Myecfo, LLC
- SEC CIK
- 0001986457
- Latest filing
- Aug 10, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Oct 26, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 48
- +3 vs. Q2 2023
- Portfolio value
- $144.2M
- +$6.59M (+4.8%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Inc46434G764 | MSCI EMRG CHN | 4,096 | $204.1K | 0.1% | +4,096 | New | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,510 | $204.3K | 0.1% | 00.0% | Unchanged | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 9,826 | $209.0K | 0.1% | +9,826 | New | History |
| Vanguard Information Technology ETF92204A702 | ETF | 536 | $222.6K | 0.2% | −77−12.6% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 809 | $242.9K | 0.2% | −57−6.6% | Reduced | History |
| Vanguard Energy ETF92204A306 | ETF | 1,967 | $249.3K | 0.2% | −105−5.1% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 849 | $267.9K | 0.2% | −265−23.8% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 7,335 | $268.9K | 0.2% | +7,335 | New | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,750 | $338.8K | 0.2% | +5,750 | New | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,341 | $345.5K | 0.2% | +3,400+68.8% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,240 | $347.3K | 0.2% | +2,240 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,157 | $405.3K | 0.3% | 00.0% | Unchanged | History |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 17,815 | $409.7K | 0.3% | +5,588+45.7% | Added | – |
| TSLATesla, Inc. | Stock | 1,866 | $466.9K | 0.3% | −603−24.4% | Reduced | History |
| BOXBox Inc | CL A | 24,914 | $603.2K | 0.4% | +1,543+6.6% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,236 | $608.9K | 0.4% | −97−4.2% | Reduced | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 64,300 | $622.4K | 0.4% | +800+1.3% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,716 | $789.3K | 0.5% | +1,856+99.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,893 | $809.1K | 0.6% | +75+4.1% | Added | History |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 88,400 | $907.0K | 0.6% | −3,000−3.3% | Reduced | History |
| Schwab US Tips ETF808524870 | ETF | 18,075 | $912.6K | 0.6% | −1,746−8.8% | Reduced | – |
| IAUiShares Gold Trust | ETF | 26,955 | $943.2K | 0.7% | −1,040−3.7% | Reduced | History |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 48,125 | $1.02M | 0.7% | −1,540−3.1% | Reduced | History |
| EVMEaton Vance California Municipal Bond Fund | COM | 131,810 | $1.07M | 0.7% | −14,700−10.0% | Reduced | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 26,068 | $1.33M | 0.9% | +1,250+5.0% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 21,519 | $1.50M | 1.0% | +18,286+565.6% | Added | – |
| GOOGLAlphabet Inc. | Stock | 11,624 | $1.52M | 1.1% | −200−1.7% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,021 | $1.52M | 1.1% | +5,493+121.3% | Added | – |
| AMZNAmazon Com Inc | Stock | 12,576 | $1.60M | 1.1% | −820−6.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 12,783 | $1.69M | 1.2% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 23,796 | $1.71M | 1.2% | +2,046+9.4% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,439 | $1.74M | 1.2% | +3,508+376.8% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 37,800 | $1.81M | 1.3% | −10,500−21.7% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 35,061 | $1.82M | 1.3% | +11,576+49.3% | Added | – |
| iShares Tr46429B333 | GNMA BOND ETF | 48,115 | $2.00M | 1.4% | +4,393+10.0% | Added | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 28,156 | $2.57M | 1.8% | +2,660+10.4% | Added | – |
| AAPLApple Inc. | Stock | 15,908 | $2.72M | 1.9% | +351+2.3% | Added | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 133,991 | $3.21M | 2.2% | −2,746−2.0% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 81,990 | $3.92M | 2.7% | +321+0.4% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 102,868 | $4.04M | 2.8% | +4,504+4.6% | Added | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 85,060 | $4.22M | 2.9% | +16,880+24.8% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 50,901 | $5.22M | 3.6% | +6,540+14.7% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 56,362 | $5.25M | 3.6% | −2,166−3.7% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 207,097 | $9.16M | 6.4% | +19,128+10.2% | Added | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 192,588 | $10.6M | 7.3% | +17,966+10.3% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 363,487 | $12.3M | 8.6% | +17,518+5.1% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 361,305 | $15.8M | 11.0% | +21,237+6.2% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 690,115 | $34.5M | 23.9% | +39,133+6.0% | Added | – |
Sold out since Q2 2023 (2)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $207.0K | 0.2% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,300 | $202.3K | 0.1% | – |