Myecfo, LLC
- SEC CIK
- 0001986457
- Latest filing
- Aug 10, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Aug 9, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 46
- +3 vs. Q4 2022
- Portfolio value
- $133.3M
- +$11.7M (+9.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 671,898 | $32.2M | 24.1% | +30,155+4.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 292,556 | $13.2M | 9.9% | +16,439+6.0% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 367,591 | $12.8M | 9.6% | −25,287−6.4% | Reduced | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 180,721 | $10.4M | 7.8% | +38,996+27.5% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 176,624 | $8.29M | 6.2% | −48,296−21.5% | Reduced | – |
| Vanguard Total World Stock ETF922042742 | ETF | 57,989 | $5.34M | 4.0% | −9,290−13.8% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 49,319 | $5.31M | 4.0% | −6,244−11.2% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 80,973 | $4.08M | 3.1% | +11,784+17.0% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 95,830 | $3.87M | 2.9% | +11,685+13.9% | Added | – |
| AAPLApple Inc. | Stock | 23,071 | $3.80M | 2.9% | +15,782+216.5% | Added | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 69,400 | $3.39M | 2.5% | +200+0.3% | Added | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 61,935 | $3.24M | 2.4% | +40,445+188.2% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 112,908 | $2.77M | 2.1% | −32,053−22.1% | Reduced | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 25,486 | $2.45M | 1.8% | −1,840−6.7% | Reduced | – |
| iShares Tr46429B333 | GNMA BOND ETF | 45,829 | $2.04M | 1.5% | +5,335+13.2% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 25,688 | $1.88M | 1.4% | +6,296+32.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 13,936 | $1.44M | 1.1% | −5,460−28.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 13,524 | $1.40M | 1.1% | +8,344+161.1% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 21,135 | $1.13M | 0.8% | −7,700−26.7% | Reduced | – |
| EVMEaton Vance California Municipal Bond Fund | COM | 123,910 | $1.12M | 0.8% | −22,200−15.2% | Reduced | History |
| Schwab US Tips ETF808524870 | ETF | 19,181 | $1.03M | 0.8% | −2,510−11.6% | Reduced | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 87,400 | $1.02M | 0.8% | −9,300−9.6% | Reduced | History |
| IAUiShares Gold Trust | ETF | 27,186 | $1.02M | 0.8% | −8,550−23.9% | Reduced | History |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 42,055 | $971.9K | 0.7% | +4,565+12.2% | Added | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 17,390 | $930.5K | 0.7% | +2,445+16.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,818 | $744.1K | 0.6% | −200−9.9% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,207 | $681.5K | 0.5% | +2,207 | New | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 58,400 | $649.4K | 0.5% | +13,600+30.4% | Added | History |
| BOXBox Inc | CL A | 23,305 | $624.3K | 0.5% | −1,506−6.1% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,048 | $616.3K | 0.5% | +100+2.5% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,853 | $582.3K | 0.4% | −1,917−40.2% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,133 | $532.1K | 0.4% | −601−22.0% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,161 | $436.6K | 0.3% | +520+81.1% | Added | – |
| TSLATesla, Inc. | Stock | 1,816 | $376.8K | 0.3% | +72+4.1% | Added | History |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 13,694 | $323.6K | 0.2% | +3,964+40.7% | Added | – |
| GOOGAlphabet Inc. | Stock | 3,003 | $312.4K | 0.2% | −730−19.6% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,738 | $310.1K | 0.2% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 1,600 | $293.2K | 0.2% | +1,600 | New | History |
| Vanguard Information Technology ETF92204A702 | ETF | 693 | $267.3K | 0.2% | +693 | New | – |
| Vanguard Energy ETF92204A306 | ETF | 2,172 | $248.1K | 0.2% | −170−7.3% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 834 | $240.3K | 0.2% | +834 | New | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 5,441 | $228.1K | 0.2% | −720−11.7% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $208.1K | 0.2% | 00.0% | Unchanged | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,300 | $204.5K | 0.2% | 00.0% | Unchanged | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 5,115 | $200.0K | 0.2% | +5,115 | New | History |
| XOMExxonMobil Holdings Corp | COM | 1,824 | $200.0K | 0.2% | −384−17.4% | Reduced | History |
Sold out since Q4 2022 (2)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,219 | $337.0K | 0.3% | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 4,479 | $204.3K | 0.2% | – |