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The Analysis of MYECFO, LLC's Holdings & P&L

Currently, MYECFO, LLC holds 66 types of securities in its portfolio with a total value $239.0M. In the most recent quarter, they have increased their positions in SCHB (+76.7K shares, valued at $1.9M), VWO (+19.4K shares, valued at $1.0M), VEA (+15.7K shares, valued at $1.0M); decreased their positions in SIVR (-4.7K shares, valued at $333.0K), NYF (-5.8K shares, valued at $306.0K), SCHF (-10.9K shares, valued at $269.8K); initiated new positions in MUC (+64.2K shares, valued at $667.4K), IGOV (+12.3K shares, valued at $507.1K), EWA (+13.8K shares, valued at $383.4K).

1M P&L

+6.9M+3.00%

3M P&L

-3.7M-1.53%

HY P&L

+8.4M+3.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A215.8M

96.2%

2Internet Retail2.6M

1.1%

3Consumer Electronics2.2M

1.0%

Top Industries by Stock Count

1N/A47 stocks

81.0%

2Software - Infrastructure3 stocks

5.2%

3Internet Retail1 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR2.6M shares3.09%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS455.2K shares3.56%2026-03-312026-04-08

CMF ISHARES TR262.5K shares4.51%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR587.9K shares-1.82%2026-03-312026-04-08

SCHZ SCHWAB STRATEGIC TR526.7K shares2.59%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F167.8K shares13.04%2026-03-312026-04-08

CORP PIMCO ETF TR82.8K shares8.52%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F54.3K shares-1.73%2026-03-312026-04-08

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NYF ISHARES TR119.5K shares-4.60%2026-03-312026-04-08

SCHR SCHWAB STRATEGIC TR237.7K shares6.89%2026-03-312026-04-08

SCMB SCHWAB STRATEGIC TR176.2K shares2.17%2026-03-312026-04-08

ALPHABET INC ALPHABET INC14.8K shares-3.11%2026-03-312026-04-08

SIVR ABRDN SILVER ETF TRUST51.5K shares-8.29%2026-03-312026-04-08

SCHE SCHWAB STRATEGIC TR108.7K shares-1.09%2026-03-312026-04-08

ALPHABET INC ALPHABET INC10.4K shares-0.51%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR95.3K shares6.85%2026-03-312026-04-08

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VANGUARD INDEX FDS VANGUARD INDEX FDS4.6K shares-5.42%2026-03-312026-04-08

VTI VANGUARD INDEX FDS8.2K shares30.66%2026-03-312026-04-08

AMZN AMAZON COM INC12.4K shares-1.21%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F32.5K shares-1.04%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR74.9K shares2.74%2026-03-312026-04-08

GNMA ISHARES TR49.9K shares8.66%2026-03-312026-04-08

GLDM WORLD GOLD TR23.7K shares6.23%2026-03-312026-04-08

AAPL APPLE INC8.5K shares3.70%2026-03-312026-04-08

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IWD ISHARES TR8.2K shares-1.20%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR19.1K shares-1.04%2026-03-312026-04-08

MUB ISHARES TR11.0K shares-8.30%2026-03-312026-04-08

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN18.5K shares0.00%2026-03-312026-04-08

SPY SPDR S&P 500 ETF TR1.8K shares-2.65%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR34.2K shares2.70%2026-03-312026-04-08

BNDX VANGUARD CHARLOTTE FDS20.4K shares0.34%2026-03-312026-04-08

VUG VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-04-08

Sponsored

BROADCOM INC BROADCOM INC3.0K shares2.94%2026-03-312026-04-08

SCHY SCHWAB STRATEGIC TR27.7K shares8.19%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS9.7K shares-0.49%2026-03-312026-04-08

SCHP SCHWAB STRATEGIC TR26.5K shares3.92%2026-03-312026-04-08

NVDA NVIDIA CORPORATION3.9K shares-0.36%2026-03-312026-04-08

MUC BLACKROCK MUNIHLDNGS CALI QL64.2K sharesnew addition2026-03-312026-04-08

VNQ VANGUARD INDEX FDS7.4K shares0.00%2026-03-312026-04-08

VGT VANGUARD WORLD FD938 shares-2.60%2026-03-312026-04-08

Sponsored

AFRM AFFIRM HLDGS INC13.9K shares4.87%2026-03-312026-04-08

TSLA TESLA INC1.6K shares-0.62%2026-03-312026-04-08

NEA NUVEEN AMT FREE QLTY MUN INC53.2K shares0.00%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-03-312026-04-08

IGOV ISHARES TR12.3K sharesnew addition2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS2.2K shares-0.81%2026-03-312026-04-08

