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CIK: 0001986457
Total reported value
$265.0M
$265.0M
57 檔
40.0%
As reported in its official Q4 2024 Form 13F filing, Myecfo, LLC's tracked investment portfolio stood at $265.0M with 57 total positions.
During Q4 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, CMF) accounted for 40.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 27.82% | +1.31% | +206.39% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.98% | +0.50% | +6.42% | |
| 3 | CMF | Ishares California Muni Bond | ETF-Other | 6.95% | -0.99% | +7.35% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.55% | +0.03% | +96.27% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.84% | -0.21% | +103.65% | |
| 6 | NYF | Ishares New York Muni Bond E | ETF-Other | 3.86% | -0.37% | -1.29% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.47% | -0.61% | -0.14% | |
| 8 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.62% | -0.11% | +17.61% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.49% | +0.31% | +6.38% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.34% | -0.12% | +91.31% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.03% | +0.11% | -0.09% | |
| 12 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.74% | -0.25% | +101.17% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.65% | -0.03% | -0.71% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.03% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.04% | +6.42% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.27% | +3.31% | |
| 17 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.18% | -0.17% | -10.74% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.17% | -0.12% | +204.20% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.08% | +0.01% | -0.88% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | +0.20% | +9.68% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +0.08% | -13.16% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.91% | +0.02% | -4.89% | |
| 23 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.88% | -0.45% | +4.09% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.87% | -0.05% | -12.83% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.71% | +0.04% | +316.51% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.69% | -0.16% | — | |
| 27 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.59% | — | -4.18% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.02% | +0.33% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.54% | +0.06% | +149.28% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.05% | -3.47% | |
| 31 | XNCMX | Nuveen Ca Amt-fr Muni Inc | Stock-Other | 0.49% | — | -2.45% | |
| 32 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.48% | -0.12% | +12.10% | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.48% | -0.04% | +86.17% | |
| 34 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.39% | +0.16% | -2.08% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.37% | -0.03% | -0.63% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | +0.01% | -0.13% | |
| 37 | BOX | Box Inc - Class A | Stock-Tech | 0.33% | -0.01% | +4.95% | |
| 38 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.31% | -0.03% | -5.51% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.02% | — | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.27% | -0.02% | — | |
| 41 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.26% | -0.06% | +1.45% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | +0.01% | -5.78% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | — | +4.61% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.03% | +3.23% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.23% | +0.01% | +20.57% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.22% | -0.02% | +11.75% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | +0.02% | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.20% | +0.01% | +23.01% | |
| 49 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.19% | +0.05% | — | |
| 50 | VDE | Vanguard Energy ETF | ETF-Other | 0.17% | -0.07% | +5.56% |
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 Q4 2024.
During Q4 2024, Myecfo, LLC's top holdings by market value included SCHB (27.8%)、VEA (10.0%)、CMF (7.0%). The largest single position, SCHB, represented 27.8% of total portfolio value.
In Q4 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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