Myecfo, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Myecfo, LLC reported 66 stock positions worth $239.0 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 26.9% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 12.2%) and iShares California Muni Bond (CMF, 6.2%). Compared with Q4 2025, it opened 5 new positions, sold out of 3, added to 28 and reduced 20. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale Alphabet Class A (GOOGL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- La Jolla, CA
- CIK
- 0001986457
- Portfolio Value
- $239.0M (Q1 2026)
- SEC Filing
- 0001941040-26-000210 ↗ filed Apr 8, 2026
Holdings Value
Holdings 66 stocks · $239.0M
| SCHB Schwab US Broad Market ETF | 26.86% | 2,557,723 | $64.2M | Add +3.1% |
| VEA Vanguard Ftse Developed ETF | 12.20% | 455,174 | $29.2M | Add +3.6% |
| CMF iShares California Muni Bond | 6.25% | 262,542 | $14.9M | Add +4.5% |
| SCHF Schwab Intl Equity ETF | 6.09% | 587,857 | $14.5M | Reduce -1.8% |
| SCHZ Schwab US Aggregate Bond ETF | 5.12% | 526,687 | $12.2M | Add +2.6% |
| VWO Vanguard Ftse Emerging Marke | 3.80% | 167,815 | $9.1M | Add +13.0% |
| CORP PIMCO Inv Grade Corp. BD ETF | 3.35% | 82,766 | $8.0M | Add +8.5% |
| VT Vanguard Tot World STK ETF | 3.14% | 54,335 | $7.5M | Reduce -1.7% |
| NYF iShares New York Muni Bond E | 2.66% | 119,530 | $6.3M | Reduce -4.6% |
| SCHR Schwab Intermediate-Term US | 2.48% | 237,678 | $5.9M | Add +6.9% |
| SCMB Schwab Municipal Bond ETF | 1.88% | 176,180 | $4.5M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 1.79% | 14,809 | $4.3M | Reduce -3.1% |
| SIVR Abrdn Physical Silver Shares | 1.54% | 51,457 | $3.7M | Reduce -8.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.50% | 108,701 | $3.6M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 1.24% | 10,370 | $3.0M | Reduce -0.5% |
| SCHD Schwab US DVD Equity ETF | 1.22% | 95,292 | $2.9M | Add +6.8% |
| VOO Vanguard S&P 500 ETF | 1.16% | 4,620 | $2.8M | Reduce -5.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.09% | 8,156 | $2.6M | Add +30.7% |
| AMZN Amazon.com Inc. | 1.08% | 12,353 | $2.6M | Reduce -1.2% |
| VEU Vanguard Ftse All-World Ex-U | 1.02% | 32,495 | $2.4M | Reduce -1.0% |
| SCHV Schwab US Large-Cap Value | 0.96% | 74,940 | $2.3M | Add +2.7% |
| GNMA iShares Gnma Bond ETF | 0.93% | 49,926 | $2.2M | Add +8.7% |
| GLDM SPDR Gold Minishares Trust | 0.92% | 23,713 | $2.2M | Add +6.2% |
| AAPL Apple Inc. | 0.91% | 8,497 | $2.2M | Add +3.7% |
| IWD iShares Russell 1000 Value E | 0.73% | 8,215 | $1.8M | Reduce -1.2% |
| IAU iShares Gold Trust | 0.70% | 19,065 | $1.7M | Reduce -1.0% |
| MUB iShares National Muni Bond E | 0.49% | 10,961 | $1.2M | Reduce -8.3% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.49% | 18,497 | $1.2M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 1,764 | $1.1M | Reduce -2.6% |
| SCHA Schwab US Small-Cap ETF | 0.42% | 34,181 | $994K | Add +2.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.41% | 20,366 | $979K | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 2,214 | $967K | No change |
| AVGO Broadcom Inc. | 0.39% | 2,975 | $921K | Add +2.9% |
| SCHY Schwab International DVD ETF | 0.37% | 27,746 | $878K | Add +8.2% |
| BND Vanguard Total Bond Market | 0.30% | 9,685 | $713K | Reduce -0.5% |
| SCHP Schwab U.S. Tips ETF | 0.29% | 26,488 | $705K | Add +3.9% |
| NVDA Nvidia Corp. | 0.29% | 3,866 | $685K | Reduce -0.4% |
| MUC BlackRock Munihold Ca QLTY | 0.28% | 64,170 | $667K | New |
| VNQ Vanguard Real Estate ETF | 0.28% | 7,427 | $659K | No change |
| VGT Vanguard Info Tech ETF | 0.27% | 938 | $654K | Reduce -2.6% |
| AFRM Affirm Holdings Inc. | 0.27% | 13,921 | $638K | Add +4.9% |
| TSLA Tesla Inc. | 0.25% | 1,605 | $607K | Reduce -0.6% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.25% | 53,200 | $597K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,095 | $525K | No change |
| IGOV iShares International Treasu | 0.21% | 12,350 | $507K | New |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 2,214 | $476K | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 1,610 | $462K | Add +5.2% |
| VSGX Vanguard ESG Intl Stock ETF | 0.19% | 6,330 | $454K | No change |
| META Meta Platforms Inc. Class A | 0.19% | 769 | $450K | Add +0.1% |
| XCEM Columbia Em Core Ex-China | 0.18% | 10,590 | $432K | Add +19.8% |
