MYECFO, LLC
CIK 1986457 · Holdings on Sep 30, 2023 · First reported Oct 26, 2023
Top ten holdings
Q3 2023- SCHB23.90%
- VEA10.96%
- SCHF8.56%
- CMF7.32%
- SCHZ6.35%
- VT3.64%
- MUB3.62%
- SCMB2.92%
- VWO2.80%
- SCHR2.72%
Share classes counted separately72.79%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $34.47M | 23.90% | 690.12K shares | — | ↗▾ | |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $15.81M | 10.96% | 361.31K shares | — | ↗▾ | |
| 03 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $12.34M | 8.56% | 363.49K shares | — | ↗▾ | |
| 04 | CMFISHARES CALIFORNIA MUNI BONDCALIF MUN BD ETF View history and evidence | $10.55M | 7.32% | 192.59K shares | — | ↗▾ | |
| 05 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $9.16M | 6.35% | 207.10K shares | — | ↗▾ | |
| 06 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $5.25M | 3.64% | 56.36K shares | — | ↗▾ | |
| 07 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $5.22M | 3.62% | 50.90K shares | — | ↗▾ | |
| 08 | SCMBSCHWAB MUNICIPAL BOND ETFMUN BD ETF View history and evidence | $4.22M | 2.92% | 85.06K shares | — | ↗▾ | |
| 09 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $4.04M | 2.80% | 102.87K shares | — | ↗▾ | |
| 10 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $3.92M | 2.72% | 81.99K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PWZ INVESCO CALIFORNIA AMT-FREE | Non-derivative | — | — | SEC filing ↗ | |
| SHM SS SPDR N ICE ST MUNI ETF | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1986457 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144196294
}Research all 48 reported holdings.
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