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MYECFO, LLC13F | |
| MYECFO, LLC | |
| Last update 2025-07-11 | 59 Stocks (3 new) |
| Value $204.00 Mil | Turnover 2 % |
MYECFO, LLC Top Holdings of 2025-06-30
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| 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 | 2,399,036 | 57,169.0 | +1.30% | 28.040 | +0.36% | 0.170 | +19.65% | +6.74% | 34,940.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 406,528 | 23,176.2 | +1.21% | 11.370 | +0.14% | 0.010 | +11.61% | +18.44% | 157,607.2 | ||
SCHF | Schwab International Equity ETF | 629,580 | 13,913.7 | -1.72% | 6.820 | -0.12% | 0.030 | +11.26% | +18.59% | 48,597.1 | ||
CMF | iShares California Muni Bond ETF | 227,283 | 12,880.6 | -0.68% | 6.320 | -0.05% | 0.350 | -0.07% | -3.70% | 3,472.6 | ||
SCHZ | Schwab US Aggregate Bond ETF | 483,048 | 11,231.9 | +0.18% | 5.510 | +0.01% | 0.130 | +0.22% | +1.23% | 8,562.3 | ||
VT | Vanguard Total World Stock ETF | 54,096 | 6,952.4 | +0.08% | 3.410 | 0% | 0.020 | +16.81% | +10.55% | 45,977.1 | ||
NYF | iShares New York Muni Bond ETF | 130,634 | 6,811.3 | -3.26% | 3.340 | -0.12% | 0.760 | -0.37% | -3.04% | 877.2 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 115,027 | 5,689.2 | +3.82% | 2.790 | +0.10% | 0.010 | +16.61% | +14.65% | 86,951.2 | ||
CORP |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
| 57,316 | 5,580.3 | +5.13% | 2.740 | +0.13% | 0.420 | +1.19% | +1.27% | 1,322.3 | ||
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 192,887 | 4,928.1 | +2.65% | 2.420 | +0.06% | 0.040 | -0.12% | +2.06% | 10,853.1 |
MYECFO, LLC's Historical Top Holdings Breakdowns
MYECFO, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NKX |
Nuveen California AMT-Free Quality Municipal Income Fund
Nuveen California AMT-Free Quality Municipal Income Fund
| 2025-06-30 | Reduce Reduce | -0.36% | 11.46 ($11.93) 12.78 | $11.54 | -3.27% | Reduce -78.42% | 15,000 | -54,500 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-06-30 | Add Add | +0.36% | 19.1 ($22.02) 23.83 | $24.23 | 10.04% | Add 1.3% | 2,399,036 | 30,801 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-06-30 | New Buy New Buy | +0.20% | 24.19 ($24.3) 24.46 | $24.29 | -0.04% | New holding | 17,122 | 17,122 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | New Buy New Buy | +0.19% | 416.06 ($496.89) 551.64 | $561.26 | 12.95% | New holding | 710 | 710 | |
SCMB | Schwab Municipal Bond ETF | 2025-06-30 | Add Add | +0.15% | 24.65 ($25.06) 25.62 | $24.82 | -0.96% | Add 9.34% | 145,160 | 12,400 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +0.14% | 45.65 ($53.52) 57.01 | $56.64 | 5.83% | Add 1.21% | 406,528 | 4,846 | |
CORP |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
| 2025-06-30 | Add Add | +0.13% | 94.14 ($95.68) 97.31 | $96.30 | 0.65% | Add 5.13% | 57,316 | 2,795 | |
NYF | iShares New York Muni Bond ETF | 2025-06-30 | Reduce Reduce | -0.12% | 51.29 ($52.01) 53.06 | $51.60 | -0.79% | Reduce -3.26% | 130,634 | -4,396 | |
SCHF | Schwab International Equity ETF | 2025-06-30 | Reduce Reduce | -0.12% | 17.76 ($20.8) 22.1 | $21.94 | 5.48% | Reduce -1.72% | 629,580 | -11,016 | |
VSGX |
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
| 2025-06-30 | New Buy New Buy | +0.12% | 52.84 ($61.62) 65.52 | $65.40 | 6.13% | New holding | 3,700 | 3,700 |
MYECFO, LLC Total Holding History ($B)
MYECFO, LLC's Asset Allocation
MYECFO, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MYECFO, LLC's Hypothetical Growth since 2025-06-30
MYECFO, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MYECFO, LLC's Holdings Heat Map
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MYECFO, LLC's Holdings Bubble Chart
MYECFO, LLC News
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