Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/7 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 57
- 較 2024 年第 2 季 +2
- 總值
- $1.85 億
- 較 2024 年第 2 季 +$1,120 萬 (+6.5%)
| 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 | 740,974 | $4,930 萬 | 26.7% | −14,351−1.9% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 363,307 | $1,919 萬 | 10.4% | +6,620+1.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 334,050 | $1,374 萬 | 7.4% | −5,250−1.5% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 209,228 | $1,218 萬 | 6.6% | +1,290+0.6% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 234,106 | $1,112 萬 | 6.0% | +5,721+2.5% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 136,080 | $739.3 萬 | 4.0% | +5,740+4.4% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,840 | $656.4 萬 | 3.6% | −290−0.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 98,604 | $471.9 萬 | 2.6% | −929−0.9% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 93,200 | $471.6 萬 | 2.6% | +2,234+2.5% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 43,106 | $430.2 萬 | 2.3% | +3,090+7.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 15,007 | $349.7 萬 | 1.9% | −349−2.3% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 115,661 | $337.5 萬 | 1.8% | −3,335−2.8% | 減碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 62,279 | $327.7 萬 | 1.8% | +3,759+6.4% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 57,090 | $255.7 萬 | 1.4% | +46+0.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,437 | $234.1 萬 | 1.3% | −255−5.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 12,356 | $230.2 萬 | 1.2% | +8+0.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 26,193 | $221.4 萬 | 1.2% | +1,427+5.8% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 35,113 | $221.2 萬 | 1.2% | −150−0.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,019 | $199.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,841 | $193.7 萬 | 1.0% | +2,719+66.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 17,453 | $189.6 萬 | 1.0% | −2,130−10.9% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,618 | $182.5 萬 | 1.0% | +6+0.1% | 加碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 56,961 | $169.5 萬 | 0.9% | +540+1.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,628 | $161.0 萬 | 0.9% | +55+0.6% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 25,950 | $129.0 萬 | 0.7% | +100+0.4% | 加碼 | 歷史 |
| EVMEaton Vance California Municipal Bond Fund | COM | 124,540 | $120.2 萬 | 0.7% | −3,400−2.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,844 | $105.8 萬 | 0.6% | +59+3.3% | 加碼 | 歷史 |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 73,438 | $99.8 萬 | 0.5% | −3,400−4.4% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 18,370 | $98.5 萬 | 0.5% | +620+3.5% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 12,033 | $96.8 萬 | 0.5% | +3,330+38.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,306 | $88.5 萬 | 0.5% | +70+3.1% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 15,481 | $79.9 萬 | 0.4% | +3,610+30.4% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 15,205 | $79.3 萬 | 0.4% | +2,330+18.1% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,504 | $71.4 萬 | 0.4% | −130−1.3% | 減碼 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 54,400 | $65.1 萬 | 0.4% | −1,000−1.8% | 減碼 | 歷史 |
| BOXBox Inc | CL A | 18,299 | $59.9 萬 | 0.3% | −3,619−16.5% | 減碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 20,672 | $54.1 萬 | 0.3% | +2,460+13.5% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,610 | $53.4 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,140 | $52.5 萬 | 0.3% | −12−1.0% | 減碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 12,260 | $50.0 萬 | 0.3% | +589+5.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,509 | $49.7 萬 | 0.3% | −20−0.8% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 743 | $42.5 萬 | 0.2% | −46−5.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,583 | $41.4 萬 | 0.2% | −785−33.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,252 | $39.5 萬 | 0.2% | +902+38.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 914 | $39.3 萬 | 0.2% | +15+1.7% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 2,212 | $38.5 萬 | 0.2% | +820+58.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,837 | $37.4 萬 | 0.2% | +3,837 | 新進 | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $35.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,160 | $34.4 萬 | 0.2% | −178−5.3% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,517 | $30.8 萬 | 0.2% | +10+0.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,130 | $29.8 萬 | 0.2% | −180−13.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 459 | $26.9 萬 | 0.1% | +15+3.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 1,473 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 416 | $24.0 萬 | 0.1% | +25+6.4% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,855 | $22.0 萬 | 0.1% | −200−4.0% | 減碼 | – |
| FISVFiserv Inc | Stock | 1,174 | $21.1 萬 | 0.1% | +1,174 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $21.1 萬 | 0.1% | 00.0% | 不變 | – |