Myecfo, LLC
- SEC CIK
- 0001986457
- 最新申報
- 2026/8/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/12 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 64
- 較 2025 年第 3 季 +3
- 總值
- $2.36 億
- 較 2025 年第 3 季 +$1,577 萬 (+7.2%)
| 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 | 2,481,049 | $6,508 萬 | 27.6% | +63,496+2.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 439,520 | $2,746 萬 | 11.7% | +21,441+5.1% | 加碼 | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 251,202 | $1,444 萬 | 6.1% | +18,210+7.8% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 598,757 | $1,439 萬 | 6.1% | −11,550−1.9% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 513,371 | $1,200 萬 | 5.1% | +17,847+3.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 148,452 | $798.6 萬 | 3.4% | +22,714+18.1% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 55,292 | $779.9 萬 | 3.3% | +728+1.3% | 加碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 76,271 | $750.3 萬 | 3.2% | +9,865+14.9% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 125,290 | $670.4 萬 | 2.8% | −2,300−1.8% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 222,365 | $557.7 萬 | 2.4% | +19,117+9.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 15,284 | $478.4 萬 | 2.0% | +2,340+18.1% | 加碼 | 歷史 |
| Schwab Strategic Tr808524649 | MUN BD ETF | 172,440 | $444.4 萬 | 1.9% | +22,740+15.2% | 加碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 56,107 | $378.4 萬 | 1.6% | −8,207−12.8% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 109,901 | $359.9 萬 | 1.5% | −80.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 10,423 | $327.1 萬 | 1.4% | +70+0.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,885 | $306.4 萬 | 1.3% | −50−1.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 12,504 | $288.6 萬 | 1.2% | −17−0.1% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 89,185 | $244.6 萬 | 1.0% | +2,258+2.6% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 32,835 | $241.5 萬 | 1.0% | −1,010−3.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 8,194 | $222.8 萬 | 0.9% | −350−4.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 72,940 | $216.0 萬 | 0.9% | +3,740+5.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,242 | $209.3 萬 | 0.9% | +404+6.9% | 加碼 | – |
| iShares Tr46429B333 | GNMA BOND ETF | 45,945 | $204.6 萬 | 0.9% | −7,528−14.1% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 22,323 | $190.6 萬 | 0.8% | −435−1.9% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 8,315 | $174.9 萬 | 0.7% | −160−1.9% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 19,265 | $156.4 萬 | 0.7% | −5,257−21.4% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 11,953 | $128.0 萬 | 0.5% | −800−6.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,812 | $123.6 萬 | 0.5% | +2+0.1% | 加碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 18,497 | $122.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,214 | $108.0 萬 | 0.5% | −4−0.2% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 2,890 | $100.0 萬 | 0.4% | +2,890 | 新進 | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 13,274 | $98.8 萬 | 0.4% | +729+5.8% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 20,296 | $98.1 萬 | 0.4% | +8,255+68.6% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 33,281 | $94.8 萬 | 0.4% | −1,300−3.8% | 減碼 | – |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 25,646 | $76.5 萬 | 0.3% | −189−0.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,615 | $72.6 萬 | 0.3% | +9+0.6% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 963 | $72.6 萬 | 0.3% | −2−0.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 3,880 | $72.4 萬 | 0.3% | +114+3.0% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,733 | $72.1 萬 | 0.3% | +665+7.3% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 25,488 | $67.5 萬 | 0.3% | −3,350−11.6% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,427 | $65.7 萬 | 0.3% | +440+6.3% | 加碼 | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 53,200 | $61.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BOXBox Inc | CL A | 19,330 | $57.8 萬 | 0.2% | +1,051+5.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,095 | $55.0 萬 | 0.2% | −21−1.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 768 | $50.7 萬 | 0.2% | −40−5.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,232 | $49.1 萬 | 0.2% | 00.0% | 不變 | – |
| BFZBlackRock California Municipal Income Trust | SH BEN INT | 44,600 | $47.9 萬 | 0.2% | +44,600 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 981 | $47.4 萬 | 0.2% | +70+7.7% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 6,330 | $45.3 萬 | 0.2% | +1,100+21.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,530 | $44.4 萬 | 0.2% | −140−8.4% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,430 | $44.2 萬 | 0.2% | +870+34.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 710 | $43.6 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,280 | $39.6 萬 | 0.2% | −1,000−9.7% | 減碼依 2 比 1 拆股換算 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 8,840 | $33.9 萬 | 0.1% | +8,840 | 新進 | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,766 | $32.7 萬 | 0.1% | −200−10.2% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 2,487 | $31.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $29.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 869 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 4,304 | $21.4 萬 | 0.1% | +4,304 | 新進 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 8,763 | $21.4 萬 | 0.1% | −2,560−22.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 1,473 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,820 | $20.9 萬 | 0.1% | +3,820 | 新進 | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 4,758 | $20.9 萬 | 0.1% | −899−15.9% | 減碼 | – |
| OPENOpendoor Technologies Inc. | COM | 11,650 | $6.79 萬 | <0.1% | +11,650 | 新進 | 歷史 |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。