Myecfo, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Myecfo, LLC reported 56 stock positions worth $170.5 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 27.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.5%) and Schwab Intl Equity ETF (SCHF, 8.0%). Compared with Q4 2023, it opened 6 new positions, sold out of 1, added to 24 and reduced 19. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +5%) and the biggest sale iShares National Muni Bond E (MUB, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- La Jolla, CA
- CIK
- 0001986457
- Portfolio Value
- $170.5M (Q1 2024)
- SEC Filing
- 0001941040-24-000188 ↗ filed Apr 18, 2024
Holdings Value
Holdings 56 stocks · $170.5M
| SCHB Schwab US Broad Market ETF | 26.97% | 753,025 | $46.0M | Add +4.5% |
| VEA Vanguard Ftse Developed ETF | 10.54% | 358,114 | $18.0M | Add +0.5% |
| SCHF Schwab Intl Equity ETF | 7.99% | 349,028 | $13.6M | Reduce -0.9% |
| CMF iShares California Muni Bond | 6.95% | 206,092 | $11.8M | Add +7.3% |
| SCHZ Schwab US Aggregate Bond ETF | 6.01% | 222,893 | $10.3M | Add +0.7% |
| VT Vanguard Tot World STK ETF | 3.58% | 55,272 | $6.1M | Reduce -0.3% |
| SCHR Schwab Intermediate-Term US | 2.73% | 95,089 | $4.7M | Add +2.8% |
| SCMB Schwab Municipal Bond ETF | 2.64% | 86,500 | $4.5M | Reduce -5.8% |
| VWO Vanguard Ftse Emerging Marke | 2.41% | 98,318 | $4.1M | Add +1.4% |
| NYF iShares New York Muni Bond E | 2.11% | 58,272 | $3.6M | Add +87.6% |
| CORP PIMCO Inv Grade Corp. BD ETF | 2.04% | 36,279 | $3.5M | Add +22.1% |
| MUB iShares National Muni Bond E | 1.94% | 34,803 | $3.3M | Reduce -21.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.84% | 123,976 | $3.1M | Reduce -2.9% |
| AAPL Apple Inc. | 1.54% | 15,356 | $2.6M | Add +2.5% |
| GNMA iShares Gnma Bond ETF | 1.45% | 57,164 | $2.5M | Add +15.2% |
| AMZN Amazon.com Inc. | 1.31% | 12,348 | $2.2M | Add +3.8% |
| VOO Vanguard S&P 500 ETF | 1.30% | 4,604 | $2.2M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 1.26% | 36,583 | $2.1M | Reduce -4.7% |
| SCHD Schwab US DVD Equity ETF | 1.11% | 23,462 | $1.9M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 1.10% | 12,444 | $1.9M | Add +7.0% |
| IWD iShares Russell 1000 Value E | 1.02% | 9,752 | $1.7M | Reduce -9.0% |
| GOOG Alphabet Inc. Class C | 0.94% | 10,545 | $1.6M | Reduce -17.3% |
| SIVR Abrdn Physical Silver Shares | 0.83% | 58,254 | $1.4M | Add +9.5% |
| XEVMX Eaton Vance Cal Muni Bond | 0.70% | 126,810 | $1.2M | Reduce -0.3% |
| IAU iShares Gold Trust | 0.66% | 26,785 | $1.1M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 4,044 | $1.1M | No change |
| SCHO Schwab Short-Term US Treas | 0.57% | 20,006 | $964K | Reduce -30.1% |
| SCHP Schwab U.S. Tips ETF | 0.56% | 18,211 | $950K | Reduce -4.3% |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.55% | 77,600 | $943K | Reduce -3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 1,741 | $911K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 2,236 | $770K | No change |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.37% | 56,500 | $625K | No change |
| SCHV Schwab US Large-Cap Value | 0.37% | 8,203 | $623K | Add +165.2% |
| BOX Box Inc. Class A | 0.34% | 20,423 | $578K | Reduce -23.9% |
| GLDM SPDR Gold Minishares Trust | 0.33% | 12,925 | $569K | Add +33.6% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.31% | 18,497 | $529K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,157 | $487K | No change |
| SCHA Schwab US Small-Cap ETF | 0.29% | 9,871 | $486K | Add +25.9% |
| META Meta Platforms Inc. Class A | 0.28% | 993 | $482K | Add +22.7% |
| TSLA Tesla Inc. | 0.28% | 2,706 | $476K | Add +64.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.26% | 6,850 | $450K | Add +3.0% |
| SCHY Schwab International DVD ETF | 0.26% | 18,252 | $443K | Reduce -1.2% |
| AFRM Affirm Holdings Inc. | 0.24% | 10,995 | $410K | Add +24.2% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 2,234 | $408K | Reduce -0.0% |
| MSFT Microsoft Corp. | 0.23% | 933 | $393K | Add +5.9% |
| BND Vanguard Total Bond Market | 0.23% | 5,314 | $386K | Reduce -68.1% |
| VDE Vanguard Energy ETF | 0.19% | 2,507 | $330K | Add +32.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.19% | 3,160 | $319K | No change |
