Myecfo, LLC Top Holdings and 13F Report (2025) About Myecfo, LLCInvestment ActivityMyecfo, LLC has $203.89 million in total holdings as of June 30, 2025.Myecfo, LLC owns shares of 59 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.75% of the portfolio was purchased this quarter.About 1.20% of the portfolio was sold this quarter.This quarter, Myecfo, LLC has purchased 58 new stocks and bought additional shares in 23 stocks.Myecfo, LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $57,169,030Vanguard FTSE Developed Markets ETF $23,176,169Schwab International Equity ETF $13,913,714iShares California Muni Bond ETF $12,880,577Schwab U.S. Aggregate Bond ETF $11,231,853 Largest New Holdings this Quarter 808524862 - Schwab Short-Term U.S. Treasury ETF $417,446 Holding46090E103 - Invesco QQQ $391,664 Holding921910725 - Vanguard ESG International Stock ETF $242,350 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 30,801 shares (about $733.99K)Schwab Short-Term U.S. Treasury ETF 17,122 shares (about $417.45K)Invesco QQQ 710 shares (about $391.66K)Schwab Municipal Bond ETF 12,400 shares (about $312.55K)Vanguard FTSE Developed Markets ETF 4,846 shares (about $276.27K) Largest Sales this Quarter NUVEEN CALIFORNIA AMT QLT MU 54,500 shares (about $641.47K)Schwab International Equity ETF 11,016 shares (about $243.45K)iShares New York Muni Bond ETF 4,396 shares (about $229.21K)iShares National Muni Bond ETF 1,580 shares (about $164.45K)iShares ESG MSCI KLD 400 ETF 1,340 shares (about $155.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMyecfo, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$57,169,030$733,988 ▲1.3%2,399,03628.0%ETFVEAVanguard FTSE Developed Markets ETF$23,176,169$276,271 ▲1.2%406,52811.4%ETFSCHFSchwab International Equity ETF$13,913,714$243,454 ▼-1.7%629,5806.8%ETFCMFiShares California Muni Bond ETF$12,880,577$87,842 ▼-0.7%227,2836.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$11,231,853$19,997 ▲0.2%483,0485.5%ETFVTVanguard Total World Stock ETF$6,952,418$5,269 ▲0.1%54,0963.4%ETFNYFiShares New York Muni Bond ETF$6,811,257$229,207 ▼-3.3%130,6343.3%ETFVWOVanguard FTSE Emerging Markets ETF$5,689,224$209,562 ▲3.8%115,0272.8%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$5,580,339$272,124 ▲5.1%57,3162.7%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,928,079$127,081 ▲2.6%192,8872.4%ETFSCMBSchwab Municipal Bond ETF$3,658,906$312,555 ▲9.3%145,1601.8%ETFSCHESchwab Emerging Markets Equity ETF$3,448,910$28,030 ▼-0.8%114,4301.7%ETFAAPLApple$3,080,639$7,796 ▲0.3%15,0151.5%Computer and TechnologyVOOVanguard S&P 500 ETF$2,840,718$10,225 ▼-0.4%5,0011.4%ETFAMZNAmazon.com$2,742,670$8,776 ▼-0.3%12,5011.3%Retail/WholesaleGNMAiShares GNMA Bond ETF$2,502,603$85,307 ▲3.5%56,9421.2%ETFSCHDSchwab US Dividend Equity ETF$2,252,259$15,158 ▲0.7%84,9911.1%ETFGOOGLAlphabet$2,218,441$30,136 ▲1.4%12,5881.