VO VANGUARD INDEX FDS1.6K shares5.23%2026-03-312026-04-08

VSGX VANGUARD WORLD FD6.3K shares0.00%2026-03-312026-04-08

Sponsored

META META PLATFORMS INC769 shares0.13%2026-03-312026-04-08

XCEM COLUMBIA ETF TR II10.6K shares19.80%2026-03-312026-04-08

VDE VANGUARD WORLD FD2.5K shares0.00%2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR9.3K shares0.00%2026-03-312026-04-08

DSI ISHARES TR3.5K shares2.04%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR712 shares0.28%2026-03-312026-04-08

BOX BOX INC17.0K shares-12.30%2026-03-312026-04-08

MSFT MICROSOFT CORP1.0K shares3.47%2026-03-312026-04-08

Sponsored

EWA ISHARES INC13.8K sharesnew addition2026-03-312026-04-08

VPU VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-04-08

ITOT ISHARES TR2.0K sharesnew addition2026-03-312026-04-08

XOM EXXON MOBIL CORP1.7K sharesnew addition2026-03-312026-04-08

IVV ISHARES TR428 shares0.00%2026-03-312026-04-08

IWM ISHARES TR945 shares8.75%2026-03-312026-04-08

SCHO SCHWAB STRATEGIC TR9.4K shares7.42%2026-03-312026-04-08

DWX SPDR INDEX SHS FDS4.8K shares0.00%2026-03-312026-04-08

Sponsored

PG PROCTER AND GAMBLE CO1.5K shares0.00%2026-03-312026-04-08

OPEN OPENDOOR TECHNOLOGIES INC11.7K shares0.00%2026-03-312026-04-08

SCHB

SCHWAB STRATEGIC TR

3.09%

Shares2.6M

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

3.56%

Shares455.2K

Event2026-03-31

Filed2026-04-08

CMF

ISHARES TR

4.51%

Shares262.5K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

-1.82%

Shares587.9K

Event2026-03-31

Filed2026-04-08

SCHZ

SCHWAB STRATEGIC TR

2.59%

Shares526.7K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

13.04%

Shares167.8K

Event2026-03-31

Filed2026-04-08

CORP

PIMCO ETF TR

8.52%

Shares82.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INTL EQUITY INDEX F

-1.73%

Shares54.3K

Event2026-03-31

Filed2026-04-08

NYF

ISHARES TR

-4.60%

Shares119.5K

Event2026-03-31

Filed2026-04-08

SCHR

SCHWAB STRATEGIC TR

6.89%

Shares237.7K

Event2026-03-31

Filed2026-04-08

SCMB

SCHWAB STRATEGIC TR

2.17%

Shares176.2K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-3.11%

Shares14.8K

Event2026-03-31

Filed2026-04-08

SIVR

ABRDN SILVER ETF TRUST

-8.29%

Shares51.5K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

-1.09%

Shares108.7K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-0.51%

Shares10.4K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

6.85%

Shares95.3K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-5.42%

Shares4.6K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

30.66%

Shares8.2K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-1.21%

Shares12.4K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

-1.04%

Shares32.5K

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

2.74%

Shares74.9K

Event2026-03-31

Filed2026-04-08

GNMA

ISHARES TR

8.66%

Shares49.9K

Event2026-03-31

Filed2026-04-08

GLDM

WORLD GOLD TR

6.23%

Shares23.7K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

3.70%

Shares8.5K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

-1.20%

Shares8.2K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

-1.04%

Shares19.1K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

-8.30%

Shares11.0K

Event2026-03-31

Filed2026-04-08

ARROWHEAD PHARMACEUTICALS IN

0.00%

Shares18.5K

Event2026-03-31

Filed2026-04-08

SPY

SPDR S&P 500 ETF TR

-2.65%

Shares1.8K

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

2.70%

Shares34.2K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

0.34%

Shares20.4K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

2.94%

Shares3.0K

Event2026-03-31

Filed2026-04-08

SCHY

SCHWAB STRATEGIC TR

8.19%

Shares27.7K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

-0.49%

Shares9.7K

Event2026-03-31

Filed2026-04-08

SCHP

SCHWAB STRATEGIC TR

3.92%

Shares26.5K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-0.36%

Shares3.9K

Event2026-03-31

Filed2026-04-08

MUC

BLACKROCK MUNIHLDNGS CALI QL

New

Shares64.2K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

-2.60%

Shares938

Event2026-03-31

Filed2026-04-08

AFRM

AFFIRM HLDGS INC

4.87%

Shares13.9K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

-0.62%

Shares1.6K

Event2026-03-31

Filed2026-04-08

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares53.2K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

IGOV

ISHARES TR

New

Shares12.3K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-0.81%

Shares2.2K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

5.23%

Shares1.6K

Event2026-03-31

Filed2026-04-08

VSGX

VANGUARD WORLD FD

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-08