Myecfo, LLC Top Holdings and 13F Report (2024)

About Myecfo, LLC

Investment Activity

  • Myecfo, LLC has $158.73 million in total holdings as of December 31, 2023.
  • Myecfo, LLC owns shares of 51 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 2.28% of the portfolio was sold this quarter.
  • This quarter, Myecfo, LLC has purchased 48 new stocks and bought additional shares in 20 stocks.
  • Myecfo, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.

Largest Purchases this Quarter

Schwab US Broad Market ETF
30,500 shares (about $1.70M)
Schwab U.S. Aggregate Bond ETF
14,323 shares (about $668.46K)
Schwab Intermediate-Term U.S. Treasury ETF
10,541 shares (about $524.10K)
Schwab Municipal Bond ETF
6,720 shares (about $353.19K)
iShares New York Muni Bond ETF
4,994 shares (about $270.13K)

Largest Sales this Quarter

iShares National Muni Bond ETF
6,330 shares (about $686.24K)
Schwab Short-Term U.S. Treasury ETF
9,200 shares (about $445.74K)
Schwab International Equity ETF
11,136 shares (about $411.59K)
Vanguard Total Bond Market ETF
4,857 shares (about $357.23K)
Vanguard FTSE Developed Markets ETF
5,099 shares (about $244.26K)

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
$40,123,882$1,698,242 4.4%720,61525.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$17,063,213$244,256 -1.4%356,20610.7%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$13,022,899$411,587 -3.1%352,3518.2%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$11,178,991$27,173 -0.2%192,1217.0%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$10,333,794$668,462 6.9%221,4206.5%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$5,703,873$94,650 -1.6%55,4423.6%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$4,831,942$686,235 -12.4%44,5713.0%ETF
SCMB
Schwab Municipal Bond ETF
$4,823,811$353,193 7.9%91,7803.0%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$4,600,627$524,097 12.9%92,5312.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,983,963$243,930 -5.8%96,9332.5%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$3,163,716$157,912 -4.8%127,6212.0%ETF
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund stock logo
CORP
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
$2,889,206$150,753 5.5%29,7061.8%ETF
Apple Inc. stock logo
AAPL
Apple
$2,884,082$178,667 -5.8%14,9801.8%Computer and Technology
iShares GNMA Bond ETF stock logo
GNMA
iShares GNMA Bond ETF
$2,198,119$67,314 3.2%49,6351.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2,155,832$187,508 9.5%38,4011.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,016,706$77,750 4.0%4,6171.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,830,990$18,886 1.0%24,0441.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,807,589$103,165 -5.4%11,8971.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$1,795,931$5,637 -0.3%12,7431.1%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,759,417$114,263 6.9%10,7171.1%ETF
iShares New York Muni Bond ETF stock logo
NYF
iShares New York Muni Bond ETF
$1,680,144$270,126 19.2%31,0621.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,623,8020.0%11,6241.0%Computer and Technology
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,385,670$445,740 -24.3%28,6000.9%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,225,490$357,232 -22.6%16,6620.8%ETF
Aberdeen Standard Physical Silver Shares ETF stock logo
SIVR
Aberdeen Standard Physical Silver Shares ETF
$1,211,022$115,216 10.5%53,1850.8%ETF
EVM
Eaton Vance California Municipal Bond Fund
$1,163,972$42,090 -3.5%127,2100.7%Financial Services
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,040,345$11,709 -1.1%26,6550.7%Finance
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$993,418$49,903 5.3%19,0310.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$959,318$77,808 8.8%4,0440.6%ETF
NUVEEN CALIFORNIA AMT QLT MU
$924,354$95,782 -9.4%80,1000.6%COM
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$827,515$72,247 -8.0%1,7410.5%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$695,1280.0%2,2360.4%ETF
Box, Inc. stock logo
BOX
BOX
$687,654$49,607 7.8%26,8510.4%Computer and Technology
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$621,500$85,800 -12.1%56,5000.4%Financial Services
Schwab International Dividend Equity ETF stock logo
SCHY
Schwab International Dividend Equity ETF
$454,276$16,205 3.7%18,4740.3%ETF
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$434,938$47,911 -9.9%8,8510.3%Business Services
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$421,145$56,997 15.7%6,6500.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$412,6560.0%1,1570.3%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$408,805$54,922 -11.8%1,6450.3%Auto/Tires/Trucks
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$395,804$95,729 31.9%9,6750.2%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$380,844$852 -0.2%2,2350.2%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$370,393$23,619 -6.0%7,8410.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$331,393$12,037 3.8%8810.2%Computer and Technology
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$287,718$59,183 25.9%3,1600.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$286,3540.0%8090.2%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$246,468$246,468 New Holding6,5550.2%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$228,736$228,736 New Holding3,0930.1%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$226,9590.0%4,0960.1%Manufacturing
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$221,307$9,382 -4.1%1,8870.1%ETF
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$209,832$209,832 New Holding8,4000.1%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$205,497$205,497 New Holding4,3000.1%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$0$222,571 -100.0%00.0%ETF

More Institutional Buying and Selling Information

SEC Filings and Trading Data: