MYECFO, LLC
CIK 1986457 · Holdings on Jun 30, 2025 · First reported Jul 11, 2025
Top ten holdings
Q2 2025- SCHB28.04%
- VEA11.37%
- SCHF6.82%
- CMF6.32%
- SCHZ5.51%
- VT3.41%
- NYF3.34%
- VWO2.79%
- CORP2.74%
- SCHR2.42%
Share classes counted separately72.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHBWeight increased · +1.05 pp26.99% → 28.04%Shares +30.80K (+1.30%)
- VEAWeight increased · +0.57 pp10.80% → 11.37%Shares +4.85K (+1.21%)
- CMFWeight decreased · -0.50 pp6.82% → 6.32%Shares -1.55K (-0.68%)
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 | $57.17M | 28.04% | 2.40M shares | 26.99% → 28.04%+1.05 pp +30.80K (+1.30%) | Added | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $23.18M | 11.37% | 406.53K shares | 10.80% → 11.37%+0.57 pp +4.85K (+1.21%) | Added | ↗▾ |
| 03 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $13.91M | 6.82% | 629.58K shares | 6.71% → 6.82%+0.11 pp -11.02K (-1.72%) | Reduced | ↗▾ |
| 04 | CMFISHARES CALIFORNIA MUNI BONDCALIF MUN BD ETF View history and evidence | $12.88M | 6.32% | 227.28K shares | 6.82% → 6.32%-0.50 pp -1.55K (-0.68%) | Reduced | ↗▾ |
| 05 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $11.23M | 5.51% | 483.05K shares | 5.91% → 5.51%-0.40 pp +860 (+0.18%) | Added | ↗▾ |
| 06 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $6.95M | 3.41% | 54.10K shares | 3.32% → 3.41%+0.09 pp +41 (+0.08%) | Added | ↗▾ |
| 07 | NYFISHARES NEW YORK MUNI BOND ENEW YORK MUN ETF View history and evidence | $6.81M | 3.34% | 130.63K shares | 3.76% → 3.34%-0.42 pp -4.40K (-3.26%) | Reduced | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $5.69M | 2.79% | 115.03K shares | 2.65% → 2.79%+0.14 pp +4.24K (+3.82%) | Added | ↗▾ |
| 09 | CORPPIMCO INV GRADE CORP BD ETFINV GRD CRP BD View history and evidence | $5.58M | 2.74% | 57.32K shares | 2.79% → 2.74%-0.05 pp +2.79K (+5.13%) | Added | ↗▾ |
| 10 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $4.93M | 2.42% | 192.89K shares | 2.47% → 2.42%-0.05 pp +4.97K (+2.65%) | Added | ↗▾ |
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 | -8,400 | -$200.34K | SEC filing ↗ | SEC filing ↗ |
| VCV INVESCO CA VAL MUNI INC TR | Non-derivative | -10,700 | -$113.53K | SEC filing ↗ | 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 203886512
}Research all 59 reported holdings.
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