Myecfo, LLC
- SEC CIK
- 0001986457
- Latest filing
- Aug 10, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 8, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 58
- +1 vs. Q4 2024
- Portfolio value
- $189.0M
- +$3.70M (+2.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,368,235 | $51.0M | 27.0% | +97,986+4.3% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 401,682 | $20.4M | 10.8% | +15,039+3.9% | Added | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 228,833 | $12.9M | 6.8% | +4,219+1.9% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 640,596 | $12.7M | 6.7% | −15,036−2.3% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 482,188 | $11.2M | 5.9% | +5,425+1.1% | Added | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 135,030 | $7.11M | 3.8% | +710+0.5% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,055 | $6.27M | 3.3% | −708−1.3% | Reduced | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 54,521 | $5.28M | 2.8% | +3,825+7.5% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 110,790 | $5.01M | 2.7% | +5,899+5.6% | Added | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 187,913 | $4.67M | 2.5% | +9,614+5.4% | Added | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 132,760 | $3.36M | 1.8% | +7,472+6.0% | Added | – |
| AAPLApple Inc. | Stock | 14,977 | $3.33M | 1.8% | −17−0.1% | Reduced | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 115,360 | $3.18M | 1.7% | +516+0.4% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,019 | $2.59M | 1.4% | +297+6.3% | Added | – |
| iShares Tr46429B333 | GNMA BOND ETF | 55,001 | $2.41M | 1.3% | +4,041+7.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 12,541 | $2.39M | 1.3% | +185+1.5% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 84,419 | $2.36M | 1.2% | +4,741+6.0% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 33,653 | $2.04M | 1.1% | −1,150−3.3% | Reduced | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 61,182 | $1.99M | 1.1% | +1,890+3.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 12,417 | $1.92M | 1.0% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 68,800 | $1.83M | 1.0% | +18,681+37.3% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,148 | $1.72M | 0.9% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,913 | $1.63M | 0.9% | −28−0.5% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 10,353 | $1.62M | 0.9% | −207−2.0% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,783 | $1.56M | 0.8% | −430−2.8% | Reduced | – |
| IAUiShares Gold Trust | ETF | 25,550 | $1.51M | 0.8% | −400−1.5% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 19,718 | $1.22M | 0.6% | +2,673+15.7% | Added | History |
| EVMEaton Vance California Municipal Bond Fund | COM | 114,540 | $1.06M | 0.6% | −4,800−4.0% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,889 | $1.06M | 0.6% | +39+2.1% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 36,100 | $970.7K | 0.5% | +1,900+5.6% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 38,131 | $893.4K | 0.5% | −460−1.2% | Reduced | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 69,500 | $875.0K | 0.5% | −2,138−3.0% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,223 | $824.3K | 0.4% | −3−0.1% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,444 | $693.7K | 0.4% | 00.0% | Unchanged | – |
| BOXBox Inc | CL A | 20,632 | $636.7K | 0.3% | +1,427+7.4% | Added | History |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 24,259 | $615.7K | 0.3% | +3,287+15.7% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,747 | $610.9K | 0.3% | +6,747 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,140 | $607.1K | 0.3% | 00.0% | Unchanged | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 52,500 | $588.0K | 0.3% | +1,100+2.1% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 12,264 | $554.2K | 0.3% | +259+2.2% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,640 | $523.6K | 0.3% | +30+0.5% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,327 | $451.4K | 0.2% | −37−1.6% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 761 | $438.6K | 0.2% | −6−0.8% | Reduced | History |
| TSLATesla, Inc. | Stock | 1,578 | $409.0K | 0.2% | −3−0.2% | Reduced | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,900 | $399.4K | 0.2% | +90+2.4% | Added | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,332 | $398.3K | 0.2% | −140−5.7% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,410 | $364.7K | 0.2% | +20+1.4% | Added | – |
| NVDANVIDIA Corp | Stock | 3,276 | $355.1K | 0.2% | −126−3.7% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 561 | $339.0K | 0.2% | +105+23.0% | Added | – |
| Vanguard Energy ETF92204A306 | ETF | 2,477 | $321.3K | 0.2% | −180−6.8% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 838 | $314.6K | 0.2% | −76−8.3% | Reduced | History |
| FISVFiserv Inc | Stock | 1,174 | $259.3K | 0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 1,473 | $251.1K | 0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,955 | $246.8K | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $240.2K | 0.1% | 00.0% | Unchanged | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $235.7K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $200.3K | 0.1% | 00.0% | Unchanged | – |
| VCVInvesco California Value Municipal Income Trust | COM | 10,700 | $113.5K | 0.1% | +10,700 | New | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.