Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/26 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 48
- 較 2023 年第 2 季 +3
- 總值
- $1.44 億
- 較 2023 年第 2 季 +$659.1 萬 (+4.8%)
| 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 | 690,115 | $3,447 萬 | 23.9% | +39,133+6.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 361,305 | $1,581 萬 | 11.0% | +21,237+6.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 363,487 | $1,234 萬 | 8.6% | +17,518+5.1% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 192,588 | $1,055 萬 | 7.3% | +17,966+10.3% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 207,097 | $916.0 萬 | 6.4% | +19,128+10.2% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 56,362 | $525.2 萬 | 3.6% | −2,166−3.7% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 50,901 | $521.9 萬 | 3.6% | +6,540+14.7% | 加碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 85,060 | $421.7 萬 | 2.9% | +16,880+24.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 102,868 | $403.6 萬 | 2.8% | +4,504+4.6% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 81,990 | $392.5 萬 | 2.7% | +321+0.4% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 133,991 | $320.8 萬 | 2.2% | −2,746−2.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 15,908 | $272.4 萬 | 1.9% | +351+2.3% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 28,156 | $256.6 萬 | 1.8% | +2,660+10.4% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 48,115 | $200.4 萬 | 1.4% | +4,393+10.0% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 35,061 | $181.9 萬 | 1.3% | +11,576+49.3% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 37,800 | $181.0 萬 | 1.3% | −10,500−21.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,439 | $174.3 萬 | 1.2% | +3,508+376.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 23,796 | $171.4 萬 | 1.2% | +2,046+9.4% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 12,783 | $168.5 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,576 | $159.9 萬 | 1.1% | −820−6.1% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,021 | $152.1 萬 | 1.1% | +5,493+121.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 11,624 | $152.1 萬 | 1.1% | −200−1.7% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 21,519 | $150.2 萬 | 1.0% | +18,286+565.6% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 26,068 | $133.0 萬 | 0.9% | +1,250+5.0% | 加碼 | – |
| EVMEaton Vance California Municipal Bond Fund | COM | 131,810 | $107.0 萬 | 0.7% | −14,700−10.0% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 48,125 | $102.3 萬 | 0.7% | −1,540−3.1% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 26,955 | $94.3 萬 | 0.7% | −1,040−3.7% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 18,075 | $91.3 萬 | 0.6% | −1,746−8.8% | 減碼 | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 88,400 | $90.7 萬 | 0.6% | −3,000−3.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,893 | $80.9 萬 | 0.6% | +75+4.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,716 | $78.9 萬 | 0.5% | +1,856+99.8% | 加碼 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 64,300 | $62.2 萬 | 0.4% | +800+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,236 | $60.9 萬 | 0.4% | −97−4.2% | 減碼 | – |
| BOXBox Inc | CL A | 24,914 | $60.3 萬 | 0.4% | +1,543+6.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,866 | $46.7 萬 | 0.3% | −603−24.4% | 減碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 17,815 | $41.0 萬 | 0.3% | +5,588+45.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,157 | $40.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,240 | $34.7 萬 | 0.2% | +2,240 | 新進 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,341 | $34.5 萬 | 0.2% | +3,400+68.8% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,750 | $33.9 萬 | 0.2% | +5,750 | 新進 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 7,335 | $26.9 萬 | 0.2% | +7,335 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 849 | $26.8 萬 | 0.2% | −265−23.8% | 減碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 1,967 | $24.9 萬 | 0.2% | −105−5.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 809 | $24.3 萬 | 0.2% | −57−6.6% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 536 | $22.3 萬 | 0.2% | −77−12.6% | 減碼 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 9,826 | $20.9 萬 | 0.1% | +9,826 | 新進 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,510 | $20.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,096 | $20.4 萬 | 0.1% | +4,096 | 新進 | – |
2023 年第 2 季之後清倉（2 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $20.7 萬 | 0.2% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,300 | $20.2 萬 | 0.1% | – |