Myecfo, LLC
- SEC CIK
- 0001986457
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 57
- 0 vs. Q3 2024
- Portfolio value
- $185.3M
- +$673.6K (+0.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,270,249 | $51.5M | 27.8% | +47,327+2.1% | AddedConverted for a 3-for-1 split | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 386,643 | $18.5M | 10.0% | +23,336+6.4% | Added | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 224,614 | $12.9M | 7.0% | +15,386+7.4% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 655,632 | $12.1M | 6.5% | −12,468−1.9% | ReducedConverted for a 2-for-1 split | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 476,763 | $10.8M | 5.8% | +8,551+1.8% | AddedConverted for a 2-for-1 split | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 134,320 | $7.15M | 3.9% | −1,760−1.3% | Reduced | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,763 | $6.43M | 3.5% | −77−0.1% | Reduced | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 50,696 | $4.85M | 2.6% | +7,590+17.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 104,891 | $4.62M | 2.5% | +6,287+6.4% | Added | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 178,299 | $4.33M | 2.3% | −8,101−4.3% | ReducedConverted for a 2-for-1 split | – |
| AAPLApple Inc. | Stock | 14,994 | $3.75M | 2.0% | −13−0.1% | Reduced | History |
| Schwab Strategic Tr808524649 | MUN BD ETF | 125,288 | $3.23M | 1.7% | +730+0.6% | AddedConverted for a 2-for-1 split | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 114,844 | $3.06M | 1.7% | −817−0.7% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 12,356 | $2.71M | 1.5% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,722 | $2.55M | 1.4% | +285+6.4% | Added | – |
| GOOGLAlphabet Inc. | Stock | 12,417 | $2.35M | 1.3% | +398+3.3% | Added | History |
| iShares Tr46429B333 | GNMA BOND ETF | 50,960 | $2.19M | 1.2% | −6,130−10.7% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 79,678 | $2.18M | 1.2% | +1,099+1.4% | AddedConverted for a 3-for-1 split | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 34,803 | $2.00M | 1.1% | −310−0.9% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 10,560 | $1.96M | 1.1% | +932+9.7% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,941 | $1.72M | 0.9% | −900−13.2% | Reduced | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,148 | $1.69M | 0.9% | −470−4.9% | Reduced | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 59,292 | $1.63M | 0.9% | +2,331+4.1% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,213 | $1.62M | 0.9% | −2,240−12.8% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 50,119 | $1.31M | 0.7% | +14,020+38.8% | AddedConverted for a 3-for-1 split | – |
| IAUiShares Gold Trust | ETF | 25,950 | $1.28M | 0.7% | 00.0% | Unchanged | History |
| EVMEaton Vance California Municipal Bond Fund | COM | 119,340 | $1.09M | 0.6% | −5,200−4.2% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,850 | $1.08M | 0.6% | +6+0.3% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 38,591 | $998.0K | 0.5% | +7,629+24.6% | AddedConverted for a 2-for-1 split | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,226 | $913.6K | 0.5% | −80−3.5% | Reduced | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 71,638 | $905.5K | 0.5% | −1,800−2.5% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 17,045 | $886.2K | 0.5% | +1,840+12.1% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 34,200 | $883.4K | 0.5% | −2,540−6.9% | ReducedConverted for a 2-for-1 split | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 12,005 | $731.1K | 0.4% | −255−2.1% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,444 | $679.1K | 0.4% | −60−0.6% | Reduced | – |
| TSLATesla, Inc. | Stock | 1,581 | $638.5K | 0.3% | −2−0.1% | Reduced | History |
| BOXBox Inc | CL A | 19,205 | $606.9K | 0.3% | +906+5.0% | Added | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 51,400 | $579.8K | 0.3% | −3,000−5.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,140 | $516.7K | 0.3% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,610 | $500.3K | 0.3% | 00.0% | Unchanged | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 20,972 | $484.9K | 0.3% | +300+1.5% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,364 | $462.9K | 0.2% | −145−5.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 3,402 | $456.9K | 0.2% | +150+4.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 767 | $449.1K | 0.2% | +24+3.2% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,810 | $420.1K | 0.2% | +650+20.6% | Added | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,472 | $404.0K | 0.2% | +260+11.8% | Added | – |
| MSFTMicrosoft Corp | Stock | 914 | $385.3K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,390 | $367.1K | 0.2% | +260+23.0% | Added | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $347.7K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Energy ETF92204A306 | ETF | 2,657 | $322.3K | 0.2% | +140+5.6% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 456 | $283.5K | 0.2% | −3−0.7% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $251.7K | 0.1% | +12+2.9% | Added | – |
| PGProcter & Gamble Co | Stock | 1,473 | $247.0K | 0.1% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 1,174 | $241.2K | 0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,955 | $239.5K | 0.1% | +100+2.1% | Added | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $207.5K | 0.1% | 00.0% | Unchanged | – |
| RCATRed Cat Holdings, Inc. | Stock | 15,000 | $192.8K | 0.1% | +15,000 | New | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Vanguard Real Estate ETF922908553 | ETF | 3,837 | $373.8K | 0.2% | – |