ML

Myecfo, LLC

Momentum followerSector-focusedLong-term holder

Total reported value

$239.0M

Reporting period: 2026-03-31 · Number of holdings: 66

MYECFO, LLC disclosed 66 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $239.0M and a quarterly turnover rate of 6.1%.

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Personality snowflake

Concentration
41.91
Portfolio Stability
6.1
Momentum/Contrarian
100
Sector conviction
83.21
Diversification
100
Sizing Uniformity
75.49

Recent moves

  • Trim SCHB

    +3.1%　-$886.7K

  • Add VEA

    +3.6%　$1.7M

  • Add VWO

    +13.0%　$1.1M

  • Trim GOOGL

    -3.1%　-$515.4K

  • Add VTI

    +30.7%　$523.8K

  • Trim NYF

    -4.6%　-$354.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHBSchwab US Broad Market ETFETF-Other26.86%-0.76%+3.09%
2VEAVanguard Ftse Developed ETFETF-Other12.20%+0.55%+3.56%
3CMFIshares California Muni BondETF-Other6.25%+0.12%+4.51%
4SCHFSchwab Intl Equity ETFETF-Other6.09%-0.02%-1.82%
5SCHZSchwab US Aggregate Bond ETFETF-Other5.12%+0.03%+2.59%
6VWOVanguard Ftse Emerging MarkeETF-Emerging Markets3.80%+0.41%+13.04%
7CORPPimco Inv Grade CORP Bd ETFETF-Other3.35%+0.17%+8.52%
8VTVanguard Tot World Stk ETFETF-Other3.14%-0.17%-1.73%
9NYFIshares New York Muni Bond EETF-Other2.66%-0.19%-4.60%
10SCHRSchwab Intermediate-term USETF-Other2.48%+0.11%+6.89%
11SCMBSchwab Municipal Bond ETFETF-Other1.88%-0.01%+2.17%
12GOOGLAlphabet Inc-cl AStock-Comm Services1.79%-0.24%-3.11%
13SIVRAbrdn Physical Silver SharesETF-Commodities1.54%-0.07%-8.29%
14SCHESchwab Emrg Mrkts Eqty ETFETF-Other1.50%—-1.09%
15GOOGAlphabet Inc-cl CStock-Comm Services1.24%-0.15%-0.51%
16SCHDSchwab US Dvd Equity ETFETF-Other1.22%+0.18%+6.85%
17VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.16%-0.14%-5.42%
18VTIVanguard Total Stock Mkt ETFETF-Other1.09%+0.20%+30.66%
19AMZNAmazon.com INCStock-Consumer Disc1.08%-0.15%-1.21%
20VEUVanguard Ftse All-world Ex-uETF-Other1.02%—-1.04%
21SCHVSchwab US Large-cap ValueETF-Other0.96%+0.04%+2.74%
22GNMAIshares Gnma Bond ETFETF-Other0.93%+0.06%+8.66%
23GLDMSpdr Gold Minishares TrustETF-Commodities0.92%+0.11%+6.23%
24AAPLApple INCStock-Tech0.91%-0.04%+3.70%
25IWDIshares Russell 1000 Value EETF-Other0.73%—-1.20%
26IAUIshares Gold TrustETF-Commodities0.70%+0.04%-1.04%
27MUBIshares National Muni Bond EETF-Other0.49%-0.05%-8.30%
28ARWRArrowhead Pharmaceuticals InStock-Healthcare0.49%-0.03%—
29SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.48%-0.04%-2.65%
30SCHASchwab US Small-cap ETFETF-Other0.42%+0.02%+2.70%
31BNDXVanguard Total Intl Bond ETFETF-Other0.41%—+0.34%
32VUGVanguard Growth ETFETF-Other0.40%-0.06%—
33AVGOBroadcom INCStock-Tech0.39%-0.03%+2.94%
34SCHYSchwab International Dvd ETFETF-Other0.37%+0.05%+8.19%
35BNDVanguard Total Bond MarketETF-Other0.30%—-0.49%
36SCHPSchwab U.s. Tips ETFETF-Other0.29%—+3.92%
37NVDANvidia CORPStock-Tech0.29%-0.02%-0.36%
38MUCBlackrock Munihold Ca QltyStock-Other0.28%+0.28%NEW
39VNQVanguard Real Estate ETFETF-Other0.28%——
40VGTVanguard Info Tech ETFETF-Tech0.27%-0.04%-2.60%
41AFRMAffirm Holdings INCStock-Financials0.27%-0.15%+4.87%
42TSLATesla INCStock-Consumer Disc0.25%-0.06%-0.62%
43XNEAXNuveen Amt-fr Qlty Muni INCStock-Other0.25%——
44BRK-BBerkshire Hathaway Inc-cl BStock-Other0.22%-0.01%—
45IGOVIshares International TreasuETF-Other0.21%+0.21%NEW
46VIGVanguard Dividend Apprec ETFETF-Other0.20%—-0.81%
47VOVanguard Mid-cap ETFETF-Other0.19%—+5.23%
48VSGXVanguard Esg Intl Stock ETFETF-Other0.19%——
49METAMeta Platforms Inc-class AStock-Comm Services0.19%-0.03%+0.13%
50XCEMColumbia Em Core Ex-chinaETF-Emerging Markets0.18%+0.04%+19.80%
1–50 of 66

Holding changes this quarter

Myecfo, LLC's most significant position changes for 2026-03-31: New buy: Blackrock Munihold Ca Qlty (MUC); New buy: Ishares International Treasu (IGOV); Sold out: Blackrock Ca Muni INC Tr (XBFZX); New buy: Ishares Msci Australia ETF (EWA); New buy: Ishares Core S&p Total U.s. (ITOT).

