Filed: 7/11/2025ACC: 0001941040-25-000348
📋 What this filing means
MYECFO, LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $203.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$203.89M
Total AUM (reported)
5.78M
Total Shares
Allocation by class
US BRD MKT ETF$57.17M28.0%
VAN FTSE DEV MKT$23.18M11.4%
INTL EQTY ETF$13.91M6.8%
CALIF MUN BD ETF$12.88M6.3%
US AGGREGATE B$11.23M5.5%
COM$9.75M4.8%
TT WRLD ST ETF$6.95M3.4%
Portfolio Concentration
Top 3$94.26M46.2%
4–10$54.07M26.5%
11–25$35.92M17.6%
Rest$19.64M9.6%
Top 3 weight
46.2%
Top 10 weight
72.8%
Voting Authority Distribution
Total shares with voting rights: 5.78M
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
5.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings59
Rows:
SCHWAB STRATEGIC TR
SOLEShares2.40M
TypeSH
Market value$57.17M
28.04%
Sole
0.00
Shared
0.00
None
2.40M
VANGUARD TAX-MANAGED FDS
SOLEShares406.53K
TypeSH
Market value$23.18M
11.37%
Sole
0.00
Shared
0.00
None
406.53K
SCHWAB STRATEGIC TR
SOLEShares629.58K
TypeSH
Market value$13.91M
6.82%
Sole
0.00
Shared
0.00
None
629.58K
ISHARES TR
SOLEShares227.28K
TypeSH
Market value$12.88M
6.32%
Sole
0.00
Shared
0.00
None
227.28K
SCHWAB STRATEGIC TR
SOLEShares483.05K
TypeSH
Market value$11.23M
5.51%
Sole
0.00
Shared
0.00
None
483.05K
VANGUARD INTL EQUITY INDEX F
SOLEShares54.10K
TypeSH
Market value$6.95M
3.41%
Sole
0.00
Shared
0.00
None
54.10K
ISHARES TR
SOLEShares130.63K
TypeSH
Market value$6.81M
3.34%
Sole
0.00
Shared
0.00
None
130.63K
VANGUARD INTL EQUITY INDEX F
SOLEShares115.03K
TypeSH
Market value$5.69M
2.79%
Sole
0.00
Shared
0.00
None
115.03K
PIMCO ETF TR
SOLEShares57.32K
TypeSH
Market value$5.58M
2.74%
Sole
0.00
Shared
0.00
None
57.32K
SCHWAB STRATEGIC TR
SOLEShares192.89K
TypeSH
Market value$4.93M
2.42%
Sole
0.00
Shared
0.00
None
192.89K
SCHWAB STRATEGIC TR
SOLEShares145.16K
TypeSH
Market value$3.66M
1.79%
Sole
0.00
Shared
0.00
None
145.16K
SCHWAB STRATEGIC TR
SOLEShares114.43K
TypeSH
Market value$3.45M
1.69%
Sole
0.00
Shared
0.00
None
114.43K
APPLE INC
SOLEShares15.02K
TypeSH
Market value$3.08M
1.51%
Sole
0.00
Shared
0.00
None
15.02K
VANGUARD INDEX FDS
SOLEShares5K
TypeSH
Market value$2.84M
1.39%
Sole
0.00
Shared
0.00
None
5K
AMAZON COM INC
SOLEShares12.50K
TypeSH
Market value$2.74M
1.35%
Sole
0.00
Shared
0.00
None
12.50K
ISHARES TR
SOLEShares56.94K
TypeSH
Market value$2.50M
1.23%
Sole
0.00
Shared
0.00
None
56.94K
SCHWAB STRATEGIC TR
SOLEShares84.99K
TypeSH
Market value$2.25M
1.10%
Sole
0.00
Shared
0.00
None
84.99K
ALPHABET INC
SOLEShares12.59K
TypeSH
Market value$2.22M
1.09%
Sole
0.00
Shared
0.00
None
12.59K
VANGUARD INTL EQUITY INDEX F
SOLEShares32.64K
TypeSH
Market value$2.19M
1.08%
Sole
0.00
Shared
0.00
None
32.64K
ABRDN SILVER ETF TRUST
SOLEShares62.60K
TypeSH
Market value$2.15M
1.06%
Sole
0.00
Shared
0.00
None
62.60K
SCHWAB STRATEGIC TR
SOLEShares69.64K
TypeSH
Market value$1.93M
0.95%
