Institutional Manager · CIK 0001986457
MYECFO, LLC
La Jolla, CA · File #028-23324
Latest AUM
$235.6M
Positions
64
Top-10 Concentration
72.9%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202564 pos · $235.6M
- 13F HOLDINGS REPORTQ/E Sep 202561 pos · $219.8M
- 13F HOLDINGS REPORTQ/E Jun 202559 pos · $203.9M
- 13F HOLDINGS REPORTQ/E Mar 202558 pos · $189.0M
- 13F HOLDINGS REPORTQ/E Dec 202457 pos · $185.3M
- 13F HOLDINGS REPORTQ/E Sep 202457 pos · $184.6M
- 13F HOLDINGS REPORTQ/E Jun 202455 pos · $173.4M
- 13F HOLDINGS REPORTQ/E Mar 202456 pos · $170.5M
- 13F HOLDINGS REPORTQ/E Dec 202348 pos · $144.2M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 202345 pos · $137.6M
- 13F HOLDINGS REPORTQ/E Sep 202343 pos · $121.7M
- 13F HOLDINGS REPORTQ/E Sep 202346 pos · $133.3M
- 13F HOLDINGS REPORTQ/E Sep 202343 pos · $140.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524102 | 2,481,049 | $65.1M | 28.09% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 439,520 | $27.5M | 11.85% |
| 3 | ISHARES TR | 464288356 | 251,202 | $14.4M | 6.23% |
| 4 | SCHWAB STRATEGIC TR | 808524805 | 598,757 | $14.4M | 6.21% |
| 5 | SCHWAB STRATEGIC TR | 808524839 | 513,371 | $12.0M | 5.18% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042858 | 148,452 | $8.0M | 3.45% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042742 | 55,292 | $7.8M | 3.37% |
| 8 | PIMCO ETF TR | 72201R817 | 76,271 | $7.5M | 3.24% |
| 9 | ISHARES TR | 464288323 | 125,290 | $6.7M | 2.89% |
| 10 | SCHWAB STRATEGIC TR | 808524854 | 222,365 | $5.6M | 2.41% |
| 11 | ALPHABET INC | GOOG | 15,284 | $4.8M | 2.06% |
| 12 | SCHWAB STRATEGIC TR | 808524649 | 172,440 | $4.4M | 1.92% |
| 13 | ABRDN SILVER ETF TRUST | SIVR | 56,107 | $3.8M | 1.63% |
| 14 | SCHWAB STRATEGIC TR | 808524706 | 109,901 | $3.6M | 1.55% |
| 15 | ALPHABET INC | GOOG | 10,423 | $3.3M | 1.41% |
| 16 | VANGUARD INDEX FDS | 922908363 | 4,885 | $3.1M | 1.32% |
| 17 | AMAZON COM INC | AMZN | 12,504 | $2.9M | 1.25% |
| 18 | SCHWAB STRATEGIC TR | 808524797 | 89,185 | $2.4M | 1.06% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042775 | 32,835 | $2.4M | 1.04% |
| 20 | APPLE INC | AAPL | 8,194 | $2.2M | 0.96% |