|
Entity | Shares/Amount Change | Position Value Change |
ARWR |
+18,497 | +$529 | PG |
+1,473 | +$239 | VO |
+950 | +$237 | VGT |
+444 | +$233 | NVDA |
+235 | +$212 | IVV |
+391 | +$205 |
Entity | Shares/Amount Change | Position Value Change |
EMXC |
-4,096 | -$227 |
Entity | Shares/Amount Change | Position Value Change |
SCHB |
+32,410 | +$5,848 | NYF |
+27,210 | +$1,456 | CMF |
+13,971 | +$668 | GNMA |
+7,529 | +$282 | CORP |
+6,573 | +$596 | SCHV |
+5,110 | +$394 | SIVR |
+5,069 | +$212 | GLDM |
+3,250 | +$173 | SCHR |
+2,558 | +$58 | AFRM |
+2,144 | -$25 |
Entity | Shares/Amount Change | Position Value Change |
BND |
-11,348 | -$839 | MUB |
-9,768 | -$1,087 | SCHO |
-8,594 | -$422 | BOX |
-6,428 | -$110 | SCMB |
-5,280 | -$322 | SCHE |
-3,645 | -$34 | SCHF |
-3,323 | +$596 | NKX |
-2,500 | +$19 | GOOG |
-2,198 | -$190 |
Size ($ in 1000's)
At 03/31/2024: $170,457 At 12/31/2023: $158,731
Myecfo LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Myecfo LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, we find all stocks held by Myecfo LLC to be as follows, presented in the
table below with each row detailing each Myecfo LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Myecfo LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Myecfo LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 |
|
|
$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 | VANGUARD WORLD FD (VGT) |
444 |
+444 |
$233 | VGT | 444 | +444 | $233 | SPDR SER TR (SHM) |
4,800 |
+500 |
$228 | SHM | 4,800 | +500 | $228 | SELECT SECTOR SPDR TR (XLF) |
5,055 |
-1,500 |
$213 | XLF | 5,055 | -1,500 | $213 | NVIDIA CORPORATION |
235 |
+235 |
$212 | NVDA | 235 | +235 | $212 | INVESCO EXCH TRADED FD TR II (PWZ) |
8,400 |
UNCH |
$209 | PWZ | 8,400 | UNCH | $209 | ISHARES TR (IVV) |
391 |
+391 |
$205 | IVV | 391 | +391 | $205 | ISHARES INC |
0 |
-4,096 |
$0 (exited) | EMXC | 0 | -4,096 | $0 |
See Summary: Myecfo LLC Top Holdings
See Details: Top 10 Stocks Held By Myecfo LLC
|
|