Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 57
- 較 2024 年第 3 季 0
- 總值
- $1.85 億
- 較 2024 年第 3 季 +$67.4 萬 (+0.4%)
| 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 | 2,270,249 | $5,154 萬 | 27.8% | +47,327+2.1% | 加碼依 3 比 1 拆股換算 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 386,643 | $1,849 萬 | 10.0% | +23,336+6.4% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 224,614 | $1,288 萬 | 7.0% | +15,386+7.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 655,632 | $1,213 萬 | 6.5% | −12,468−1.9% | 減碼依 2 比 1 拆股換算 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 476,763 | $1,083 萬 | 5.8% | +8,551+1.8% | 加碼依 2 比 1 拆股換算 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 134,320 | $714.9 萬 | 3.9% | −1,760−1.3% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,763 | $643.4 萬 | 3.5% | −77−0.1% | 減碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 50,696 | $485.3 萬 | 2.6% | +7,590+17.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 104,891 | $461.9 萬 | 2.5% | +6,287+6.4% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 178,299 | $433.1 萬 | 2.3% | −8,101−4.3% | 減碼依 2 比 1 拆股換算 | – |
| AAPLApple Inc. | Stock | 14,994 | $375.5 萬 | 2.0% | −13−0.1% | 減碼 | 歷史 |
| Schwab Strategic Tr808524649 | MUN BD ETF | 125,288 | $323.0 萬 | 1.7% | +730+0.6% | 加碼依 2 比 1 拆股換算 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 114,844 | $305.8 萬 | 1.7% | −817−0.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 12,356 | $271.1 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,722 | $254.6 萬 | 1.4% | +285+6.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,417 | $235.1 萬 | 1.3% | +398+3.3% | 加碼 | 歷史 |
| iShares Tr46429B333 | GNMA BOND ETF | 50,960 | $218.8 萬 | 1.2% | −6,130−10.7% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 79,678 | $217.7 萬 | 1.2% | +1,099+1.4% | 加碼依 3 比 1 拆股換算 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 34,803 | $199.6 萬 | 1.1% | −310−0.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,560 | $196.2 萬 | 1.1% | +932+9.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,941 | $172.2 萬 | 0.9% | −900−13.2% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,148 | $169.4 萬 | 0.9% | −470−4.9% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 59,292 | $163.5 萬 | 0.9% | +2,331+4.1% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,213 | $162.1 萬 | 0.9% | −2,240−12.8% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 50,119 | $130.7 萬 | 0.7% | +14,020+38.8% | 加碼依 3 比 1 拆股換算 | – |
| IAUiShares Gold Trust | ETF | 25,950 | $128.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| EVMEaton Vance California Municipal Bond Fund | COM | 119,340 | $109.4 萬 | 0.6% | −5,200−4.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,850 | $108.4 萬 | 0.6% | +6+0.3% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 38,591 | $99.8 萬 | 0.5% | +7,629+24.6% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,226 | $91.4 萬 | 0.5% | −80−3.5% | 減碼 | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 71,638 | $90.6 萬 | 0.5% | −1,800−2.5% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 17,045 | $88.6 萬 | 0.5% | +1,840+12.1% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 34,200 | $88.3 萬 | 0.5% | −2,540−6.9% | 減碼依 2 比 1 拆股換算 | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 12,005 | $73.1 萬 | 0.4% | −255−2.1% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,444 | $67.9 萬 | 0.4% | −60−0.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,581 | $63.8 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| BOXBox Inc | CL A | 19,205 | $60.7 萬 | 0.3% | +906+5.0% | 加碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 51,400 | $58.0 萬 | 0.3% | −3,000−5.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,140 | $51.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,610 | $50.0 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 20,972 | $48.5 萬 | 0.3% | +300+1.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,364 | $46.3 萬 | 0.2% | −145−5.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,402 | $45.7 萬 | 0.2% | +150+4.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 767 | $44.9 萬 | 0.2% | +24+3.2% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,810 | $42.0 萬 | 0.2% | +650+20.6% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,472 | $40.4 萬 | 0.2% | +260+11.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 914 | $38.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,390 | $36.7 萬 | 0.2% | +260+23.0% | 加碼 | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $34.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 2,657 | $32.2 萬 | 0.2% | +140+5.6% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 456 | $28.4 萬 | 0.2% | −3−0.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $25.2 萬 | 0.1% | +12+2.9% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 1,473 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 1,174 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,955 | $23.9 萬 | 0.1% | +100+2.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $20.7 萬 | 0.1% | 00.0% | 不變 | – |
| RCATRed Cat Holdings, Inc. | Stock | 15,000 | $19.3 萬 | 0.1% | +15,000 | 新進 | 歷史 |
2024 年第 3 季之後清倉（1 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Real Estate ETF922908553 | ETF | 3,837 | $37.4 萬 | 0.2% | – |