Sole
0.00
Shared
0.00
None
69.64K
ALPHABET INC
SOLEShares10.35K
TypeSH
Market value$1.84M
0.90%
Sole
0.00
Shared
0.00
None
10.35K
VANGUARD INDEX FDS
SOLEShares5.82K
TypeSH
Market value$1.77M
0.87%
Sole
0.00
Shared
0.00
None
5.82K
ISHARES TR
SOLEShares8.84K
TypeSH
Market value$1.72M
0.84%
Sole
0.00
Shared
0.00
None
8.84K
ISHARES GOLD TR
SOLEShares25.26K
TypeSH
Market value$1.57M
0.77%
Sole
0.00
Shared
0.00
None
25.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 2.40M | SH | $57.17M 28.04% | 0.00 | 0.00 | 2.40M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 406.53K | SH | $23.18M 11.37% | 0.00 | 0.00 | 406.53K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 629.58K | SH | $13.91M 6.82% | 0.00 | 0.00 | 629.58K |
ISHARES TRSOLE | CALIF MUN BD ETF | 227.28K | SH | $12.88M 6.32% | 0.00 | 0.00 | 227.28K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 483.05K | SH | $11.23M 5.51% | 0.00 | 0.00 | 483.05K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 54.10K | SH | $6.95M 3.41% | 0.00 | 0.00 | 54.10K |
ISHARES TRSOLE | NEW YORK MUN ETF | 130.63K | SH | $6.81M 3.34% | 0.00 | 0.00 | 130.63K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 115.03K | SH | $5.69M 2.79% | 0.00 | 0.00 | 115.03K |
PIMCO ETF TRSOLE | INV GRD CRP BD | 57.32K | SH | $5.58M 2.74% | 0.00 | 0.00 | 57.32K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 192.89K | SH | $4.93M 2.42% | 0.00 | 0.00 | 192.89K |
SCHWAB STRATEGIC TRSOLE | MUN BD ETF | 145.16K | SH | $3.66M 1.79% | 0.00 | 0.00 | 145.16K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 114.43K | SH | $3.45M 1.69% | 0.00 | 0.00 | 114.43K |
APPLE INCSOLE | COM | 15.02K | SH | $3.08M 1.51% | 0.00 | 0.00 | 15.02K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5K | SH | $2.84M 1.39% | 0.00 | 0.00 | 5K |
AMAZON COM INCSOLE | COM | 12.50K | SH | $2.74M 1.35% | 0.00 | 0.00 | 12.50K |
ISHARES TRSOLE | GNMA BOND ETF | 56.94K | SH | $2.50M 1.23% | 0.00 | 0.00 | 56.94K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 84.99K | SH | $2.25M 1.10% | 0.00 | 0.00 | 84.99K |
ALPHABET INCSOLE | CAP STK CL A | 12.59K | SH | $2.22M 1.09% | 0.00 | 0.00 | 12.59K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 32.64K | SH | $2.19M 1.08% | 0.00 | 0.00 | 32.64K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 62.60K | SH | $2.15M 1.06% | 0.00 | 0.00 | 62.60K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 69.64K | SH | $1.93M 0.95% | 0.00 | 0.00 | 69.64K |
ALPHABET INCSOLE | CAP STK CL C | 10.35K | SH | $1.84M 0.90% | 0.00 | 0.00 | 10.35K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.82K | SH | $1.77M 0.87% | 0.00 | 0.00 | 5.82K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 8.84K | SH | $1.72M 0.84% | 0.00 | 0.00 | 8.84K |
ISHARES GOLD TRSOLE | ISHARES NEW | 25.26K | SH | $1.57M 0.77% | 0.00 | 0.00 | 25.26K |
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