.8M	+3%	11k	353.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$3.2M		4.6k	686.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$3.1M	+3%	8.4k	370.04	View chart
Amazon (AMZN)	1.1	$2.9M		12k	238.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$2.9M	-3%	92k	31.71	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	1.1	$2.9M		51k	56.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.0	$2.7M		32k	83.75	View chart
Apple (AAPL)	1.0	$2.7M	+10%	9.4k	289.36	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.0	$2.7M		76k	34.81	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$2.1M	+12%	27k	79.42	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.8	$2.0M	-9%	45k	44.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$2.0M		8.2k	242.43	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.4M		19k	75.51	View chart
Arrowhead Pharmaceuticals (ARWR)	0.5	$1.4M	-5%	18k	81.51	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.3M		1.8k	746.80	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$1.3M	+2%	35k	36.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.2M	+523%	14k	86.14	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.2M		11k	107.62	View chart
Affirm Hldgs Com Cl A (AFRM)	0.4	$1.1M		14k	81.55	View chart
Broadcom (AVGO)	0.4	$1.1M		3.0k	377.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$906k	+708%	7.6k	119.52	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$817k	-7%	26k	31.73	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.3	$813k	+15%	74k	11.00	View chart
NVIDIA Corporation (NVDA)	0.3	$764k		3.8k	200.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$742k	+3%	7.7k	96.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$711k		9.7k	73.41	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.3	$683k	+34%	17k	41.03	View chart
Tesla Motors (TSLA)	0.3	$677k		1.6k	420.60	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$654k	-6%	25k	26.50	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$586k	-6%	50k	11.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$561k	+7%	2.4k	236.62	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$560k		11k	52.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$542k	-45%	11k	48.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$533k	-2%	1.1k	500.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$524k		712.00	736.40	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.2	$521k		6.3k	82.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$519k	+300%	6.4k	80.57	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$498k		3.5k	142.39	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$485k	NEW	9.6k	50.60	View chart
Microsoft Corporation (MSFT)	0.2	$485k	+27%	1.3k	373.02	View chart
Meta Platforms Cl A (META)	0.2	$433k		769.00	563.29	View chart
Box Cl A (BOX)	0.2	$429k	-4%	16k	26.54	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$421k		9.3k	45.34	View chart
Ishares Msci Aust Etf (EWA)	0.1	$389k		14k	28.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$377k	+12%	2.3k	164.27	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.1	$370k	NEW	3.6k	104.00	View chart
Vanguard World Utilities Etf (VPU)	0.1	$352k		1.8k	195.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$320k		428.00	748.08	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$294k	+29%	12k	24.14	View chart
Vanguard World Energy Etf (VDE)	0.1	$289k	-22%	1.9k	150.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$284k		945.00	300.45	View chart
Snowflake Com Shs (SNOW)	0.1	$237k	NEW	930.00	254.41	View chart
Intel Corporation (INTC)	0.1	$235k	NEW	1.7k	139.63	View chart
Exxon Mobil Corporation (XOM)	0.1	$226k		1.7k	136.72	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.1	$217k		4.7k	45.96	View chart
Procter & Gamble Company (PG)	0.1	$216k		1.5k	146.69	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$205k	NEW	3.8k	53.61	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$202k	NEW	1.4k	144.48	View chart
Opendoor Technologies (OPEN)	0.0	$72k	+33%	16k	4.62	View chart
Ataibeckley Com Shs (ATAI)	0.0	$55k	NEW	10k	5.27	View chart

Past Filings by Myecfo

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

Myecfo 2026 Q2 filed Aug. 10, 2026
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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