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Size ($ in 1000's)
At 03/31/2024: $170,457
At 12/31/2023: $158,731
Myecfo LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Myecfo LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Myecfo LLC top holdings by largest position size, as per the latest 13f filing made by Myecfo LLC.
In the Myecfo LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Myecfo LLC in that top holding, then the share count change between reporting periods, and finally the Myecfo LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
753,025 |
+32,410 |
$45,972 | | SCHB | 753,025 | +32,410 | $45,972 | | VANGUARD TAX MANAGED FDS (VEA) |
358,114 |
+1,908 |
$17,967 | | VEA | 358,114 | +1,908 | $17,967 | | SCHWAB STRATEGIC TR |
349,028 |
-3,323 |
$13,619 | | SCHF | 349,028 | -3,323 | $13,619 | | ISHARES TR (CMF) |
206,092 |
+13,971 |
$11,847 | | CMF | 206,092 | +13,971 | $11,847 | | SCHWAB STRATEGIC TR |
222,893 |
+1,473 |
$10,253 | | SCHZ | 222,893 | +1,473 | $10,253 | | VANGUARD INTL EQUITY INDEX F (VT) |
55,272 |
-170 |
$6,108 | | VT | 55,272 | -170 | $6,108 | | SCHWAB STRATEGIC TR |
95,089 |
+2,558 |
$4,659 | | SCHR | 95,089 | +2,558 | $4,659 | | SCHWAB STRATEGIC TR |
86,500 |
-5,280 |
$4,502 | | SCMB | 86,500 | -5,280 | $4,502 | | VANGUARD INTL EQUITY INDEX F (VWO) |
98,318 |
+1,385 |
$4,107 | | VWO | 98,318 | +1,385 | $4,107 | | ISHARES TR (MUB) |
34,803 |
-9,768 |
$3,745 | | MUB | 34,803 | -9,768 | $3,745 | | PIMCO ETF TR (CORP) |
36,279 |
+6,573 |
$3,485 | | CORP | 36,279 | +6,573 | $3,485 | | ISHARES TR (NYF) |
58,272 |
+27,210 |
$3,136 | | NYF | 58,272 | +27,210 | $3,136 | | SCHWAB STRATEGIC TR |
123,976 |
-3,645 |
$3,130 | | SCHE | 123,976 | -3,645 | $3,130 | | APPLE INC |
15,356 |
+376 |
$2,633 | | AAPL | 15,356 | +376 | $2,633 | | ISHARES TR (GNMA) |
57,164 |
+7,529 |
$2,480 | | GNMA | 57,164 | +7,529 | $2,480 | | AMAZON COM INC |
12,348 |
+451 |
$2,227 | | AMZN | 12,348 | +451 | $2,227 | | VANGUARD INDEX FDS (VOO) |
4,604 |
-13 |
$2,213 | | VOO | 4,604 | -13 | $2,213 | | VANGUARD INTL EQUITY INDEX F (VEU) |
36,583 |
-1,818 |
$2,146 | | VEU | 36,583 | -1,818 | $2,146 | | SCHWAB STRATEGIC TR |
23,462 |
-582 |
$1,892 | | SCHD | 23,462 | -582 | $1,892 | | ALPHABET INC |
12,444 |
+820 |
$1,878 | | GOOGL | 12,444 | +820 | $1,878 | | ISHARES TR (IWD) |
9,752 |
-965 |
$1,747 | | IWD | 9,752 | -965 | $1,747 | | ALPHABET INC |
10,545 |
-2,198 |
$1,606 | | GOOG | 10,545 | -2,198 | $1,606 | | ABRDN SILVER ETF TRUST (SIVR) |
58,254 |
+5,069 |
$1,423 | | SIVR | 58,254 | +5,069 | $1,423 | | EATON VANCE CALIF MUN BD FD |
126,810 |
-400 |
$1,198 | | EVM | 126,810 | -400 | $1,198 | | ISHARES GOLD TR (IAU) |
26,785 |
+130 |
$1,125 | | IAU | 26,785 | +130 | $1,125 | | VANGUARD INDEX FDS (VTI) |
4,044 |
UNCH |
$1,051 | | VTI | 4,044 | UNCH | $1,051 | | SCHWAB STRATEGIC TR |
20,006 |
-8,594 |
$964 | | SCHO | 20,006 | -8,594 | $964 | | SCHWAB STRATEGIC TR |
18,211 |
-820 |
$950 | | SCHP | 18,211 | -820 | $950 | | NUVEEN CALIFORNIA AMT QLT MU |
77,600 |
-2,500 |
$943 | | NKX | 77,600 | -2,500 | $943 | | SPDR S&P 500 ETF TR (SPY) |
1,741 |
UNCH |
$911 | | SPY | 1,741 | UNCH | $911 | | VANGUARD INDEX FDS (VUG) |
2,236 |
UNCH |
$770 | | VUG | 2,236 | UNCH | $770 | | NUVEEN AMT FREE QLTY MUN INC |
56,500 |
UNCH |
$625 | | NEA | 56,500 | UNCH | $625 | | SCHWAB STRATEGIC TR |
8,203 |
+5,110 |
$623 | | SCHV | 8,203 | +5,110 | $623 | | BOX INC |
20,423 |
-6,428 |
$578 | | BOX | 20,423 | -6,428 | $578 | | WORLD GOLD TR |
12,925 |
+3,250 |
$569 | | GLDM | 12,925 | +3,250 | $569 | | ARROWHEAD PHARMACEUTICALS IN |
18,497 |
+18,497 |
$529 | | ARWR | 18,497 | +18,497 | $529 |  BERKSHIRE HATHAWAY INC DEL |
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$487 | | BRK.B | 1,157 | UNCH | $487 | | SCHWAB STRATEGIC TR |
9,871 |
+2,030 |
$486 | | SCHA | 9,871 | +2,030 | $486 | | META PLATFORMS INC |
993 |
+184 |
$482 | | META | 993 | +184 | $482 | | TESLA INC |
2,706 |
+1,061 |
$476 | | TSLA | 2,706 | +1,061 | $476 | | SELECT SECTOR SPDR TR (XLU) |
6,850 |
+200 |
$450 | | XLU | 6,850 | +200 | $450 | | SCHWAB STRATEGIC TR |
18,252 |
-222 |
$443 | | SCHY | 18,252 | -222 | $443 | | AFFIRM HLDGS INC |
10,995 |
+2,144 |
$410 | | AFRM | 10,995 | +2,144 | $410 | | VANGUARD SPECIALIZED FUNDS (VIG) |
2,234 |
-1 |
$408 | | VIG | 2,234 | -1 | $408 | | MICROSOFT CORP |
933 |
+52 |
$393 | | MSFT | 933 | +52 | $393 | | VANGUARD BD INDEX FDS (BND) |
5,314 |
-11,348 |
$386 | | BND | 5,314 | -11,348 | $386 | | VANGUARD WORLD FD (VDE) |
2,507 |
+620 |
$330 | | VDE | 2,507 | +620 | $330 | | ISHARES TR (DSI) |
3,160 |
UNCH |
$319 | | DSI | 3,160 | UNCH | $319 | | PROCTER AND GAMBLE CO |
1,473 |
+1,473 |
$239 | | PG | 1,473 | +1,473 | $239 | | VANGUARD INDEX FDS (VO) |
950 |
+950 |
$237 | | VO | 950 | +950 | $237 |
See Full List: All Stocks Held By Myecfo LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Myecfo LLC
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