Myecfo, LLC Top Holdings and 13F Report (2025) About Myecfo, LLCInvestment ActivityMyecfo, LLC has $219.82 million in total holdings as of September 30, 2025.Myecfo, LLC owns shares of 61 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.79% of the portfolio was purchased this quarter.About 1.84% of the portfolio was sold this quarter.This quarter, Myecfo, LLC has purchased 59 new stocks and bought additional shares in 26 stocks.Myecfo, LLC sold shares of 22 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $62,166,858Vanguard FTSE Developed Markets ETF $25,056,669Schwab International Equity ETF $14,207,943iShares California Muni Bond ETF $13,289,839Schwab U.S. Aggregate Bond ETF $11,629,945 Largest New Holdings this Quarter 92203J407 - Vanguard Total International Bond ETF $595,548 Holding78463X772 - SPDR S&P International Dividend ETF $241,569 Holding464287655 - iShares Russell 2000 ETF $210,263 Holding92864M301 - 2x Bitcoin Strategy ETF $206,605 Holding389638107 - Grayscale Ethereum Trust (ETH) $202,193 Holding Largest Purchases this Quarter PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 9,090 shares (about $898.21K)Vanguard FTSE Developed Markets ETF 11,551 shares (about $692.28K)Vanguard Total International Bond ETF 12,041 shares (about $595.55K)Vanguard FTSE Emerging Markets ETF 10,711 shares (about $580.32K)Schwab US Broad Market ETF 18,517 shares (about $476.16K) Largest Sales this Quarter Apple 6,471 shares (about $1.65M)Schwab International Equity ETF 19,273 shares (about $448.68K)iShares New York Muni Bond ETF 3,044 shares (about $162.40K)iShares GNMA Bond ETF 3,469 shares (about $153.85K)Schwab Emerging Markets Equity ETF 4,521 shares (about $150.87K) 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$62,166,858$476,161 ▲0.8%2,417,55328.3%ETFVEAVanguard FTSE Developed Markets ETF$25,056,669$692,284 ▲2.8%418,07911.4%ETFSCHFSchwab International Equity ETF$14,207,943$448,675 ▼-3.1%610,3076.5%ETFCMFiShares California Muni Bond ETF$13,289,839$325,641 ▲2.5%232,9926.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$11,629,945$292,812 ▲2.6%495,5245.3%ETFVTVanguard Total World Stock ETF$7,518,919$64,490 ▲0.9%54,5643.4%ETFVWOVanguard FTSE Emerging Markets ETF$6,812,501$580,323 ▲9.3%125,7383.1%ETFNYFiShares New York Muni Bond ETF$6,806,927$162,397 ▼-2.3%127,5903.1%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$6,561,780$898,211 ▲15.9%66,4063.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$5,107,632$260,372 ▲5.4%203,2482.3%ETFSCMBSchwab Municipal Bond ETF$3,833,817$116,269 ▲3.1%149,7001.7%ETFSCHESchwab Emerging Markets Equity ETF$3,667,652$150,865 ▼-4.0%109,9091.7%ETFGOOGLAlphabet$3,146,766$86,546 ▲2.8%12,9441.4%Computer and TechnologyVOOVanguard S&P 500 ETF$3,022,095$40,417 ▼-1.3%4,9351.4%ETFSIVRabrdn Physical Silver Shares ETF$2,860,687$76,150 ▲2.7%64,3141.3%ETFAMZNAmazon.com$2,749,312$4,392 ▲0.2%12,5211.3%Retail/WholesaleGOOGAlphabet$2,521,5770.0%10,3531.