Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/18 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 56
- 較 2023 年第 4 季 +5
- 總值
- $1.70 億
- 較 2023 年第 4 季 +$1,175 萬 (+7.4%)
| 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 | 753,025 | $4,597 萬 | 27.0% | +32,410+4.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 358,114 | $1,797 萬 | 10.5% | +1,908+0.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 349,028 | $1,362 萬 | 8.0% | −3,323−0.9% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 206,092 | $1,185 萬 | 6.9% | +13,971+7.3% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 222,893 | $1,025 萬 | 6.0% | +1,473+0.7% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 55,272 | $610.8 萬 | 3.6% | −170−0.3% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 95,089 | $465.9 萬 | 2.7% | +2,558+2.8% | 加碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 86,500 | $450.2 萬 | 2.6% | −5,280−5.8% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 98,318 | $410.7 萬 | 2.4% | +1,385+1.4% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 58,272 | $359.3 萬 | 2.1% | +27,210+87.6% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 36,279 | $348.5 萬 | 2.0% | +6,573+22.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 34,803 | $331.4 萬 | 1.9% | −9,768−21.9% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 123,976 | $313.0 萬 | 1.8% | −3,645−2.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 15,356 | $263.3 萬 | 1.5% | +376+2.5% | 加碼 | 歷史 |
| iShares Tr46429B333 | GNMA BOND ETF | 57,164 | $248.0 萬 | 1.5% | +7,529+15.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 12,348 | $222.7 萬 | 1.3% | +451+3.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,604 | $221.3 萬 | 1.3% | −13−0.3% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 36,583 | $214.6 萬 | 1.3% | −1,818−4.7% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 23,462 | $189.2 萬 | 1.1% | −582−2.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,444 | $187.8 萬 | 1.1% | +820+7.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,752 | $174.7 萬 | 1.0% | −965−9.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,545 | $160.6 萬 | 0.9% | −2,198−17.2% | 減碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 58,254 | $142.3 萬 | 0.8% | +5,069+9.5% | 加碼 | 歷史 |
| EVMEaton Vance California Municipal Bond Fund | COM | 126,810 | $119.8 萬 | 0.7% | −400−0.3% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 26,785 | $112.5 萬 | 0.7% | +130+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,044 | $105.1 萬 | 0.6% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20,006 | $96.4 萬 | 0.6% | −8,594−30.0% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 18,211 | $95.0 萬 | 0.6% | −820−4.3% | 減碼 | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 77,600 | $94.3 萬 | 0.6% | −2,500−3.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,741 | $91.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,236 | $77.0 萬 | 0.5% | 00.0% | 不變 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 56,500 | $62.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,203 | $62.3 萬 | 0.4% | +5,110+165.2% | 加碼 | – |
| BOXBox Inc | CL A | 20,423 | $57.8 萬 | 0.3% | −6,428−23.9% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 12,925 | $56.9 萬 | 0.3% | +3,250+33.6% | 加碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $52.9 萬 | 0.3% | +18,497 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,157 | $48.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 9,871 | $48.6 萬 | 0.3% | +2,030+25.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 993 | $48.2 萬 | 0.3% | +184+22.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,706 | $47.6 萬 | 0.3% | +1,061+64.5% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,850 | $45.0 萬 | 0.3% | +200+3.0% | 加碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 18,252 | $44.3 萬 | 0.3% | −222−1.2% | 減碼 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 10,995 | $41.0 萬 | 0.2% | +2,144+24.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,234 | $40.8 萬 | 0.2% | −10.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 933 | $39.3 萬 | 0.2% | +52+5.9% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,314 | $38.6 萬 | 0.2% | −11,348−68.1% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,507 | $33.0 萬 | 0.2% | +620+32.9% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,160 | $31.9 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 1,473 | $23.9 萬 | 0.1% | +1,473 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 950 | $23.7 萬 | 0.1% | +950 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 444 | $23.3 萬 | 0.1% | +444 | 新進 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,800 | $22.8 萬 | 0.1% | +500+11.6% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,055 | $21.3 萬 | 0.1% | −1,500−22.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 235 | $21.2 萬 | 0.1% | +235 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $20.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 391 | $20.5 萬 | 0.1% | +391 | 新進 | – |
2023 年第 4 季之後清倉（1 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Inc46434G764 | MSCI EMRG CHN | 4,096 | $22.7 萬 | 0.1% | – |