Filed: 10/10/2025ACC: 0001941040-25-000543
📋 What this filing means
MYECFO, LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $219.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$219.82M
Total AUM (reported)
5.83M
Total Shares
Allocation by class
US BRD MKT ETF$62.17M28.3%
VAN FTSE DEV MKT$25.06M11.4%
INTL EQTY ETF$14.21M6.5%
CALIF MUN BD ETF$13.29M6.0%
US AGGREGATE B$11.63M5.3%
COM$9.25M4.2%
TT WRLD ST ETF$7.52M3.4%
Portfolio Concentration
Top 3$101.43M46.1%
4–10$57.73M26.3%
11–25$38.59M17.6%
Rest$22.07M10.0%
Top 3 weight
46.1%
Top 10 weight
72.4%
Voting Authority Distribution
Total shares with voting rights: 5.83M
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
5.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings61
Rows:
SCHWAB STRATEGIC TR
SOLEShares2.42M
TypeSH
Market value$62.17M
28.28%
Sole
0.00
Shared
0.00
None
2.42M
VANGUARD TAX-MANAGED FDS
SOLEShares418.08K
TypeSH
Market value$25.06M
11.40%
Sole
0.00
Shared
0.00
None
418.08K
SCHWAB STRATEGIC TR
SOLEShares610.31K
TypeSH
Market value$14.21M
6.46%
Sole
0.00
Shared
0.00
None
610.31K
ISHARES TR
SOLEShares232.99K
TypeSH
Market value$13.29M
6.05%
Sole
0.00
Shared
0.00
None
232.99K
SCHWAB STRATEGIC TR
SOLEShares495.52K
TypeSH
Market value$11.63M
5.29%
Sole
0.00
Shared
0.00
None
495.52K
VANGUARD INTL EQUITY INDEX F
SOLEShares54.56K
TypeSH
Market value$7.52M
3.42%
Sole
0.00
Shared
0.00
None
54.56K
VANGUARD INTL EQUITY INDEX F
SOLEShares125.74K
TypeSH
Market value$6.81M
3.10%
Sole
0.00
Shared
0.00
None
125.74K
ISHARES TR
SOLEShares127.59K
TypeSH
Market value$6.81M
3.10%
Sole
0.00
Shared
0.00
None
127.59K
PIMCO ETF TR
SOLEShares66.41K
TypeSH
Market value$6.56M
2.99%
Sole
0.00
Shared
0.00
None
66.41K
SCHWAB STRATEGIC TR
SOLEShares203.25K
TypeSH
Market value$5.11M
2.32%
Sole
0.00
Shared
0.00
None
203.25K
SCHWAB STRATEGIC TR
SOLEShares149.70K
TypeSH
Market value$3.83M
1.74%
Sole
0.00
Shared
0.00
None
149.70K
SCHWAB STRATEGIC TR
SOLEShares109.91K
TypeSH
Market value$3.67M
1.67%
Sole
0.00
Shared
0.00
None
109.91K
ALPHABET INC
SOLEShares12.94K
TypeSH
Market value$3.15M
1.43%
Sole
0.00
Shared
0.00
None
12.94K
VANGUARD INDEX FDS
SOLEShares4.93K
TypeSH
Market value$3.02M
1.37%
Sole
0.00
Shared
0.00
None
4.93K
ABRDN SILVER ETF TRUST
SOLEShares64.31K
TypeSH
Market value$2.86M
1.30%
Sole
0.00
Shared
0.00
None
64.31K
AMAZON COM INC
SOLEShares12.52K
TypeSH
Market value$2.75M
1.25%
Sole
0.00
Shared
0.00
None
12.52K
ALPHABET INC
SOLEShares10.35K
TypeSH
Market value$2.52M
1.15%
Sole
0.00
Shared
0.00
None
10.35K
VANGUARD INTL EQUITY INDEX F
SOLEShares33.84K
TypeSH
Market value$2.42M
1.10%
Sole
0.00
Shared
0.00
None
33.84K
SCHWAB STRATEGIC TR
SOLEShares86.93K
TypeSH
Market value$2.37M
1.08%
Sole
0.00
Shared
0.00
None
86.93K
ISHARES TR
SOLEShares53.47K
TypeSH
Market value$2.37M
1.08%
Sole
0.00
Shared
0.00
None
53.47K
APPLE INC
SOLEShares8.54K
TypeSH
Market value$2.18M
0.99%
Sole
0.00
