Myecfo, LLC
- SEC CIK
- 0001986457
- Latest filing
- Aug 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 59
- +1 vs. Q1 2025
- Portfolio value
- $203.9M
- +$14.9M (+7.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 15,000 | $176.6K | 0.1% | −54,500−78.4% | Reduced | History |
| FISVFiserv Inc | Stock | 1,174 | $202.4K | 0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,355 | $228.1K | 0.1% | −600−12.1% | Reduced | – |
| PGProcter & Gamble Co | Stock | 1,473 | $234.8K | 0.1% | 00.0% | Unchanged | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 3,700 | $242.3K | 0.1% | +3,700 | New | – |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $265.5K | 0.1% | 00.0% | Unchanged | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $292.3K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Energy ETF92204A306 | ETF | 2,477 | $295.1K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,560 | $297.4K | 0.1% | −1,340−34.4% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 710 | $391.7K | 0.2% | +710 | New | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,262 | $399.3K | 0.2% | −70−3.0% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,440 | $403.0K | 0.2% | +30+2.1% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 17,122 | $417.4K | 0.2% | +17,122 | New | – |
| MSFTMicrosoft Corp | Stock | 911 | $453.2K | 0.2% | +73+8.7% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,327 | $476.3K | 0.2% | 00.0% | Unchanged | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,140 | $501.4K | 0.2% | −500−7.5% | Reduced | – |
| TSLATesla, Inc. | Stock | 1,594 | $506.4K | 0.2% | +16+1.0% | Added | History |
| NVDANVIDIA Corp | Stock | 3,287 | $519.3K | 0.3% | +11+0.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,126 | $547.0K | 0.3% | −14−1.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 776 | $572.8K | 0.3% | +15+2.0% | Added | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 54,200 | $591.9K | 0.3% | +1,700+3.2% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 6,647 | $592.0K | 0.3% | −100−1.5% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 906 | $600.9K | 0.3% | +345+61.5% | Added | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 22,639 | $619.2K | 0.3% | −1,620−6.7% | Reduced | – |
| BOXBox Inc | CL A | 18,623 | $636.3K | 0.3% | −2,009−9.7% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,354 | $688.7K | 0.3% | −90−1.0% | Reduced | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 12,299 | $850.4K | 0.4% | +35+0.3% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 33,692 | $898.9K | 0.4% | −2,408−6.7% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 37,131 | $939.4K | 0.5% | −1,000−2.6% | Reduced | – |
| EVMEaton Vance California Municipal Bond Fund | COM | 106,450 | $949.5K | 0.5% | −8,090−7.1% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,218 | $972.4K | 0.5% | −5−0.2% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,889 | $1.17M | 0.6% | 00.0% | Unchanged | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 20,358 | $1.33M | 0.7% | +640+3.2% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,203 | $1.37M | 0.7% | −1,580−10.7% | Reduced | – |
| IAUiShares Gold Trust | ETF | 25,256 | $1.57M | 0.8% | −294−1.2% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,838 | $1.72M | 0.8% | −310−3.4% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,819 | $1.77M | 0.9% | −94−1.6% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 10,353 | $1.84M | 0.9% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 69,640 | $1.93M | 0.9% | +840+1.2% | Added | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 62,602 | $2.15M | 1.1% | +1,420+2.3% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 32,643 | $2.19M | 1.1% | −1,010−3.0% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 12,588 | $2.22M | 1.1% | +171+1.4% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 84,991 | $2.25M | 1.1% | +572+0.7% | Added | – |
| iShares Tr46429B333 | GNMA BOND ETF | 56,942 | $2.50M | 1.2% | +1,941+3.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 12,501 | $2.74M | 1.3% | −40−0.3% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 5,001 | $2.84M | 1.4% | −18−0.4% | Reduced | – |
| AAPLApple Inc. | Stock | 15,015 | $3.08M | 1.5% | +38+0.3% | Added | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 114,430 | $3.45M | 1.7% | −930−0.8% | Reduced | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 145,160 | $3.66M | 1.8% | +12,400+9.3% | Added | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 192,887 | $4.93M | 2.4% | +4,974+2.6% | Added | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 57,316 | $5.58M | 2.7% | +2,795+5.1% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 115,027 | $5.69M | 2.8% | +4,237+3.8% | Added | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 130,634 | $6.81M | 3.3% | −4,396−3.3% | Reduced | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,096 | $6.95M | 3.4% | +41+0.1% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 483,048 | $11.2M | 5.5% | +860+0.2% | Added | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 227,283 | $12.9M | 6.3% | −1,550−0.7% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 629,580 | $13.9M | 6.8% | −11,016−1.7% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 406,528 | $23.2M | 11.4% | +4,846+1.2% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,399,036 | $57.2M | 28.0% | +30,801+1.3% | Added | – |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.