MYECFO, LLC
CIK 1986457 · Holdings on Sep 30, 2024 · First reported Oct 7, 2024
Top ten holdings
Q3 2024- SCHB26.71%
- VEA10.40%
- SCHF7.44%
- CMF6.60%
- SCHZ6.03%
- NYF4.01%
- VT3.56%
- VWO2.56%
- SCHR2.55%
- CORP2.33%
Share classes counted separately72.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHBWeight decreased · -0.68 pp27.39% → 26.71%Shares -14.35K (-1.90%)
- VTIWeight increased · +0.41 pp0.64% → 1.05%Shares +2.72K (+65.96%)
- VEAWeight increased · +0.23 pp10.17% → 10.40%Shares +6.62K (+1.86%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $49.30M | 26.71% | 740.97K shares | 27.39% → 26.71%-0.68 pp -14.35K (-1.90%) | Reduced | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $19.19M | 10.40% | 363.31K shares | 10.17% → 10.40%+0.23 pp +6.62K (+1.86%) | Added | ↗▾ |
| 03 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $13.74M | 7.44% | 334.05K shares | 7.52% → 7.44%-0.08 pp -5.25K (-1.55%) | Reduced | ↗▾ |
| 04 | CMFISHARES CALIFORNIA MUNI BONDCALIF MUN BD ETF View history and evidence | $12.18M | 6.60% | 209.23K shares | 6.82% → 6.60%-0.22 pp +1.29K (+0.62%) | Added | ↗▾ |
| 05 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $11.12M | 6.03% | 234.11K shares | 6.00% → 6.03%+0.03 pp +5.72K (+2.50%) | Added | ↗▾ |
| 06 | NYFISHARES NEW YORK MUNI BOND ENEW YORK MUN ETF View history and evidence | $7.39M | 4.01% | 136.08K shares | 4.01% → 4.01%+0.00 pp +5.74K (+4.40%) | Added | ↗▾ |
| 07 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $6.56M | 3.56% | 54.84K shares | 3.58% → 3.56%-0.02 pp -290 (-0.53%) | Reduced | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $4.72M | 2.56% | 98.60K shares | 2.51% → 2.56%+0.05 pp -929 (-0.93%) | Reduced | ↗▾ |
| 09 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $4.72M | 2.55% | 93.20K shares | 2.56% → 2.55%-0.01 pp +2.23K (+2.46%) | Added | ↗▾ |
| 10 | CORPPIMCO INV GRADE CORP BD ETFINV GRD CRP BD View history and evidence | $4.30M | 2.33% | 43.11K shares | 2.19% → 2.33%+0.14 pp +3.09K (+7.72%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1986457 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 184596683
}Research all 57 reported holdings.
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