Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

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

About Myecfo, LLC

Investment Activity

  • Myecfo, LLC has $239.00 million in total holdings as of March 31, 2026.
  • Myecfo, LLC owns shares of 66 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 4.07% of the portfolio was purchased this quarter.
  • About 1.09% of the portfolio was sold this quarter.
  • This quarter, Myecfo, LLC has purchased 64 new stocks and bought additional shares in 28 stocks.
  • Myecfo, LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

464288117 - iShares International Treasury Bond ETF
$507,091 Holding
464286103 - iShares MSCI Australia ETF
$383,366 Holding
30231G102 - ExxonMobil
$280,618 Holding

Largest Purchases this Quarter

Schwab US Broad Market ETF
76,674 shares (about $1.92M)
Vanguard FTSE Emerging Markets ETF
19,363 shares (about $1.05M)
Vanguard FTSE Developed Markets ETF
15,654 shares (about $1.00M)
BlackRock MuniHoldings California Quality Fund
64,170 shares (about $667.37K)
iShares California Muni Bond ETF
11,340 shares (about $644.79K)

Largest Sales this Quarter

abrdn Physical Silver Shares ETF
4,650 shares (about $332.99K)
iShares New York Muni Bond ETF
5,760 shares (about $305.97K)
Schwab International Equity ETF
10,900 shares (about $269.77K)
Vanguard S&P 500 ETF
265 shares (about $158.35K)
Alphabet
475 shares (about $136.92K)

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
$64,193,818$1,924,367 â–²3.1%2,557,72326.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$29,167,578$1,003,109 â–²3.6%455,17412.2%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$14,928,154$644,793 â–²4.5%262,5426.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$14,549,457$269,775 â–¼-1.8%587,8576.1%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$12,229,661$309,197 â–²2.6%526,6875.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$9,070,392$1,046,569 â–²13.0%167,8153.8%ETF
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock logo
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
$8,011,749$628,716 â–²8.5%82,7663.4%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$7,515,617$132,372 â–¼-1.7%54,3353.1%ETF
iShares New York Muni Bond ETF stock logo
NYF
iShares New York Muni Bond ETF
$6,349,434$305,971 â–¼-4.6%119,5302.7%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$5,920,569$381,447 â–²6.9%237,6782.5%ETF
SCMB
Schwab Municipal Bond ETF
$4,489,066$95,295 â–²2.2%176,1801.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,268,635$136,917 â–¼-3.1%14,8091.8%Computer and Technology
abrdn Physical Silver Shares ETF stock logo
SIVR
abrdn Physical Silver Shares ETF
$3,684,836$332,987 â–¼-8.3%51,4571.5%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,581,687$39,540 â–¼-1.1%108,7011.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,974,860$15,204 â–¼-0.5%10,3701.2%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,923,571$187,364 â–²6.8%95,2921.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,760,681$158,351 â–¼-5.4%4,6201.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,616,458$614,014 â–²30.7%8,1561.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,572,831$31,450 â–¼-1.2%12,3531.1%Retail/Wholesale
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2,440,375$25,534 â–¼-1.0%32,4951.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2,285,670$61,000 â–²2.7%74,9401.0%ETF
iShares GNMA Bond ETF stock logo
GNMA
iShares GNMA Bond ETF
$2,213,218$176,478 â–²8.7%49,9260.9%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$2,197,958$128,839 â–²6.2%23,7130.9%Finance
Apple Inc. stock logo
AAPL
Apple
$2,167,635$77,297 â–²3.7%8,4970.9%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,755,299$21,367 â–¼-1.2%8,2150.7%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,680,770$17,632 â–¼-1.0%19,0650.7%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,163,510$105,301 â–¼-8.3%10,9610.5%ETF
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$1,159,7620.0%18,4970.5%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,147,204$31,216 â–¼-2.6%1,7640.5%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$993,974$26,172 â–²2.7%34,1810.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$978,586$3,363 â–²0.3%20,3660.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$967,0530.0%2,2140.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$920,792$26,308 â–²2.9%2,9750.4%Computer and Technology
Schwab International Dividend Equity ETF stock logo
SCHY
Schwab International Dividend Equity ETF
$878,444$66,486 â–²8.2%27,7460.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$713,203$3,535 â–¼-0.5%9,6850.3%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$704,846$26,610 â–²3.9%26,4880.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$685,043$2,481 â–¼-0.4%3,8660.3%Computer and Technology
BlackRock MuniHoldings California Quality Fund, Inc. stock logo
MUC
BlackRock MuniHoldings California Quality Fund
$667,368$667,368 â–²New Holding64,1700.3%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$658,7750.0%7,4270.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$654,461$17,443 â–¼-2.6%9380.3%ETF
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$637,860$29,646 â–²4.9%13,9210.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$607,068$3,782 â–¼-0.6%1,6050.3%Auto/Tires/Trucks
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$597,4360.0%53,2000.2%Financial Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$524,7240.0%1,0950.2%Finance
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$507,091$507,091 â–²New Holding12,3500.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$476,143$3,871 â–¼-0.8%2,2140.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$462,360$22,974 â–²5.2%1,6100.2%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$454,0510.0%6,3300.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$450,266$586 â–²0.1%7690.2%Computer and Technology
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$432,178$71,418 â–²19.8%10,5900.2%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$430,3500.0%2,4870.2%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$425,8590.0%9,2800.2%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$424,165$8,483 â–²2.0%3,5000.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$410,952$1,154 â–²0.3%7120.2%Finance
Box, Inc. stock logo
BOX
BOX
$400,769$56,192 â–¼-12.3%16,9530.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$386,489$12,946 â–²3.5%1,0150.2%Computer and Technology
iShares MSCI Australia ETF stock logo
EWA
iShares MSCI Australia ETF
$383,366$383,366 â–²New Holding13,8100.2%Finance
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$349,9150.0%1,7660.1%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$289,133$289,133 â–²New Holding2,0300.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$280,618$280,618 â–²New Holding1,6540.1%Energy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$279,2720.0%4280.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$234,360$18,848 â–²8.7%9450.1%Finance
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$228,450$15,775 â–²7.4%9,4130.1%ETF
SPDR S&P International Dividend ETF stock logo
DWX
SPDR S&P International Dividend ETF
$216,9680.0%4,7580.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$212,8310.0%1,4730.1%Consumer Staples
Opendoor Technologies Inc. stock logo
OPEN
Opendoor Technologies
$54,5220.0%11,6500.0%Computer and Technology
BlackRock California Municipal Income Trust stock logo
BFZ
BlackRock California Municipal Income Trust
$0$479,004 â–¼-100.0%00.0%Financial Services
ISHARES BITCOIN TRUST ETF
$0$213,694 â–¼-100.0%00.0%SHS BEN INT
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$0$209,221 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data