Myecfo, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 9, 2024), Myecfo, LLC reported 55 stock positions worth $173.4 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 27.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.2%) and Schwab Intl Equity ETF (SCHF, 7.5%). Compared with Q1 2024, it opened 1 new position, sold out of 2, added to 19 and reduced 24. The biggest buy was iShares New York Muni Bond E (NYF, shares +124%) and the biggest sale Schwab Municipal Bond ETF (SCMB, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- La Jolla, CA
- CIK
- 0001986457
- Portfolio Value
- $173.4M (Q2 2024)
- SEC Filing
- 0001941040-24-000268 ↗ filed Jul 9, 2024
Holdings Value
Holdings 55 stocks · $173.4M
| SCHB Schwab US Broad Market ETF | 27.39% | 755,325 | $47.5M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 10.17% | 356,687 | $17.6M | Reduce -0.4% |
| SCHF Schwab Intl Equity ETF | 7.52% | 339,300 | $13.0M | Reduce -2.8% |
| CMF iShares California Muni Bond | 6.82% | 207,938 | $11.8M | Add +0.9% |
| SCHZ Schwab US Aggregate Bond ETF | 6.00% | 228,385 | $10.4M | Add +2.5% |
| NYF iShares New York Muni Bond E | 4.01% | 130,340 | $7.0M | Add +123.7% |
| VT Vanguard Tot World STK ETF | 3.58% | 55,130 | $6.2M | Reduce -0.3% |
| SCHR Schwab Intermediate-Term US | 2.56% | 90,966 | $4.4M | Reduce -4.3% |
| VWO Vanguard Ftse Emerging Marke | 2.51% | 99,533 | $4.4M | Add +1.2% |
| CORP PIMCO Inv Grade Corp. BD ETF | 2.19% | 40,016 | $3.8M | Add +10.3% |
| AAPL Apple Inc. | 1.87% | 15,356 | $3.2M | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.82% | 118,996 | $3.2M | Reduce -4.0% |
| SCMB Schwab Municipal Bond ETF | 1.73% | 58,520 | $3.0M | Reduce -32.4% |
| GNMA iShares Gnma Bond ETF | 1.42% | 57,044 | $2.5M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.38% | 12,348 | $2.4M | No change |
| VOO Vanguard S&P 500 ETF | 1.35% | 4,692 | $2.3M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 1.26% | 12,019 | $2.2M | Reduce -3.4% |
| MUB iShares National Muni Bond E | 1.20% | 19,583 | $2.1M | Reduce -43.7% |
| VEU Vanguard Ftse All-World Ex-U | 1.19% | 35,263 | $2.1M | Reduce -3.6% |
| SCHD Schwab US DVD Equity ETF | 1.11% | 24,766 | $1.9M | Add +5.6% |
| GOOG Alphabet Inc. Class C | 1.01% | 9,573 | $1.8M | Reduce -9.2% |
| IWD iShares Russell 1000 Value E | 0.97% | 9,612 | $1.7M | Reduce -1.4% |
| SIVR Abrdn Physical Silver Shares | 0.91% | 56,421 | $1.6M | Reduce -3.1% |
| XEVMX Eaton Vance Cal Muni Bond | 0.70% | 127,940 | $1.2M | Add +0.9% |
| IAU iShares Gold Trust | 0.65% | 25,850 | $1.1M | Reduce -3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 4,122 | $1.1M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 1,785 | $971K | Add +2.5% |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.55% | 76,838 | $961K | Reduce -1.0% |
| SCHP Schwab U.S. Tips ETF | 0.53% | 17,750 | $923K | Reduce -2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.48% | 2,236 | $836K | No change |
| BND Vanguard Total Bond Market | 0.40% | 9,634 | $694K | Add +81.3% |
| SCHV Schwab US Large-Cap Value | 0.37% | 8,703 | $645K | Add +6.1% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.37% | 55,400 | $635K | Reduce -1.9% |
| GLDM SPDR Gold Minishares Trust | 0.34% | 12,875 | $593K | Reduce -0.4% |
| BOX Box Inc. Class A | 0.33% | 21,918 | $580K | Add +7.3% |
| SCHA Schwab US Small-Cap ETF | 0.32% | 11,871 | $563K | Add +20.3% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.28% | 18,497 | $481K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 1,152 | $469K | Reduce -0.4% |
| TSLA Tesla Inc. | 0.27% | 2,368 | $469K | Reduce -12.5% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 2,529 | $462K | Add +13.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.26% | 6,610 | $450K | Reduce -3.5% |
| SCHY Schwab International DVD ETF | 0.25% | 18,212 | $429K | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.23% | 899 | $402K | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.23% | 789 | $398K | Reduce -20.5% |
