Myecfo

Myecfo as of March 31, 2023

Portfolio Holdings for Myecfo

Myecfo holds 46 positions in its portfolio as reported in the March 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) 24.1 $32M 672k 47.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.9 $13M 293k 45.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.6 $13M 368k 34.80
Ishares Tr Calif Mun Bd Etf (CMF) 7.8 $10M 181k 57.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 6.2 $8.3M 177k 46.91
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.0 $5.3M 58k 92.09
Ishares Tr National Mun Etf (MUB) 4.0 $5.3M 49k 107.74
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 3.1 $4.1M 81k 50.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $3.9M 96k 40.40
Apple (AAPL) 2.9 $3.8M 23k 164.90
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.5 $3.4M 69k 48.79
Schwab Strategic Tr Mun Bd Etf (SCMB) 2.4 $3.2M 62k 52.37
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $2.8M 113k 24.52
Pimco Etf Tr Inv Grd Crp Bd (CORP) 1.8 $2.5M 26k 96.20
Ishares Tr Gnma Bond Etf (GNMA) 1.5 $2.0M 46k 44.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $1.9M 26k 73.16
Amazon (AMZN) 1.1 $1.4M 14k 103.29
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.4M 14k 103.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.1M 21k 53.47
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.8 $1.1M 124k 9.02
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.0M 19k 53.61
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.8 $1.0M 87k 11.64
Ishares Gold Tr Ishares New (IAU) 0.8 $1.0M 27k 37.37
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.7 $972k 42k 23.11
Ishares Tr New York Mun Etf (NYF) 0.7 $931k 17k 53.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $744k 1.8k 409.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $682k 2.2k 308.77
Nuveen Insured Tax-Free Adv Munici (NEA) 0.5 $649k 58k 11.12
Box Cl A (BOX) 0.5 $624k 23k 26.79
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $616k 4.0k 152.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $582k 2.9k 204.10
Vanguard Index Fds Growth Etf (VUG) 0.4 $532k 2.1k 249.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $437k 1.2k 376.07
Tesla Motors (TSLA) 0.3 $377k 1.8k 207.46
Schwab Strategic Tr Internl Divid (SCHY) 0.2 $324k 14k 23.63
Alphabet Cap Stk Cl C (GOOG) 0.2 $312k 3.0k 104.01
Ishares Tr Russell 2000 Etf (IWM) 0.2 $310k 1.7k 178.40
Spdr Gold Tr Gold Shs (GLD) 0.2 $293k 1.6k 183.22
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $267k 693.00 385.72
Vanguard World Fds Energy Etf (VDE) 0.2 $248k 2.2k 114.23
Microsoft Corporation (MSFT) 0.2 $240k 834.00 288.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $228k 5.4k 41.93
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $208k 8.4k 24.77
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $205k 4.3k 47.55
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $200k 5.1k 39.11
Exxon Mobil Corporation (XOM) 0.2 $200k 1.8k 109.66