Myecfo, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$239.0M
Q ending 2026-03-31
Prior quarter
$235.6M
Q ending 2025-12-31
Change
+1.4% QoQ · +26.5% YoY
Positions
66
reported holdings
Largest positions
All 66 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHB | Shares | $64.2M | 2.6M |
| Vanguard Tax-Managed Fds | VEA | Shares | $29.2M | 455K |
| Ishares Tr | CMF | Shares | $14.9M | 263K |
| Schwab Strategic Tr | SCHF | Shares | $14.5M | 588K |
| Schwab Strategic Tr | SCHZ | Shares | $12.2M | 527K |
| Vanguard Intl Equity Index F | VWO | Shares | $9.1M | 168K |
| Pimco Etf Tr | CORP | Shares | $8.0M | 83K |
| Vanguard Intl Equity Index F | VT | Shares | $7.5M | 54K |
| Ishares Tr | NYF | Shares | $6.3M | 120K |
| Schwab Strategic Tr | SCHR | Shares | $5.9M | 238K |
| Schwab Strategic Tr | SCMB | Shares | $4.5M | 176K |
| Alphabet Inc | GOOGL | Shares | $4.3M | 15K |
| Abrdn Silver Etf Trust | SIVR | Shares | $3.7M | 51K |
| Schwab Strategic Tr | SCHE | Shares | $3.6M | 109K |
| Alphabet Inc | GOOG | Shares | $3.0M | 10K |
| Schwab Strategic Tr | SCHD | Shares | $2.9M | 95K |
| Vanguard Index Fds | VOO | Shares | $2.8M | 5K |
| Vanguard Index Fds | VTI | Shares | $2.6M | 8K |
| Amazon Com Inc | AMZN | Shares | $2.6M | 12K |
| Vanguard Intl Equity Index F | VEU | Shares | $2.4M | 32K |
| Schwab Strategic Tr | SCHV | Shares | $2.3M | 75K |
| Ishares Tr | GNMA | Shares | $2.2M | 50K |
| World Gold Tr | GLDM | Shares | $2.2M | 24K |
| Apple Inc | AAPL | Shares | $2.2M | 8K |
| Ishares Tr | IWD | Shares | $1.8M | 8K |
| Ishares Gold Tr | IAU | Shares | $1.7M | 19K |
| Ishares Tr | MUB | Shares | $1.2M | 11K |
| Arrowhead Pharmaceuticals In | ARWR | Shares | $1.2M | 18K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $1.1M | 2K |
| Schwab Strategic Tr | SCHA | Shares | $994K | 34K |
| Vanguard Charlotte Fds | BNDX | Shares | $979K | 20K |
| Vanguard Index Fds | VUG | Shares | $967K | 2K |
| Broadcom Inc | AVGO | Shares | $921K | 3K |
| Schwab Strategic Tr | SCHY | Shares | $878K | 28K |
| Vanguard Bd Index Fds | BND | Shares | $713K | 10K |
| Schwab Strategic Tr | SCHP | Shares | $705K | 26K |
| Nvidia Corporation | NVDA | Shares | $685K | 4K |
| Blackrock Munihldngs Cali Ql | MUC | Shares | $667K | 64K |
| Vanguard Index Fds | VNQ | Shares | $659K | 7K |
| Vanguard World Fd | VGT | Shares | $654K | 938 |
| Affirm Hldgs Inc | AFRM | Shares | $638K | 14K |
| Tesla Inc | TSLA | Shares | $607K | 2K |
| Nuveen Amt Free Qlty Mun Inc | XNEAX | Shares | $597K | 53K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $525K | 1K |
| Ishares Tr | IGOV | Shares | $507K | 12K |
| Vanguard Specialized Funds | VIG | Shares | $476K | 2K |
| Vanguard Index Fds | VO | Shares | $462K | 2K |
| Vanguard World Fd | VSGX | Shares | $454K | 6K |
| Meta Platforms Inc | META | Shares | $450K | 769 |
| Columbia Etf Tr Ii | XCEM | Shares | $432K | 11K |
| Vanguard World Fd | VDE | Shares | $430K | 2K |
| Select Sector Spdr Tr | XLU | Shares | $426K | 9K |
| Ishares Tr | DSI | Shares | $424K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $411K | 712 |
| Box Inc | BOX | Shares | $401K | 17K |
| Microsoft Corp | MSFT | Shares | $386K | 1K |
| Ishares Inc | EWA | Shares | $383K | 14K |
| Vanguard World Fd | VPU | Shares | $350K | 2K |
| Ishares Tr | ITOT | Shares | $289K | 2K |
| Exxon Mobil Corp | XOM | Shares | $281K | 2K |
| Ishares Tr | IVV | Shares | $279K | 428 |
| Ishares Tr | IWM | Shares | $234K | 945 |
| Schwab Strategic Tr | SCHO | Shares | $228K | 9K |
| Spdr Index Shs Fds | DWX | Shares | $217K | 5K |
| Procter And Gamble Co | PG | Shares | $213K | 1K |
| Opendoor Technologies Inc | OPEN | Shares | $55K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.