| AFRM Affirm Holdings Inc. | 0.20% | 11,671 | $353K | Add +6.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.20% | 3,338 | $347K | Add +5.6% |
| VDE Vanguard Energy ETF | 0.18% | 2,507 | $320K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 1,310 | $317K | Add +37.9% |
| NVDA Nvidia Corp. | 0.17% | 2,350 | $290K | No change |
| VGT Vanguard Info Tech ETF | 0.15% | 444 | $256K | No change |
| PG The Procter & Gamble Co. | 0.14% | 1,473 | $243K | No change |
| IVV iShares Core S&P 500 ETF | 0.12% | 391 | $214K | No change |
| XLF SS Financial Select Sector | 0.12% | 5,055 | $208K | No change |
| PWZ Invesco California Amt-Free | 0.12% | 8,400 | $207K | No change |
| VPU Vanguard Utilities ETF | 0.12% | 1,392 | $206K | New |
Portfolio Sells Q1 2024 → Q2 2024
| SCMB Schwab Municipal Bond ETF | Reduce -32.4% | 1.73% | −0.91 |
| MUB iShares National Muni Bond E | Reduce -43.7% | 1.20% | −0.74 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.57 |
| SCHF Schwab Intl Equity ETF | Reduce -2.8% | 7.52% | −0.47 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.4% | 10.17% | −0.37 |
| SCHR Schwab Intermediate-Term US | Reduce -4.3% | 2.56% | −0.17 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.13 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -3.6% | 1.19% | −0.07 |
| IWD iShares Russell 1000 Value E | Reduce -1.4% | 0.97% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -20.5% | 0.23% | −0.05 |
| GNMA iShares Gnma Bond ETF | Reduce -0.2% | 1.42% | −0.04 |
| SCHP Schwab U.S. Tips ETF | Reduce -2.5% | 0.53% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.27% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -4.0% | 1.82% | −0.01 |
| SCHY Schwab International DVD ETF | Reduce -0.2% | 0.25% | −0.01 |
| TSLA Tesla Inc. | Reduce -12.5% | 0.27% | −0.01 |
| IAU iShares Gold Trust | Reduce -3.5% | 0.65% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -3.5% | 0.26% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -0.3% | 3.58% | −0.00 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -1.9% | 0.37% | −0.00 |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | Reduce -1.0% | 0.55% | +0.00 |
| MSFT Microsoft Corp. | Reduce -3.6% | 0.23% | +0.00 |
| GLDM SPDR Gold Minishares Trust | Reduce -0.4% | 0.34% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -9.2% | 1.01% | +0.07 |
| SIVR Abrdn Physical Silver Shares | Reduce -3.1% | 0.91% | +0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 1.26% | +0.16 |
Portfolio Buys Q1 2024 → Q2 2024
| NYF iShares New York Muni Bond E | Add +123.7% | 4.01% | +1.91 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 27.39% | +0.42 |
| BND Vanguard Total Bond Market | Add +81.3% | 0.40% | +0.17 |
| CORP PIMCO Inv Grade Corp. BD ETF | Add +10.3% | 2.19% | +0.15 |
| VPU Vanguard Utilities ETF | New | 0.12% | +0.12 |
| VWO Vanguard Ftse Emerging Marke | Add +1.2% | 2.51% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +1.9% | 1.35% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +37.9% | 0.18% | +0.04 |
| SCHA Schwab US Small-Cap ETF | Add +20.3% | 0.32% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +13.2% | 0.27% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.5% | 0.56% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.9% | 0.64% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +5.6% | 0.20% | +0.01 |
| SCHV Schwab US Large-Cap Value | Add +6.1% | 0.37% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +5.6% | 1.11% | +0.00 |
| XEVMX Eaton Vance Cal Muni Bond | Add +0.9% | 0.70% | −0.00 |
| BOX Box Inc. Class A | Add +7.3% | 0.33% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.5% | 6.00% | −0.01 |
| AFRM Affirm Holdings Inc. | Add +6.2% | 0.20% | −0.04 |
| CMF iShares California Muni Bond | Add +0.9% | 6.82% | −0.13 |
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 |