Myecfo, LLC
- SEC CIK
- 0001986457
- Latest filing
- Aug 10, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 9, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 55
- −1 vs. Q1 2024
- Portfolio value
- $173.4M
- +$2.91M (+1.7%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Utilities ETF92204A876 | ETF | 1,392 | $205.9K | 0.1% | +1,392 | New | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $207.2K | 0.1% | 00.0% | Unchanged | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,055 | $207.8K | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 391 | $213.7K | 0.1% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 1,473 | $243.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Information Technology ETF92204A702 | ETF | 444 | $256.0K | 0.1% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 2,350 | $290.3K | 0.2% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,310 | $317.2K | 0.2% | +360+37.9% | Added | – |
| Vanguard Energy ETF92204A306 | ETF | 2,507 | $319.8K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,338 | $346.7K | 0.2% | +178+5.6% | Added | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 11,671 | $352.6K | 0.2% | +676+6.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 789 | $397.8K | 0.2% | −204−20.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 899 | $401.8K | 0.2% | −34−3.6% | Reduced | History |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 18,212 | $429.3K | 0.2% | −40−0.2% | Reduced | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,610 | $450.4K | 0.3% | −240−3.5% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,529 | $461.7K | 0.3% | +295+13.2% | Added | – |
| TSLATesla, Inc. | Stock | 2,368 | $468.6K | 0.3% | −338−12.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,152 | $468.6K | 0.3% | −5−0.4% | Reduced | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $480.7K | 0.3% | 00.0% | Unchanged | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 11,871 | $563.3K | 0.3% | +2,000+20.3% | Added | – |
| BOXBox Inc | CL A | 21,918 | $579.5K | 0.3% | +1,495+7.3% | Added | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 12,875 | $593.4K | 0.3% | −50−0.4% | Reduced | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 55,400 | $634.9K | 0.4% | −1,100−1.9% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,703 | $644.7K | 0.4% | +500+6.1% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,634 | $694.1K | 0.4% | +4,320+81.3% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,236 | $836.3K | 0.5% | 00.0% | Unchanged | – |
| Schwab US Tips ETF808524870 | ETF | 17,750 | $923.2K | 0.5% | −461−2.5% | Reduced | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 76,838 | $961.2K | 0.6% | −762−1.0% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,785 | $971.4K | 0.6% | +44+2.5% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,122 | $1.10M | 0.6% | +78+1.9% | Added | – |
| IAUiShares Gold Trust | ETF | 25,850 | $1.14M | 0.7% | −935−3.5% | Reduced | History |
| EVMEaton Vance California Municipal Bond Fund | COM | 127,940 | $1.22M | 0.7% | +1,130+0.9% | Added | History |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 56,421 | $1.57M | 0.9% | −1,833−3.1% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,612 | $1.68M | 1.0% | −140−1.4% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 9,573 | $1.76M | 1.0% | −972−9.2% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,766 | $1.93M | 1.1% | +1,304+5.6% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 35,263 | $2.07M | 1.2% | −1,320−3.6% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 19,583 | $2.09M | 1.2% | −15,220−43.7% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 12,019 | $2.19M | 1.3% | −425−3.4% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,692 | $2.35M | 1.4% | +88+1.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 12,348 | $2.39M | 1.4% | 00.0% | Unchanged | History |
| iShares Tr46429B333 | GNMA BOND ETF | 57,044 | $2.46M | 1.4% | −120−0.2% | Reduced | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 58,520 | $3.01M | 1.7% | −27,980−32.3% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 118,996 | $3.16M | 1.8% | −4,980−4.0% | Reduced | – |
| AAPLApple Inc. | Stock | 15,356 | $3.23M | 1.9% | 00.0% | Unchanged | History |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 40,016 | $3.80M | 2.2% | +3,737+10.3% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 99,533 | $4.36M | 2.5% | +1,215+1.2% | Added | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 90,966 | $4.44M | 2.6% | −4,123−4.3% | Reduced | – |
| Vanguard Total World Stock ETF922042742 | ETF | 55,130 | $6.21M | 3.6% | −142−0.3% | Reduced | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 130,340 | $6.96M | 4.0% | +72,068+123.7% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 228,385 | $10.4M | 6.0% | +5,492+2.5% | Added | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 207,938 | $11.8M | 6.8% | +1,846+0.9% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 339,300 | $13.0M | 7.5% | −9,728−2.8% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 356,687 | $17.6M | 10.2% | −1,427−0.4% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 755,325 | $47.5M | 27.4% | +2,300+0.3% | Added | – |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20,006 | $964.5K | 0.6% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,800 | $227.7K | 0.1% | – |