Myecfo, LLC Top Holdings and 13F Report (2025) About Myecfo, LLCInvestment ActivityMyecfo, LLC has $188.97 million in total holdings as of March 31, 2025.Myecfo, LLC owns shares of 58 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.50% of the portfolio was purchased this quarter.About 0.50% of the portfolio was sold this quarter.This quarter, Myecfo, LLC has purchased 57 new stocks and bought additional shares in 27 stocks.Myecfo, LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Broad Market ETF $51,002,695Vanguard FTSE Developed Markets ETF $20,416,819iShares California Muni Bond ETF $12,878,717Schwab International Equity ETF $12,670,986Schwab U.S. Aggregate Bond ETF $11,167,238 Largest New Holdings this Quarter 922908553 - Vanguard Real Estate ETF $610,873 Holding46132H106 - Inv Vk Ca Valu $113,527 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 97,986 shares (about $2.11M)Vanguard FTSE Developed Markets ETF 15,039 shares (about $764.41K)Vanguard Real Estate ETF 6,747 shares (about $610.87K)Schwab U.S. Large-Cap Value ETF 18,681 shares (about $496.54K)PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 3,825 shares (about $370.15K) Largest Sales this Quarter Schwab International Equity ETF 15,036 shares (about $297.41K)Vanguard Total World Stock ETF 708 shares (about $82.09K)Vanguard FTSE All-World ex-US ETF 1,150 shares (about $69.76K)iShares National Muni Bond ETF 430 shares (about $45.34K)Eaton Vance California Municipal Bond Fund 4,800 shares (about $44.50K) 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$51,002,695$2,110,242 ▲4.3%2,368,23527.0%ETFVEAVanguard FTSE Developed Markets ETF$20,416,819$764,407 ▲3.9%401,68210.8%ETFCMFiShares California Muni Bond ETF$12,878,717$237,445 ▲1.9%228,8336.8%ETFSCHFSchwab International Equity ETF$12,670,986$297,412 ▼-2.3%640,5966.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$11,167,238$125,640 ▲1.1%482,1885.9%ETFNYFiShares New York Muni Bond ETF$7,109,330$37,382 ▲0.5%135,0303.8%ETFVTVanguard Total World Stock ETF$6,267,677$82,093 ▼-1.3%54,0553.3%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$5,275,997$370,145 ▲7.5%54,5212.8%ETFVWOVanguard FTSE Emerging Markets ETF$5,014,373$266,990 ▲5.6%110,7902.7%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,671,527$239,005 ▲5.4%187,9132.5%ETFSCMBSchwab Municipal Bond ETF$3,355,436$188,851 ▲6.0%132,7601.8%ETFAAPLApple$3,326,854$3,776 ▼-0.1%14,9771.8%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$3,180,466$14,226 ▲0.4%115,3601.7%ETFVOOVanguard S&P 500 ETF$2,589,079$153,209 ▲6.3%5,0191.4%ETFGNMAiShares GNMA Bond ETF$2,414,548$177,400 ▲7.9%55,0011.3%ETFAMZNAmazon.com$2,386,116$35,199 ▲1.5%12,5411.3%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$2,360,351$132,558 ▲6.0%84,4191.2%ETFVEUVanguard FTSE All-World ex-US ETF$2,041,391$69,759 ▼-3.3%33,6531.1%ETFSIVRabrdn Physical Silver Shares ETF$1,989,027$61,444 ▲3.2%61,1821.1%ETFGOOGLAlphabet$1,920,2160.0%12,4171.0%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$1,828,704$496,541 ▲37.3%68,8001.0%ETFIWDiShares Russell 1000 Value ETF$1,721,2880.0%9,1480.9%ETFVTIVanguard Total Stock Market ETF$1,625,129$7,696 ▼-0.5%5,9130.9%ETFGOOGAlphabet$1,617,516$32,341 ▼-2.0%10,3530.9%Computer and TechnologyMUBiShares National Muni Bond ETF$1,558,720$45,339 ▼-2.8%14,7830.8%ETFIAUiShares Gold Trust$1,506,428$23,584 ▼-1.5%25,5500.8%FinanceGLDMSPDR Gold MiniShares Trust$1,220,347$165,432 ▲15.7%19,7180.6%FinanceEVMEaton Vance California Municipal Bond Fund$1,061,786$44,496 ▼-4.0%114,5400.6%Financial ServicesSPYSPDR S&P 500 ETF Trust$1,056,688$21,816 ▲2.1%1,8890.6%FinanceSCHPSchwab U.S. TIPS ETF$970,729$51,091 ▲5.6%36,1000.5%ETFSCHASchwab US Small-Cap ETF$893,402$10,778 ▼-1.2%38,1310.5%ETFNUVEEN CALIFORNIA AMT QLT MU$875,005$26,917 ▼-3.0%69,5000.5%COMVUGVanguard Growth ETF$824,333$1,112 ▼-0.1%2,2230.4%ETFBNDVanguard Total Bond Market ETF$693,6620.0%9,4440.4%ETFBOXBOX$636,704$44,037 ▲7.4%20,6320.3%Computer and TechnologySCHYSchwab International Dividend Equity ETF$615,693$83,424 ▲15.7%24,2590.3%ETFVNQVanguard Real Estate ETF$610,873$610,873 ▲New Holding6,7470.3%ETFBRK.BBerkshire Hathaway$607,1410.0%1,1400.3%FinanceNEANuveen AMT-Free Quality Municipal Income Fund$588,000$12,320 ▲2.1%52,5000.3%Financial ServicesAFRMAffirm$554,210$11,704 ▲2.2%12,2640.3%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$523,564$2,366 ▲0.5%6,6400.3%ETFVIGVanguard Dividend Appreciation ETF$451,415$7,178 ▼-1.6%2,3270.2%ETFMETAMeta Platforms$438,610$3,458 ▼-0.8%7610.2%Computer and TechnologyTSLATesla$408,954$777 ▼-0.2%1,5780.2%Auto/Tires/TrucksDSIiShares ESG MSCI KLD 400 ETF$399,399$9,217 ▲2.4%3,9000.2%ETFVPUVanguard Utilities ETF$398,329$23,913 ▼-5.7%2,3320.2%ETFVOVanguard Mid-Cap ETF$364,654$5,172 ▲1.4%1,4100.2%ETFNVDANVIDIA$355,053$13,656 ▼-3.7%3,2760.2%Computer and TechnologyVGTVanguard Information Technology ETF$338,988$63,447 ▲23.0%5610.2%ETFVDEVanguard Energy ETF$321,292$23,348 ▼-6.8%2,4770.2%ETFMSFTMicrosoft$314,594$28,531 ▼-8.3%8380.2%Computer and TechnologyFIFiserv$259,2540.0%1,1740.1%Business ServicesPGProcter & Gamble$251,1120.0%1,4730.1%Consumer StaplesXLFFinancial Select Sector SPDR Fund$246,8090.0%4,9550.1%ETFIVViShares Core S&P 500 ETF$240,2330.0%4280.1%ETFARWRArrowhead Pharmaceuticals$235,6520.0%18,4970.1%MedicalPWZInvesco California AMT-Free Municipal Bond ETF$200,3400.0%8,4000.1%ETFVCVInv Vk Ca Valu$113,527$113,527 ▲New Holding10,7000.1%FinanceRCATRed Cat$0$192,750 ▼-100.0%00.0%Business ServicesShowing 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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