Filed: 4/8/2025ACC: 0001941040-25-000190
📋 What this filing means
MYECFO, LLC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $188.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$188.97M
Total AUM (reported)
5.81M
Total Shares
Allocation by class
US BRD MKT ETF$51.00M27.0%
VAN FTSE DEV MKT$20.42M10.8%
CALIF MUN BD ETF$12.88M6.8%
INTL EQTY ETF$12.67M6.7%
US AGGREGATE B$11.17M5.9%
COM$10.18M5.4%
NEW YORK MUN ETF$7.11M3.8%
Portfolio Concentration
Top 3$84.30M44.6%
4–10$52.18M27.6%
11–25$33.91M17.9%
Rest$18.58M9.8%
Top 3 weight
44.6%
Top 10 weight
72.2%
Voting Authority Distribution
Total shares with voting rights: 5.81M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.81M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
SCHWAB STRATEGIC TR
SOLEShares2.37M
TypeSH
Market value$51.00M
26.99%
Sole
0.00
Shared
0.00
None
2.37M
VANGUARD TAX-MANAGED FDS
SOLEShares401.68K
TypeSH
Market value$20.42M
10.80%
Sole
0.00
Shared
0.00
None
401.68K
ISHARES TR
SOLEShares228.83K
TypeSH
Market value$12.88M
6.82%
Sole
0.00
Shared
0.00
None
228.83K
SCHWAB STRATEGIC TR
SOLEShares640.60K
TypeSH
Market value$12.67M
6.71%
Sole
0.00
Shared
0.00
None
640.60K
SCHWAB STRATEGIC TR
SOLEShares482.19K
TypeSH
Market value$11.17M
5.91%
Sole
0.00
Shared
0.00
None
482.19K
ISHARES TR
SOLEShares135.03K
TypeSH
Market value$7.11M
3.76%
Sole
0.00
Shared
0.00
None
135.03K
VANGUARD INTL EQUITY INDEX F
SOLEShares54.05K
TypeSH
Market value$6.27M
3.32%
Sole
0.00
Shared
0.00
None
54.05K
PIMCO ETF TR
SOLEShares54.52K
TypeSH
Market value$5.28M
2.79%
Sole
0.00
Shared
0.00
None
54.52K
VANGUARD INTL EQUITY INDEX F
SOLEShares110.79K
TypeSH
Market value$5.01M
2.65%
Sole
0.00
Shared
0.00
None
110.79K
SCHWAB STRATEGIC TR
SOLEShares187.91K
TypeSH
Market value$4.67M
2.47%
Sole
0.00
Shared
0.00
None
187.91K
SCHWAB STRATEGIC TR
SOLEShares132.76K
TypeSH
Market value$3.36M
1.78%
Sole
0.00
Shared
0.00
None
132.76K
APPLE INC
SOLEShares14.98K
TypeSH
Market value$3.33M
1.76%
Sole
0.00
Shared
0.00
None
14.98K
SCHWAB STRATEGIC TR
SOLEShares115.36K
TypeSH
Market value$3.18M
1.68%
Sole
0.00
Shared
0.00
None
115.36K
VANGUARD INDEX FDS
SOLEShares5.02K
TypeSH
Market value$2.59M
1.37%
Sole
0.00
Shared
0.00
None
5.02K
ISHARES TR
SOLEShares55K
TypeSH
Market value$2.41M
1.28%
Sole
0.00
Shared
0.00
None
55K
AMAZON COM INC
SOLEShares12.54K
TypeSH
Market value$2.39M
1.26%
Sole
0.00
Shared
0.00
None
12.54K
SCHWAB STRATEGIC TR
SOLEShares84.42K
TypeSH
Market value$2.36M
1.25%
Sole
0.00
Shared
0.00
None
84.42K
VANGUARD INTL EQUITY INDEX F
SOLEShares33.65K
TypeSH
Market value$2.04M
1.08%
Sole
0.00
Shared
0.00
None
33.65K
ABRDN SILVER ETF TRUST
SOLEShares61.18K
TypeSH
Market value$1.99M
1.05%
Sole
0.00
Shared
0.00
None
61.18K
ALPHABET INC
SOLEShares12.42K
TypeSH
Market value$1.92M
1.02%
Sole
0.00
Shared
0.00
None
12.42K
SCHWAB STRATEGIC TR
SOLEShares68.80K
TypeSH
Market value$1.83M
0.97%
Sole
