Myecfo, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Myecfo, LLC reported 57 stock positions worth $185.3 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 27.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.0%) and iShares California Muni Bond (CMF, 7.0%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 26 and reduced 21. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +2%) and the biggest sale Schwab Intl Equity ETF (SCHF, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- La Jolla, CA
- CIK
- 0001986457
- Portfolio Value
- $185.3M (Q4 2024)
- SEC Filing
- 0001941040-25-000016 ↗ filed Jan 14, 2025
Holdings Value
Holdings 57 stocks · $185.3M
| SCHB Schwab US Broad Market ETF | 27.82% | 2,270,249 | $51.5M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 9.98% | 386,643 | $18.5M | Add +6.4% |
| CMF iShares California Muni Bond | 6.95% | 224,614 | $12.9M | Add +7.3% |
| SCHF Schwab Intl Equity ETF | 6.55% | 655,632 | $12.1M | Reduce -1.9% |
| SCHZ Schwab US Aggregate Bond ETF | 5.84% | 476,763 | $10.8M | Add +1.8% |
| NYF iShares New York Muni Bond E | 3.86% | 134,320 | $7.1M | Reduce -1.3% |
| VT Vanguard Tot World STK ETF | 3.47% | 54,763 | $6.4M | Reduce -0.1% |
| CORP PIMCO Inv Grade Corp. BD ETF | 2.62% | 50,696 | $4.9M | Add +17.6% |
| VWO Vanguard Ftse Emerging Marke | 2.49% | 104,891 | $4.6M | Add +6.4% |
| SCHR Schwab Intermediate-Term US | 2.34% | 178,299 | $4.3M | Reduce -4.3% |
| AAPL Apple Inc. | 2.03% | 14,994 | $3.8M | Reduce -0.1% |
| SCMB Schwab Municipal Bond ETF | 1.74% | 125,288 | $3.2M | Add +0.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.65% | 114,844 | $3.1M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.46% | 12,356 | $2.7M | No change |
| VOO Vanguard S&P 500 ETF | 1.37% | 4,722 | $2.5M | Add +6.4% |
| GOOGL Alphabet Inc. Class A | 1.27% | 12,417 | $2.4M | Add +3.3% |
| GNMA iShares Gnma Bond ETF | 1.18% | 50,960 | $2.2M | Reduce -10.7% |
| SCHD Schwab US DVD Equity ETF | 1.17% | 79,678 | $2.2M | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 1.08% | 34,803 | $2.0M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 1.06% | 10,560 | $2.0M | Add +9.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 5,941 | $1.7M | Reduce -13.2% |
| IWD iShares Russell 1000 Value E | 0.91% | 9,148 | $1.7M | Reduce -4.9% |
| SIVR Abrdn Physical Silver Shares | 0.88% | 59,292 | $1.6M | Add +4.1% |
| MUB iShares National Muni Bond E | 0.87% | 15,213 | $1.6M | Reduce -12.8% |
| SCHV Schwab US Large-Cap Value | 0.71% | 50,119 | $1.3M | Add +38.8% |
| IAU iShares Gold Trust | 0.69% | 25,950 | $1.3M | No change |
| XEVMX Eaton Vance Cal Muni Bond | 0.59% | 119,340 | $1.1M | Reduce -4.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 1,850 | $1.1M | Add +0.3% |
| SCHA Schwab US Small-Cap ETF | 0.54% | 38,591 | $998K | Add +24.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.49% | 2,226 | $914K | Reduce -3.5% |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.49% | 71,638 | $906K | Reduce -2.5% |
| GLDM SPDR Gold Minishares Trust | 0.48% | 17,045 | $886K | Add +12.1% |
| SCHP Schwab U.S. Tips ETF | 0.48% | 34,200 | $883K | Reduce -6.9% |
| AFRM Affirm Holdings Inc. | 0.39% | 12,005 | $731K | Reduce -2.1% |
| BND Vanguard Total Bond Market | 0.37% | 9,444 | $679K | Reduce -0.6% |
| TSLA Tesla Inc. | 0.34% | 1,581 | $638K | Reduce -0.1% |
| BOX Box Inc. Class A | 0.33% | 19,205 | $607K | Add +5.0% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.31% | 51,400 | $580K | Reduce -5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,140 | $517K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.27% | 6,610 | $500K | No change |
| SCHY Schwab International DVD ETF | 0.26% | 20,972 | $485K | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 2,364 | $463K | Reduce -5.8% |
| NVDA Nvidia Corp. | 0.25% | 3,402 | $457K | Add +4.6% |
| META Meta Platforms Inc. Class A | 0.24% | 767 | $449K | Add +3.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.23% | 3,810 | $420K | Add +20.6% |
| VPU Vanguard Utilities ETF | 0.22% | 2,472 | $404K | Add +11.8% |
