MYECFO, LLC
CIK: 0001986457Latest portfolio: $235.6M · Q4 2025
Holdings
64
Total Value
$235.6M
New Positions
6
Closed Positions
3
Top Holdings
View All 64 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 2,481,049 | $65.1M | 27.62% | +63K | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 439,520 | $27.5M | 11.65% | +21K | |
| 3 | CMFISHARES TR | 251,202 | $14.4M | 6.13% | +18K | |
| 4 | SCHFSCHWAB STRATEGIC TR | 598,757 | $14.4M | 6.11% | -11,550 | |
| 5 | SCHZSCHWAB STRATEGIC TR | 513,371 | $12.0M | 5.09% | +18K | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 148,452 | $8.0M | 3.39% | +23K | |
| 7 | VTVANGUARD INTL EQUITY INDEX F | 55,292 | $7.8M | 3.31% | +728 | |
| 8 | PMBSPIMCO ETF TR | 76,271 | $7.5M | 3.18% | +10K | |
| 9 | NYFISHARES TR | 125,290 | $6.7M | 2.85% | -2,300 | |
| 10 | SCHRSCHWAB STRATEGIC TR | 222,365 | $5.6M | 2.37% | +19K | |
| 11 | GOOGLALPHABET INC | 15,284 | $4.8M | 2.03% | +2K | |
| 12 | SCMBSCHWAB STRATEGIC TR | 172,440 | $4.4M | 1.89% | +23K | |
| 13 | SIVRABRDN SILVER ETF TRUST | 56,107 | $3.8M | 1.61% | -8,207 | |
| 14 | SCHESCHWAB STRATEGIC TR | 109,901 | $3.6M | 1.53% | -8 | |
| 15 | GOOGALPHABET INC | 10,423 | $3.3M | 1.39% | +70 | |
| 16 | VOOVANGUARD INDEX FDS | 4,885 | $3.1M | 1.30% | -50 | |
| 17 | AMZNAMAZON COM INC | 12,504 | $2.9M | 1.22% | -17 | |
| 18 | SCHDSCHWAB STRATEGIC TR | 89,185 | $2.4M | 1.04% | +2K | |
| 19 | VEUVANGUARD INTL EQUITY INDEX F | 32,835 | $2.4M | 1.03% | -1,010 | |
| 20 | AAPLAPPLE INC | 8,194 | $2.2M | 0.95% | -350 | |
| 21 | SCHVSCHWAB STRATEGIC TR | 72,940 | $2.2M | 0.92% | +4K | |
| 22 | VTIVANGUARD INDEX FDS | 6,242 | $2.1M | 0.89% | +404 | |
| 23 | GNMAISHARES TR | 45,945 | $2.0M | 0.87% | -7,528 | |
| 24 | GLDMWORLD GOLD TR | 22,323 | $1.9M | 0.81% | -435 | |
| 25 | IWDISHARES TR | 8,315 | $1.7M | 0.74% | -160 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($6.508027456144402e+142T)
Technology0.0% ($3784222719051000832.0T)
Unknown0.0% ($75031563618.6T)
Communication Services0.0% ($47.8T)
Consumer Cyclical0.0% ($2.9B)
Healthcare0.0% ($1.2M)
Consumer Defensive0.0% ($211K)
Real Estate0.0% ($67K)
Filing History
Fund Information
MYECFO, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $235.6M across 64 holdings. The largest position is SCHWAB STRATEGIC TR (SCHB), representing 27.6% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.