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$2,415,518$85,787 ▲3.7%33,8451.1%ETFSCHDSchwab US Dividend Equity ETF$2,373,109$52,853 ▲2.3%86,9271.1%ETFGNMAiShares GNMA Bond ETF$2,371,530$153,850 ▼-6.1%53,4731.1%ETFAAPLApple$2,175,574$1,647,722 ▼-43.1%8,5441.0%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$2,014,412$12,808 ▼-0.6%69,2000.9%ETFVTIVanguard Total Stock Market ETF$1,915,856$6,235 ▲0.3%5,8380.9%ETFIAUiShares Gold Trust$1,784,466$53,413 ▼-2.9%24,5220.8%FinanceGLDMSPDR Gold MiniShares Trust$1,739,849$183,480 ▲11.8%22,7580.8%FinanceIWDiShares Russell 1000 Value ETF$1,725,425$73,903 ▼-4.1%8,4750.8%ETFMUBiShares National Muni Bond ETF$1,358,067$47,921 ▼-3.4%12,7530.6%ETFSPYSPDR S&P 500 ETF Trust$1,205,786$52,628 ▼-4.2%1,8100.5%FinanceVUGVanguard Growth ETF$1,063,7750.0%2,2180.5%ETFSCHASchwab US Small-Cap ETF$964,801$71,144 ▼-6.9%34,5810.4%ETFEVMEaton Vance California Municipal Bond Fund$963,710$46,501 ▼-4.6%101,5500.4%Financial ServicesAFRMAffirm$916,789$17,978 ▲2.0%12,5450.4%Computer and TechnologySCHPSchwab U.S. TIPS ETF$777,184$130,815 ▼-14.4%28,8380.4%ETFSCHYSchwab International Dividend Equity ETF$721,823$89,295 ▲14.1%25,8350.3%ETFVGTVanguard Information Technology ETF$720,498$44,051 ▲6.5%9650.3%ETFTSLATesla$714,220$5,337 ▲0.8%1,6060.3%Auto/Tires/TrucksNVDANVIDIA$702,660$89,372 ▲14.6%3,7660.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$674,387$21,270 ▼-3.1%9,0680.3%ETFVNQVanguard Real Estate ETF$638,752$31,083 ▲5.1%6,9870.3%ETFARWRArrowhead Pharmaceuticals$637,9620.0%18,4970.3%MedicalNEANuveen AMT-Free Quality Municipal Income Fund$605,948$11,390 ▼-1.8%53,2000.3%Financial ServicesBNDXVanguard Total International Bond ETF$595,548$595,548 ▲New Holding12,0410.3%ETFMETAMeta Platforms$593,379$23,500 ▲4.1%8080.3%Computer and TechnologyBOXBOX$589,863$11,101 ▼-1.8%18,2790.3%Computer and TechnologyBRK.BBerkshire Hathaway$561,058$5,027 ▼-0.9%1,1160.3%FinanceVOVanguard Mid-Cap ETF$490,546$67,560 ▲16.0%1,6700.2%ETFVIGVanguard Dividend Appreciation ETF$481,643$20,500 ▼-4.1%2,2320.2%ETFMSFTMicrosoft$471,8850.0%9110.2%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$448,259$87,210 ▼-16.3%5,1400.2%ETFQQQInvesco QQQ$426,2630.0%7100.2%FinanceVPUVanguard Utilities ETF$372,380$56,065 ▼-13.1%1,9660.2%ETFVSGXVanguard ESG International Stock ETF$362,805$106,136 ▲41.4%5,2300.2%ETFDSIiShares ESG MSCI KLD 400 ETF$322,4320.0%2,5600.1%ETFVDEVanguard Energy ETF$313,014$1,259 ▲0.4%2,4870.1%ETFIVViShares Core S&P 500 ETF$286,1510.0%4280.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$276,272$141,491 ▼-33.9%11,3230.1%ETFDWXSPDR S&P International Dividend ETF$241,569$241,569 ▲New Holding5,6570.1%ETFPGProcter & Gamble$226,4020.0%1,4730.1%Consumer StaplesIWMiShares Russell 2000 ETF$210,263$210,263 ▲New Holding8690.1%FinanceBITX2x Bitcoin Strategy ETF$206,605$206,605 ▲New Holding3,7510.1%ETFETHEGrayscale Ethereum Trust (ETH)$202,193$202,193 ▲New Holding5,9000.1%MiscellaneousXLFFinancial Select Sector SPDR Fund$0$228,071 ▼-100.0%00.0%ETFFIFiserv$0$202,409 ▼-100.0%00.0%Business ServicesNUVEEN CALIFORNIA AMT QLT MU$0$176,550 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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