| MSFT Microsoft Corp. | 0.21% | 914 | $385K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 1,390 | $367K | Add +23.0% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.19% | 18,497 | $348K | No change |
| VDE Vanguard Energy ETF | 0.17% | 2,657 | $322K | Add +5.6% |
| VGT Vanguard Info Tech ETF | 0.15% | 456 | $284K | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.14% | 428 | $252K | Add +2.9% |
| PG The Procter & Gamble Co. | 0.13% | 1,473 | $247K | No change |
| FISV Fiserv Inc. | 0.13% | 1,174 | $241K | No change |
| XLF SS Financial Select Sector | 0.13% | 4,955 | $239K | Add +2.1% |
| PWZ Invesco California Amt-Free | 0.11% | 8,400 | $207K | No change |
| RCAT Red Cat Holdings Inc. | 0.10% | 15,000 | $193K | New |
Portfolio Sells Q3 2024 → Q4 2024
| SCHF Schwab Intl Equity ETF | Reduce -1.9% | 6.55% | −0.89 |
| SCHR Schwab Intermediate-Term US | Reduce -4.3% | 2.34% | −0.22 |
| GNMA iShares Gnma Bond ETF | Reduce -10.7% | 1.18% | −0.20 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.20 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -0.7% | 1.65% | −0.18 |
| MUB iShares National Muni Bond E | Reduce -12.8% | 0.87% | −0.15 |
| NYF iShares New York Muni Bond E | Reduce -1.3% | 3.86% | −0.15 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.9% | 1.08% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -13.2% | 0.93% | −0.12 |
| VT Vanguard Tot World STK ETF | Reduce -0.1% | 3.47% | −0.08 |
| IWD iShares Russell 1000 Value E | Reduce -4.9% | 0.91% | −0.07 |
| XEVMX Eaton Vance Cal Muni Bond | Reduce -4.2% | 0.59% | −0.06 |
| SCHP Schwab U.S. Tips ETF | Reduce -6.9% | 0.48% | −0.06 |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | Reduce -2.5% | 0.49% | −0.05 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -5.5% | 0.31% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -0.6% | 0.37% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.8% | 0.25% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -0.7% | 0.15% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.5% | 0.49% | +0.01 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.34% | +0.12 |
| AFRM Affirm Holdings Inc. | Reduce -2.1% | 0.39% | +0.12 |
| AAPL Apple Inc. | Reduce -0.1% | 2.03% | +0.13 |
Portfolio Buys Q3 2024 → Q4 2024
| SCHB Schwab US Broad Market ETF | Add +2.1% | 27.82% | +1.11 |
| CMF iShares California Muni Bond | Add +7.3% | 6.95% | +0.36 |
| CORP PIMCO Inv Grade Corp. BD ETF | Add +17.6% | 2.62% | +0.29 |
| GOOGL Alphabet Inc. Class A | Add +3.3% | 1.27% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +9.7% | 1.06% | +0.19 |
| SCHV Schwab US Large-Cap Value | Add +38.8% | 0.71% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +6.4% | 1.37% | +0.11 |
| SCHA Schwab US Small-Cap ETF | Add +24.6% | 0.54% | +0.11 |
| RCAT Red Cat Holdings Inc. | New | 0.10% | +0.10 |
| GLDM SPDR Gold Minishares Trust | Add +12.1% | 0.48% | +0.05 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +20.6% | 0.23% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +23.0% | 0.20% | +0.04 |
| NVDA Nvidia Corp. | Add +4.6% | 0.25% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.59% | +0.01 |
| META Meta Platforms Inc. Class A | Add +3.2% | 0.24% | +0.01 |
| XLF SS Financial Select Sector | Add +2.1% | 0.13% | +0.01 |
| VPU Vanguard Utilities ETF | Add +11.8% | 0.22% | +0.01 |
| VDE Vanguard Energy ETF | Add +5.6% | 0.17% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.9% | 0.14% | +0.01 |
| BOX Box Inc. Class A | Add +5.0% | 0.33% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +1.4% | 1.17% | −0.02 |
| SCHY Schwab International DVD ETF | Add +1.4% | 0.26% | −0.03 |
| SCMB Schwab Municipal Bond ETF | Add +0.6% | 1.74% | −0.03 |
| SIVR Abrdn Physical Silver Shares | Add +4.1% | 0.88% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +6.4% | 2.49% | −0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.8% | 5.84% | −0.18 |
| VEA Vanguard Ftse Developed ETF | Add +6.4% | 9.98% | −0.42 |
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 |