Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/16 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 51
- 較 2023 年第 3 季 +3
- 總值
- $1.59 億
- 較 2023 年第 3 季 +$1,453 萬 (+10.1%)
| 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 | 720,615 | $4,012 萬 | 25.3% | +30,500+4.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 356,206 | $1,706 萬 | 10.7% | −5,099−1.4% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 352,351 | $1,302 萬 | 8.2% | −11,136−3.1% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 192,121 | $1,118 萬 | 7.0% | −467−0.2% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 221,420 | $1,033 萬 | 6.5% | +14,323+6.9% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 55,442 | $570.4 萬 | 3.6% | −920−1.6% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 44,571 | $483.2 萬 | 3.0% | −6,330−12.4% | 減碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 91,780 | $482.4 萬 | 3.0% | +6,720+7.9% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 92,531 | $460.1 萬 | 2.9% | +10,541+12.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 96,933 | $398.4 萬 | 2.5% | −5,935−5.8% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 127,621 | $316.4 萬 | 2.0% | −6,370−4.8% | 減碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 29,706 | $288.9 萬 | 1.8% | +1,550+5.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 14,980 | $288.4 萬 | 1.8% | −928−5.8% | 減碼 | 歷史 |
| iShares Tr46429B333 | GNMA BOND ETF | 49,635 | $219.8 萬 | 1.4% | +1,520+3.2% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 38,401 | $215.6 萬 | 1.4% | +3,340+9.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,617 | $201.7 萬 | 1.3% | +178+4.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,044 | $183.1 萬 | 1.2% | +248+1.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 11,897 | $180.8 萬 | 1.1% | −679−5.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,743 | $179.6 萬 | 1.1% | −40−0.3% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 10,717 | $175.9 萬 | 1.1% | +696+6.9% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 31,062 | $168.0 萬 | 1.1% | +4,994+19.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 11,624 | $162.4 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 28,600 | $138.6 萬 | 0.9% | −9,200−24.3% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 16,662 | $122.5 萬 | 0.8% | −4,857−22.6% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 53,185 | $121.1 萬 | 0.8% | +5,060+10.5% | 加碼 | 歷史 |
| EVMEaton Vance California Municipal Bond Fund | COM | 127,210 | $116.4 萬 | 0.7% | −4,600−3.5% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 26,655 | $104.0 萬 | 0.7% | −300−1.1% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 19,031 | $99.3 萬 | 0.6% | +956+5.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,044 | $95.9 萬 | 0.6% | +328+8.8% | 加碼 | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 80,100 | $92.4 萬 | 0.6% | −8,300−9.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,741 | $82.8 萬 | 0.5% | −152−8.0% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,236 | $69.5 萬 | 0.4% | 00.0% | 不變 | – |
| BOXBox Inc | CL A | 26,851 | $68.8 萬 | 0.4% | +1,937+7.8% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 56,500 | $62.1 萬 | 0.4% | −7,800−12.1% | 減碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 18,474 | $45.4 萬 | 0.3% | +659+3.7% | 加碼 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 8,851 | $43.5 萬 | 0.3% | −975−9.9% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,650 | $42.1 萬 | 0.3% | +900+15.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,157 | $41.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,645 | $40.9 萬 | 0.3% | −221−11.8% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 9,675 | $39.6 萬 | 0.2% | +2,340+31.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,235 | $38.1 萬 | 0.2% | −5−0.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,841 | $37.0 萬 | 0.2% | −500−6.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 881 | $33.1 萬 | 0.2% | +32+3.8% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,160 | $28.8 萬 | 0.2% | +650+25.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 809 | $28.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,555 | $24.6 萬 | 0.2% | +6,555 | 新進 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 3,093 | $22.9 萬 | 0.1% | +3,093 | 新進 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,096 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Energy ETF92204A306 | ETF | 1,887 | $22.1 萬 | 0.1% | −80−4.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $21.0 萬 | 0.1% | +8,400 | 新進 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,300 | $20.5 萬 | 0.1% | +4,300 | 新進 | – |
2023 年第 3 季之後清倉（1 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Information Technology ETF92204A702 | ETF | 536 | $22.3 萬 | 0.2% | – |