Filed: 4/8/2026ACC: 0001941040-26-000210
๐ What this filing means
MYECFO, LLC filed this quarterly 13FโHR report disclosing 66 equity positions with a total reported market value of $239.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$239.00M
Total AUM (reported)
6.17M
Total Shares
Allocation by class
US BRD MKT ETF$64.19M26.9%
VAN FTSE DEV MKT$29.17M12.2%
CALIF MUN BD ETF$14.93M6.2%
INTL EQTY ETF$14.55M6.1%
US AGGREGATE B$12.23M5.1%
COM$10.31M4.3%
FTSE EMR MKT ETF$9.07M3.8%
Portfolio Concentration
Top 3$108.29M45.3%
4โ10$63.65M26.6%
11โ25$42.93M18.0%
Rest$24.13M10.1%
Top 3 weight
45.3%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 6.17M
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
6.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings66
Rows:
SCHWAB STRATEGIC TR
SOLEShares2.56M
TypeSH
Market value$64.19M
26.86%
Sole
0.00
Shared
0.00
None
2.56M
VANGUARD TAX-MANAGED FDS
SOLEShares455.17K
TypeSH
Market value$29.17M
12.20%
Sole
0.00
Shared
0.00
None
455.17K
ISHARES TR
SOLEShares262.54K
TypeSH
Market value$14.93M
6.25%
Sole
0.00
Shared
0.00
None
262.54K
SCHWAB STRATEGIC TR
SOLEShares587.86K
TypeSH
Market value$14.55M
6.09%
Sole
0.00
Shared
0.00
None
587.86K
SCHWAB STRATEGIC TR
SOLEShares526.69K
TypeSH
Market value$12.23M
5.12%
Sole
0.00
Shared
0.00
None
526.69K
VANGUARD INTL EQUITY INDEX F
SOLEShares167.81K
TypeSH
Market value$9.07M
3.80%
Sole
0.00
Shared
0.00
None
167.81K
PIMCO ETF TR
SOLEShares82.77K
TypeSH
Market value$8.01M
3.35%
Sole
0.00
Shared
0.00
None
82.77K
VANGUARD INTL EQUITY INDEX F
SOLEShares54.34K
TypeSH
Market value$7.52M
3.14%
Sole
0.00
Shared
0.00
None
54.34K
ISHARES TR
SOLEShares119.53K
TypeSH
Market value$6.35M
2.66%
Sole
0.00
Shared
0.00
None
119.53K
SCHWAB STRATEGIC TR
SOLEShares237.68K
TypeSH
Market value$5.92M
2.48%
Sole
0.00
Shared
0.00
None
237.68K
SCHWAB STRATEGIC TR
SOLEShares176.18K
TypeSH
Market value$4.49M
1.88%
Sole
0.00
Shared
0.00
None
176.18K
ALPHABET INC
SOLEShares14.81K
TypeSH
Market value$4.27M
1.79%
Sole
0.00
Shared
0.00
None
14.81K
ABRDN SILVER ETF TRUST
SOLEShares51.46K
TypeSH
Market value$3.68M
1.54%
Sole
0.00
Shared
0.00
None
51.46K
SCHWAB STRATEGIC TR
SOLEShares108.70K
TypeSH
Market value$3.58M
1.50%
Sole
0.00
Shared
0.00
None
108.70K
ALPHABET INC
SOLEShares10.37K
TypeSH
Market value$2.97M
1.24%
Sole
0.00
Shared
0.00
None
10.37K
SCHWAB STRATEGIC TR
SOLEShares95.29K
TypeSH
Market value$2.92M
1.22%
Sole
0.00
Shared
0.00
None
95.29K
VANGUARD INDEX FDS
SOLEShares4.62K
TypeSH
Market value$2.76M
1.16%
Sole
0.00
Shared
0.00
None
4.62K
VANGUARD INDEX FDS
SOLEShares8.16K
TypeSH
Market value$2.62M
1.09%
Sole
0.00
Shared
0.00
None
8.16K
AMAZON COM INC
SOLEShares12.35K
TypeSH
Market value$2.57M
1.08%
Sole
0.00
Shared
0.00
None
12.35K
VANGUARD INTL EQUITY INDEX F
SOLEShares32.49K
TypeSH
Market value$2.44M
1.02%
Sole
0.00
Shared
0.00
None
32.49K
SCHWAB STRATEGIC TR
SOLEShares74.94K
