Myecfo

Myecfo as of Sept. 30, 2024

Portfolio Holdings for Myecfo

Myecfo holds 57 positions in its portfolio as reported in the September 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) 26.7 $49M 741k 66.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.4 $19M 363k 52.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.4 $14M 334k 41.12
Ishares Tr Calif Mun Bd Etf (CMF) 6.6 $12M 209k 58.19
Schwab Strategic Tr Us Aggregate B (SCHZ) 6.0 $11M 234k 47.52
Ishares Tr New York Mun Etf (NYF) 4.0 $7.4M 136k 54.33
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.6 $6.6M 55k 119.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $4.7M 99k 47.85
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.6 $4.7M 93k 50.60
Pimco Etf Tr Inv Grd Crp Bd (CORP) 2.3 $4.3M 43k 99.80
Apple (AAPL) 1.9 $3.5M 15k 233.00
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $3.4M 116k 29.18
Schwab Strategic Tr Mun Bd Etf (SCMB) 1.8 $3.3M 62k 52.61
Ishares Tr Gnma Bond Etf (GNMA) 1.4 $2.6M 57k 44.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.3M 4.4k 527.67
Amazon (AMZN) 1.2 $2.3M 12k 186.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $2.2M 26k 84.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $2.2M 35k 63.00
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.0M 12k 165.85
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.9M 6.8k 283.16
Ishares Tr National Mun Etf (MUB) 1.0 $1.9M 18k 108.63
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $1.8M 9.6k 189.80
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.9 $1.7M 57k 29.75
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.6M 9.6k 167.20
Ishares Gold Tr Ishares New (IAU) 0.7 $1.3M 26k 49.70
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.7 $1.2M 125k 9.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.1M 1.8k 573.76
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.5 $998k 73k 13.59
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $985k 18k 53.63
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $968k 12k 80.44
Vanguard Index Fds Growth Etf (VUG) 0.5 $885k 2.3k 383.93
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $799k 16k 51.63
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $793k 15k 52.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $714k 9.5k 75.11
Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $651k 54k 11.97
Box Cl A (BOX) 0.3 $599k 18k 32.73
Schwab Strategic Tr Internl Divid (SCHY) 0.3 $541k 21k 26.17
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $534k 6.6k 80.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $525k 1.1k 460.26
Affirm Hldgs Com Cl A (AFRM) 0.3 $501k 12k 40.82
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $497k 2.5k 198.06
Meta Platforms Cl A (META) 0.2 $425k 743.00 572.44
Tesla Motors (TSLA) 0.2 $414k 1.6k 261.63
NVIDIA Corporation (NVDA) 0.2 $395k 3.3k 121.44
Microsoft Corporation (MSFT) 0.2 $393k 914.00 430.31
Vanguard World Utilities Etf (VPU) 0.2 $385k 2.2k 174.05
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $374k 3.8k 97.42
Arrowhead Pharmaceuticals (ARWR) 0.2 $358k 19k 19.37
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $344k 3.2k 108.79
Vanguard World Energy Etf (VDE) 0.2 $308k 2.5k 122.47
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $298k 1.1k 263.83
Vanguard World Inf Tech Etf (VGT) 0.1 $269k 459.00 586.52
Procter & Gamble Company (PG) 0.1 $255k 1.5k 173.26
Ishares Tr Core S&p500 Etf (IVV) 0.1 $240k 416.00 576.18
Select Sector Spdr Tr Financial (XLF) 0.1 $220k 4.9k 45.32
Fiserv (FI) 0.1 $211k 1.2k 179.65
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $211k 8.4k 25.08