Myecfo

Myecfo as of June 30, 2024

Portfolio Holdings for Myecfo

Myecfo holds 55 positions in its portfolio as reported in the June 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) 27.4 $48M 755k 62.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.2 $18M 357k 49.42
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.5 $13M 339k 38.42
Ishares Tr Calif Mun Bd Etf (CMF) 6.8 $12M 208k 56.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 6.0 $10M 228k 45.58
Ishares Tr New York Mun Etf (NYF) 4.0 $7.0M 130k 53.39
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.6 $6.2M 55k 112.63
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.6 $4.4M 91k 48.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $4.4M 100k 43.76
Pimco Etf Tr Inv Grd Crp Bd (CORP) 2.2 $3.8M 40k 95.07
Apple (AAPL) 1.9 $3.2M 15k 210.62
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $3.2M 119k 26.56
Schwab Strategic Tr Mun Bd Etf (SCMB) 1.7 $3.0M 59k 51.40
Ishares Tr Gnma Bond Etf (GNMA) 1.4 $2.5M 57k 43.07
Amazon (AMZN) 1.4 $2.4M 12k 193.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.3M 4.7k 500.13
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.2M 12k 182.16
Ishares Tr National Mun Etf (MUB) 1.2 $2.1M 20k 106.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $2.1M 35k 58.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $1.9M 25k 77.76
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.8M 9.6k 183.43
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $1.7M 9.6k 174.47
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.9 $1.6M 56k 27.84
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.7 $1.2M 128k 9.51
Ishares Gold Tr Ishares New (IAU) 0.7 $1.1M 26k 43.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.1M 4.1k 267.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $971k 1.8k 544.22
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.6 $961k 77k 12.51
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $923k 18k 52.01
Vanguard Index Fds Growth Etf (VUG) 0.5 $836k 2.2k 374.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $694k 9.6k 72.05
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $645k 8.7k 74.08
Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $635k 55k 11.46
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $593k 13k 46.09
Box Cl A (BOX) 0.3 $580k 22k 26.44
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $563k 12k 47.45
Arrowhead Pharmaceuticals (ARWR) 0.3 $481k 19k 25.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $469k 1.2k 406.80
Tesla Motors (TSLA) 0.3 $469k 2.4k 197.88
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $462k 2.5k 182.55
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $450k 6.6k 68.14
Schwab Strategic Tr Internl Divid (SCHY) 0.2 $429k 18k 23.57
Microsoft Corporation (MSFT) 0.2 $402k 899.00 446.96
Meta Platforms Cl A (META) 0.2 $398k 789.00 504.22
Affirm Hldgs Com Cl A (AFRM) 0.2 $353k 12k 30.21
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $347k 3.3k 103.85
Vanguard World Energy Etf (VDE) 0.2 $320k 2.5k 127.57
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $317k 1.3k 242.10
NVIDIA Corporation (NVDA) 0.2 $290k 2.4k 123.54
Vanguard World Inf Tech Etf (VGT) 0.1 $256k 444.00 576.59
Procter & Gamble Company (PG) 0.1 $243k 1.5k 164.97
Ishares Tr Core S&p500 Etf (IVV) 0.1 $214k 391.00 546.58
Select Sector Spdr Tr Financial (XLF) 0.1 $208k 5.1k 41.11
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $207k 8.4k 24.67
Vanguard World Utilities Etf (VPU) 0.1 $206k 1.4k 147.92