The Analysis of MYECFO, LLC's Holdings
Currently, MYECFO, LLC holds 64 types of securities in its portfolio with a total value $235.6M. In the most recent quarter, they have increased their positions in SCHB (+63.5K shares, valued at $1.7M), VEA (+21.4K shares, valued at $1.3M), VWO (+22.7K shares, valued at $1.2M); decreased their positions in SIVR (-8.2K shares, valued at $553.5K), N/A (-5.3K shares, valued at $426.7K), GNMA (-7.5K shares, valued at $335.3K); initiated new positions in N/A (+2.9K shares, valued at $1.0M), BFZ (+44.6K shares, valued at $479.0K), XCEM (+8.8K shares, valued at $339.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHB SCHWAB STRATEGIC TR2.5M shares2.63%2025-12-312026-01-12
VEA VANGUARD TAX-MANAGED FDS439.5K shares5.13%2025-12-312026-01-12 CMF ISHARES TR251.2K shares7.82%2025-12-312026-01-12 SCHF SCHWAB STRATEGIC TR598.8K shares-1.89%2025-12-312026-01-12 SCHZ SCHWAB STRATEGIC TR513.4K shares3.60%2025-12-312026-01-12 VWO VANGUARD INTL EQUITY INDEX F148.5K shares18.06%2025-12-312026-01-12 VT VANGUARD INTL EQUITY INDEX F55.3K shares1.33%2025-12-312026-01-12 CORP PIMCO ETF TR76.3K shares14.86%2025-12-312026-01-12 NYF ISHARES TR125.3K shares-1.80%2025-12-312026-01-12 SCHR SCHWAB STRATEGIC TR222.4K shares9.41%2025-12-312026-01-12 ALPHABET INC ALPHABET INC15.3K shares18.08%2025-12-312026-01-12 SCMB SCHWAB STRATEGIC TR172.4K shares15.19%2025-12-312026-01-12 SIVR ABRDN SILVER ETF TRUST56.1K shares-12.76%2025-12-312026-01-12 SCHE SCHWAB STRATEGIC TR109.9K shares-0.01%2025-12-312026-01-12 ALPHABET INC ALPHABET INC10.4K shares0.68%2025-12-312026-01-12 AMZN AMAZON COM INC12.5K shares-0.14%2025-12-312026-01-12 SCHD SCHWAB STRATEGIC TR89.2K shares2.60%2025-12-312026-01-12 VEU VANGUARD INTL EQUITY INDEX F32.8K shares-2.98%2025-12-312026-01-12 AAPL APPLE INC8.2K shares-4.10%2025-12-312026-01-12 SCHV SCHWAB STRATEGIC TR72.9K shares5.40%2025-12-312026-01-12 VTI VANGUARD INDEX FDS6.2K shares6.92%2025-12-312026-01-12 GNMA ISHARES TR45.9K shares-14.08%2025-12-312026-01-12 GLDM WORLD GOLD TR22.3K shares-1.91%2025-12-312026-01-12 IWD ISHARES TR8.3K shares-1.89%2025-12-312026-01-12 MUB ISHARES TR12.0K shares-6.27%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR1.8K shares0.11%2025-12-312026-01-12 VUG VANGUARD INDEX FDS2.2K shares-0.18%2025-12-312026-01-12 BROADCOM INC BROADCOM INC2.9K sharesnew addition2025-12-312026-01-12 AFRM AFFIRM HLDGS INC13.3K shares5.81%2025-12-312026-01-12 BNDX VANGUARD CHARLOTTE FDS20.3K shares68.56%2025-12-312026-01-12 SCHA SCHWAB STRATEGIC TR33.3K shares-3.76%2025-12-312026-01-12 SCHY SCHWAB STRATEGIC TR25.6K shares-0.73%2025-12-312026-01-12 TSLA TESLA INC1.6K shares0.56%2025-12-312026-01-12 VGT VANGUARD WORLD FD963 shares-0.21%2025-12-312026-01-12 NVDA NVIDIA CORPORATION3.9K shares3.03%2025-12-312026-01-12 BND VANGUARD BD INDEX FDS9.7K shares7.33%2025-12-312026-01-12 SCHP SCHWAB STRATEGIC TR25.5K shares-11.62%2025-12-312026-01-12 VNQ VANGUARD INDEX FDS7.4K shares6.30%2025-12-312026-01-12 NEA NUVEEN AMT FREE QLTY MUN INC53.2K shares0.00%2025-12-312026-01-12 BOX BOX INC19.3K shares5.75%2025-12-312026-01-12 META META PLATFORMS INC768 shares-4.95%2025-12-312026-01-12 VIG VANGUARD SPECIALIZED FUNDS2.2K shares0.00%2025-12-312026-01-12 BFZ BLACKROCK CALIF MUN INCOME T44.6K sharesnew addition2025-12-312026-01-12 MSFT MICROSOFT CORP981 shares7.68%2025-12-312026-01-12 VSGX VANGUARD WORLD FD6.3K shares21.03%2025-12-312026-01-12 VO VANGUARD INDEX FDS1.5K shares-8.38%2025-12-312026-01-12 DSI ISHARES TR3.4K shares33.98%2025-12-312026-01-12 XLU SELECT SECTOR SPDR TR9.3K shares80.54%2025-12-312026-01-12 XCEM COLUMBIA ETF TR II8.8K sharesnew addition2025-12-312026-01-12 VPU VANGUARD WORLD FD1.8K shares-10.17%2025-12-312026-01-12 VDE VANGUARD WORLD FD2.5K shares0.00%2025-12-312026-01-12 IVV ISHARES TR428 shares0.00%2025-12-312026-01-12 IWM ISHARES TR869 shares0.00%2025-12-312026-01-12 IBIT ISHARES BITCOIN TRUST ETF4.3K sharesnew addition2025-12-312026-01-12 SCHO SCHWAB STRATEGIC TR8.8K shares-22.61%2025-12-312026-01-12 PG PROCTER AND GAMBLE CO1.5K shares0.00%2025-12-312026-01-12 XLF SELECT SECTOR SPDR TR3.8K sharesnew addition2025-12-312026-01-12 DWX SPDR INDEX SHS FDS4.8K shares-15.89%2025-12-312026-01-12 OPEN OPENDOOR TECHNOLOGIES INC11.7K sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available