Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/29 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 45
- 較 2023 年第 1 季 −1
- 總值
- $1.38 億
- 較 2023 年第 1 季 +$427.3 萬 (+3.2%)
| 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 | 650,982 | $3,366 萬 | 24.5% | −20,916−3.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 340,068 | $1,570 萬 | 11.4% | +47,512+16.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 345,969 | $1,233 萬 | 9.0% | −21,622−5.9% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 174,622 | $994.5 萬 | 7.2% | −6,099−3.4% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 187,969 | $867.7 萬 | 6.3% | +11,345+6.4% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 58,528 | $567.6 萬 | 4.1% | +539+0.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 44,361 | $473.5 萬 | 3.4% | −4,958−10.1% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 81,669 | $402.5 萬 | 2.9% | +696+0.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 98,364 | $400.1 萬 | 2.9% | +2,534+2.6% | 加碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 68,180 | $353.4 萬 | 2.6% | +6,245+10.1% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 136,737 | $336.8 萬 | 2.4% | +23,829+21.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 15,557 | $301.8 萬 | 2.2% | −7,514−32.6% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 25,496 | $241.8 萬 | 1.8% | +100.0% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 48,300 | $232.1 萬 | 1.7% | −21,100−30.4% | 減碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 43,722 | $191.7 萬 | 1.4% | −2,107−4.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 13,396 | $174.6 萬 | 1.3% | −540−3.9% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,750 | $157.9 萬 | 1.1% | −3,938−15.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 12,783 | $154.6 萬 | 1.1% | +9,780+325.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,824 | $141.5 萬 | 1.0% | −1,700−12.6% | 減碼 | 歷史 |
| iShares Tr464288323 | NEW YORK MUN ETF | 24,818 | $132.2 萬 | 1.0% | +7,428+42.7% | 加碼 | – |
| EVMEaton Vance California Municipal Bond Fund | COM | 146,510 | $130.4 萬 | 0.9% | +22,600+18.2% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 23,485 | $127.8 萬 | 0.9% | +2,350+11.1% | 加碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 49,665 | $108.5 萬 | 0.8% | +7,610+18.1% | 加碼 | 歷史 |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 91,400 | $105.5 萬 | 0.8% | +4,000+4.6% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 19,821 | $103.9 萬 | 0.8% | +640+3.3% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 27,995 | $101.9 萬 | 0.7% | +809+3.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,818 | $80.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,528 | $71.5 萬 | 0.5% | +480+11.9% | 加碼 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 63,500 | $69.4 萬 | 0.5% | +5,100+8.7% | 加碼 | 歷史 |
| BOXBox Inc | CL A | 23,371 | $68.7 萬 | 0.5% | +66+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,333 | $66.0 萬 | 0.5% | +200+9.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,469 | $64.6 萬 | 0.5% | +653+36.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,860 | $41.0 萬 | 0.3% | −993−34.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,157 | $39.5 萬 | 0.3% | −1,050−47.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,114 | $37.9 萬 | 0.3% | +280+33.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 931 | $37.9 萬 | 0.3% | −230−19.8% | 減碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 12,227 | $29.3 萬 | 0.2% | −1,467−10.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 613 | $27.1 萬 | 0.2% | −80−11.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 866 | $24.9 萬 | 0.2% | +866 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,233 | $23.5 萬 | 0.2% | +3,233 | 新進 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,072 | $23.4 萬 | 0.2% | −100−4.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 4,941 | $21.6 萬 | 0.2% | −500−9.2% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,510 | $21.1 萬 | 0.2% | +2,510 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $20.7 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,300 | $20.2 萬 | 0.1% | 00.0% | 不變 | – |
2023 年第 1 季之後清倉（4 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。