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

About Myecfo, LLC

Investment Activity

  • Myecfo, LLC has $264.96 million in total holdings as of June 30, 2026.
  • Myecfo, LLC owns shares of 73 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 3.77% of the portfolio was purchased this quarter.
  • About 1.83% of the portfolio was sold this quarter.
  • This quarter, Myecfo, LLC has purchased 66 new stocks and bought additional shares in 29 stocks.
  • Myecfo, LLC sold shares of 21 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

92204H400 - VANGUARD NY TAX FREE FDS
$370,240 Holding
833445109 - Snowflake
$236,601 Holding
458140100 - Intel
$235,277 Holding
81369Y605 - Financial Select Sector SPDR Fund
$204,790 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
17,123 shares (about $1.22M)
Vanguard Growth ETF
11,598 shares (about $999.05K)
Vanguard FTSE Emerging Markets ETF
14,805 shares (about $883.71K)
Schwab U.S. Aggregate Bond ETF
36,233 shares (about $838.07K)
Vanguard Information Technology ETF
6,646 shares (about $794.33K)

Largest Sales this Quarter

Vanguard Total World Stock ETF
11,595 shares (about $1.82M)
iShares California Muni Bond ETF
20,933 shares (about $1.21M)
Vanguard Total International Bond ETF
9,173 shares (about $444.25K)
iShares New York Muni Bond ETF
6,800 shares (about $366.55K)
Schwab Municipal Bond ETF
8,950 shares (about $231.09K)

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
$74,632,677$559,863 â–²0.8%2,577,05528.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$33,651,158$1,220,014 â–²3.8%472,29712.7%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$16,202,418$81,216 â–¼-0.5%584,9256.1%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$13,926,905$1,206,627 â–¼-8.0%241,6095.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$13,020,339$838,069 â–²6.9%562,9204.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$10,900,604$883,712 â–²8.8%182,6204.1%ETF
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock logo
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
$8,585,921$563,180 â–²7.0%88,5763.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$6,708,043$1,819,835 â–¼-21.3%42,7402.5%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$6,245,408$384,276 â–²6.6%253,2612.4%ETF
iShares New York Muni Bond ETF stock logo
NYF
iShares New York Muni Bond ETF
$6,076,711$366,554 â–¼-5.7%112,7302.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,445,007$152,600 â–²2.9%15,2362.1%Communication Services
Schwab Municipal Bond ETF stock logo
SCMB
Schwab Municipal Bond ETF
$4,317,879$231,089 â–¼-5.1%167,2301.6%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,907,402$34,084 â–¼-0.9%107,7611.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,805,515$141,338 â–²3.9%10,7701.4%Communication Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,183,364$10,302 â–²0.3%4,6351.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,112,000$93,989 â–²3.1%8,4101.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,949,539$5,244 â–²0.2%12,3751.1%Consumer Discretionary
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,922,221$99,474 â–¼-3.3%92,1551.1%ETF
abrdn Physical Silver Shares ETF stock logo
SIVR
abrdn Physical Silver Shares ETF
$2,891,226$1,687 â–¼-0.1%51,4271.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2,717,269$4,188 â–¼-0.2%32,4451.0%ETF
Apple Inc. stock logo
AAPL
Apple
$2,714,792$256,085 â–²10.4%9,3821.0%Technology
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2,655,655$46,994 â–²1.8%76,2901.0%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$2,116,593$233,333 â–²12.4%26,6510.8%ETF
iShares GNMA Bond ETF stock logo
GNMA
iShares GNMA Bond ETF
$2,007,007$201,200 â–¼-9.1%45,3770.8%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,991,5620.0%8,2150.8%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,439,5980.0%19,0650.5%ETF
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$1,426,180$81,510 â–¼-5.4%17,4970.5%Healthcare
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,317,3520.0%1,7640.5%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,262,045$27,097 â–²2.2%34,9310.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,189,766$999,052 â–²523.8%13,8120.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,174,242$5,381 â–¼-0.5%10,9110.4%ETF
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$1,135,2580.0%13,9210.4%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,129,473$5,666 â–²0.5%2,9900.4%Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$906,440$794,330 â–²708.5%7,5840.3%ETF
Schwab International Dividend Equity ETF stock logo
SCHY
Schwab International Dividend Equity ETF
$816,609$63,778 â–¼-7.2%25,7360.3%ETF
BlackRock MuniHoldings California Quality Fund, Inc. stock logo
MUC
BlackRock MuniHoldings California Quality Fund
$812,579$106,395 â–²15.1%73,8380.3%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$764,144$9,404 â–¼-1.2%3,8190.3%Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$742,222$26,036 â–²3.6%7,6970.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$710,9760.0%9,6850.3%ETF
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$682,985$176,265 â–²34.8%16,6460.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$676,745$1,682 â–²0.2%1,6090.3%Consumer Discretionary
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$653,702$48,230 â–¼-6.9%24,6680.2%ETF
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$585,826$38,742 â–¼-6.2%49,9000.2%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$560,553$36,676 â–²7.0%2,3690.2%ETF
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$559,9990.0%10,5900.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$542,077$444,248 â–¼-45.0%11,1930.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$533,416$14,511 â–¼-2.6%1,0660.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$524,3170.0%7120.2%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$521,2120.0%6,3300.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$518,871$389,153 â–²300.0%6,4400.2%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$498,3650.0%3,5000.2%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$484,748$484,748 â–²New Holding9,5800.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$484,553$105,938 â–²28.0%1,2990.2%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$433,1700.0%7690.2%Communication Services
Box, Inc. stock logo
BOX
BOX
$429,205$20,728 â–¼-4.6%16,1720.2%Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$420,7550.0%9,2800.2%ETF
iShares MSCI Australia ETF stock logo
EWA
iShares MSCI Australia ETF
$388,8900.0%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
$376,671$43,203 â–²13.0%2,2930.1%ETF
VANGUARD NY TAX FREE FDS
$370,240$370,240 â–²New Holding3,5600.1%TAX EXEMPT BD
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$351,531$5,872 â–²1.7%1,7960.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$320,1780.0%4280.1%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$293,615$66,385 â–²29.2%12,1630.1%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$288,550$84,823 â–¼-22.7%1,9220.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$283,9250.0%9450.1%ETF
Snowflake Inc. stock logo
SNOW
Snowflake
$236,601$236,601 â–²New Holding9300.1%Technology
Intel Corporation stock logo
INTC
Intel
$235,277$235,277 â–²New Holding1,6850.1%Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$226,1350.0%1,6540.1%Energy
SPDR S&P International Dividend ETF stock logo
DWX
SPDR S&P International Dividend ETF
$217,435$1,241 â–¼-0.6%4,7310.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$216,0720.0%1,4730.1%Consumer Staples
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$204,790$204,790 â–²New Holding3,8200.1%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$202,272$202,272 â–²New Holding1,4000.1%ETF
Opendoor Technologies Inc. stock logo
OPEN
Opendoor Technologies
$71,610$17,787 â–²33.0%15,5000.0%Real Estate
ATAIBECKLEY INC
$54,750$54,750 â–²New Holding10,3890.0%COM SHS

Showing largest 100 holdings. View all holdings.
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