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CIK: 0001986457
Total reported value
$265.0M
$265.0M
58 檔
40.8%
According to the latest 13F quarterly dataset, Myecfo, LLC managed an equity portfolio of $265.0M at the end of Q1 2025, spanning 58 distinct U.S. exchange-listed positions.
During Q1 2025, Myecfo, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 26.99% | +1.31% | +4.32% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.80% | +0.50% | +3.89% | |
| 3 | CMF | Ishares California Muni Bond | ETF-Other | 6.82% | -0.99% | +1.88% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.71% | +0.03% | -2.29% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.91% | -0.21% | +1.14% | |
| 6 | NYF | Ishares New York Muni Bond E | ETF-Other | 3.76% | -0.37% | +0.53% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 3.32% | -0.61% | -1.29% | |
| 8 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.79% | -0.11% | +7.54% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.65% | +0.31% | +5.62% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.47% | -0.12% | +5.39% | |
| 11 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.78% | -0.25% | +5.96% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.76% | +0.11% | -0.11% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.68% | -0.03% | +0.45% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.04% | +6.29% | |
| 15 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.28% | -0.17% | +7.93% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +0.03% | +1.50% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.25% | -0.12% | +5.95% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.08% | +0.01% | -3.30% | |
| 19 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.05% | -0.45% | +3.19% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.27% | — | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.97% | +0.04% | +37.27% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.91% | +0.02% | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | +0.08% | -0.47% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.20% | -1.96% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.82% | -0.05% | -2.83% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.80% | -0.16% | -1.54% | |
| 27 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.65% | -0.12% | +15.68% | |
| 28 | XEVMX | Eaton Vance Cal Muni Bond | Stock-Other | 0.56% | — | -4.02% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.02% | +2.11% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.51% | -0.04% | +5.56% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.47% | +0.06% | -1.19% | |
| 32 | XNCMX | Nuveen Ca Amt-fr Muni Inc | Stock-Other | 0.46% | — | -2.98% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.05% | -0.13% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.37% | -0.03% | — | |
| 35 | BOX | Box Inc - Class A | Stock-Tech | 0.34% | -0.01% | +7.43% | |
| 36 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.33% | -0.06% | +15.67% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.02% | — | |
| 39 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.31% | -0.03% | +2.14% | |
| 40 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.29% | +0.16% | +2.16% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.28% | -0.02% | +0.45% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | +0.01% | -1.57% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.03% | -0.78% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | +0.01% | -0.19% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.21% | +0.01% | +2.36% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.21% | -0.02% | -5.66% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.19% | +0.01% | +1.44% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | — | -3.70% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.07% | +23.03% | |
| 50 | VDE | Vanguard Energy ETF | ETF-Other | 0.17% | -0.07% | -6.77% |
According to official SEC Form 13F filings, Myecfo, LLC reported a total U.S. public equity portfolio value of $265.0M across 58 disclosed positions in Q1 2025.
During Q1 2025, Myecfo, LLC's top holdings by market value included SCHB (27.0%)、VEA (10.8%)、CMF (6.8%). The largest single position, SCHB, represented 27.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, VEA, CMF) accounted for 40.8% of total reported equity market value during Q1 2025.
In Q1 2025, 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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