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CIK: 0001986457
Total reported value
$265.0M
$265.0M
56 檔
37.6%
In Q1 2024, Myecfo, LLC's U.S. equity holdings reached a combined market value of $265.0M, distributed across 56 disclosed stock positions.
During Q1 2024, Myecfo, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, VEA, SCHF) accounted for 37.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 26.97% | +1.31% | +4.50% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.54% | +0.50% | +0.54% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.99% | +0.03% | -0.94% | |
| 4 | CMF | Ishares California Muni Bond | ETF-Other | 6.95% | -0.99% | +7.27% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 6.01% | -0.21% | +0.67% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.58% | -0.61% | -0.31% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.73% | -0.12% | +2.76% | |
| 8 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 2.64% | -0.25% | -5.75% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.41% | +0.31% | +1.43% | |
| 10 | NYF | Ishares New York Muni Bond E | ETF-Other | 2.11% | -0.37% | +87.60% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.04% | -0.11% | +22.13% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.94% | -0.05% | -21.92% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.84% | -0.03% | -2.86% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.11% | +2.51% | |
| 15 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.45% | -0.17% | +15.17% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | +0.03% | +3.79% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.04% | -0.28% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.26% | +0.01% | -4.73% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.11% | -0.12% | -2.42% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.27% | +7.05% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.02% | +0.02% | -9.00% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.20% | -17.25% | |
| 23 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.83% | -0.45% | +9.53% | |
| 24 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.70% | — | -0.31% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.66% | -0.16% | +0.49% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.08% | — | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.57% | +0.01% | -30.05% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.56% | -0.04% | -4.31% | |
| 29 | XNCMX | Nuveen Ca Amt-fr Muni Inc | Stock-Other | 0.55% | — | -3.12% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.02% | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.05% | — | |
| 32 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.37% | -0.03% | — | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.37% | +0.04% | +165.21% | |
| 34 | BOX | Box Inc - Class A | Stock-Tech | 0.34% | -0.01% | -23.94% | |
| 35 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.33% | -0.12% | +33.59% | |
| 36 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.31% | +0.05% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.02% | — | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.29% | +0.06% | +25.89% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.03% | +22.74% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | +0.01% | +64.50% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.26% | -0.02% | +3.01% | |
| 42 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.26% | -0.06% | -1.20% | |
| 43 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.24% | +0.16% | +24.22% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | +0.01% | -0.04% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | +0.02% | +5.90% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | -0.03% | -68.11% | |
| 47 | VDE | Vanguard Energy ETF | ETF-Other | 0.19% | -0.07% | +32.86% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.19% | +0.01% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | -0.01% | — | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.14% | +0.01% | — |
According to official SEC Form 13F filings, Myecfo, LLC reported a total U.S. public equity portfolio value of $265.0M across 56 disclosed positions in Q1 2024.
During Q1 2024, Myecfo, LLC's top holdings by market value included SCHB (27.0%)、VEA (10.5%)、SCHF (8.0%). The largest single position, SCHB, represented 27.0% of total portfolio value.
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In Q1 2024, Myecfo, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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