Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/10 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 61
- 較 2025 年第 2 季 +2
- 總值
- $2.20 億
- 較 2025 年第 2 季 +$1,594 萬 (+7.8%)
| 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 | 2,417,553 | $6,217 萬 | 28.3% | +18,517+0.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 418,079 | $2,506 萬 | 11.4% | +11,551+2.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 610,307 | $1,421 萬 | 6.5% | −19,273−3.1% | 減碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 232,992 | $1,329 萬 | 6.0% | +5,709+2.5% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 495,524 | $1,163 萬 | 5.3% | +12,476+2.6% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,564 | $751.9 萬 | 3.4% | +468+0.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 125,738 | $681.3 萬 | 3.1% | +10,711+9.3% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 127,590 | $680.7 萬 | 3.1% | −3,044−2.3% | 減碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 66,406 | $656.2 萬 | 3.0% | +9,090+15.9% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 203,248 | $510.8 萬 | 2.3% | +10,361+5.4% | 加碼 | – |
| Schwab Strategic Tr808524649 | MUN BD ETF | 149,700 | $383.4 萬 | 1.7% | +4,540+3.1% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 109,909 | $366.8 萬 | 1.7% | −4,521−4.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 12,944 | $314.7 萬 | 1.4% | +356+2.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,935 | $302.2 萬 | 1.4% | −66−1.3% | 減碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 64,314 | $286.1 萬 | 1.3% | +1,712+2.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,521 | $274.9 萬 | 1.3% | +20+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 10,353 | $252.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 33,845 | $241.6 萬 | 1.1% | +1,202+3.7% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 86,927 | $237.3 萬 | 1.1% | +1,936+2.3% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 53,473 | $237.2 萬 | 1.1% | −3,469−6.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 8,544 | $217.6 萬 | 1.0% | −6,471−43.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 69,200 | $201.4 萬 | 0.9% | −440−0.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,838 | $191.6 萬 | 0.9% | +19+0.3% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 24,522 | $178.4 萬 | 0.8% | −734−2.9% | 減碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 22,758 | $174.0 萬 | 0.8% | +2,400+11.8% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,475 | $172.5 萬 | 0.8% | −363−4.1% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 12,753 | $135.8 萬 | 0.6% | −450−3.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,810 | $120.6 萬 | 0.5% | −79−4.2% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,218 | $106.4 萬 | 0.5% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,581 | $96.5 萬 | 0.4% | −2,550−6.9% | 減碼 | – |
| EVMEaton Vance California Municipal Bond Fund | COM | 101,550 | $96.4 萬 | 0.4% | −4,900−4.6% | 減碼 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 12,545 | $91.7 萬 | 0.4% | +246+2.0% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 28,838 | $77.7 萬 | 0.4% | −4,854−14.4% | 減碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 25,835 | $72.2 萬 | 0.3% | +3,196+14.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 965 | $72.0 萬 | 0.3% | +59+6.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,606 | $71.4 萬 | 0.3% | +12+0.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,766 | $70.3 萬 | 0.3% | +479+14.6% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,068 | $67.4 萬 | 0.3% | −286−3.1% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,987 | $63.9 萬 | 0.3% | +340+5.1% | 加碼 | – |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $63.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 53,200 | $60.6 萬 | 0.3% | −1,000−1.8% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 12,041 | $59.6 萬 | 0.3% | +12,041 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 808 | $59.3 萬 | 0.3% | +32+4.1% | 加碼 | 歷史 |
| BOXBox Inc | CL A | 18,279 | $59.0 萬 | 0.3% | −344−1.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,116 | $56.1 萬 | 0.3% | −10−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,670 | $49.1 萬 | 0.2% | +230+16.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,232 | $48.2 萬 | 0.2% | −95−4.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 911 | $47.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,140 | $44.8 萬 | 0.2% | −1,000−16.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 710 | $42.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,966 | $37.2 萬 | 0.2% | −296−13.1% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 5,230 | $36.3 萬 | 0.2% | +1,530+41.4% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,560 | $32.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,487 | $31.3 萬 | 0.1% | +10+0.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 11,323 | $27.6 萬 | 0.1% | −5,799−33.9% | 減碼 | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 5,657 | $24.2 萬 | 0.1% | +5,657 | 新進 | – |
| PGProcter & Gamble Co | Stock | 1,473 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 869 | $21.0 萬 | 0.1% | +869 | 新進 | – |
| Volatility Shs Tr92864M301 | 2X BITCOIN STRAT | 3,751 | $20.7 萬 | 0.1% | +3,751 | 新進 | – |
| ETHEGrayscale Ethereum Staking ETF | ETF | 5,900 | $20.2 萬 | 0.1% | +5,900 | 新進 | 歷史 |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。