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$2,194,262$67,892 ▼-3.0%32,6431.1%ETFSIVRabrdn Physical Silver Shares ETF$2,154,135$48,862 ▲2.3%62,6021.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,926,939$23,243 ▲1.2%69,6400.9%ETFGOOGAlphabet$1,836,5940.0%10,3530.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,768,569$28,569 ▼-1.6%5,8190.9%ETFIWDiShares Russell 1000 Value ETF$1,716,605$60,211 ▼-3.4%8,8380.8%ETFIAUiShares Gold Trust$1,574,964$18,334 ▼-1.2%25,2560.8%FinanceMUBiShares National Muni Bond ETF$1,374,225$164,453 ▼-10.7%13,2030.7%ETFGLDMSPDR Gold MiniShares Trust$1,333,856$41,933 ▲3.2%20,3580.7%FinanceSPYSPDR S&P 500 ETF Trust$1,167,1190.0%1,8890.6%FinanceVUGVanguard Growth ETF$972,371$2,192 ▼-0.2%2,2180.5%ETFEVMEaton Vance California Municipal Bond Fund$949,534$72,163 ▼-7.1%106,4500.5%Financial ServicesSCHASchwab US Small-Cap ETF$939,406$25,300 ▼-2.6%37,1310.5%ETFSCHPSchwab U.S. TIPS ETF$898,903$64,245 ▼-6.7%33,6920.4%ETFAFRMAffirm$850,353$2,420 ▲0.3%12,2990.4%Computer and TechnologyBNDVanguard Total Bond Market ETF$688,735$6,627 ▼-1.0%9,3540.3%ETFBOXBOX$636,348$68,648 ▼-9.7%18,6230.3%Computer and TechnologySCHYSchwab International Dividend Equity ETF$619,177$44,307 ▼-6.7%22,6390.3%ETFVGTVanguard Information Technology ETF$600,932$228,832 ▲61.5%9060.3%ETFVNQVanguard Real Estate ETF$591,982$8,906 ▼-1.5%6,6470.3%ETFNEANuveen AMT-Free Quality Municipal Income Fund$591,864$18,564 ▲3.2%54,2000.3%Financial ServicesMETAMeta Platforms$572,758$11,071 ▲2.0%7760.3%Computer and TechnologyBRK.BBerkshire Hathaway$546,977$6,801 ▼-1.2%1,1260.3%FinanceNVDANVIDIA$519,313$1,738 ▲0.3%3,2870.3%Computer and TechnologyTSLATesla$506,350$5,083 ▲1.0%1,5940.2%Auto/Tires/TrucksXLUUtilities Select Sector SPDR Fund$501,392$40,830 ▼-7.5%6,1400.2%ETFVIGVanguard Dividend Appreciation ETF$476,2670.0%2,3270.2%ETFMSFTMicrosoft$453,168$36,313 ▲8.7%9110.2%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$417,446$417,446 ▲New Holding17,1220.2%ETFVOVanguard Mid-Cap ETF$402,955$8,395 ▲2.1%1,4400.2%ETFVPUVanguard Utilities ETF$399,266$12,356 ▼-3.0%2,2620.2%ETFQQQInvesco QQQ$391,664$391,664 ▲New Holding7100.2%FinanceDSIiShares ESG MSCI KLD 400 ETF$297,370$155,655 ▼-34.4%2,5600.1%ETFVDEVanguard Energy ETF$295,0600.0%2,4770.1%ETFARWRArrowhead Pharmaceuticals$292,2530.0%18,4970.1%MedicalIVViShares Core S&P 500 ETF$265,4580.0%4280.1%ETFVSGXVanguard ESG International Stock ETF$242,350$242,350 ▲New Holding3,7000.1%ETFPGProcter & Gamble$234,7560.0%1,4730.1%Consumer StaplesXLFFinancial Select Sector SPDR Fund$228,071$31,422 ▼-12.1%4,3550.1%ETFFIFiserv$202,4090.0%1,1740.1%Business ServicesNUVEEN CALIFORNIA AMT QLT MU$176,550$641,465 ▼-78.4%15,0000.1%COMPWZInvesco California AMT-Free Municipal Bond ETF$0$200,340 ▼-100.0%00.0%ETFVCVInv Vk Ca Valu$0$113,527 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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