TypeSH
Market value$2.29M
0.96%
Sole
0.00
Shared
0.00
None
74.94K
ISHARES TR
SOLEShares49.93K
TypeSH
Market value$2.21M
0.93%
Sole
0.00
Shared
0.00
None
49.93K
WORLD GOLD TR
SOLEShares23.71K
TypeSH
Market value$2.20M
0.92%
Sole
0.00
Shared
0.00
None
23.71K
APPLE INC
SOLEShares8.50K
TypeSH
Market value$2.17M
0.91%
Sole
0.00
Shared
0.00
None
8.50K
ISHARES TR
SOLEShares8.21K
TypeSH
Market value$1.76M
0.73%
Sole
0.00
Shared
0.00
None
8.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 2.56M | SH | $64.19M 26.86% | 0.00 | 0.00 | 2.56M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 455.17K | SH | $29.17M 12.20% | 0.00 | 0.00 | 455.17K |
ISHARES TRSOLE | CALIF MUN BD ETF | 262.54K | SH | $14.93M 6.25% | 0.00 | 0.00 | 262.54K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 587.86K | SH | $14.55M 6.09% | 0.00 | 0.00 | 587.86K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 526.69K | SH | $12.23M 5.12% | 0.00 | 0.00 | 526.69K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 167.81K | SH | $9.07M 3.80% | 0.00 | 0.00 | 167.81K |
PIMCO ETF TRSOLE | INV GRD CRP BD | 82.77K | SH | $8.01M 3.35% | 0.00 | 0.00 | 82.77K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 54.34K | SH | $7.52M 3.14% | 0.00 | 0.00 | 54.34K |
ISHARES TRSOLE | NEW YORK MUN ETF | 119.53K | SH | $6.35M 2.66% | 0.00 | 0.00 | 119.53K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 237.68K | SH | $5.92M 2.48% | 0.00 | 0.00 | 237.68K |
SCHWAB STRATEGIC TRSOLE | MUN BD ETF | 176.18K | SH | $4.49M 1.88% | 0.00 | 0.00 | 176.18K |
ALPHABET INCSOLE | CAP STK CL A | 14.81K | SH | $4.27M 1.79% | 0.00 | 0.00 | 14.81K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 51.46K | SH | $3.68M 1.54% | 0.00 | 0.00 | 51.46K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 108.70K | SH | $3.58M 1.50% | 0.00 | 0.00 | 108.70K |
ALPHABET INCSOLE | CAP STK CL C | 10.37K | SH | $2.97M 1.24% | 0.00 | 0.00 | 10.37K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 95.29K | SH | $2.92M 1.22% | 0.00 | 0.00 | 95.29K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.62K | SH | $2.76M 1.16% | 0.00 | 0.00 | 4.62K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 8.16K | SH | $2.62M 1.09% | 0.00 | 0.00 | 8.16K |
AMAZON COM INCSOLE | COM | 12.35K | SH | $2.57M 1.08% | 0.00 | 0.00 | 12.35K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 32.49K | SH | $2.44M 1.02% | 0.00 | 0.00 | 32.49K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 74.94K | SH | $2.29M 0.96% | 0.00 | 0.00 | 74.94K |
ISHARES TRSOLE | GNMA BOND ETF | 49.93K | SH | $2.21M 0.93% | 0.00 | 0.00 | 49.93K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 23.71K | SH | $2.20M 0.92% | 0.00 | 0.00 | 23.71K |
APPLE INCSOLE | COM | 8.50K | SH | $2.17M 0.91% | 0.00 | 0.00 | 8.50K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 8.21K | SH | $1.76M 0.73% | 0.00 | 0.00 | 8.21K |
Page 1 of 3