Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 55
- 較 2024 年第 1 季 −1
- 總值
- $1.73 億
- 較 2024 年第 1 季 +$291.1 萬 (+1.7%)
| 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 | 755,325 | $4,749 萬 | 27.4% | +2,300+0.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 356,687 | $1,763 萬 | 10.2% | −1,427−0.4% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 339,300 | $1,304 萬 | 7.5% | −9,728−2.8% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 207,938 | $1,183 萬 | 6.8% | +1,846+0.9% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 228,385 | $1,041 萬 | 6.0% | +5,492+2.5% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 130,340 | $695.9 萬 | 4.0% | +72,068+123.7% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 55,130 | $620.9 萬 | 3.6% | −142−0.3% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 90,966 | $443.6 萬 | 2.6% | −4,123−4.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 99,533 | $435.6 萬 | 2.5% | +1,215+1.2% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 40,016 | $380.4 萬 | 2.2% | +3,737+10.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 15,356 | $323.4 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 118,996 | $316.1 萬 | 1.8% | −4,980−4.0% | 減碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 58,520 | $300.8 萬 | 1.7% | −27,980−32.3% | 減碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 57,044 | $245.7 萬 | 1.4% | −120−0.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 12,348 | $238.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,692 | $234.7 萬 | 1.4% | +88+1.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,019 | $218.9 萬 | 1.3% | −425−3.4% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 19,583 | $208.7 萬 | 1.2% | −15,220−43.7% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 35,263 | $206.8 萬 | 1.2% | −1,320−3.6% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,766 | $192.6 萬 | 1.1% | +1,304+5.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,573 | $175.6 萬 | 1.0% | −972−9.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,612 | $167.7 萬 | 1.0% | −140−1.4% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 56,421 | $157.1 萬 | 0.9% | −1,833−3.1% | 減碼 | 歷史 |
| EVMEaton Vance California Municipal Bond Fund | COM | 127,940 | $121.7 萬 | 0.7% | +1,130+0.9% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 25,850 | $113.6 萬 | 0.7% | −935−3.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,122 | $110.3 萬 | 0.6% | +78+1.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,785 | $97.1 萬 | 0.6% | +44+2.5% | 加碼 | 歷史 |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 76,838 | $96.1 萬 | 0.6% | −762−1.0% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 17,750 | $92.3 萬 | 0.5% | −461−2.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,236 | $83.6 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,634 | $69.4 萬 | 0.4% | +4,320+81.3% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,703 | $64.5 萬 | 0.4% | +500+6.1% | 加碼 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 55,400 | $63.5 萬 | 0.4% | −1,100−1.9% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 12,875 | $59.3 萬 | 0.3% | −50−0.4% | 減碼 | 歷史 |
| BOXBox Inc | CL A | 21,918 | $58.0 萬 | 0.3% | +1,495+7.3% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 11,871 | $56.3 萬 | 0.3% | +2,000+20.3% | 加碼 | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $48.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,152 | $46.9 萬 | 0.3% | −5−0.4% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,368 | $46.9 萬 | 0.3% | −338−12.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,529 | $46.2 萬 | 0.3% | +295+13.2% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,610 | $45.0 萬 | 0.3% | −240−3.5% | 減碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 18,212 | $42.9 萬 | 0.2% | −40−0.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 899 | $40.2 萬 | 0.2% | −34−3.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 789 | $39.8 萬 | 0.2% | −204−20.5% | 減碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 11,671 | $35.3 萬 | 0.2% | +676+6.1% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,338 | $34.7 萬 | 0.2% | +178+5.6% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,507 | $32.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,310 | $31.7 萬 | 0.2% | +360+37.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,350 | $29.0 萬 | 0.2% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 444 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 1,473 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 391 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,055 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $20.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,392 | $20.6 萬 | 0.1% | +1,392 | 新進 | – |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20,006 | $96.4 萬 | 0.6% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,800 | $22.8 萬 | 0.1% | – |