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Myecfo, LLC Portfolio
$266.3M across 72 positions as of 2026-09-30, with 71% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.2%
-2.3% a year vs the S&P 500
3 years
+16.3%
-5.0% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 15
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.5% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.2% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHBSchwab U.S. Broad Market ETF | $75M | 28.2% | 2,557,813 |
| VEAVanguard FTSE Developed Markets ETF | $33.8M | 12.7% | 478,746 |
| SCHFSchwab International Equity ETF | $15.8M | 5.9% | 573,755 |
| ISHARES TR | $13.2M | 5.0% | 244,324 |
| SCHZSchwab US Aggregate Bond ETF | $12.6M | 4.7% | 570,273 |
| VWOVanguard FTSE Emerging Markets ETF | $11.1M | 4.2% | 187,703 |
| CORPPIMCO Investment Grade Corporate Bond Index Exchange- Traded Fund | $8.4M | 3.2% | 91,566 |
| VTVanguard Total World Stock Index ETF | $6.7M | 2.5% | 42,165 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $5.9M | 2.2% | 250,820 |
| ISHARES TR | $5.5M | 2.1% | 109,390 |
| GOOGLAlphabet Inc | $5.2M | 1.9% | 14,972 |
| VTIVanguard Total Stock Market ETF | $4.7M | 1.8% | 12,577 |
| SCHWAB STRATEGIC TR | $4.5M | 1.7% | 186,910 |
| SCHESchwab Emerging Markets Equity ETF | $3.8M | 1.4% | 104,491 |
| GOOGAlphabet Inc | $3.7M | 1.4% | 10,881 |
| VOOVanguard S&P 500 ETF | $3.2M | 1.2% | 4,580 |
| AAPLApple Inc | $3.1M | 1.2% | 9,330 |
| AMZNAmazon.com Inc | $3.1M | 1.2% | 12,375 |
| ABRDN SILVER ETF TRUST | $3.1M | 1.1% | 53,320 |
| SCHDSchwab US Dividend Equity ETF | $3M | 1.1% | 92,022 |
| SCHVSchwab U.S. Large-Cap Value ETF | $2.7M | 1.0% | 80,960 |
| VEUVanguard FTSE All World Ex US ETF | $2.6M | 1.0% | 31,815 |
| GLDMSPDR Gold MiniShares Trust | $2.3M | 0.9% | 27,687 |
| IWDiShares Russell 1000 Value ETF | $2M | 0.8% | 8,215 |
| GNMAiShares GNMA Bond ETF | $1.9M | 0.7% | 45,517 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $1.6M | 0.6% | 20,043 |
| IAGGiShares International Aggregate Bond Fund | $1.5M | 0.6% | 30,030 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.4M | 0.5% | 1,775 |
| VUGVanguard Growth ETF | $1.2M | 0.5% | 13,770 |
| SCHASchwab U.S. Small-Cap ETF | $1.1M | 0.4% | 35,231 |
| ARWRArrowhead Pharmaceuticals Inc | $1.1M | 0.4% | 17,497 |
| MUBiShares National Muni Bond ETF | $1.1M | 0.4% | 10,681 |
| AVGOBroadcom Inc | $1.1M | 0.4% | 2,990 |
| VGTVanguard Information Tech ETF | $991.8K | 0.4% | 7,892 |
| NVDANVIDIA Corp | $945.3K | 0.4% | 4,139 |
| BNDVanguard Total Bond Market ETF | $921.8K | 0.3% | 13,141 |
| AFRMAffirm Holdings Inc | $912.1K | 0.3% | 13,175 |
| SCHYSchwab International Dividend Equity ETF | $842.1K | 0.3% | 26,817 |
| BLACKROCK MUNIHLDNGS CALI | $734.7K | 0.3% | 75,350 |
| VNQVanguard Real Estate ETF | $684.5K | 0.3% | 7,637 |
| MSFTMicrosoft Corp | $666.3K | 0.3% | 1,299 |
| ISHARES TR | $665.2K | 0.2% | 16,726 |
| SCHPSCHWAB STRATEGIC TR | $591.3K | 0.2% | 23,528 |
| TSLATesla Inc | $565.6K | 0.2% | 1,594 |
| METAMeta Platforms Inc | $557.7K | 0.2% | 769 |
| VIGVanguard Div Appreciation ETF | $552.7K | 0.2% | 2,369 |
| BOXBox Inc | $551.6K | 0.2% | 16,476 |
| XCEMCOLUMBIA ETF TR II | $544.4K | 0.2% | 10,590 |
| BRK.BBerkshire Hathaway Inc | $530.8K | 0.2% | 1,066 |
| QQQInvesco QQQ Trust, Series 1 | $522.3K | 0.2% | 706 |
| VSGXVanguard ESG International Stock ETF | $513.2K | 0.2% | 6,330 |
| DSIiShares ESG MSCI KLD 400 ETF | $511.6K | 0.2% | 3,500 |
| BNDXVanguard Total International Bond ETF | $505.9K | 0.2% | 10,793 |
| VOVanguard Mid-Cap ETF | $505K | 0.2% | 6,440 |
| CRMSalesforce Inc | $502.5K | 0.2% | 2,189 |
| NUVEEN AMT FREE QLTY MUN INC | $496.5K | 0.2% | 49,900 |
| ISHARES INC | $391K | 0.1% | 13,810 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $381.3K | 0.1% | 2,293 |
| XLUState Street Utilities Select Sector SPDR ETF | $366K | 0.1% | 9,280 |
| VANGUARD NY TAX FREE FDS | $353.3K | 0.1% | 3,630 |
| SNOWSnowflake Inc | $328.6K | 0.1% | 968 |
| VDEVanguard Energy ETF | $322.3K | 0.1% | 1,872 |
| IVViShares Core S&P 500 ETF | $318.2K | 0.1% | 416 |
| VPUVanguard Utilities ETF | $307.1K | 0.1% | 1,796 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $302.1K | 0.1% | 12,663 |
| XOMExxonmobil Holdings Corp | $269.2K | 0.1% | 1,654 |
| IWMiShares Russell 2000 Index Fund | $262.6K | 0.1% | 945 |
| SPDR INDEX SHS FDS | $216.4K | 0.1% | 4,731 |
| IXNiShares Global Tech ETF | $207.5K | 0.1% | 1,400 |
| PGProcter & Gamble Co | $206.4K | 0.1% | 1,420 |
| XLFState Street Financial Select Sector SPDR ETF | $204K | 0.1% | 3,820 |
| OPENOpendoor Technologies Inc | $64.1K | 0.0% | 27,039 |
Quarter ending 2026-09-30.
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