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Myecfo, LLC Top Holdings and 13F Report (2026)

About Myecfo, LLC

Investment Activity

  • Myecfo, LLC has $266.30 million in total holdings as of September 30, 2026.
  • Myecfo, LLC owns shares of 72 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 2.30% of the portfolio was purchased this quarter.
  • About 0.82% of the portfolio was sold this quarter.
  • This quarter, Myecfo, LLC has purchased 73 new stocks and bought additional shares in 27 stocks.
  • Myecfo, LLC sold shares of 22 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

79466L302 - Salesforce
$502,536 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$269,189 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
4,167 shares (about $1.56M)
Salesforce
2,189 shares (about $502.54K)
Schwab Municipal Bond ETF
19,680 shares (about $475.47K)
Vanguard FTSE Developed Markets ETF
6,449 shares (about $455.36K)

Largest Sales this Quarter

Schwab US Broad Market ETF
19,242 shares (about $563.98K)
Schwab International Equity ETF
11,170 shares (about $306.84K)
iShares New York Muni Bond ETF
3,340 shares (about $168.74K)
Schwab Emerging Markets Equity ETF
3,270 shares (about $119.19K)
Alphabet
264 shares (about $90.84K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMyecfo, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$74,969,500$563,983 ▼-0.7%2,557,81328.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$33,804,264$455,364 ▲1.4%478,74612.7%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$15,761,045$306,840 ▼-1.9%573,7555.9%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$13,222,826$146,936 ▲1.1%244,3245.0%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$12,603,044$162,501 ▲1.3%570,2734.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$11,132,672$301,473 ▲2.8%187,7034.2%ETF
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock logo
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
$8,405,759$274,482 ▲3.4%91,5663.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$6,655,745$90,764 ▼-1.3%42,1652.5%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$5,944,442$57,852 ▼-1.0%250,8202.2%ETF
iShares New York Muni Bond ETF stock logo
NYF
iShares New York Muni Bond ETF
$5,526,383$168,737 ▼-3.0%109,3902.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,151,679$90,839 ▼-1.7%14,9721.9%Communication Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,706,993$1,559,517 ▲49.5%12,5771.8%ETF
Schwab Municipal Bond ETF stock logo
SCMB
Schwab Municipal Bond ETF
$4,515,746$475,469 ▲11.8%186,9101.7%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,808,685$119,191 ▼-3.0%104,4911.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,707,425$37,820 ▲1.0%10,8811.4%Communication Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,209,588$38,543 ▼-1.2%4,5801.2%ETF
Apple Inc. stock logo
AAPL
Apple
$3,107,096$17,317 ▼-0.6%9,3301.2%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,083,3170.0%12,3751.2%Consumer Discretionary
abrdn Physical Silver Shares ETF stock logo
SIVR
abrdn Physical Silver Shares ETF
$3,055,758$108,487 ▲3.7%53,3201.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,993,472$4,326 ▼-0.1%92,0221.1%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2,696,778$155,558 ▲6.1%80,9601.0%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2,639,691$52,271 ▼-1.9%31,8151.0%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$2,275,281$85,137 ▲3.9%27,6870.9%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,036,7450.0%8,2150.8%ETF
iShares GNMA Bond ETF stock logo
GNMA
iShares GNMA Bond ETF
$1,905,332$5,860 ▲0.3%45,5170.7%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,565,386$76,383 ▲5.1%20,0430.6%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$1,477,476$1,006,140 ▲213.5%30,0300.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,353,766$8,390 ▲0.6%1,7750.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,240,815$3,785 ▼-0.3%13,7700.5%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,149,577$9,789 ▲0.9%35,2310.4%ETF
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$1,145,1790.0%17,4970.4%Healthcare
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,079,849$23,253 ▼-2.1%10,6810.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,050,0580.0%2,9900.4%Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$991,788$38,706 ▲4.1%7,8920.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$945,265$73,082 ▲8.4%4,1390.4%Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$921,841$242,438 ▲35.7%13,1410.3%ETF
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$912,105$51,646 ▼-5.4%13,1750.3%Finance
Schwab International Dividend Equity ETF stock logo
SCHY
Schwab International Dividend Equity ETF
$842,055$33,943 ▲4.2%26,8170.3%ETF
BlackRock MuniHoldings California Quality Fund, Inc. stock logo
MUC
BlackRock MuniHoldings California Quality Fund
$734,661$14,742 ▲2.0%75,3500.3%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$684,504$5,378 ▼-0.8%7,6370.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$666,2570.0%1,2990.3%Technology
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$665,193$3,182 ▲0.5%16,7260.2%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$591,259$28,648 ▼-4.6%23,5280.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$565,567$5,322 ▼-0.9%1,5940.2%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$557,6630.0%7690.2%Communication Services
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$552,7110.0%2,3690.2%ETF
Box, Inc. stock logo
BOX
BOX
$551,616$10,178 ▲1.9%16,4760.2%Technology
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$544,4320.0%10,5900.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$530,8150.0%1,0660.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$522,278$4,439 ▼-0.8%7060.2%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$513,1730.0%6,3300.2%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$511,6300.0%3,5000.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$505,868$18,748 ▼-3.6%10,7930.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$505,0250.0%6,4400.2%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$502,536$502,536 ▲New Holding2,1890.2%Technology
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$496,5050.0%49,9000.2%Finance
iShares MSCI Australia ETF stock logo
EWA
iShares MSCI Australia ETF
$390,9610.0%13,8100.1%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$381,2800.0%2,2930.1%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$366,0030.0%9,2800.1%ETF
VANGUARD NY TAX FREE FDS
$353,344$6,814 ▲2.0%3,6300.1%TAX EXEMPT BD
Snowflake Inc. stock logo
SNOW
Snowflake
$328,582$12,899 ▲4.1%9680.1%Technology
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$322,284$8,608 ▼-2.6%1,8720.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$318,239$9,180 ▼-2.8%4160.1%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$307,1160.0%1,7960.1%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$302,142$11,930 ▲4.1%12,6630.1%ETF
EXXONMOBIL HOLDINGS CORP
$269,189$269,189 ▲New Holding1,6540.1%COM SHS
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$262,6060.0%9450.1%ETF
SPDR S&P International Dividend ETF stock logo
DWX
SPDR S&P International Dividend ETF
$216,4180.0%4,7310.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$207,5080.0%1,4000.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$206,369$7,703 ▼-3.6%1,4200.1%Consumer Staples
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$203,9880.0%3,8200.1%ETF
Opendoor Technologies Inc. stock logo
OPEN
Opendoor Technologies
$64,082$27,347 ▲74.4%27,0390.0%Real Estate
Intel Corporation stock logo
INTC
Intel
$0$235,277 ▼-100.0%00.0%Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$226,135 ▼-100.0%00.0%Energy
ATAIBECKLEY INC
$0$54,750 ▼-100.0%00.0%COM SHS

Showing largest 100 holdings. View all holdings.
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