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CIK: 0001986457
Total reported value
$266.3M
$266.3M
73 檔
56.9%
In Q2 2026, Myecfo, LLC's U.S. equity holdings reached a combined market value of $266.3M, distributed across 73 disclosed stock positions.
In Q2 2026, Myecfo, LLC displayed an active expansion posture, initiating 7 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, VEA, SCHF) accounted for 56.9% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 28.17% | -0.02% | +0.76% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.70% | -0.01% | +3.76% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.11% | -0.20% | -0.50% | |
| 4 | CMF | Ishares California Muni Bond | ETF-Other | 5.26% | -0.29% | -7.97% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 4.91% | -0.18% | +6.88% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.11% | +0.07% | +8.82% | |
| 7 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 3.24% | -0.08% | +7.02% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.53% | -0.03% | -21.34% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.36% | -0.13% | +6.56% | |
| 10 | NYF | Ishares New York Muni Bond E | ETF-Other | 2.29% | -0.21% | -5.69% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | -0.13% | +2.88% | |
| 12 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.63% | +0.07% | -5.08% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.47% | -0.04% | -0.86% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.44% | -0.05% | +3.86% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.01% | +0.32% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.17% | +0.60% | +3.11% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.05% | +0.18% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.10% | +0.02% | -3.29% | |
| 19 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.09% | +0.06% | -0.06% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.03% | -0.04% | -0.15% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.15% | +10.42% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.00% | +0.01% | +1.80% | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.80% | +0.05% | +12.39% | |
| 24 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.76% | -0.04% | -9.11% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.75% | +0.01% | — | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.54% | +0.05% | — | |
| 27 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.54% | -0.11% | -5.41% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | — | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.48% | -0.05% | +2.19% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.02% | +523.85% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.03% | -0.46% | |
| 32 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.43% | -0.09% | — | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | -0.04% | +0.50% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.34% | +0.03% | +708.53% | |
| 35 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.31% | +0.01% | -7.24% | |
| 36 | MUC | Blackrock Munihold Ca Qlty | Stock-Other | 0.31% | -0.03% | +15.07% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.07% | -1.22% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.28% | -0.02% | +3.64% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.27% | +0.08% | — | |
| 40 | IGOV | Ishares International Treasu | ETF-Other | 0.26% | -0.01% | +34.79% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | -0.05% | +0.25% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.25% | -0.03% | -6.87% | |
| 43 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.22% | -0.03% | -6.20% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | +7.00% | |
| 45 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.21% | -0.01% | — | |
| 46 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.20% | -0.01% | -45.04% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | -2.65% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | — | — | |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.20% | -0.01% | — | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.20% | -0.01% | +300.00% |
According to official SEC Form 13F filings, Myecfo, LLC reported a total U.S. public equity portfolio value of $266.3M across 73 disclosed positions in Q2 2026.
During Q2 2026, Myecfo, LLC's top holdings by market value included SCHB (28.2%)、VEA (12.7%)、SCHF (6.1%). The largest single position, SCHB, represented 28.2% of total portfolio value.
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Top New Position Initiated
IAGG
市值: $484.7K
Top Position Liquidated / Trimmed
CMF
前期市值: $14.9M
In Q2 2026, Myecfo, LLC made 57 total portfolio adjustments, initiating 7 new buys, adding to 29 positions, trimming 21 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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