Myecfo, LLC
- SEC CIK
- 0001986457
- Latest filing
- Aug 10, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 10, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 73
- +7 vs. Q1 2026
- Portfolio value
- $265.0M
- +$26.0M (+10.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ATAIAtaiBeckley Inc. | COM SHS | 10,389 | $54.8K | <0.1% | +10,389 | New | History |
| OPENOpendoor Technologies Inc. | COM | 15,500 | $71.6K | <0.1% | +3,850+33.0% | Added | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,400 | $202.3K | 0.1% | +1,400 | New | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,820 | $204.8K | 0.1% | +3,820 | New | – |
| PGProcter & Gamble Co | Stock | 1,473 | $216.1K | 0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 4,731 | $217.4K | 0.1% | −27−0.6% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 1,654 | $226.1K | 0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 1,685 | $235.3K | 0.1% | +1,685 | New | History |
| SNOWSnowflake Inc. | Stock | 930 | $236.6K | 0.1% | +930 | New | History |
| iShares Russell 2000 ETF464287655 | ETF | 945 | $283.9K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Energy ETF92204A306 | ETF | 1,922 | $288.6K | 0.1% | −565−22.7% | Reduced | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 12,163 | $293.6K | 0.1% | +2,750+29.2% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $320.2K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,796 | $351.5K | 0.1% | +30+1.7% | Added | – |
| Vanguard Ny Tax Free FDS92204H400 | TAX EXEMPT BD | 3,560 | $370.2K | 0.1% | +3,560 | New | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,293 | $376.7K | 0.1% | +263+13.0% | Added | – |
| iShares Inc464286103 | MSCI AUST ETF | 13,810 | $388.9K | 0.1% | 00.0% | Unchanged | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,280 | $420.8K | 0.2% | 00.0% | Unchanged | – |
| BOXBox Inc | CL A | 16,172 | $429.2K | 0.2% | −781−4.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 769 | $433.2K | 0.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,299 | $484.6K | 0.2% | +284+28.0% | Added | History |
| iShares Tr46435G672 | CORE INTL AGGR | 9,580 | $484.7K | 0.2% | +9,580 | New | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,500 | $498.4K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,440 | $518.9K | 0.2% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,330 | $521.2K | 0.2% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 712 | $524.3K | 0.2% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,066 | $533.4K | 0.2% | −29−2.6% | Reduced | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 11,193 | $542.1K | 0.2% | −9,173−45.0% | Reduced | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 10,590 | $560.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,369 | $560.6K | 0.2% | +155+7.0% | Added | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 49,900 | $585.8K | 0.2% | −3,300−6.2% | Reduced | History |
| Schwab US Tips ETF808524870 | ETF | 24,668 | $653.7K | 0.2% | −1,820−6.9% | Reduced | – |
| TSLATesla, Inc. | Stock | 1,609 | $676.7K | 0.3% | +4+0.2% | Added | History |
| iShares Tr464288117 | INTL TREA BD ETF | 16,646 | $683.0K | 0.3% | +4,296+34.8% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,685 | $711.0K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,697 | $742.2K | 0.3% | +270+3.6% | Added | – |
| NVDANVIDIA Corp | Stock | 3,819 | $764.1K | 0.3% | −47−1.2% | Reduced | History |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 73,838 | $812.6K | 0.3% | +9,668+15.1% | Added | History |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 25,736 | $816.6K | 0.3% | −2,010−7.2% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 7,584 | $906.4K | 0.3% | +80+1.1% | AddedConverted for a 8-for-1 split | – |
| AVGOBroadcom Inc. | Stock | 2,990 | $1.13M | 0.4% | +15+0.5% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 13,921 | $1.14M | 0.4% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,911 | $1.17M | 0.4% | −50−0.5% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,812 | $1.19M | 0.4% | +528+4.0% | AddedConverted for a 6-for-1 split | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,931 | $1.26M | 0.5% | +750+2.2% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,764 | $1.32M | 0.5% | 00.0% | Unchanged | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 17,497 | $1.43M | 0.5% | −1,000−5.4% | Reduced | History |
| IAUiShares Gold Trust | ETF | 19,065 | $1.44M | 0.5% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,215 | $1.99M | 0.8% | 00.0% | Unchanged | – |
| iShares Tr46429B333 | GNMA BOND ETF | 45,377 | $2.01M | 0.8% | −4,549−9.1% | Reduced | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 26,651 | $2.12M | 0.8% | +2,938+12.4% | Added | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 76,290 | $2.66M | 1.0% | +1,350+1.8% | Added | – |
| AAPLApple Inc. | Stock | 9,382 | $2.71M | 1.0% | +885+10.4% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 32,445 | $2.72M | 1.0% | −50−0.2% | Reduced | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 51,427 | $2.89M | 1.1% | −30−0.1% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 92,155 | $2.92M | 1.1% | −3,137−3.3% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 12,375 | $2.95M | 1.1% | +22+0.2% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,410 | $3.11M | 1.2% | +254+3.1% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,635 | $3.18M | 1.2% | +15+0.3% | Added | – |
| GOOGAlphabet Inc. | Stock | 10,770 | $3.81M | 1.4% | +400+3.9% | Added | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 107,761 | $3.91M | 1.5% | −940−0.9% | Reduced | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 167,230 | $4.32M | 1.6% | −8,950−5.1% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 15,236 | $5.45M | 2.1% | +427+2.9% | Added | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 112,730 | $6.08M | 2.3% | −6,800−5.7% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 253,261 | $6.25M | 2.4% | +15,583+6.6% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 42,740 | $6.71M | 2.5% | −11,595−21.3% | Reduced | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 88,576 | $8.59M | 3.2% | +5,810+7.0% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 182,620 | $10.9M | 4.1% | +14,805+8.8% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 562,920 | $13.0M | 4.9% | +36,233+6.9% | Added | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 241,609 | $13.9M | 5.3% | −20,933−8.0% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 584,925 | $16.2M | 6.1% | −2,932−0.5% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 472,297 | $33.7M | 12.7% | +17,123+3.8% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,577,055 | $74.6M | 28.2% | +19,332+0.8% | Added | – |