Myecfo

Myecfo as of March 31, 2025

Portfolio Holdings for Myecfo

Myecfo holds 58 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 27.0 $51M 2.4M 21.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.8 $20M 402k 50.83
Ishares Tr Calif Mun Bd Etf (CMF) 6.8 $13M 229k 56.28
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.7 $13M 641k 19.78
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.9 $11M 482k 23.16
Ishares Tr New York Mun Etf (NYF) 3.8 $7.1M 135k 52.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.3 $6.3M 54k 115.95
Pimco Etf Tr Inv Grd Crp Bd (CORP) 2.8 $5.3M 55k 96.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $5.0M 111k 45.26
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.5 $4.7M 188k 24.86
Schwab Strategic Tr Mun Bd Etf (SCMB) 1.8 $3.4M 133k 25.27
Apple (AAPL) 1.8 $3.3M 15k 222.13
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $3.2M 115k 27.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.6M 5.0k 515.86
Ishares Tr Gnma Bond Etf (GNMA) 1.3 $2.4M 55k 43.90
Amazon (AMZN) 1.3 $2.4M 13k 190.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $2.4M 84k 27.96
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $2.0M 34k 60.66
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 1.1 $2.0M 61k 32.51
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.9M 12k 154.64
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $1.8M 69k 26.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.7M 9.1k 188.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.6M 5.9k 274.84
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.6M 10k 156.24
Ishares Tr National Mun Etf (MUB) 0.8 $1.6M 15k 105.44
Ishares Gold Tr Ishares New (IAU) 0.8 $1.5M 26k 58.96
World Gold Tr Spdr Gld Minis (GLDM) 0.6 $1.2M 20k 61.89
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.6 $1.1M 115k 9.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.1M 1.9k 559.39
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $971k 36k 26.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $893k 38k 23.43
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.5 $875k 70k 12.59
Vanguard Index Fds Growth Etf (VUG) 0.4 $824k 2.2k 370.82
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $694k 9.4k 73.45
Box Cl A (BOX) 0.3 $637k 21k 30.86
Schwab Strategic Tr Internl Divid (SCHY) 0.3 $616k 24k 25.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $611k 6.7k 90.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $607k 1.1k 532.58
Nuveen Insured Tax-Free Adv Munici (NEA) 0.3 $588k 53k 11.20
Affirm Hldgs Com Cl A (AFRM) 0.3 $554k 12k 45.19
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $524k 6.6k 78.85
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $451k 2.3k 193.99
Meta Platforms Cl A (META) 0.2 $439k 761.00 576.36
Tesla Motors (TSLA) 0.2 $409k 1.6k 259.16
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $399k 3.9k 102.41
Vanguard World Utilities Etf (VPU) 0.2 $398k 2.3k 170.81
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $365k 1.4k 258.62
NVIDIA Corporation (NVDA) 0.2 $355k 3.3k 108.38
Vanguard World Inf Tech Etf (VGT) 0.2 $339k 561.00 604.26
Vanguard World Energy Etf (VDE) 0.2 $321k 2.5k 129.71
Microsoft Corporation (MSFT) 0.2 $315k 838.00 375.41
Fiserv (FI) 0.1 $259k 1.2k 220.83
Procter & Gamble Company (PG) 0.1 $251k 1.5k 170.48
Select Sector Spdr Tr Financial (XLF) 0.1 $247k 5.0k 49.81
Ishares Tr Core S&p500 Etf (IVV) 0.1 $240k 428.00 561.29
Arrowhead Pharmaceuticals (ARWR) 0.1 $236k 19k 12.74
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $200k 8.4k 23.85
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.1 $114k 11k 10.61