MYECFO, LLC Q1 2025 Filing
Filed April 8, 2025
Portfolio Value
$189.0B
Holdings
58
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 2,368,235 | $51.0B | 26.99% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 401,682 | $20.4B | 10.80% | |
| 3 | CMFISHARES TR | 228,833 | $12.9B | 6.82% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 640,596 | $12.7B | 6.71% | |
| 5 | SCHZSCHWAB STRATEGIC TR | 482,188 | $11.2B | 5.91% | |
| 6 | NYFISHARES TR | 135,030 | $7.1B | 3.76% | |
| 7 | VTVANGUARD INTL EQUITY INDEX F | 54,055 | $6.3B | 3.32% | |
| 8 | PMBSPIMCO ETF TR | 54,521 | $5.3B | 2.79% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 110,790 | $5.0B | 2.65% | |
| 10 | SCHRSCHWAB STRATEGIC TR | 187,913 | $4.7B | 2.47% | |
| 11 | SCMBSCHWAB STRATEGIC TR | 132,760 | $3.4B | 1.78% | |
| 12 | AAPLAPPLE INC | 14,977 | $3.3B | 1.76% | |
| 13 | SCHESCHWAB STRATEGIC TR | 115,360 | $3.2B | 1.68% | |
| 14 | VOOVANGUARD INDEX FDS | 5,019 | $2.6B | 1.37% | |
| 15 | GNMAISHARES TR | 55,001 | $2.4B | 1.28% | |
| 16 | AMZNAMAZON COM INC | 12,541 | $2.4B | 1.26% | |
| 17 | SCHDSCHWAB STRATEGIC TR | 84,419 | $2.4B | 1.25% | |
| 18 | VEUVANGUARD INTL EQUITY INDEX F | 33,653 | $2.0B | 1.08% | |
| 19 | SIVRABRDN SILVER ETF TRUST | 61,182 | $2.0B | 1.05% | |
| 20 | GOOGLALPHABET INC | 12,417 | $1.9B | 1.02% | |
| 21 | SCHVSCHWAB STRATEGIC TR | 68,800 | $1.8B | 0.97% | |
| 22 | IWDISHARES TR | 9,148 | $1.7B | 0.91% | |
| 23 | VTIVANGUARD INDEX FDS | 5,913 | $1.6B | 0.86% | |
| 24 | GOOGALPHABET INC | 10,353 | $1.6B | 0.86% | |
| 25 | MUBISHARES TR | 14,783 | $1.6B | 0.82% | |
| 26 | IAU*ISHARES GOLD TR | 25,550 | $1.5B | 0.80% | |
| 27 | GLDMWORLD GOLD TR | 19,718 | $1.2B | 0.65% | |
| 28 | XEVMXEATON VANCE CALIF MUN BD FD | 114,540 | $1.1B | 0.56% | |
| 29 | SPYSPDR S&P 500 ETF TR | 1,889 | $1.1B | 0.56% | |
| 30 | SCHPSCHWAB STRATEGIC TR | 36,100 | $970.7M | 0.51% | |
| 31 | SCHASCHWAB STRATEGIC TR | 38,131 | $893.4M | 0.47% | |
| 32 | XNCMXNUVEEN CALIFORNIA AMT QLT MU | 69,500 | $875.0M | 0.46% | |
| 33 | VUGVANGUARD INDEX FDS | 2,223 | $824.3M | 0.44% | |
| 34 | BNDVANGUARD BD INDEX FDS | 9,444 | $693.7M | 0.37% | |
| 35 | BOXBOX INC | 20,632 | $636.7M | 0.34% | |
| 36 | SCHYSCHWAB STRATEGIC TR | 24,259 | $615.7M | 0.33% | |
| 37 | VNQVANGUARD INDEX FDS | 6,747 | $610.9M | 0.32% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,140 | $607.1M | 0.32% | |
| 39 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 52,500 | $588.0M | 0.31% | |
| 40 | AFRMAFFIRM HLDGS INC | 12,264 | $554.2M | 0.29% | |
| 41 | XLUSELECT SECTOR SPDR TR | 6,640 | $523.6M | 0.28% | |
| 42 | VIGVANGUARD SPECIALIZED FUNDS | 2,327 | $451.4M | 0.24% | |
| 43 | METAMETA PLATFORMS INC | 761 | $438.6M | 0.23% | |
| 44 | TSLATESLA INC | 1,578 | $409.0M | 0.22% | |
| 45 | DSIISHARES TR | 3,900 | $399.4M | 0.21% | |
| 46 | VPUVANGUARD WORLD FD | 2,332 | $398.3M | 0.21% | |
| 47 | VOVANGUARD INDEX FDS | 1,410 | $364.7M | 0.19% | |
| 48 | NVDANVIDIA CORPORATION | 3,276 | $355.1M | 0.19% | |
| 49 | VGTVANGUARD WORLD FD | 561 | $339.0M | 0.18% | |
| 50 | VDEVANGUARD WORLD FD | 2,477 | $321.3M | 0.17% | |
| 51 | MSFTMICROSOFT CORP | 838 | $314.6M | 0.17% | |
| 52 | FISVFISERV INC | 1,174 | $259.3M | 0.14% | |
| 53 | PGPROCTER AND GAMBLE CO | 1,473 | $251.1M | 0.13% | |
| 54 | XLFSELECT SECTOR SPDR TR | 4,955 | $246.8M | 0.13% | |
| 55 | IVVISHARES TR | 428 | $240.2M | 0.13% | |
| 56 | ARWRARROWHEAD PHARMACEUTICALS IN | 18,497 | $235.7M | 0.12% | |
| 57 | PWZINVESCO EXCH TRADED FD TR II | 8,400 | $200.3M | 0.11% | |
| 58 | VCVINVESCO CALIF VALUE MUN INCO | 10,700 | $113.5M | 0.06% |