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