Myecfo, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Myecfo, LLC reported 58 stock positions worth $189.0 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 27.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.8%) and iShares California Muni Bond (CMF, 6.8%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 27 and reduced 19. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- La Jolla, CA
- CIK
- 0001986457
- Portfolio Value
- $189.0M (Q1 2025)
- SEC Filing
- 0001941040-25-000190 ↗ filed Apr 8, 2025
Holdings Value
Holdings 58 stocks · $189.0M
| SCHB Schwab US Broad Market ETF | 26.99% | 2,368,235 | $51.0M | Add +4.3% |
| VEA Vanguard Ftse Developed ETF | 10.80% | 401,682 | $20.4M | Add +3.9% |
| CMF iShares California Muni Bond | 6.82% | 228,833 | $12.9M | Add +1.9% |
| SCHF Schwab Intl Equity ETF | 6.71% | 640,596 | $12.7M | Reduce -2.3% |
| SCHZ Schwab US Aggregate Bond ETF | 5.91% | 482,188 | $11.2M | Add +1.1% |
| NYF iShares New York Muni Bond E | 3.76% | 135,030 | $7.1M | Add +0.5% |
| VT Vanguard Tot World STK ETF | 3.32% | 54,055 | $6.3M | Reduce -1.3% |
| CORP PIMCO Inv Grade Corp. BD ETF | 2.79% | 54,521 | $5.3M | Add +7.5% |
| VWO Vanguard Ftse Emerging Marke | 2.65% | 110,790 | $5.0M | Add +5.6% |
| SCHR Schwab Intermediate-Term US | 2.47% | 187,913 | $4.7M | Add +5.4% |
| SCMB Schwab Municipal Bond ETF | 1.78% | 132,760 | $3.4M | Add +6.0% |
| AAPL Apple Inc. | 1.76% | 14,977 | $3.3M | Reduce -0.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.68% | 115,360 | $3.2M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 1.37% | 5,019 | $2.6M | Add +6.3% |
| GNMA iShares Gnma Bond ETF | 1.28% | 55,001 | $2.4M | Add +7.9% |
| AMZN Amazon.com Inc. | 1.26% | 12,541 | $2.4M | Add +1.5% |
| SCHD Schwab US DVD Equity ETF | 1.25% | 84,419 | $2.4M | Add +6.0% |
| VEU Vanguard Ftse All-World Ex-U | 1.08% | 33,653 | $2.0M | Reduce -3.3% |
| SIVR Abrdn Physical Silver Shares | 1.05% | 61,182 | $2.0M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 1.02% | 12,417 | $1.9M | No change |
| SCHV Schwab US Large-Cap Value | 0.97% | 68,800 | $1.8M | Add +37.3% |
| IWD iShares Russell 1000 Value E | 0.91% | 9,148 | $1.7M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.86% | 5,913 | $1.6M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.86% | 10,353 | $1.6M | Reduce -2.0% |
| MUB iShares National Muni Bond E | 0.82% | 14,783 | $1.6M | Reduce -2.8% |
| IAU iShares Gold Trust | 0.80% | 25,550 | $1.5M | Reduce -1.5% |
| GLDM SPDR Gold Minishares Trust | 0.65% | 19,718 | $1.2M | Add +15.7% |
| XEVMX Eaton Vance Cal Muni Bond | 0.56% | 114,540 | $1.1M | Reduce -4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 1,889 | $1.1M | Add +2.1% |
| SCHP Schwab U.S. Tips ETF | 0.51% | 36,100 | $971K | Add +5.6% |
| SCHA Schwab US Small-Cap ETF | 0.47% | 38,131 | $893K | Reduce -1.2% |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.46% | 69,500 | $875K | Reduce -3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 2,223 | $824K | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.37% | 9,444 | $694K | No change |
| BOX Box Inc. Class A | 0.34% | 20,632 | $637K | Add +7.4% |
| SCHY Schwab International DVD ETF | 0.33% | 24,259 | $616K | Add +15.7% |
| VNQ Vanguard Real Estate ETF | 0.32% | 6,747 | $611K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 1,140 | $607K | No change |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.31% | 52,500 | $588K | Add +2.1% |
| AFRM Affirm Holdings Inc. | 0.29% | 12,264 | $554K | Add +2.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.28% | 6,640 | $524K | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 2,327 | $451K | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 0.23% | 761 | $439K | Reduce -0.8% |
| TSLA Tesla Inc. | 0.22% | 1,578 | $409K | Reduce -0.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.21% | 3,900 | $399K | Add +2.4% |
| VPU Vanguard Utilities ETF | 0.21% | 2,332 | $398K | Reduce -5.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 1,410 | $365K | Add +1.4% |
