13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001986457
Total reported value
$265.0M
$265.0M
57 檔
39.8%
At the close of Q3 2024, Myecfo, LLC disclosed equity holdings valued at approximately $265.0M, spread across 57 reported holdings.
During Q3 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 39.8% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 26.71% | +1.31% | -1.90% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.40% | +0.50% | +1.86% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.44% | +0.03% | -1.55% | |
| 4 | CMF | Ishares California Muni Bond | ETF-Other | 6.60% | -0.99% | +0.62% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 6.03% | -0.21% | +2.50% | |
| 6 | NYF | Ishares New York Muni Bond E | ETF-Other | 4.01% | -0.37% | +4.40% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.56% | -0.61% | -0.53% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.56% | +0.31% | -0.93% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.55% | -0.12% | +2.46% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.33% | -0.11% | +7.72% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.89% | +0.11% | -2.27% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.83% | -0.03% | -2.80% | |
| 13 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.78% | -0.25% | +6.42% | |
| 14 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.39% | -0.17% | +0.08% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.04% | -5.43% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.03% | +0.06% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.20% | -0.12% | +5.76% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.20% | +0.01% | -0.43% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.27% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | +0.08% | +65.96% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.03% | -0.05% | -10.88% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.99% | +0.02% | +0.06% | |
| 23 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.92% | -0.45% | +0.96% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.20% | +0.57% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.70% | -0.16% | +0.39% | |
| 26 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.65% | — | -2.66% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.02% | +3.31% | |
| 28 | XNCMX | Nuveen Ca Amt-fr Muni Inc | Stock-Other | 0.54% | — | -4.42% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.53% | -0.04% | +3.49% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.52% | +0.04% | +38.26% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.05% | +3.13% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | +0.06% | +30.41% | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.43% | -0.12% | +18.10% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.39% | -0.03% | -1.35% | |
| 35 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.35% | -0.03% | -1.81% | |
| 36 | BOX | Box Inc - Class A | Stock-Tech | 0.32% | -0.01% | -16.51% | |
| 37 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.29% | -0.06% | +13.51% | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.29% | -0.02% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.02% | -1.04% | |
| 40 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.27% | +0.16% | +5.05% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | +0.01% | -0.79% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.03% | -5.83% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | +0.01% | -33.15% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | — | +38.38% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | +0.02% | +1.67% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.21% | -0.02% | +58.91% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.20% | — | — | |
| 48 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.19% | +0.05% | — | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.19% | +0.01% | -5.33% | |
| 50 | VDE | Vanguard Energy ETF | ETF-Other | 0.17% | -0.07% | +0.40% |
According to official SEC Form 13F filings, Myecfo, LLC reported a total U.S. public equity portfolio value of $265.0M across 57 disclosed positions in Q3 2024.
During Q3 2024, Myecfo, LLC's top holdings by market value included SCHB (26.7%)、VEA (10.4%)、SCHF (7.4%). The largest single position, SCHB, represented 26.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.