| VDE Vanguard Energy ETF | 0.18% | 2,487 | $430K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 9,280 | $426K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.18% | 3,500 | $424K | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 712 | $411K | Add +0.3% |
| BOX Box Inc. Class A | 0.17% | 16,953 | $401K | Reduce -12.3% |
| MSFT Microsoft Corp. | 0.16% | 1,015 | $386K | Add +3.5% |
| EWA iShares MSCI Australia ETF | 0.16% | 13,810 | $383K | New |
| VPU Vanguard Utilities ETF | 0.15% | 1,766 | $350K | No change |
| ITOT iShares Core S&P Total U.S. | 0.12% | 2,030 | $289K | New |
| XOM Exxon Mobil Corp. | 0.12% | 1,654 | $281K | New |
| IVV iShares Core S&P 500 ETF | 0.12% | 428 | $279K | No change |
| IWM iShares Russell 2000 ETF | 0.10% | 945 | $234K | Add +8.8% |
| SCHO Schwab Short-Term US Treas | 0.10% | 9,413 | $228K | Add +7.4% |
| DWX State Street SPDR S&P Intern | 0.09% | 4,758 | $217K | No change |
| PG The Procter & Gamble Co. | 0.09% | 1,473 | $213K | No change |
| OPEN Opendoor Technologies Inc. | 0.02% | 11,650 | $55K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -3.1% | 1.79% | −0.24 |
| XBFZX BlackRock Ca Muni Inc. TR | Sold out | 0.00% | −0.20 |
| NYF iShares New York Muni Bond E | Reduce -4.6% | 2.66% | −0.19 |
| VT Vanguard Tot World STK ETF | Reduce -1.7% | 3.14% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 1.08% | −0.15 |
| VOO Vanguard S&P 500 ETF | Reduce -5.4% | 1.16% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 1.24% | −0.14 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.09 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.09 |
| BOX Box Inc. Class A | Reduce -12.3% | 0.17% | −0.08 |
| SIVR Abrdn Physical Silver Shares | Reduce -8.3% | 1.54% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -8.3% | 0.49% | −0.06 |
| TSLA Tesla Inc. | Reduce -0.6% | 0.25% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 0.48% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -2.6% | 0.27% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.1% | 1.50% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -1.8% | 6.09% | −0.02 |
| NVDA Nvidia Corp. | Reduce -0.4% | 0.29% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 0.20% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -1.2% | 0.73% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -0.5% | 0.30% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.0% | 1.02% | −0.00 |
| IAU iShares Gold Trust | Reduce -1.0% | 0.70% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +3.6% | 12.20% | +0.55 |
| VWO Vanguard Ftse Emerging Marke | Add +13.0% | 3.80% | +0.41 |
| MUC BlackRock Munihold Ca QLTY | New | 0.28% | +0.28 |
| IGOV iShares International Treasu | New | 0.21% | +0.21 |
| VTI VG Morningstar TS MKT ETF-US | Add +30.7% | 1.09% | +0.21 |
| SCHD Schwab US DVD Equity ETF | Add +6.8% | 1.22% | +0.18 |
| CORP PIMCO Inv Grade Corp. BD ETF | Add +8.5% | 3.35% | +0.17 |
| EWA iShares MSCI Australia ETF | New | 0.16% | +0.16 |
| ITOT iShares Core S&P Total U.S. | New | 0.12% | +0.12 |
| XOM Exxon Mobil Corp. | New | 0.12% | +0.12 |
| CMF iShares California Muni Bond | Add +4.5% | 6.25% | +0.12 |
| GLDM SPDR Gold Minishares Trust | Add +6.2% | 0.92% | +0.11 |
| SCHR Schwab Intermediate-Term US | Add +6.9% | 2.48% | +0.11 |
| GNMA iShares Gnma Bond ETF | Add +8.7% | 0.93% | +0.06 |
| SCHY Schwab International DVD ETF | Add +8.2% | 0.37% | +0.04 |
| SCHV Schwab US Large-Cap Value | Add +2.7% | 0.96% | +0.04 |
| XCEM Columbia Em Core Ex-China | Add +19.8% | 0.18% | +0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.6% | 5.12% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +2.7% | 0.42% | +0.01 |
| SCHP Schwab U.S. Tips ETF | Add +3.9% | 0.29% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +8.8% | 0.10% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.2% | 0.19% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +7.4% | 0.10% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.3% | 0.41% | −0.01 |
| SCMB Schwab Municipal Bond ETF | Add +2.2% | 1.88% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +2.0% | 0.18% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.17% | −0.01 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.19% | −0.03 |
| AAPL Apple Inc. | Add +3.7% | 0.91% | −0.04 |
| AVGO Broadcom Inc. | Add +2.9% | 0.39% | −0.04 |
| MSFT Microsoft Corp. | Add +3.5% | 0.16% | −0.04 |
| AFRM Affirm Holdings Inc. | Add +4.9% | 0.27% | −0.15 |
| SCHB Schwab US Broad Market ETF | Add +3.1% | 26.86% | −0.76 |
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 |