Myecfo, LLC Top Holdings and 13F Report (2024) → These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad) About Myecfo, LLCInvestment ActivityMyecfo, LLC has $170.48 million in total holdings as of March 31, 2024.Myecfo, LLC owns shares of 56 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.25% of the portfolio was purchased this quarter.About 2.29% of the portfolio was sold this quarter.This quarter, Myecfo, LLC has purchased 51 new stocks and bought additional shares in 24 stocks.Myecfo, LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Broad Market ETF $45,972,172Vanguard FTSE Developed Markets Index Fund ETF Shares $17,966,565Schwab International Equity ETF $13,619,079iShares California Muni Bond ETF $11,847,039Schwab U.S. Aggregate Bond ETF $10,253,094 Largest New Holdings this Quarter Arrowhead Pharmaceuticals $529,014 HoldingProcter & Gamble $239,074 HoldingVanguard Mid-Cap ETF $237,367 HoldingVanguard Information Technology ETF $232,807 HoldingNVIDIA $212,337 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 32,410 shares (about $1.98M)iShares New York Muni Bond ETF 27,210 shares (about $1.68M)iShares California Muni Bond ETF 13,971 shares (about $803.11K)PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 6,573 shares (about $631.34K)Arrowhead Pharmaceuticals 18,497 shares (about $529.01K) Largest Sales this Quarter iShares National Muni Bond ETF 9,768 shares (about $930.24K)Vanguard Total Bond Market ETF 11,348 shares (about $824.21K)Schwab Short-Term U.S. Treasury ETF 8,594 shares (about $414.32K)Alphabet 2,198 shares (about $334.68K)Schwab Municipal Bond ETF 5,280 shares (about $274.82K) 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$45,972,172$1,978,630 ▲4.5%753,02527.0%ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$17,966,565$95,724 ▲0.5%358,11410.5%ETFSCHFSchwab International Equity ETF$13,619,079$129,664 ▼-0.9%349,0288.0%ETFCMFiShares California Muni Bond ETF$11,847,039$803,112 ▲7.3%206,0926.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$10,253,094$67,758 ▲0.7%222,8936.0%ETFVTVanguard Total World Stock ETF$6,107,556$18,785 ▼-0.3%55,2723.6%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,659,198$125,338 ▲2.8%95,0892.7%ETFSCMBSchwab Municipal Bond ETF$4,502,325$274,824 ▼-5.8%86,5002.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,106,736$57,851 ▲1.4%98,3182.4%ETFNYFiShares New York Muni Bond ETF$3,593,001$1,677,745 ▲87.6%58,2722.1%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$3,484,598$631,337 ▲22.1%36,2792.0%ETFMUBiShares National Muni Bond ETF$3,314,403$930,238 ▼-21.9%34,8031.9%ETFSCHESchwab Emerging Markets Equity ETF$3,130,386$92,036 ▼-2.9%123,9761.8%ETFAAPLApple$2,633,257$64,477 ▲2.5%15,3561.5%Computer and TechnologyGNMAiShares GNMA Bond ETF$2,480,328$326,681 ▲15.2%57,1641.5%ETFAMZNAmazon.com$2,227,394$81,354 ▲3.8%12,3481.3%Retail/WholesaleVOOVanguard S&P 500 ETF$2,213,143$6,249 ▼-0.3%4,6041.3%ETFVEUVanguard FTSE All-World ex-US ETF$2,145,593$106,626 ▼-4.7%36,5831.3%ETFSCHDSchwab US Dividend Equity ETF$1,891,728$46,926 ▼-2.4%23,4621.1%ETFGOOGLAlphabet$1,878,222$123,766 ▲7.1%12,4441.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,746,681$172,841 ▼-9.0%9,7521.0%ETFGOOGAlphabet$1,605,647$334,681 ▼-17.2%10,5450.9%Computer and TechnologySIVRAberdeen Standard Physical Silver Shares ETF$1,422,743$123,801 ▲9.5%58,2540.8%ETFEVMEaton Vance California Municipal Bond Fund$1,198,355$3,780 ▼-0.3%126,8100.7%Financial ServicesIAUiShares Gold Trust$1,125,238$5,461 ▲0.5%26,7850.7%FinanceVTIVanguard Total Stock Market ETF$1,051,0360.0%4,0440.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$964,489$414,317 ▼-30.0%20,0060.6%ETFSCHPSchwab U.S. TIPS ETF$949,886$42,771 ▼-4.3%18,2110.6%ETFNUVEEN CALIFORNIA AMT QLT MU$942,840$30,375 ▼-3.1%77,6000.6%COMSPYSPDR S&P 500 ETF Trust$910,6650.0%1,7410.5%FinanceVUGVanguard Growth ETF$769,6310.0%2,2360.5%ETFNEANuveen AMT-Free Quality Municipal Income Fund$625,4550.0%56,5000.4%Financial ServicesSCHVSchwab U.S. Large-Cap Value ETF$623,264$388,258 ▲165.2%8,2030.4%ETFBOXBOX$578,379$182,041 ▼-23.9%20,4230.3%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$569,346$143,162 ▲33.6%12,9250.3%FinanceARWRArrowhead Pharmaceuticals$529,014$529,014 ▲New Holding18,4970.3%MedicalBRK.BBerkshire Hathaway$486,5420.0%1,1570.3%FinanceSCHASchwab US Small-Cap ETF$486,032$99,954 ▲25.9%9,8710.3%ETFMETAMeta Platforms$482,290$89,367 ▲22.7%9930.3%Computer and TechnologyTSLATesla$475,688$186,513 ▲64.5%2,7060.3%Auto/Tires/TrucksXLUUtilities Select Sector SPDR Fund$449,703$13,130 ▲3.0%6,8500.3%ETFSCHYSchwab International Dividend Equity ETF$442,794$5,386 ▼-1.2%18,2520.3%ETFAFRMAffirm$409,674$79,885 ▲24.2%10,9950.2%Business ServicesVIGVanguard Dividend Appreciation ETF$407,951$183 ▼0.0%2,2340.2%ETFMSFTMicrosoft$392,535$21,878 ▲5.9%9330.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$385,956$824,206 ▼-68.1%5,3140.2%ETFVDEVanguard Energy ETF$330,172$81,654 ▲32.9%2,5070.2%ETFDSIiShares MSCI KLD 400 Social ETF$318,5600.0%3,1600.2%ETFPGProcter & Gamble$239,074$239,074 ▲New Holding1,4730.1%Consumer StaplesVOVanguard Mid-Cap ETF$237,367$237,367 ▲New Holding9500.1%ETFVGTVanguard Information Technology ETF$232,807$232,807 ▲New Holding4440.1%ETFSHMSPDR Nuveen Bloomberg Short Term Municipal Bond ETF$227,712$23,720 ▲11.6%4,8000.1%FinanceXLFFinancial Select Sector SPDR Fund$212,917$63,180 ▼-22.9%5,0550.1%ETFNVDANVIDIA$212,337$212,337 ▲New Holding2350.1%Computer and TechnologyPWZInvesco California AMT-Free Municipal Bond ETF$208,9080.0%8,4000.1%ETFIVViShares Core S&P 500 ETF$205,317$205,317 ▲New Holding3910.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$226,959 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. 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