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Myecfo, LLC

SEC CIK
0001986457
Latest filing
Aug 10, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Aug 11, 2023. Long positions only.

Institution overview
Positions
43
No filing for Q3 2022
Portfolio value
$121.7M
No filing for Q3 2022
Filed
Aug 11, 2023
SEC

Myecfo, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Myecfo, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Broad Market ETF808524102ETF641,743$28.8M23.7%–––
Schwab International Equity ETF808524805ETF392,878$12.7M10.4%–––
Vanguard Ftse Developed Markets ETF921943858ETF276,117$11.6M9.6%–––
Schwab US Aggregate Bond ETF808524839ETF224,920$10.3M8.4%–––
iShares Tr464288356CALIF MUN BD ETF141,725$7.96M6.5%–––
iShares Tr464288414NATIONAL MUN ETF55,563$5.86M4.8%–––
Vanguard Total World Stock ETF922042742ETF67,279$5.80M4.8%–––
Schwab Emerging Markets Equity ETF808524706ETF144,961$3.43M2.8%–––
Schwab Intermediate-Term US Treasury ETF808524854ETF69,189$3.41M2.8%–––
Schwab Strategic Tr808524862SHT TM US TRES69,200$3.34M2.7%–––
Vanguard Ftse Emerging Markets ETF922042858ETF84,145$3.28M2.7%–––
PIMCO ETF Tr72201R817INV GRD CRP BD27,326$2.54M2.1%–––
AMZNAmazon Com IncStock19,396$1.78M1.5%––History
iShares Tr46429B333GNMA BOND ETF40,494$1.76M1.4%–––
Schwab US Dividend Equity ETF808524797ETF19,392$1.46M1.2%–––
Vanguard Ftse All-World Ex-US Index Fund922042775ETF28,835$1.45M1.2%–––
IAUiShares Gold TrustETF35,736$1.26M1.0%––History
EVMEaton Vance California Municipal Bond FundCOM146,110$1.26M1.0%––History
NKXNuveen California Amt-Free Quality Municipal Income FundCOM96,700$1.19M1.0%––History
Schwab US Tips ETF808524870ETF21,691$1.13M0.9%–––
Schwab Strategic Tr808524649MUN BD ETF21,490$1.10M0.9%–––
AAPLApple Inc.Stock7,289$947.1K0.8%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF4,770$912.0K0.7%–––
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS37,490$861.5K0.7%––History
iShares Tr464288323NEW YORK MUN ETF14,945$783.1K0.6%–––
SPYSPDR S&P 500 ETF TrustETF2,018$771.6K0.6%––History
BOXBox IncCL A24,811$755.0K0.6%––History
Vanguard Morningstar Growth ETF922908736ETF2,734$651.9K0.5%–––
iShares Russell 1000 Value ETF464287598ETF3,948$598.7K0.5%–––
NEANuveen AMT-Free Quality Municipal Income FundCOM44,800$509.4K0.4%––History
GOOGLAlphabet Inc.Stock5,180$457.0K0.4%––History
Vanguard Dividend Appreciation ETF921908844ETF2,219$337.0K0.3%–––
GOOGAlphabet Inc.Stock3,733$331.3K0.3%––History
iShares Russell 2000 ETF464287655ETF1,738$303.0K0.2%–––
Vanguard Energy ETF92204A306ETF2,342$284.0K0.2%–––
Schwab U.S. Small-Cap ETF808524607ETF6,161$249.6K0.2%–––
XOMExxonMobil Holdings CorpCOM2,208$243.5K0.2%––History
Vanguard S&P 500 ETF922908363ETF641$225.2K0.2%–––
Schwab Strategic Tr808524672INTERNL DIVID9,730$219.2K0.2%–––
TSLATesla, Inc.Stock1,744$214.8K0.2%––History
SPDR Series Trust78468R721STATE STREET SPD4,479$204.3K0.2%–––
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN8,400$202.8K0.2%–––
SPDR Series Trust78468R739ST NUVE TERM ETF4,300$202.0K0.2%–––