Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/8/9 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 46
- 較 2022 年第 4 季 +3
- 總值
- $1.33 億
- 較 2022 年第 4 季 +$1,168 萬 (+9.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 671,898 | $3,215 萬 | 24.1% | +30,155+4.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 292,556 | $1,321 萬 | 9.9% | +16,439+6.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 367,591 | $1,279 萬 | 9.6% | −25,287−6.4% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 180,721 | $1,038 萬 | 7.8% | +38,996+27.5% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 176,624 | $828.5 萬 | 6.2% | −48,296−21.5% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 57,989 | $534.0 萬 | 4.0% | −9,290−13.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 49,319 | $531.4 萬 | 4.0% | −6,244−11.2% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 80,973 | $408.3 萬 | 3.1% | +11,784+17.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 95,830 | $387.2 萬 | 2.9% | +11,685+13.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 23,071 | $380.4 萬 | 2.9% | +15,782+216.5% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 69,400 | $338.6 萬 | 2.5% | +200+0.3% | 加碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 61,935 | $324.3 萬 | 2.4% | +40,445+188.2% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 112,908 | $276.8 萬 | 2.1% | −32,053−22.1% | 減碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 25,486 | $245.2 萬 | 1.8% | −1,840−6.7% | 減碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 45,829 | $203.8 萬 | 1.5% | +5,335+13.2% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 25,688 | $187.9 萬 | 1.4% | +6,296+32.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 13,936 | $143.9 萬 | 1.1% | −5,460−28.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,524 | $140.3 萬 | 1.1% | +8,344+161.1% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 21,135 | $113.0 萬 | 0.8% | −7,700−26.7% | 減碼 | – |
| EVMEaton Vance California Municipal Bond Fund | COM | 123,910 | $111.8 萬 | 0.8% | −22,200−15.2% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 19,181 | $102.8 萬 | 0.8% | −2,510−11.6% | 減碼 | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 87,400 | $101.7 萬 | 0.8% | −9,300−9.6% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 27,186 | $101.6 萬 | 0.8% | −8,550−23.9% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 42,055 | $97.2 萬 | 0.7% | +4,565+12.2% | 加碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 17,390 | $93.1 萬 | 0.7% | +2,445+16.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,818 | $74.4 萬 | 0.6% | −200−9.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,207 | $68.1 萬 | 0.5% | +2,207 | 新進 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 58,400 | $64.9 萬 | 0.5% | +13,600+30.4% | 加碼 | 歷史 |
| BOXBox Inc | CL A | 23,305 | $62.4 萬 | 0.5% | −1,506−6.1% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,048 | $61.6 萬 | 0.5% | +100+2.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,853 | $58.2 萬 | 0.4% | −1,917−40.2% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,133 | $53.2 萬 | 0.4% | −601−22.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,161 | $43.7 萬 | 0.3% | +520+81.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,816 | $37.7 萬 | 0.3% | +72+4.1% | 加碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 13,694 | $32.4 萬 | 0.2% | +3,964+40.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 3,003 | $31.2 萬 | 0.2% | −730−19.6% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,738 | $31.0 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,600 | $29.3 萬 | 0.2% | +1,600 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 693 | $26.7 萬 | 0.2% | +693 | 新進 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,172 | $24.8 萬 | 0.2% | −170−7.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 834 | $24.0 萬 | 0.2% | +834 | 新進 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 5,441 | $22.8 萬 | 0.2% | −720−11.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $20.8 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,300 | $20.4 萬 | 0.2% | 00.0% | 不變 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 5,115 | $20.0 萬 | 0.2% | +5,115 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,824 | $20.0 萬 | 0.2% | −384−17.4% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（2 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,219 | $33.7 萬 | 0.3% | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 4,479 | $20.4 萬 | 0.2% | – |