Myecfo, LLC Top Holdings and 13F Report (2025) About Myecfo, LLCInvestment ActivityMyecfo, LLC has $185.27 million in total holdings as of December 31, 2024.Myecfo, LLC owns shares of 57 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 30.97% of the portfolio was purchased this quarter.About 0.84% of the portfolio was sold this quarter.This quarter, Myecfo, LLC has purchased 57 new stocks and bought additional shares in 29 stocks.Myecfo, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Broad Market ETF $51,539,088Vanguard FTSE Developed Markets ETF $18,489,283iShares California Muni Bond ETF $12,884,805Schwab International Equity ETF $12,129,189Schwab U.S. Aggregate Bond ETF $10,827,060 Largest New Holdings this Quarter Red Cat $192,750 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 1,529,275 shares (about $34.72M)Schwab International Equity ETF 321,582 shares (about $5.95M)Schwab U.S. Aggregate Bond ETF 242,657 shares (about $5.51M)Schwab Intermediate-Term U.S. Treasury ETF 85,099 shares (about $2.07M)Schwab Municipal Bond ETF 63,009 shares (about $1.62M) Largest Sales this Quarter iShares GNMA Bond ETF 6,130 shares (about $263.16K)Vanguard Total Stock Market ETF 900 shares (about $260.83K)iShares National Muni Bond ETF 2,240 shares (about $238.67K)iShares New York Muni Bond ETF 1,760 shares (about $93.67K)iShares Russell 1000 Value ETF 470 shares (about $87.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMyecfo, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$51,539,088$34,717,530 ▲206.4%2,270,24927.8%ETFVEAVanguard FTSE Developed Markets ETF$18,489,283$1,115,928 ▲6.4%386,64310.0%ETFCMFiShares California Muni Bond ETF$12,884,805$882,606 ▲7.4%224,6147.0%ETFSCHFSchwab International Equity ETF$12,129,189$5,949,266 ▲96.3%655,6326.5%ETFSCHZSchwab U.S. Aggregate Bond ETF$10,827,060$5,510,625 ▲103.7%476,7635.8%ETFNYFiShares New York Muni Bond ETF$7,148,510$93,667 ▼-1.3%134,3203.9%ETFVTVanguard Total World Stock ETF$6,433,557$9,046 ▼-0.1%54,7633.5%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$4,852,573$726,508 ▲17.6%50,6962.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,619,395$276,879 ▲6.4%104,8912.5%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,330,884$2,067,055 ▲91.3%178,2992.3%ETFAAPLApple$3,754,812$3,255 ▼-0.1%14,9942.0%Computer and TechnologySCMBSchwab Municipal Bond ETF$3,230,236$1,624,529 ▲101.2%125,2881.7%ETFSCHESchwab Emerging Markets Equity ETF$3,058,287$21,757 ▼-0.7%114,8441.7%ETFAMZNAmazon.com$2,710,8580.0%12,3561.5%Retail/WholesaleVOOVanguard S&P 500 ETF$2,545,877$153,658 ▲6.4%4,7221.4%ETFGOOGLAlphabet$2,350,600$75,343 ▲3.3%12,4171.3%Computer and TechnologyGNMAiShares GNMA Bond ETF$2,187,732$263,163 ▼-10.7%50,9601.2%ETFSCHDSchwab US Dividend Equity ETF$2,176,799$1,461,208 ▲204.2%79,6781.2%ETFVEUVanguard FTSE All-World ex-US ETF$1,995,744$17,777 ▼-0.9%34,8031.1%ETFGOOGAlphabet$1,961,613$173,127 ▲9.7%10,5601.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,721,761$260,829 ▼-13.2%5,9410.9%ETFIWDiShares Russell 1000 Value ETF$1,693,569$87,011 ▼-4.9%9,1480.9%ETFSIVRAberdeen Standard Physical Silver Shares ETF$1,634,680$64,266 ▲4.1%59,2920.9%ETFMUBiShares National Muni Bond ETF$1,620,945$238,672 ▼-12.8%15,2130.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,306,602$992,902 ▲316.5%50,1190.7%ETFIAUiShares Gold Trust$1,284,7850.0%25,9500.7%FinanceEVMEaton Vance California Municipal Bond Fund$1,094,348$47,684 ▼-4.2%119,3400.6%Financial ServicesSPYSPDR S&P 500 ETF Trust$1,084,248$3,516 ▲0.3%1,8500.6%FinanceSCHASchwab US Small-Cap ETF$997,955$597,620 ▲149.3%38,5910.5%ETFVUGVanguard Growth ETF$913,639$32,835 ▼-3.5%2,2260.5%ETFNUVEEN CALIFORNIA AMT QLT MU$905,504$22,752 ▼-2.5%71,6380.5%COMGLDMSPDR Gold MiniShares Trust$886,170$95,662 ▲12.1%17,0450.5%FinanceSCHPSchwab U.S. TIPS ETF$883,386$408,889 ▲86.2%34,2000.5%ETFAFRMAffirm$731,105$15,530 ▼-2.1%12,0050.4%Business ServicesBNDVanguard Total Bond Market ETF$679,118$4,315 ▼-0.6%9,4440.4%ETFTSLATesla$638,471$808 ▼-0.1%1,5810.3%Auto/Tires/TrucksBOXBOX$606,878$28,630 ▲5.0%19,2050.3%Computer and TechnologyNEANuveen AMT-Free Quality Municipal Income Fund$579,792$33,840 ▼-5.5%51,4000.3%Financial ServicesBRK.BBerkshire Hathaway$516,7390.0%1,1400.3%FinanceXLUUtilities Select Sector SPDR Fund$500,3110.0%6,6100.3%ETFSCHYSchwab International Dividend Equity ETF$484,873$6,936 ▲1.5%20,9720.3%ETFVIGVanguard Dividend Appreciation ETF$462,942$28,395 ▼-5.8%2,3640.2%ETFNVDANVIDIA$456,855$20,144 ▲4.6%3,4020.2%Computer and TechnologyMETAMeta Platforms$449,086$14,052 ▲3.2%7670.2%Computer and TechnologyDSIiShares MSCI KLD 400 Social ETF$420,053$71,663 ▲20.6%3,8100.2%ETFVPUVanguard Utilities ETF$403,974$42,489 ▲11.8%2,4720.2%ETFMSFTMicrosoft$385,2660.0%9140.2%Computer and TechnologyVOVanguard Mid-Cap ETF$367,141$68,674 ▲23.0%1,3900.2%ETFARWRArrowhead Pharmaceuticals$347,7440.0%18,4970.2%MedicalVDEVanguard Energy ETF$322,321$16,983 ▲5.6%2,6570.2%ETFVGTVanguard Information Technology ETF$283,541$1,865 ▼-0.7%4560.2%ETFIVViShares Core S&P 500 ETF$251,683$7,057 ▲2.9%4280.1%ETFPGProcter & Gamble$247,0300.0%1,4730.1%Consumer StaplesFIFiserv$241,1630.0%1,1740.1%Business ServicesXLFFinancial Select Sector SPDR Fund$239,475$4,833 ▲2.1%4,9550.1%ETFPWZInvesco California AMT-Free Municipal Bond ETF$207,4800.0%8,4000.1%ETFRCATRed Cat$192,750$192,750 ▲New Holding15,0000.1%Business ServicesVNQVanguard Real Estate ETF$0$373,801 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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