Myecfo, LLC
- SEC CIK
- 0001986457
- Latest filing
- Aug 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 12, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 64
- +3 vs. Q3 2025
- Portfolio value
- $235.6M
- +$15.8M (+7.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,481,049 | $65.1M | 27.6% | +63,496+2.6% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 439,520 | $27.5M | 11.7% | +21,441+5.1% | Added | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 251,202 | $14.4M | 6.1% | +18,210+7.8% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 598,757 | $14.4M | 6.1% | −11,550−1.9% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 513,371 | $12.0M | 5.1% | +17,847+3.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 148,452 | $7.99M | 3.4% | +22,714+18.1% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 55,292 | $7.80M | 3.3% | +728+1.3% | Added | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 76,271 | $7.50M | 3.2% | +9,865+14.9% | Added | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 125,290 | $6.70M | 2.8% | −2,300−1.8% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 222,365 | $5.58M | 2.4% | +19,117+9.4% | Added | – |
| GOOGLAlphabet Inc. | Stock | 15,284 | $4.78M | 2.0% | +2,340+18.1% | Added | History |
| Schwab Strategic Tr808524649 | MUN BD ETF | 172,440 | $4.44M | 1.9% | +22,740+15.2% | Added | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 56,107 | $3.78M | 1.6% | −8,207−12.8% | Reduced | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 109,901 | $3.60M | 1.5% | −80.0% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 10,423 | $3.27M | 1.4% | +70+0.7% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,885 | $3.06M | 1.3% | −50−1.0% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 12,504 | $2.89M | 1.2% | −17−0.1% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 89,185 | $2.45M | 1.0% | +2,258+2.6% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 32,835 | $2.42M | 1.0% | −1,010−3.0% | Reduced | – |
| AAPLApple Inc. | Stock | 8,194 | $2.23M | 0.9% | −350−4.1% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 72,940 | $2.16M | 0.9% | +3,740+5.4% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,242 | $2.09M | 0.9% | +404+6.9% | Added | – |
| iShares Tr46429B333 | GNMA BOND ETF | 45,945 | $2.05M | 0.9% | −7,528−14.1% | Reduced | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 22,323 | $1.91M | 0.8% | −435−1.9% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,315 | $1.75M | 0.7% | −160−1.9% | Reduced | – |
| IAUiShares Gold Trust | ETF | 19,265 | $1.56M | 0.7% | −5,257−21.4% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 11,953 | $1.28M | 0.5% | −800−6.3% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,812 | $1.24M | 0.5% | +2+0.1% | Added | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $1.23M | 0.5% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,214 | $1.08M | 0.5% | −4−0.2% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 2,890 | $1.00M | 0.4% | +2,890 | New | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 13,274 | $988.0K | 0.4% | +729+5.8% | Added | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 20,296 | $980.7K | 0.4% | +8,255+68.6% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 33,281 | $947.8K | 0.4% | −1,300−3.8% | Reduced | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 25,646 | $764.8K | 0.3% | −189−0.7% | Reduced | – |
| TSLATesla, Inc. | Stock | 1,615 | $726.3K | 0.3% | +9+0.6% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 963 | $725.9K | 0.3% | −2−0.2% | Reduced | – |
| NVDANVIDIA Corp | Stock | 3,880 | $723.6K | 0.3% | +114+3.0% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,733 | $720.9K | 0.3% | +665+7.3% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 25,488 | $675.2K | 0.3% | −3,350−11.6% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,427 | $657.2K | 0.3% | +440+6.3% | Added | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 53,200 | $618.7K | 0.3% | 00.0% | Unchanged | History |
| BOXBox Inc | CL A | 19,330 | $578.2K | 0.2% | +1,051+5.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,095 | $550.4K | 0.2% | −21−1.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 768 | $506.9K | 0.2% | −40−5.0% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,232 | $490.5K | 0.2% | 00.0% | Unchanged | – |
| BFZBlackRock California Municipal Income Trust | SH BEN INT | 44,600 | $479.0K | 0.2% | +44,600 | New | History |
| MSFTMicrosoft Corp | Stock | 981 | $474.5K | 0.2% | +70+7.7% | Added | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,330 | $453.4K | 0.2% | +1,100+21.0% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,530 | $444.0K | 0.2% | −140−8.4% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,430 | $441.9K | 0.2% | +870+34.0% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 710 | $436.2K | 0.2% | 00.0% | Unchanged | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,280 | $396.2K | 0.2% | −1,000−9.7% | ReducedConverted for a 2-for-1 split | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 8,840 | $339.1K | 0.1% | +8,840 | New | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,766 | $326.8K | 0.1% | −200−10.2% | Reduced | – |
| Vanguard Energy ETF92204A306 | ETF | 2,487 | $313.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $292.8K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell 2000 ETF464287655 | ETF | 869 | $213.9K | 0.1% | 00.0% | Unchanged | – |
| IBITiShares Bitcoin Trust ETF | ETF | 4,304 | $213.7K | 0.1% | +4,304 | New | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 8,763 | $213.5K | 0.1% | −2,560−22.6% | Reduced | – |
| PGProcter & Gamble Co | Stock | 1,473 | $211.2K | 0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,820 | $209.2K | 0.1% | +3,820 | New | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 4,758 | $209.0K | 0.1% | −899−15.9% | Reduced | – |
| OPENOpendoor Technologies Inc. | COM | 11,650 | $67.9K | <0.1% | +11,650 | New | History |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| EVMEaton Vance California Municipal Bond Fund | COM | 101,550 | $963.7K | 0.4% | History |
| Volatility Shs Tr92864M301 | 2X BITCOIN STRAT | 3,751 | $206.6K | 0.1% | – |
| ETHEGrayscale Ethereum Staking ETF | ETF | 5,900 | $202.2K | 0.1% | History |