Shared
0.00
None
8.54K
SCHWAB STRATEGIC TR
SOLEShares69.20K
TypeSH
Market value$2.01M
0.92%
Sole
0.00
Shared
0.00
None
69.20K
VANGUARD INDEX FDS
SOLEShares5.84K
TypeSH
Market value$1.92M
0.87%
Sole
0.00
Shared
0.00
None
5.84K
ISHARES GOLD TR
SOLEShares24.52K
TypeSH
Market value$1.78M
0.81%
Sole
0.00
Shared
0.00
None
24.52K
WORLD GOLD TR
SOLEShares22.76K
TypeSH
Market value$1.74M
0.79%
Sole
0.00
Shared
0.00
None
22.76K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 2.42M | SH | $62.17M 28.28% | 0.00 | 0.00 | 2.42M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 418.08K | SH | $25.06M 11.40% | 0.00 | 0.00 | 418.08K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 610.31K | SH | $14.21M 6.46% | 0.00 | 0.00 | 610.31K |
ISHARES TRSOLE | CALIF MUN BD ETF | 232.99K | SH | $13.29M 6.05% | 0.00 | 0.00 | 232.99K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 495.52K | SH | $11.63M 5.29% | 0.00 | 0.00 | 495.52K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 54.56K | SH | $7.52M 3.42% | 0.00 | 0.00 | 54.56K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 125.74K | SH | $6.81M 3.10% | 0.00 | 0.00 | 125.74K |
ISHARES TRSOLE | NEW YORK MUN ETF | 127.59K | SH | $6.81M 3.10% | 0.00 | 0.00 | 127.59K |
PIMCO ETF TRSOLE | INV GRD CRP BD | 66.41K | SH | $6.56M 2.99% | 0.00 | 0.00 | 66.41K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 203.25K | SH | $5.11M 2.32% | 0.00 | 0.00 | 203.25K |
SCHWAB STRATEGIC TRSOLE | MUN BD ETF | 149.70K | SH | $3.83M 1.74% | 0.00 | 0.00 | 149.70K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 109.91K | SH | $3.67M 1.67% | 0.00 | 0.00 | 109.91K |
ALPHABET INCSOLE | CAP STK CL A | 12.94K | SH | $3.15M 1.43% | 0.00 | 0.00 | 12.94K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.93K | SH | $3.02M 1.37% | 0.00 | 0.00 | 4.93K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 64.31K | SH | $2.86M 1.30% | 0.00 | 0.00 | 64.31K |
AMAZON COM INCSOLE | COM | 12.52K | SH | $2.75M 1.25% | 0.00 | 0.00 | 12.52K |
ALPHABET INCSOLE | CAP STK CL C | 10.35K | SH | $2.52M 1.15% | 0.00 | 0.00 | 10.35K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 33.84K | SH | $2.42M 1.10% | 0.00 | 0.00 | 33.84K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 86.93K | SH | $2.37M 1.08% | 0.00 | 0.00 | 86.93K |
ISHARES TRSOLE | GNMA BOND ETF | 53.47K | SH | $2.37M 1.08% | 0.00 | 0.00 | 53.47K |
APPLE INCSOLE | COM | 8.54K | SH | $2.18M 0.99% | 0.00 | 0.00 | 8.54K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 69.20K | SH | $2.01M 0.92% | 0.00 | 0.00 | 69.20K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.84K | SH | $1.92M 0.87% | 0.00 | 0.00 | 5.84K |
ISHARES GOLD TRSOLE | ISHARES NEW | 24.52K | SH | $1.78M 0.81% | 0.00 | 0.00 | 24.52K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 22.76K | SH | $1.74M 0.79% | 0.00 | 0.00 | 22.76K |
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