| PG The Procter & Gamble Co. | 0.14% | 1,473 | $239K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 950 | $237K | New |
| VGT Vanguard Info Tech ETF | 0.14% | 444 | $233K | New |
| SHM SS SPDR N Ice St Muni ETF | 0.13% | 4,800 | $228K | Add +11.6% |
| XLF SS Financial Select Sector | 0.12% | 5,055 | $213K | Reduce -22.9% |
| NVDA Nvidia Corp. | 0.12% | 235 | $212K | New |
| PWZ Invesco California Amt-Free | 0.12% | 8,400 | $209K | No change |
| IVV iShares Core S&P 500 ETF | 0.12% | 391 | $205K | New |
Portfolio Sells Q4 2023 → Q1 2024
| MUB iShares National Muni Bond E | Reduce -21.9% | 1.94% | −1.10 |
| BND Vanguard Total Bond Market | Reduce -68.1% | 0.23% | −0.55 |
| SCMB Schwab Municipal Bond ETF | Reduce -5.8% | 2.64% | −0.40 |
| SCHO Schwab Short-Term US Treas | Reduce -30.1% | 0.57% | −0.31 |
| SCHF Schwab Intl Equity ETF | Reduce -0.9% | 7.99% | −0.22 |
| GOOG Alphabet Inc. Class C | Reduce -17.3% | 0.94% | −0.19 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.9% | 1.84% | −0.16 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.14 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.7% | 1.26% | −0.10 |
| BOX Box Inc. Class A | Reduce -23.9% | 0.34% | −0.09 |
| IWD iShares Russell 1000 Value E | Reduce -9.0% | 1.02% | −0.08 |
| SCHP Schwab U.S. Tips ETF | Reduce -4.3% | 0.56% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.4% | 1.11% | −0.04 |
| XEVMX Eaton Vance Cal Muni Bond | Reduce -0.3% | 0.70% | −0.03 |
| XLF SS Financial Select Sector | Reduce -22.9% | 0.12% | −0.03 |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | Reduce -3.1% | 0.55% | −0.03 |
| SCHY Schwab International DVD ETF | Reduce -1.2% | 0.26% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -0.3% | 3.58% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.0% | 0.24% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 1.30% | +0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| SCHB Schwab US Broad Market ETF | Add +4.5% | 26.97% | +1.69 |
| NYF iShares New York Muni Bond E | Add +87.6% | 2.11% | +1.05 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 0.31% | +0.31 |
| CORP PIMCO Inv Grade Corp. BD ETF | Add +22.1% | 2.04% | +0.22 |
| SCHV Schwab US Large-Cap Value | Add +165.2% | 0.37% | +0.22 |
| AMZN Amazon.com Inc. | Add +3.8% | 1.31% | +0.17 |
| PG The Procter & Gamble Co. | New | 0.14% | +0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.14% | +0.14 |
| VGT Vanguard Info Tech ETF | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | New | 0.12% | +0.12 |
| IVV iShares Core S&P 500 ETF | New | 0.12% | +0.12 |
| META Meta Platforms Inc. Class A | Add +22.7% | 0.28% | +0.10 |
| GLDM SPDR Gold Minishares Trust | Add +33.6% | 0.33% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +7.0% | 1.10% | +0.08 |
| SIVR Abrdn Physical Silver Shares | Add +9.5% | 0.83% | +0.07 |
| GNMA iShares Gnma Bond ETF | Add +15.2% | 1.45% | +0.07 |
| VDE Vanguard Energy ETF | Add +32.9% | 0.19% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Add +25.9% | 0.29% | +0.05 |
| MSFT Microsoft Corp. | Add +5.9% | 0.23% | +0.02 |
| TSLA Tesla Inc. | Add +64.5% | 0.28% | +0.02 |
| IAU iShares Gold Trust | Add +0.5% | 0.66% | +0.00 |
| SHM SS SPDR N Ice St Muni ETF | Add +11.6% | 0.13% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +3.0% | 0.26% | −0.00 |
| AFRM Affirm Holdings Inc. | Add +24.2% | 0.24% | −0.03 |
| CMF iShares California Muni Bond | Add +7.3% | 6.95% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +1.4% | 2.41% | −0.10 |
| SCHR Schwab Intermediate-Term US | Add +2.8% | 2.73% | −0.17 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 10.54% | −0.21 |
| AAPL Apple Inc. | Add +2.5% | 1.54% | −0.27 |
| SCHZ Schwab US Aggregate Bond ETF | Add +0.7% | 6.01% | −0.50 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $265.0M | SCHB, VEA, SCHF, CMF, SCHZ |
| Q1 2026 | 66 | $239.0M | SCHB, VEA, CMF, SCHF, SCHZ |
| Q4 2025 | 64 | $235.6M | SCHB, VEA, CMF, SCHF, SCHZ |
| Q3 2025 | 61 | $219.8M | SCHB, VEA, SCHF, CMF, SCHZ |
| Q2 2025 | 59 | $203.9M | SCHB, VEA, SCHF, CMF, SCHZ |
| Q1 2025 | 58 | $189.0M | SCHB, VEA, CMF, SCHF, SCHZ |
| Q4 2024 | 57 | $185.3M | SCHB, VEA, CMF, SCHF, SCHZ |
| Q3 2024 | 57 | $184.6M | SCHB, VEA, SCHF, CMF, SCHZ |
| Q2 2024 | 55 | $173.4M | SCHB, VEA, SCHF, CMF, SCHZ |
| Q1 2024 | 56 | $170.5M | SCHB, VEA, SCHF, CMF, SCHZ |