| NVDA Nvidia Corp. | 0.19% | 3,276 | $355K | Reduce -3.7% |
| VGT Vanguard Info Tech ETF | 0.18% | 561 | $339K | Add +23.0% |
| VDE Vanguard Energy ETF | 0.17% | 2,477 | $321K | Reduce -6.8% |
| MSFT Microsoft Corp. | 0.17% | 838 | $315K | Reduce -8.3% |
| FISV Fiserv Inc. | 0.14% | 1,174 | $259K | No change |
| PG The Procter & Gamble Co. | 0.13% | 1,473 | $251K | No change |
| XLF SS Financial Select Sector | 0.13% | 4,955 | $247K | No change |
| IVV iShares Core S&P 500 ETF | 0.13% | 428 | $240K | No change |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.12% | 18,497 | $236K | No change |
| PWZ Invesco California Amt-Free | 0.11% | 8,400 | $200K | No change |
| VCV Invesco Ca Val Muni Inc. TR | 0.06% | 10,700 | $114K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.1% | 1.76% | −0.27 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 0.86% | −0.20 |
| VT Vanguard Tot World STK ETF | Reduce -1.3% | 3.32% | −0.16 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.22% | −0.13 |
| RCAT Red Cat Holdings Inc. | Sold out | 0.00% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.86% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.2% | 0.47% | −0.07 |
| NVDA Nvidia Corp. | Reduce -3.7% | 0.19% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 0.44% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -2.8% | 0.82% | −0.05 |
| MSFT Microsoft Corp. | Reduce -8.3% | 0.17% | −0.04 |
| XEVMX Eaton Vance Cal Muni Bond | Reduce -4.0% | 0.56% | −0.03 |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | Reduce -3.0% | 0.46% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.6% | 0.24% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.23% | −0.01 |
| VPU Vanguard Utilities ETF | Reduce -5.7% | 0.21% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -6.8% | 0.17% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -3.3% | 1.08% | +0.00 |
| IAU iShares Gold Trust | Reduce -1.5% | 0.80% | +0.10 |
| SCHF Schwab Intl Equity ETF | Reduce -2.3% | 6.71% | +0.16 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 10.80% | +0.82 |
| VNQ Vanguard Real Estate ETF | New | 0.32% | +0.32 |
| SCHV Schwab US Large-Cap Value | Add +37.3% | 0.97% | +0.26 |
| CORP PIMCO Inv Grade Corp. BD ETF | Add +7.5% | 2.79% | +0.17 |
| SIVR Abrdn Physical Silver Shares | Add +3.2% | 1.05% | +0.17 |
| GLDM SPDR Gold Minishares Trust | Add +15.7% | 0.65% | +0.17 |
| VWO Vanguard Ftse Emerging Marke | Add +5.6% | 2.65% | +0.16 |
| SCHR Schwab Intermediate-Term US | Add +5.4% | 2.47% | +0.13 |
| GNMA iShares Gnma Bond ETF | Add +7.9% | 1.28% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +6.0% | 1.25% | +0.07 |
| SCHZ Schwab US Aggregate Bond ETF | Add +1.1% | 5.91% | +0.07 |
| SCHY Schwab International DVD ETF | Add +15.7% | 0.33% | +0.06 |
| VCV Invesco Ca Val Muni Inc. TR | New | 0.06% | +0.06 |
| SCHP Schwab U.S. Tips ETF | Add +5.6% | 0.51% | +0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.5% | 1.68% | +0.03 |
| SCMB Schwab Municipal Bond ETF | Add +6.0% | 1.78% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +23.0% | 0.18% | +0.03 |
| BOX Box Inc. Class A | Add +7.4% | 0.34% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.5% | 0.28% | +0.01 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +2.1% | 0.31% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +6.3% | 1.37% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.4% | 0.19% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +2.4% | 0.21% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.1% | 0.56% | −0.03 |
| NYF iShares New York Muni Bond E | Add +0.5% | 3.76% | −0.10 |
| AFRM Affirm Holdings Inc. | Add +2.2% | 0.29% | −0.10 |
| CMF iShares California Muni Bond | Add +1.9% | 6.82% | −0.14 |
| AMZN Amazon.com Inc. | Add +1.5% | 1.26% | −0.20 |
| SCHB Schwab US Broad Market ETF | Add +4.3% | 26.99% | −0.83 |
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 |