Myecfo, Llc Portfolio Stock Holdings
Myecfo, Llc disclosed 66 stock positions valued at approximately $239.0 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD TAX-MANAGED FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 66
- Portfolio Value
- $239.0M
Holdings by Sector
Myecfo, Llc Portfolio Holdings in Q1 2026
66 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHB | Other | 26.86% | 2,557,723 | +76,674 | +3.09% | $64,193,818 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 12.20% | 455,174 | +15,654 | +3.56% | $29,167,578 |
| ISHARES TR | CMF | Other | 6.25% | 262,542 | +11,340 | +4.51% | $14,928,154 |
| SCHWAB STRATEGIC TR | SCHF | Other | 6.09% | 587,857 | -10,900 | -1.82% | $14,549,457 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 5.12% | 526,687 | +13,316 | +2.59% | $12,229,661 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.80% | 167,815 | +19,363 | +13.04% | $9,070,392 |
| PIMCO ETF TR | CORP | Other | 3.35% | 82,766 | +6,495 | +8.52% | $8,011,749 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 3.14% | 54,335 | -957 | -1.73% | $7,515,617 |
| ISHARES TR | NYF | Other | 2.66% | 119,530 | -5,760 | -4.60% | $6,349,434 |
| SCHWAB STRATEGIC TR | SCHR | Other | 2.48% | 237,678 | +15,313 | +6.89% | $5,920,569 |
| SCHWAB STRATEGIC TR | SCMB | Other | 1.88% | 176,180 | +3,740 | +2.17% | $4,489,066 |
| ALPHABET INC | GOOGL | Communication Services | 1.79% | 14,809 | -475 | -3.11% | $4,268,635 |
| ABRDN SILVER ETF TRUST | SIVR | Other | 1.54% | 51,457 | -4,650 | -8.29% | $3,684,836 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.50% | 108,701 | -1,200 | -1.09% | $3,581,687 |
| ALPHABET INC | GOOG | Communication Services | 1.24% | 10,370 | -53 | -0.51% | $2,974,860 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.22% | 95,292 | +6,107 | +6.85% | $2,923,571 |
| VANGUARD INDEX FDS | VOO | Other | 1.16% | 4,620 | -265 | -5.42% | $2,760,681 |
| VANGUARD INDEX FDS | VTI | Other | 1.09% | 8,156 | +1,914 | +30.66% | $2,616,458 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.08% | 12,353 | -151 | -1.21% | $2,572,831 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.02% | 32,495 | -340 | -1.04% | $2,440,375 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.96% | 74,940 | +2,000 | +2.74% | $2,285,670 |
| ISHARES TR | GNMA | Other | 0.93% | 49,926 | +3,981 | +8.66% | $2,213,218 |
| WORLD GOLD TR | GLDM | Other | 0.92% | 23,713 | +1,390 | +6.23% | $2,197,958 |
| APPLE INC | AAPL | Technology | 0.91% | 8,497 | +303 | +3.70% | $2,167,635 |
| ISHARES TR | IWD | Other | 0.73% | 8,215 | -100 | -1.20% | $1,755,299 |
| ISHARES GOLD TR | IAU | Other | 0.70% | 19,065 | -200 | -1.04% | $1,680,770 |
| ISHARES TR | MUB | Other | 0.49% | 10,961 | -992 | -8.30% | $1,163,510 |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | Healthcare | 0.49% | 18,497 | - | - | $1,159,762 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.48% | 1,764 | -48 | -2.65% | $1,147,204 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.42% | 34,181 | +900 | +2.70% | $993,974 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.41% | 20,366 | +70 | +0.34% | $978,586 |
| VANGUARD INDEX FDS | VUG | Other | 0.40% | 2,214 | - | - | $967,053 |
| BROADCOM INC | AVGO | Technology | 0.39% | 2,975 | +85 | +2.94% | $920,792 |
| SCHWAB STRATEGIC TR | SCHY | Other | 0.37% | 27,746 | +2,100 | +8.19% | $878,444 |
| VANGUARD BD INDEX FDS | BND | Other | 0.30% | 9,685 | -48 | -0.49% | $713,203 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.29% | 26,488 | +1,000 | +3.92% | $704,846 |
| NVIDIA CORPORATION | NVDA | Technology | 0.29% | 3,866 | -14 | -0.36% | $685,043 |
| BLACKROCK MUNIHLDNGS CALI QL | MUC | Financial Services | 0.28% | 64,170 | +64,170 | +100.00% | $667,368 |
| VANGUARD INDEX FDS | VNQ | Other | 0.28% | 7,427 | - | - | $658,775 |
| VANGUARD WORLD FD | VGT | Other | 0.27% | 938 | -25 | -2.60% | $654,461 |
| AFFIRM HLDGS INC | AFRM | Technology | 0.27% | 13,921 | +647 | +4.87% | $637,860 |
| TESLA INC | TSLA | Consumer Cyclical | 0.25% | 1,605 | -10 | -0.62% | $607,068 |
| NUVEEN AMT FREE QLTY MUN INC | XNEAX | Other | 0.25% | 53,200 | - | - | $597,436 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.22% | 1,095 | - | - | $524,724 |
| ISHARES TR | IGOV | Other | 0.21% | 12,350 | +12,350 | +100.00% | $507,091 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.20% | 2,214 | -18 | -0.81% | $476,143 |
| VANGUARD INDEX FDS | VO | Other | 0.19% | 1,610 | +80 | +5.23% | $462,360 |
| VANGUARD WORLD FD | VSGX | Other | 0.19% | 6,330 | - | - | $454,051 |
| META PLATFORMS INC | META | Communication Services | 0.19% | 769 | +1 | +0.13% | $450,266 |
| COLUMBIA ETF TR II | XCEM | Other | 0.18% | 10,590 | +1,750 | +19.80% | $432,178 |
| VANGUARD WORLD FD | VDE | Other | 0.18% | 2,487 | - | - | $430,350 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.18% | 9,280 | - | - | $425,859 |
| ISHARES TR | DSI | Other | 0.18% | 3,500 | +70 | +2.04% | $424,165 |
| INVESCO QQQ TR | QQQ | Other | 0.17% | 712 | +2 | +0.28% | $410,952 |
| BOX INC | BOX | Technology | 0.17% | 16,953 | -2,377 | -12.30% | $400,769 |
| MICROSOFT CORP | MSFT | Technology | 0.16% | 1,015 | +34 | +3.47% | $386,489 |
| ISHARES INC | EWA | Other | 0.16% | 13,810 | +13,810 | +100.00% | $383,366 |
| VANGUARD WORLD FD | VPU | Other | 0.15% | 1,766 | - | - | $349,915 |
| ISHARES TR | ITOT | Other | 0.12% | 2,030 | +2,030 | +100.00% | $289,133 |
| EXXON MOBIL CORP | XOM | Energy | 0.12% | 1,654 | +1,654 | +100.00% | $280,618 |
| ISHARES TR | IVV | Other | 0.12% | 428 | - | - | $279,272 |
| ISHARES TR | IWM | Other | 0.10% | 945 | +76 | +8.75% | $234,360 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.10% | 9,413 | +650 | +7.42% | $228,450 |
| SPDR INDEX SHS FDS | DWX | Other | 0.09% | 4,758 | - | - | $216,968 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.09% | 1,473 | - | - | $212,831 |
| OPENDOOR TECHNOLOGIES INC | OPEN | Real Estate | 0.02% | 11,650 | - | - | $54,522 |