The Analysis of MYECFO, LLC's Holdings


Currently, MYECFO, LLC holds 61 types of securities in its portfolio with a total value $219.8M. In the most recent quarter, they have increased their positions in CORP (+9.1K shares, valued at $898.2K), VEA (+11.6K shares, valued at $692.3K), BNDX (+12.0K shares, valued at $595.5K); decreased their positions in AAPL (-6.5K shares, valued at $1.6M), SCHF (-19.3K shares, valued at $448.7K), NYF (-3.0K shares, valued at $162.4K); initiated new positions in BNDX (+12.0K shares, valued at $595.5K), DWX (+5.7K shares, valued at $241.6K), IWM (+869 shares, valued at $210.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR2.4M shares0.77%2025-09-302025-10-10history
VEA VANGUARD TAX-MANAGED FDS418.1K shares2.84%2025-09-302025-10-10history
SCHF SCHWAB STRATEGIC TR610.3K shares-3.06%2025-09-302025-10-10history
CMF ISHARES TR233.0K shares2.51%2025-09-302025-10-10history
SCHZ SCHWAB STRATEGIC TR495.5K shares2.58%2025-09-302025-10-10history
VT VANGUARD INTL EQUITY INDEX F54.6K shares0.87%2025-09-302025-10-10history
VWO VANGUARD INTL EQUITY INDEX F125.7K shares9.31%2025-09-302025-10-10history
NYF ISHARES TR127.6K shares-2.33%2025-09-302025-10-10history
Sponsored
CORP PIMCO ETF TR66.4K shares15.86%2025-09-302025-10-10history
SCHR SCHWAB STRATEGIC TR203.2K shares5.37%2025-09-302025-10-10history
SCMB SCHWAB STRATEGIC TR149.7K shares3.13%2025-09-302025-10-10history
SCHE SCHWAB STRATEGIC TR109.9K shares-3.95%2025-09-302025-10-10history
GOOGL ALPHABET INC12.9K shares2.83%2025-09-302025-10-10history
VOO VANGUARD INDEX FDS4.9K shares-1.32%2025-09-302025-10-10history
SIVR ABRDN SILVER ETF TRUST64.3K shares2.73%2025-09-302025-10-10history
AMZN AMAZON COM INC12.5K shares0.16%2025-09-302025-10-10history
Sponsored
GOOG ALPHABET INC10.4K shares0.00%2025-09-302025-10-10history
VEU VANGUARD INTL EQUITY INDEX F33.8K shares3.68%2025-09-302025-10-10history
SCHD SCHWAB STRATEGIC TR86.9K shares2.28%2025-09-302025-10-10history
GNMA ISHARES TR53.5K shares-6.09%2025-09-302025-10-10history
AAPL APPLE INC8.5K shares-43.10%2025-09-302025-10-10history
SCHV SCHWAB STRATEGIC TR69.2K shares-0.63%2025-09-302025-10-10history
VTI VANGUARD INDEX FDS5.8K shares0.33%2025-09-302025-10-10history
IAU ISHARES GOLD TR24.5K shares-2.91%2025-09-302025-10-10history
Sponsored
GLDM WORLD GOLD TR22.8K shares11.79%2025-09-302025-10-10history
IWD ISHARES TR8.5K shares-4.11%2025-09-302025-10-10history
MUB ISHARES TR12.8K shares-3.41%2025-09-302025-10-10history
SPY SPDR S&P 500 ETF TR1.8K shares-4.18%2025-09-302025-10-10history
VUG VANGUARD INDEX FDS2.2K shares0.00%2025-09-302025-10-10history
SCHA SCHWAB STRATEGIC TR34.6K shares-6.87%2025-09-302025-10-10history
EVM EATON VANCE CALIF MUN BD FD101.5K shares-4.60%2025-09-302025-10-10history
AFRM AFFIRM HLDGS INC12.5K shares2.00%2025-09-302025-10-10history
Sponsored
SCHP SCHWAB STRATEGIC TR28.8K shares-14.41%2025-09-302025-10-10history
SCHY SCHWAB STRATEGIC TR25.8K shares14.12%2025-09-302025-10-10history
VGT VANGUARD WORLD FD965 shares6.51%2025-09-302025-10-10history
TSLA TESLA INC1.6K shares0.75%2025-09-302025-10-10history
NVDA NVIDIA CORPORATION3.8K shares14.57%2025-09-302025-10-10history
BND VANGUARD BD INDEX FDS9.1K shares-3.06%2025-09-302025-10-10history
VNQ VANGUARD INDEX FDS7.0K shares5.12%2025-09-302025-10-10history
ARWR ARROWHEAD PHARMACEUTICALS IN18.5K shares0.00%2025-09-302025-10-10history
Sponsored
NEA NUVEEN AMT FREE QLTY MUN INC53.2K shares-1.85%2025-09-302025-10-10history
BNDX VANGUARD CHARLOTTE FDS12.0K sharesnew addition2025-09-302025-10-10history
META META PLATFORMS INC808 shares4.12%2025-09-302025-10-10history
BOX BOX INC18.3K shares-1.85%2025-09-302025-10-10history
BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-0.89%2025-09-302025-10-10history
VO VANGUARD INDEX FDS1.7K shares15.97%2025-09-302025-10-10history
VIG VANGUARD SPECIALIZED FUNDS2.2K shares-4.08%2025-09-302025-10-10history
MSFT MICROSOFT CORP911 shares0.00%2025-09-302025-10-10history
Sponsored
XLU SELECT SECTOR SPDR TR5.1K shares-16.29%2025-09-302025-10-10history
QQQ INVESCO QQQ TR710 shares0.00%2025-09-302025-10-10history
VPU VANGUARD WORLD FD2.0K shares-13.09%2025-09-302025-10-10history
VSGX VANGUARD WORLD FD5.2K shares41.35%2025-09-302025-10-10history
DSI ISHARES TR2.6K shares0.00%2025-09-302025-10-10history
VDE VANGUARD WORLD FD2.5K shares0.40%2025-09-302025-10-10history
IVV ISHARES TR428 shares0.00%2025-09-302025-10-10history
SCHO SCHWAB STRATEGIC TR11.3K shares-33.87%2025-09-302025-10-10history
Sponsored
DWX SPDR INDEX SHS FDS5.7K sharesnew addition2025-09-302025-10-10history
PG PROCTER AND GAMBLE CO1.5K shares0.00%2025-09-302025-10-10history
IWM ISHARES TR869 sharesnew addition2025-09-302025-10-10history
BITX VOLATILITY SHS TR3.8K sharesnew addition2025-09-302025-10-10history
ETHE GRAYSCALE ETHEREUM TRUST ETF5.9K sharesnew addition2025-09-302025-10-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available