Myecfo

Myecfo as of June 30, 2025

Portfolio Holdings for Myecfo

Myecfo holds 59 positions in its portfolio as reported in the June 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) 28.0 $57M 2.4M 23.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.4 $23M 407k 57.01
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.8 $14M 630k 22.10
Ishares Tr Calif Mun Bd Etf (CMF) 6.3 $13M 227k 56.67
Schwab Strategic Tr Us Aggregate B (SCHZ) 5.5 $11M 483k 23.25
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.4 $7.0M 54k 128.52
Ishares Tr New York Mun Etf (NYF) 3.3 $6.8M 131k 52.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $5.7M 115k 49.46
Pimco Etf Tr Inv Grd Crp Bd (CORP) 2.7 $5.6M 57k 97.36
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.4 $4.9M 193k 25.55
Schwab Strategic Tr Mun Bd Etf (SCMB) 1.8 $3.7M 145k 25.21
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $3.4M 114k 30.14
Apple (AAPL) 1.5 $3.1M 15k 205.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.8M 5.0k 568.03
Amazon (AMZN) 1.3 $2.7M 13k 219.40
Ishares Tr Gnma Bond Etf (GNMA) 1.2 $2.5M 57k 43.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $2.3M 85k 26.50
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.2M 13k 176.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $2.2M 33k 67.22
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 1.1 $2.2M 63k 34.41
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $1.9M 70k 27.67
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.8M 10k 177.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.8M 5.8k 303.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $1.7M 8.8k 194.23
Ishares Gold Tr Ishares New (IAU) 0.8 $1.6M 25k 62.36
Ishares Tr National Mun Etf (MUB) 0.7 $1.4M 13k 104.08
World Gold Tr Spdr Gld Minis (GLDM) 0.7 $1.3M 20k 65.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.2M 1.9k 617.85
Vanguard Index Fds Growth Etf (VUG) 0.5 $972k 2.2k 438.40
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.5 $950k 107k 8.92
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $939k 37k 25.30
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $899k 34k 26.68
Affirm Hldgs Com Cl A (AFRM) 0.4 $850k 12k 69.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $689k 9.4k 73.63
Box Cl A (BOX) 0.3 $636k 19k 34.17
Schwab Strategic Tr Internl Divid (SCHY) 0.3 $619k 23k 27.35
Vanguard World Inf Tech Etf (VGT) 0.3 $601k 906.00 663.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $592k 6.6k 89.06
Nuveen Insured Tax-Free Adv Munici (NEA) 0.3 $592k 54k 10.92
Meta Platforms Cl A (META) 0.3 $573k 776.00 738.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $547k 1.1k 485.77
NVIDIA Corporation (NVDA) 0.3 $519k 3.3k 157.99
Tesla Motors (TSLA) 0.2 $506k 1.6k 317.66
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $501k 6.1k 81.66
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $476k 2.3k 204.67
Microsoft Corporation (MSFT) 0.2 $453k 911.00 497.44
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $417k 17k 24.38
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $403k 1.4k 279.83
Vanguard World Utilities Etf (VPU) 0.2 $399k 2.3k 176.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $392k 710.00 551.64
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $297k 2.6k 116.16
Vanguard World Energy Etf (VDE) 0.1 $295k 2.5k 119.12
Arrowhead Pharmaceuticals (ARWR) 0.1 $292k 19k 15.80
Ishares Tr Core S&p500 Etf (IVV) 0.1 $266k 428.00 620.23
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $242k 3.7k 65.50
Procter & Gamble Company (PG) 0.1 $235k 1.5k 159.37
Select Sector Spdr Tr Financial (XLF) 0.1 $228k 4.4k 52.37
Fiserv (FI) 0.1 $202k 1.2k 172.41
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.1 $177k 15k 11.77