ML

MYECFO, LLC

13F
MYECFO, LLC
Last update 2025-04-09 58 Stocks (2 new)
Value $189.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHB(26.99%)VEA(10.80%)CMF(6.82%)SCHF(6.71%)SCHZ(5.91%)
Summary Stock Picks Current Portfolio
MYECFO, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHB 		Schwab U.S. Broad Market ETF
2,368,235
51,002.7
+4.32%
26.990
+1.12%
0.170
-10.13%
-6.56%
30,468.2
 
VEA 		Vanguard FTSE Developed Markets ETF
401,682
20,416.8
+3.89%
10.800
+0.40%
0.010
+4.82%
+9.64%
152,824.7
 
CMF 		iShares California Muni Bond ETF
228,833
12,878.7
+1.88%
6.820
+0.13%
0.340
-2.46%
-3.28%
3,573.5
 
SCHF 		Schwab International Equity ETF
640,596
12,671.0
-2.29%
6.710
-0.15%
0.030
+5.37%
+10.22%
44,364.6
 
SCHZ 		Schwab US Aggregate Bond ETF
482,188
11,167.2
+1.14%
5.910
+0.07%
0.130
+1.50%
+1.67%
8,548.8
 
NYF 		iShares New York Muni Bond ETF
135,030
7,109.3
+0.53%
3.760
+0.02%
0.820
-2.35%
-2.37%
854.7
 
VT 		Vanguard Total World Stock ETF
54,055
6,267.7
-1.29%
3.320
-0.04%
0.010
-5.00%
-1.43%
44,319.5
 
CORP 		PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
54,521
5,276.0
+7.54%
2.790
+0.20%
0.400
+0.83%
+1.07%
1,310.1
 
VWO 		Vanguard FTSE Emerging Markets ETF
110,790
5,014.4
+5.62%
2.650
+0.14%
0.010
+0.65%
+1.88%
83,301.9
 
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
187,913
4,671.5
+5.39%
2.470
+0.13%
0.040
+2.39%
+2.47%
10,565.8
 

MYECFO, LLC's Historical Top Holdings Breakdowns

MYECFO, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHB 		Schwab U.S. Broad Market ETF2025-03-31Add
+1.12%
●
21.23 ($22.75) 23.75
$21.21
-6.77%
Add 4.32%
2,368,235
97,986
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.40%
●
47.4 ($50.6) 52.99
$52.43
3.62%
Add 3.89%
401,682
15,039
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31New Buy
+0.32%
●
85.55 ($90.76) 94.34
$87.01
-4.13%
New holding
6,747
6,747
SCHV 		Schwab U.S. Large-Cap Value ETF2025-03-31Add
+0.26%
●
25.77 ($26.84) 27.6
$25.55
-4.81%
Add 37.27%
68,800
18,681
CORP 		PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund2025-03-31Add
+0.20%
●
93.89 ($95.87) 97.32
$96.12
0.26%
Add 7.54%
54,521
3,825
SCHF 		Schwab International Equity ETF2025-03-31Reduce
-0.15%
●
18.36 ($19.62) 20.51
$20.39
3.92%
Reduce -2.29%
640,596
-15,036
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Add
+0.14%
●
42.5 ($45.01) 46.71
$44.87
-0.31%
Add 5.62%
110,790
5,899
CMF 		iShares California Muni Bond ETF2025-03-31Add
+0.13%
●
55.93 ($56.83) 57.46
$55.40
-2.52%
Add 1.88%
228,833
4,219
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF2025-03-31Add
+0.13%
●
24.05 ($24.48) 24.86
$24.89
1.67%
Add 5.39%
187,913
9,614
SCMB 		Schwab Municipal Bond ETF2025-03-31Add
+0.10%
●
25.2 ($25.64) 25.96
$25.11
-2.07%
Add 5.96%
132,760
7,472

MYECFO, LLC Total Holding History ($B)

To

MYECFO, LLC's Asset Allocation

To

MYECFO, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MYECFO, LLC's Hypothetical Growth since 2025-03-31

MYECFO, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MYECFO, LLC's Holdings Heat Map

Size field:

MYECFO, LLC's Holdings Bubble Chart

MYECFO, LLC News

  • 1

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