Myecfo

Myecfo as of Dec. 31, 2024

Portfolio Holdings for Myecfo

Myecfo holds 57 positions in its portfolio as reported in the December 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) 27.8 $52M 2.3M 22.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.0 $19M 387k 47.82
Ishares Tr Calif Mun Bd Etf (CMF) 7.0 $13M 225k 57.36
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.5 $12M 656k 18.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.8 $11M 477k 22.71
Ishares Tr New York Mun Etf (NYF) 3.9 $7.1M 134k 53.22
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.5 $6.4M 55k 117.48
Pimco Etf Tr Inv Grd Crp Bd (CORP) 2.6 $4.9M 51k 95.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $4.6M 105k 44.04
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.3 $4.3M 178k 24.29
Apple (AAPL) 2.0 $3.8M 15k 250.42
Schwab Strategic Tr Mun Bd Etf (SCMB) 1.7 $3.2M 125k 25.78
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $3.1M 115k 26.63
Amazon (AMZN) 1.5 $2.7M 12k 219.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.5M 4.7k 539.15
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.4M 12k 189.31
Ishares Tr Gnma Bond Etf (GNMA) 1.2 $2.2M 51k 42.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $2.2M 80k 27.32
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $2.0M 35k 57.34
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.0M 11k 185.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.7M 5.9k 289.81
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.7M 9.1k 185.13
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.9 $1.6M 59k 27.57
Ishares Tr National Mun Etf (MUB) 0.9 $1.6M 15k 106.55
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $1.3M 50k 26.07
Ishares Gold Tr Ishares New (IAU) 0.7 $1.3M 26k 49.51
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.6 $1.1M 119k 9.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.1M 1.9k 586.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $998k 39k 25.86
Vanguard Index Fds Growth Etf (VUG) 0.5 $914k 2.2k 410.44
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.5 $906k 72k 12.64
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $886k 17k 51.99
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $883k 34k 25.83
Affirm Hldgs Com Cl A (AFRM) 0.4 $731k 12k 60.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $679k 9.4k 71.91
Tesla Motors (TSLA) 0.3 $639k 1.6k 403.84
Box Cl A (BOX) 0.3 $607k 19k 31.60
Nuveen Insured Tax-Free Adv Munici (NEA) 0.3 $580k 51k 11.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $517k 1.1k 453.28
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $500k 6.6k 75.69
Schwab Strategic Tr Internl Divid (SCHY) 0.3 $485k 21k 23.12
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $463k 2.4k 195.83
NVIDIA Corporation (NVDA) 0.2 $457k 3.4k 134.29
Meta Platforms Cl A (META) 0.2 $449k 767.00 585.51
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $420k 3.8k 110.25
Vanguard World Utilities Etf (VPU) 0.2 $404k 2.5k 163.42
Microsoft Corporation (MSFT) 0.2 $385k 914.00 421.52
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $367k 1.4k 264.13
Arrowhead Pharmaceuticals (ARWR) 0.2 $348k 19k 18.80
Vanguard World Energy Etf (VDE) 0.2 $322k 2.7k 121.31
Vanguard World Inf Tech Etf (VGT) 0.2 $284k 456.00 621.80
Ishares Tr Core S&p500 Etf (IVV) 0.1 $252k 428.00 588.04
Procter & Gamble Company (PG) 0.1 $247k 1.5k 167.71
Fiserv (FI) 0.1 $241k 1.2k 205.42
Select Sector Spdr Tr Financial (XLF) 0.1 $240k 5.0k 48.33
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $208k 8.4k 24.70
Red Cat Hldgs (RCAT) 0.1 $193k 15k 12.85