Myecfo

Myecfo as of June 30, 2023

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