Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/8 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 58
- 較 2024 年第 4 季 +1
- 總值
- $1.89 億
- 較 2024 年第 4 季 +$369.7 萬 (+2.0%)
| 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 | 2,368,235 | $5,100 萬 | 27.0% | +97,986+4.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 401,682 | $2,042 萬 | 10.8% | +15,039+3.9% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 228,833 | $1,288 萬 | 6.8% | +4,219+1.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 640,596 | $1,267 萬 | 6.7% | −15,036−2.3% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 482,188 | $1,117 萬 | 5.9% | +5,425+1.1% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 135,030 | $710.9 萬 | 3.8% | +710+0.5% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,055 | $626.8 萬 | 3.3% | −708−1.3% | 減碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 54,521 | $527.6 萬 | 2.8% | +3,825+7.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 110,790 | $501.4 萬 | 2.7% | +5,899+5.6% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 187,913 | $467.2 萬 | 2.5% | +9,614+5.4% | 加碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 132,760 | $335.5 萬 | 1.8% | +7,472+6.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 14,977 | $332.7 萬 | 1.8% | −17−0.1% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 115,360 | $318.0 萬 | 1.7% | +516+0.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,019 | $258.9 萬 | 1.4% | +297+6.3% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 55,001 | $241.5 萬 | 1.3% | +4,041+7.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 12,541 | $238.6 萬 | 1.3% | +185+1.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 84,419 | $236.0 萬 | 1.2% | +4,741+6.0% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 33,653 | $204.1 萬 | 1.1% | −1,150−3.3% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 61,182 | $198.9 萬 | 1.1% | +1,890+3.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,417 | $192.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 68,800 | $182.9 萬 | 1.0% | +18,681+37.3% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,148 | $172.1 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,913 | $162.5 萬 | 0.9% | −28−0.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,353 | $161.8 萬 | 0.9% | −207−2.0% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,783 | $155.9 萬 | 0.8% | −430−2.8% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 25,550 | $150.6 萬 | 0.8% | −400−1.5% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 19,718 | $122.0 萬 | 0.6% | +2,673+15.7% | 加碼 | 歷史 |
| EVMEaton Vance California Municipal Bond Fund | COM | 114,540 | $106.2 萬 | 0.6% | −4,800−4.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,889 | $105.7 萬 | 0.6% | +39+2.1% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 36,100 | $97.1 萬 | 0.5% | +1,900+5.6% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 38,131 | $89.3 萬 | 0.5% | −460−1.2% | 減碼 | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 69,500 | $87.5 萬 | 0.5% | −2,138−3.0% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,223 | $82.4 萬 | 0.4% | −3−0.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,444 | $69.4 萬 | 0.4% | 00.0% | 不變 | – |
| BOXBox Inc | CL A | 20,632 | $63.7 萬 | 0.3% | +1,427+7.4% | 加碼 | 歷史 |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 24,259 | $61.6 萬 | 0.3% | +3,287+15.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,747 | $61.1 萬 | 0.3% | +6,747 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,140 | $60.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 52,500 | $58.8 萬 | 0.3% | +1,100+2.1% | 加碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 12,264 | $55.4 萬 | 0.3% | +259+2.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,640 | $52.4 萬 | 0.3% | +30+0.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,327 | $45.1 萬 | 0.2% | −37−1.6% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 761 | $43.9 萬 | 0.2% | −6−0.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,578 | $40.9 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,900 | $39.9 萬 | 0.2% | +90+2.4% | 加碼 | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,332 | $39.8 萬 | 0.2% | −140−5.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,410 | $36.5 萬 | 0.2% | +20+1.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,276 | $35.5 萬 | 0.2% | −126−3.7% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 561 | $33.9 萬 | 0.2% | +105+23.0% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,477 | $32.1 萬 | 0.2% | −180−6.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 838 | $31.5 萬 | 0.2% | −76−8.3% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 1,174 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,473 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,955 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,400 | $20.0 萬 | 0.1% | 00.0% | 不變 | – |
| VCVInvesco California Value Municipal Income Trust | COM | 10,700 | $11.4 萬 | 0.1% | +10,700 | 新進 | 歷史 |
2024 年第 4 季之後清倉（1 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。