13F HOLDINGS REPORT
MYECFO, LLC
Quarter ended Q1 2025 · Filed April 8, 2025 · Accession 0001941040-25-000190
Total Value
$189.0M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524102 | 2,368,235 | $51.0M | 26.99% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 401,682 | $20.4M | 10.80% |
| 3 | ISHARES TR | 464288356 | 228,833 | $12.9M | 6.82% |
| 4 | SCHWAB STRATEGIC TR | 808524805 | 640,596 | $12.7M | 6.71% |
| 5 | SCHWAB STRATEGIC TR | 808524839 | 482,188 | $11.2M | 5.91% |
| 6 | ISHARES TR | 464288323 | 135,030 | $7.1M | 3.76% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042742 | 54,055 | $6.3M | 3.32% |
| 8 | PIMCO ETF TR | 72201R817 | 54,521 | $5.3M | 2.79% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042858 | 110,790 | $5.0M | 2.65% |
| 10 | SCHWAB STRATEGIC TR | 808524854 | 187,913 | $4.7M | 2.47% |
| 11 | SCHWAB STRATEGIC TR | 808524649 | 132,760 | $3.4M | 1.78% |
| 12 | APPLE INC | AAPL | 14,977 | $3.3M | 1.76% |
| 13 | SCHWAB STRATEGIC TR | 808524706 | 115,360 | $3.2M | 1.68% |
| 14 | VANGUARD INDEX FDS | 922908363 | 5,019 | $2.6M | 1.37% |
| 15 | ISHARES TR | 46429B333 | 55,001 | $2.4M | 1.28% |
| 16 | AMAZON COM INC | AMZN | 12,541 | $2.4M | 1.26% |
| 17 | SCHWAB STRATEGIC TR | 808524797 | 84,419 | $2.4M | 1.25% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042775 | 33,653 | $2.0M | 1.08% |
| 19 | ABRDN SILVER ETF TRUST | SIVR | 61,182 | $2.0M | 1.05% |
| 20 | ALPHABET INC | GOOG | 12,417 | $1.9M | 1.02% |
| 21 | SCHWAB STRATEGIC TR | 808524409 | 68,800 | $1.8M | 0.97% |
| 22 | ISHARES TR | 464287598 | 9,148 | $1.7M | 0.91% |
| 23 | VANGUARD INDEX FDS | 922908769 | 5,913 | $1.6M | 0.86% |
| 24 | ALPHABET INC | GOOG | 10,353 | $1.6M | 0.86% |
| 25 | ISHARES TR | 464288414 | 14,783 | $1.6M | 0.82% |
| 26 | ISHARES GOLD TR | IAU | 25,550 | $1.5M | 0.80% |
| 27 | WORLD GOLD TR | GLDW | 19,718 | $1.2M | 0.65% |
| 28 | EATON VANCE CALIF MUN BD FD | ETN | 114,540 | $1.1M | 0.56% |
| 29 | SPDR S&P 500 ETF TR | SPY | 1,889 | $1.1M | 0.56% |
| 30 | SCHWAB STRATEGIC TR | 808524870 | 36,100 | $970,729 | 0.51% |
| 31 | SCHWAB STRATEGIC TR | 808524607 | 38,131 | $893,402 | 0.47% |
| 32 | NUVEEN CALIFORNIA AMT QLT MU | NU | 69,500 | $875,005 | 0.46% |
| 33 | VANGUARD INDEX FDS | 922908736 | 2,223 | $824,333 | 0.44% |
| 34 | VANGUARD BD INDEX FDS | 921937835 | 9,444 | $693,662 | 0.37% |
| 35 | BOX INC | BXCAP | 20,632 | $636,704 | 0.34% |
| 36 | SCHWAB STRATEGIC TR | 808524672 | 24,259 | $615,693 | 0.33% |
| 37 | VANGUARD INDEX FDS | 922908553 | 6,747 | $610,873 | 0.32% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,140 | $607,141 | 0.32% |
| 39 | NUVEEN AMT FREE QLTY MUN INC | NU | 52,500 | $588,000 | 0.31% |
| 40 | AFFIRM HLDGS INC | AFRM | 12,264 | $554,210 | 0.29% |
| 41 | SELECT SECTOR SPDR TR | 81369Y886 | 6,640 | $523,564 | 0.28% |
| 42 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,327 | $451,415 | 0.24% |
| 43 | META PLATFORMS INC | META | 761 | $438,610 | 0.23% |
| 44 | TESLA INC | TSLA | 1,578 | $408,954 | 0.22% |
| 45 | ISHARES TR | 464288570 | 3,900 | $399,399 | 0.21% |
| 46 | VANGUARD WORLD FD | 92204A876 | 2,332 | $398,329 | 0.21% |
| 47 | VANGUARD INDEX FDS | 922908629 | 1,410 | $364,654 | 0.19% |
| 48 | NVIDIA CORPORATION | NVDA | 3,276 | $355,053 | 0.19% |
| 49 | VANGUARD WORLD FD | 92204A702 | 561 | $338,988 | 0.18% |
| 50 | VANGUARD WORLD FD | 92204A306 | 2,477 | $321,292 | 0.17% |
| 51 | MICROSOFT CORP | MSFT | 838 | $314,594 | 0.17% |
| 52 | FISERV INC | FISV | 1,174 | $259,254 | 0.14% |
| 53 | PROCTER AND GAMBLE CO | 742718109 | 1,473 | $251,112 | 0.13% |
| 54 | SELECT SECTOR SPDR TR | 81369Y605 | 4,955 | $246,809 | 0.13% |
| 55 | ISHARES TR | 464287200 | 428 | $240,233 | 0.13% |
| 56 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 18,497 | $235,652 | 0.12% |
| 57 | INVESCO EXCH TRADED FD TR II | IVZ | 8,400 | $200,340 | 0.11% |
| 58 | INVESCO CALIF VALUE MUN INCO | IVZ | 10,700 | $113,527 | 0.06% |