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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.

Institution overview
Positions
64
+3 vs. Q3 2025
Portfolio value
$235.6M
+$15.8M (+7.2%) vs. Q3 2025
Filed
Jan 12, 2026
SEC
Holdings of Myecfo, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
OPENOpendoor Technologies Inc.COM11,650$67.9K<0.1%+11,650NewHistory
SPDR Index Shs FDS78463X772ST S&P INTL ETF4,758$209.0K0.1%−899−15.9%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF3,820$209.2K0.1%+3,820New–
PGProcter & Gamble CoStock1,473$211.2K0.1%00.0%UnchangedHistory
Schwab Strategic Tr808524862SHT TM US TRES8,763$213.5K0.1%−2,560−22.6%Reduced–
IBITiShares Bitcoin Trust ETFETF4,304$213.7K0.1%+4,304NewHistory
iShares Russell 2000 ETF464287655ETF869$213.9K0.1%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF428$292.8K0.1%00.0%Unchanged–
Vanguard Energy ETF92204A306ETF2,487$313.2K0.1%00.0%Unchanged–
Vanguard Utilities ETF92204A876ETF1,766$326.8K0.1%−200−10.2%Reduced–
Columbia ETF Tr II19762B202EM CORE EX ETF8,840$339.1K0.1%+8,840New–
State Street Utilities Select Sector SPDR ETF81369Y886ETF9,280$396.2K0.2%−1,000−9.7%ReducedConverted for a 2-for-1 split–
Invesco QQQ Trust Series I46090E103ETF710$436.2K0.2%00.0%Unchanged–
iShares Tr464288570ESG MSCI KLD ETF3,430$441.9K0.2%+870+34.0%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF1,530$444.0K0.2%−140−8.4%Reduced–
Vanguard World FD921910725ESG INTL STK ETF6,330$453.4K0.2%+1,100+21.0%Added–
MSFTMicrosoft CorpStock981$474.5K0.2%+70+7.7%AddedHistory
BFZBlackRock California Municipal Income TrustSH BEN INT44,600$479.0K0.2%+44,600NewHistory
Vanguard Dividend Appreciation ETF921908844ETF2,232$490.5K0.2%00.0%Unchanged–
METAMeta Platforms, Inc.Stock768$506.9K0.2%−40−5.0%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,095$550.4K0.2%−21−1.9%ReducedHistory
BOXBox IncCL A19,330$578.2K0.2%+1,051+5.7%AddedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM53,200$618.7K0.3%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF7,427$657.2K0.3%+440+6.3%Added–
Schwab US Tips ETF808524870ETF25,488$675.2K0.3%−3,350−11.6%Reduced–
Vanguard Total Bond Market ETF921937835ETF9,733$720.9K0.3%+665+7.3%Added–
NVDANVIDIA CorpStock3,880$723.6K0.3%+114+3.0%AddedHistory
Vanguard Information Technology ETF92204A702ETF963$725.9K0.3%−2−0.2%Reduced–
TSLATesla, Inc.Stock1,615$726.3K0.3%+9+0.6%AddedHistory
Schwab Strategic Tr808524672INTERNL DIVID25,646$764.8K0.3%−189−0.7%Reduced–
Schwab U.S. Small-Cap ETF808524607ETF33,281$947.8K0.4%−1,300−3.8%Reduced–
Vanguard Total International Bond ETF92203J407ETF20,296$980.7K0.4%+8,255+68.6%Added–
AFRMAffirm Holdings, Inc.COM CL A13,274$988.0K0.4%+729+5.8%AddedHistory
AVGOBroadcom Inc.Stock2,890$1.00M0.4%+2,890NewHistory
Vanguard Morningstar Growth ETF922908736ETF2,214$1.08M0.5%−4−0.2%Reduced–
ARWRArrowhead Pharmaceuticals, Inc.COM18,497$1.23M0.5%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,812$1.24M0.5%+2+0.1%AddedHistory
iShares Tr464288414NATIONAL MUN ETF11,953$1.28M0.5%−800−6.3%Reduced–
IAUiShares Gold TrustETF19,265$1.56M0.7%−5,257−21.4%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF8,315$1.75M0.7%−160−1.9%Reduced–
GLDMWorld Gold TrustSPDR GLD MINIS22,323$1.91M0.8%−435−1.9%ReducedHistory
iShares Tr46429B333GNMA BOND ETF45,945$2.05M0.9%−7,528−14.1%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF6,242$2.09M0.9%+404+6.9%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF72,940$2.16M0.9%+3,740+5.4%Added–
AAPLApple Inc.Stock8,194$2.23M0.9%−350−4.1%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF32,835$2.42M1.0%−1,010−3.0%Reduced–
Schwab US Dividend Equity ETF808524797ETF89,185$2.45M1.0%+2,258+2.6%Added–
AMZNAmazon Com IncStock12,504$2.89M1.2%−17−0.1%ReducedHistory
Vanguard S&P 500 ETF922908363ETF4,885$3.06M1.3%−50−1.0%Reduced–
GOOGAlphabet Inc.Stock10,423$3.27M1.4%+70+0.7%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF109,901$3.60M1.5%−80.0%Reduced–
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS56,107$3.78M1.6%−8,207−12.8%ReducedHistory
Schwab Strategic Tr808524649MUN BD ETF172,440$4.44M1.9%+22,740+15.2%Added–
GOOGLAlphabet Inc.Stock15,284$4.78M2.0%+2,340+18.1%AddedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF222,365$5.58M2.4%+19,117+9.4%Added–
iShares Tr464288323NEW YORK MUN ETF125,290$6.70M2.8%−2,300−1.8%Reduced–
PIMCO ETF Tr72201R817INV GRD CRP BD76,271$7.50M3.2%+9,865+14.9%Added–
Vanguard Total World Stock ETF922042742ETF55,292$7.80M3.3%+728+1.3%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF148,452$7.99M3.4%+22,714+18.1%Added–
Schwab US Aggregate Bond ETF808524839ETF513,371$12.0M5.1%+17,847+3.6%Added–
Schwab International Equity ETF808524805ETF598,757$14.4M6.1%−11,550−1.9%Reduced–
iShares Tr464288356CALIF MUN BD ETF251,202$14.4M6.1%+18,210+7.8%Added–
Vanguard Ftse Developed Markets ETF921943858ETF439,520$27.5M11.7%+21,441+5.1%Added–
Schwab U.S. Broad Market ETF808524102ETF2,481,049$65.1M27.6%+63,496+2.6%Added–

Sold out since Q3 2025 (3)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Myecfo, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
EVMEaton Vance California Municipal Bond FundCOM101,550$963.7K0.4%History
Volatility Shs Tr92864M3012X BITCOIN STRAT3,751$206.6K0.1%–
ETHEGrayscale Ethereum Staking ETFETF5,900$202.2K0.1%History