Myecfo, LLC Top Holdings and 13F Report (2024) About Myecfo, LLCInvestment ActivityMyecfo, LLC has $184.60 million in total holdings as of September 30, 2024.Myecfo, LLC owns shares of 57 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.22% of the portfolio was purchased this quarter.About 4.01% of the portfolio was sold this quarter.This quarter, Myecfo, LLC has purchased 56 new stocks and bought additional shares in 24 stocks.Myecfo, LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $49,302,884Vanguard FTSE Developed Markets ETF $19,192,119Schwab International Equity ETF $13,736,143iShares California Muni Bond ETF $12,175,666Schwab U.S. Aggregate Bond ETF $11,124,722 Largest New Holdings this Quarter Vanguard Utilities ETF $384,999 HoldingVanguard Real Estate ETF $373,801 HoldingFiserv $210,909 Holding Largest Purchases this Quarter iShares New York Muni Bond ETF 77,808 shares (about $4.23M)Vanguard Total Stock Market ETF 2,797 shares (about $792.00K)PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 6,827 shares (about $681.31K)Schwab U.S. Aggregate Bond ETF 11,213 shares (about $532.84K)Vanguard Utilities ETF 2,212 shares (about $385.00K) Largest Sales this Quarter iShares National Muni Bond ETF 17,350 shares (about $1.88M)Schwab Municipal Bond ETF 24,221 shares (about $1.27M)Schwab US Broad Market ETF 12,051 shares (about $801.85K)Schwab International Equity ETF 14,978 shares (about $615.90K)Tesla 1,123 shares (about $293.81K) 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$49,302,884$801,849 ▼-1.6%740,97426.7%ETFVEAVanguard FTSE Developed Markets ETF$19,192,119$274,326 ▲1.5%363,30710.4%ETFSCHFSchwab International Equity ETF$13,736,143$615,896 ▼-4.3%334,0507.4%ETFCMFiShares California Muni Bond ETF$12,175,666$182,494 ▲1.5%209,2286.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$11,124,722$532,842 ▲5.0%234,1066.0%ETFNYFiShares New York Muni Bond ETF$7,393,226$4,227,308 ▲133.5%136,0804.0%ETFVTVanguard Total World Stock ETF$6,564,348$51,710 ▼-0.8%54,8403.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,718,678$13,686 ▲0.3%98,6042.6%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$4,715,922$95,583 ▼-2.0%93,2002.6%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$4,301,809$681,308 ▲18.8%43,1062.3%ETFAAPLApple$3,496,645$81,317 ▼-2.3%15,0071.9%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$3,374,978$242,631 ▼-6.7%115,6611.8%ETFSCMBSchwab Municipal Bond ETF$3,276,769$1,274,372 ▼-28.0%62,2791.8%ETFGNMAiShares GNMA Bond ETF$2,557,081$3,314 ▼-0.1%57,0901.4%ETFVOOVanguard S&P 500 ETF$2,341,272$88,121 ▼-3.6%4,4371.3%ETFAMZNAmazon.com$2,302,358$1,491 ▲0.1%12,3561.2%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$2,214,081$230,850 ▲11.6%26,1931.2%ETFVEUVanguard FTSE All-World ex-US ETF$2,212,119$92,610 ▼-4.0%35,1131.2%ETFGOOGLAlphabet$1,993,406$70,488 ▼-3.4%12,0191.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,937,098$791,999 ▲69.2%6,8411.0%ETFMUBiShares National Muni Bond ETF$1,895,919$1,884,730 ▼-49.9%17,4531.0%ETFIWDiShares Russell 1000 Value ETF$1,825,496$25,433 ▼-1.4%9,6181.0%ETFSIVRAberdeen Standard Physical Silver Shares ETF$1,694,590$38,467 ▼-2.2%56,9610.9%ETFGOOGAlphabet$1,609,777$153,320 ▼-8.7%9,6280.9%Computer and TechnologyIAUiShares Gold Trust$1,289,715$41,500 ▼-3.1%25,9500.7%FinanceEVMEaton Vance California Municipal Bond Fund$1,201,811$21,906 ▼-1.8%124,5400.7%Financial ServicesSPYSPDR S&P 500 ETF Trust$1,058,013$59,097 ▲5.9%1,8440.6%FinanceNUVEEN CALIFORNIA AMT QLT MU$998,022$56,562 ▼-5.4%73,4380.5%COMSCHPSchwab U.S. TIPS ETF$985,183$8,527 ▲0.9%18,3700.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$967,896$308,073 ▲46.7%12,0330.5%ETFVUGVanguard Growth ETF$885,343$26,875 ▲3.1%2,3060.5%ETFSCHASchwab US Small-Cap ETF$799,314$289,655 ▲56.8%15,4810.4%ETFGLDMSPDR Gold MiniShares Trust$792,637$118,856 ▲17.6%15,2050.4%FinanceBNDVanguard Total Bond Market ETF$713,845$314,711 ▲78.8%9,5040.4%ETFNEANuveen AMT-Free Quality Municipal Income Fund$651,168$25,137 ▼-3.7%54,4000.4%Financial ServicesBOXBOX$598,926$69,518 ▼-10.4%18,2990.3%Computer and TechnologySCHYSchwab International Dividend Equity ETF$540,986$63,331 ▲13.3%20,6720.3%ETFXLUUtilities Select Sector SPDR Fund$533,956$19,387 ▼-3.5%6,6100.3%ETFBRK.BBerkshire Hathaway$524,696$7,824 ▼-1.5%1,1400.3%FinanceAFRMAffirm$500,453$51,637 ▲11.5%12,2600.3%Business ServicesVIGVanguard Dividend Appreciation ETF$496,933$54,467 ▲12.3%2,5090.3%ETFMETAMeta Platforms$425,323$143,110 ▼-25.2%7430.2%Computer and TechnologyTSLATesla$414,160$293,810 ▼-41.5%1,5830.2%Auto/Tires/TrucksNVDANVIDIA$394,923$366,385 ▲1,283.8%3,2520.2%Computer and TechnologyMSFTMicrosoft$393,305$8,176 ▼-2.0%9140.2%Computer and TechnologyVPUVanguard Utilities ETF$384,999$384,999 ▲New Holding2,2120.2%ETFVNQVanguard Real Estate ETF$373,801$373,801 ▲New Holding3,8370.2%ETFARWRArrowhead Pharmaceuticals$358,2870.0%18,4970.2%MedicalDSIiShares MSCI KLD 400 Social ETF$343,7760.0%3,1600.2%ETFVDEVanguard Energy ETF$308,257$1,225 ▲0.4%2,5170.2%ETFVOVanguard Mid-Cap ETF$298,128$47,489 ▲18.9%1,1300.2%ETFVGTVanguard Information Technology ETF$269,213$8,798 ▲3.4%4590.1%ETFPGProcter & Gamble$255,2080.0%1,4730.1%Consumer StaplesIVViShares Core S&P 500 ETF$239,690$14,404 ▲6.4%4160.1%ETFXLFFinancial Select Sector SPDR Fund$220,029$9,064 ▼-4.0%4,8550.1%ETFFIFiserv$210,909$210,909 ▲New Holding1,1740.1%Business ServicesPWZInvesco California AMT-Free Municipal Bond ETF$210,6720.0%8,4000.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$0$964,489 ▼-100.0%00.0%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$0$227,712 ▼-100.0%00.0%FinanceShowing 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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