Position changes disclosed by Myecfo, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VEAVanguard Ftse Developed ETF+0.6%+3.56%Add
2VWOVanguard Ftse Emerging Marke+0.4%+13.04%Add
3VTIVanguard Total Stock Mkt ETF+0.2%+30.66%Add
4SCHDSchwab US Dvd Equity ETF+0.2%+6.85%Add
5CORPPimco Inv Grade CORP Bd ETF+0.2%+8.52%Add
6CMFIshares California Muni Bond+0.1%+4.51%Add
7SCHRSchwab Intermediate-term US+0.1%+6.89%Add
8GLDMSpdr Gold Minishares Trust+0.1%+6.23%Add
9GNMAIshares Gnma Bond ETF+0.1%+8.66%Add
10VDEVanguard Energy ETF+0.1%—Unchanged
11SCHYSchwab International Dvd ETF+0.1%+8.19%Add
12SCHVSchwab US Large-cap Value0%+2.74%Add
13IAUIshares Gold Trust0%-1.04%Trim
14XCEMColumbia Em Core Ex-china0%+19.80%Add
15SCHZSchwab US Aggregate Bond ETF0%+2.59%Add
16SCHASchwab US Small-cap ETF0%+2.70%Add
17XLUSt Sr Utl Sl Se Spdr Etf-usd0%—Unchanged
18SCHPSchwab U.s. Tips ETF—+3.92%Add
19SCMBSchwab Municipal Bond ETF0%+2.17%Add
20BRK-BBerkshire Hathaway Inc-cl B0%—Unchanged
21SCHFSchwab Intl Equity ETF0%-1.82%Trim
22NVDANvidia CORP0%-0.36%Trim
23AVGOBroadcom INC0%+2.94%Add
24ARWRArrowhead Pharmaceuticals In0%—Unchanged
25METAMeta Platforms Inc-class A0%+0.13%Add
26SPYSs Spdr S&p 500 ETF Trust-us0%-2.65%Trim
27MSFTMicrosoft CORP0%+3.47%Add
28VGTVanguard Info Tech ETF0%-2.60%Trim
29AAPLApple INC0%+3.70%Add
30MUBIshares National Muni Bond E-0.1%-8.30%Trim
31TSLATesla INC-0.1%-0.62%Trim
32VUGVanguard Growth ETF-0.1%—Unchanged
33SIVRAbrdn Physical Silver Shares-0.1%-8.29%Trim
34BOXBox INC - Class A-0.1%-12.30%Trim
35VOOVanguard S&p 500 ETF-0.1%-5.42%Trim
36AFRMAffirm Holdings INC-0.2%+4.87%Add
37AMZNAmazon.com INC-0.2%-1.21%Trim
38GOOGAlphabet Inc-cl C-0.2%-0.51%Trim
39VTVanguard Tot World Stk ETF-0.2%-1.73%Trim
40NYFIshares New York Muni Bond E-0.2%-4.60%Trim
41GOOGLAlphabet Inc-cl A-0.2%-3.11%Trim
42SCHBSchwab US Broad Market ETF-0.8%+3.09%Add
43MUCBlackrock Munihold Ca Qlty—NEWNew buy
44IGOVIshares International Treasu—NEWNew buy
45XBFZXBlackrock Ca Muni INC Tr—EXITSold out
46EWAIshares Msci Australia ETF—NEWNew buy
47ITOTIshares Core S&p Total U.s.—NEWNew buy
48XOMExxon Mobil CORP—NEWNew buy
49IBITIshares Bitcoin Trust ETF—EXITSold out
50XLFSs Financial Select Sector—EXITSold out

FAQ

What is Myecfo, LLC and what type of investor is it?
Myecfo, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $239.0M, spread across 66 disclosed positions.
What are Myecfo, LLC's largest equity positions?
Based on the latest 13F filing, Myecfo, LLC's top holdings by market value are: 1. Schwab US Broad Market ETF (SCHB) — $64.2M (26.9%) 2. Vanguard Ftse Developed ETF (VEA) — $29.2M (12.2%) 3. Ishares California Muni Bond (CMF) — $14.9M (6.3%) 4. Schwab Intl Equity ETF (SCHF) — $14.5M (6.1%) 5. Schwab US Aggregate Bond ETF (SCHZ) — $12.2M (5.1%)
What changes did Myecfo, LLC make in its most recent portfolio filing?
In the latest reported quarter, Myecfo, LLC made 45 notable position adjustments: 5 new positions were initiated, 22 existing holdings were added to, 15 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Blackrock Munihold Ca Qlty (MUC); New buy: Ishares International Treasu (IGOV); Sold out: Blackrock Ca Muni INC Tr (XBFZX); New buy: Ishares Msci Australia ETF (EWA); New buy: Ishares Core S&p Total U.s. (ITOT)
What sectors does Myecfo, LLC focus on?
Myecfo, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Communication Services: 42.0% • Information Technology: 24.9% • Consumer Discretionary: 17.4% • Financials: 6.3% • Health Care: 6.3% • Energy: 1.5%

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