13F HOLDINGS REPORT
MYECFO, LLC
Quarter ended Q2 2025 · Filed July 11, 2025 · Accession 0001941040-25-000348
Total Value
$203.9M
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524102 | 2,399,036 | $57.2M | 28.04% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 406,528 | $23.2M | 11.37% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 629,580 | $13.9M | 6.82% |
| 4 | ISHARES TR | 464288356 | 227,283 | $12.9M | 6.32% |
| 5 | SCHWAB STRATEGIC TR | 808524839 | 483,048 | $11.2M | 5.51% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042742 | 54,096 | $7.0M | 3.41% |
| 7 | ISHARES TR | 464288323 | 130,634 | $6.8M | 3.34% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 115,027 | $5.7M | 2.79% |
| 9 | PIMCO ETF TR | 72201R817 | 57,316 | $5.6M | 2.74% |
| 10 | SCHWAB STRATEGIC TR | 808524854 | 192,887 | $4.9M | 2.42% |
| 11 | SCHWAB STRATEGIC TR | 808524649 | 145,160 | $3.7M | 1.79% |
| 12 | SCHWAB STRATEGIC TR | 808524706 | 114,430 | $3.4M | 1.69% |
| 13 | APPLE INC | AAPL | 15,015 | $3.1M | 1.51% |
| 14 | VANGUARD INDEX FDS | 922908363 | 5,001 | $2.8M | 1.39% |
| 15 | AMAZON COM INC | AMZN | 12,501 | $2.7M | 1.35% |
| 16 | ISHARES TR | 46429B333 | 56,942 | $2.5M | 1.23% |
| 17 | SCHWAB STRATEGIC TR | 808524797 | 84,991 | $2.3M | 1.10% |
| 18 | ALPHABET INC | GOOG | 12,588 | $2.2M | 1.09% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042775 | 32,643 | $2.2M | 1.08% |
| 20 | ABRDN SILVER ETF TRUST | SIVR | 62,602 | $2.2M | 1.06% |
| 21 | SCHWAB STRATEGIC TR | 808524409 | 69,640 | $1.9M | 0.95% |
| 22 | ALPHABET INC | GOOG | 10,353 | $1.8M | 0.90% |
| 23 | VANGUARD INDEX FDS | 922908769 | 5,819 | $1.8M | 0.87% |
| 24 | ISHARES TR | 464287598 | 8,838 | $1.7M | 0.84% |
| 25 | ISHARES GOLD TR | IAU | 25,256 | $1.6M | 0.77% |
| 26 | ISHARES TR | 464288414 | 13,203 | $1.4M | 0.67% |
| 27 | WORLD GOLD TR | GLDW | 20,358 | $1.3M | 0.65% |
| 28 | SPDR S&P 500 ETF TR | SPY | 1,889 | $1.2M | 0.57% |
| 29 | VANGUARD INDEX FDS | 922908736 | 2,218 | $972,371 | 0.48% |
| 30 | EATON VANCE CALIF MUN BD FD | ETN | 106,450 | $949,534 | 0.47% |
| 31 | SCHWAB STRATEGIC TR | 808524607 | 37,131 | $939,406 | 0.46% |
| 32 | SCHWAB STRATEGIC TR | 808524870 | 33,692 | $898,903 | 0.44% |
| 33 | AFFIRM HLDGS INC | AFRM | 12,299 | $850,353 | 0.42% |
| 34 | VANGUARD BD INDEX FDS | 921937835 | 9,354 | $688,735 | 0.34% |
| 35 | BOX INC | BXCAP | 18,623 | $636,348 | 0.31% |
| 36 | SCHWAB STRATEGIC TR | 808524672 | 22,639 | $619,177 | 0.30% |
| 37 | VANGUARD WORLD FD | 92204A702 | 906 | $600,932 | 0.29% |
| 38 | VANGUARD INDEX FDS | 922908553 | 6,647 | $591,982 | 0.29% |
| 39 | NUVEEN AMT FREE QLTY MUN INC | NU | 54,200 | $591,864 | 0.29% |
| 40 | META PLATFORMS INC | META | 776 | $572,758 | 0.28% |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,126 | $546,977 | 0.27% |
| 42 | NVIDIA CORPORATION | NVDA | 3,287 | $519,313 | 0.25% |
| 43 | TESLA INC | TSLA | 1,594 | $506,350 | 0.25% |
| 44 | SELECT SECTOR SPDR TR | 81369Y886 | 6,140 | $501,392 | 0.25% |
| 45 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,327 | $476,267 | 0.23% |
| 46 | MICROSOFT CORP | MSFT | 911 | $453,168 | 0.22% |
| 47 | SCHWAB STRATEGIC TR | 808524862 | 17,122 | $417,446 | 0.20% |
| 48 | VANGUARD INDEX FDS | 922908629 | 1,440 | $402,955 | 0.20% |
| 49 | VANGUARD WORLD FD | 92204A876 | 2,262 | $399,266 | 0.20% |
| 50 | INVESCO QQQ TR | IVZ | 710 | $391,664 | 0.19% |
| 51 | ISHARES TR | 464288570 | 2,560 | $297,370 | 0.15% |
| 52 | VANGUARD WORLD FD | 92204A306 | 2,477 | $295,060 | 0.14% |
| 53 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 18,497 | $292,253 | 0.14% |
| 54 | ISHARES TR | 464287200 | 428 | $265,458 | 0.13% |
| 55 | VANGUARD WORLD FD | 921910725 | 3,700 | $242,350 | 0.12% |
| 56 | PROCTER AND GAMBLE CO | 742718109 | 1,473 | $234,756 | 0.12% |
| 57 | SELECT SECTOR SPDR TR | 81369Y605 | 4,355 | $228,071 | 0.11% |
| 58 | FISERV INC | FISV | 1,174 | $202,409 | 0.10% |
| 59 | NUVEEN CALIFORNIA AMT QLT MU | NU | 15,000 | $176,550 | 0.09% |