0.00
Shared
0.00
None
68.80K
ISHARES TR
SOLEShares9.15K
TypeSH
Market value$1.72M
0.91%
Sole
0.00
Shared
0.00
None
9.15K
VANGUARD INDEX FDS
SOLEShares5.91K
TypeSH
Market value$1.63M
0.86%
Sole
0.00
Shared
0.00
None
5.91K
ALPHABET INC
SOLEShares10.35K
TypeSH
Market value$1.62M
0.86%
Sole
0.00
Shared
0.00
None
10.35K
ISHARES TR
SOLEShares14.78K
TypeSH
Market value$1.56M
0.82%
Sole
0.00
Shared
0.00
None
14.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 2.37M | SH | $51.00M 26.99% | 0.00 | 0.00 | 2.37M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 401.68K | SH | $20.42M 10.80% | 0.00 | 0.00 | 401.68K |
ISHARES TRSOLE | CALIF MUN BD ETF | 228.83K | SH | $12.88M 6.82% | 0.00 | 0.00 | 228.83K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 640.60K | SH | $12.67M 6.71% | 0.00 | 0.00 | 640.60K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 482.19K | SH | $11.17M 5.91% | 0.00 | 0.00 | 482.19K |
ISHARES TRSOLE | NEW YORK MUN ETF | 135.03K | SH | $7.11M 3.76% | 0.00 | 0.00 | 135.03K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 54.05K | SH | $6.27M 3.32% | 0.00 | 0.00 | 54.05K |
PIMCO ETF TRSOLE | INV GRD CRP BD | 54.52K | SH | $5.28M 2.79% | 0.00 | 0.00 | 54.52K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 110.79K | SH | $5.01M 2.65% | 0.00 | 0.00 | 110.79K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 187.91K | SH | $4.67M 2.47% | 0.00 | 0.00 | 187.91K |
SCHWAB STRATEGIC TRSOLE | MUN BD ETF | 132.76K | SH | $3.36M 1.78% | 0.00 | 0.00 | 132.76K |
APPLE INCSOLE | COM | 14.98K | SH | $3.33M 1.76% | 0.00 | 0.00 | 14.98K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 115.36K | SH | $3.18M 1.68% | 0.00 | 0.00 | 115.36K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.02K | SH | $2.59M 1.37% | 0.00 | 0.00 | 5.02K |
ISHARES TRSOLE | GNMA BOND ETF | 55K | SH | $2.41M 1.28% | 0.00 | 0.00 | 55K |
AMAZON COM INCSOLE | COM | 12.54K | SH | $2.39M 1.26% | 0.00 | 0.00 | 12.54K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 84.42K | SH | $2.36M 1.25% | 0.00 | 0.00 | 84.42K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 33.65K | SH | $2.04M 1.08% | 0.00 | 0.00 | 33.65K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 61.18K | SH | $1.99M 1.05% | 0.00 | 0.00 | 61.18K |
ALPHABET INCSOLE | CAP STK CL A | 12.42K | SH | $1.92M 1.02% | 0.00 | 0.00 | 12.42K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 68.80K | SH | $1.83M 0.97% | 0.00 | 0.00 | 68.80K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 9.15K | SH | $1.72M 0.91% | 0.00 | 0.00 | 9.15K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.91K | SH | $1.63M 0.86% | 0.00 | 0.00 | 5.91K |
ALPHABET INCSOLE | CAP STK CL C | 10.35K | SH | $1.62M 0.86% | 0.00 | 0.00 | 10.35K |
ISHARES TRSOLE | NATIONAL MUN ETF | 14.78K | SH | $1.56M 0.82% | 0.00 | 0.00 | 14.78K |
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