HolderBook

MYECFO, LLC

Reported holdings as of Q2 2026, from 15 quarterly filings.

CIK
1986457
Reported value
$265.0M
Positions
73
Top 10 weight
71.7%
Filed
2026-08-10
Days after quarter end
41

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
SCHWAB STRATEGIC TRSCHB$74.6M2,577,05528.17%+1.31pp15q+0.8%+$559.9K
VANGUARD TAX-MANAGED FDSVEA$33.7M472,29712.70%+0.50pp15q+3.8%+$1.2M
SCHWAB STRATEGIC TRSCHF$16.2M584,9256.11%+0.03pp15qHELD
ISHARES TRCMF$13.9M241,6095.26%-0.99pp15q-8.0%-$1.2M
SCHWAB STRATEGIC TRSCHZ$13.0M562,9204.91%-0.20pp15q+6.9%+$838.1K
VANGUARD INTL EQUITY INDEX FVWO$10.9M182,6204.11%+0.32pp15q+8.8%+$883.7K
PIMCO ETF TRCORP$8.6M88,5763.24%-0.11pp15q+7.0%+$563.2K
VANGUARD INTL EQUITY INDEX FVT$6.7M42,7402.53%-0.61pp15q-21.3%-$1.8M
SCHWAB STRATEGIC TRSCHR$6.2M253,2612.36%-0.12pp15q+6.6%+$384.3K
ISHARES TRNYF$6.1M112,7302.29%-0.36pp15q-5.7%-$366.6K
ALPHABET INCGOOGL$5.4M15,2362.06%+0.27pp15q+2.9%+$152.6K
SCHWAB STRATEGIC TRSCMB$4.3M167,2301.63%-0.25pp15q-5.1%-$231.1K
SCHWAB STRATEGIC TRSCHE$3.9M107,7611.47%-0.02pp15q-0.9%-$34.1K
ALPHABET INCGOOG$3.8M10,7701.44%+0.19pp15q+3.9%+$141.3K
VANGUARD INDEX FDSVOO$3.2M4,6351.20%+0.05pp15qHELD
VANGUARD INDEX FDSVTI$3.1M8,4101.17%+0.08pp15q+3.1%+$94.0K
AMAZON COM INCAMZN$2.9M12,3751.11%+0.04pp15qHELD
SCHWAB STRATEGIC TRSCHD$2.9M92,1551.10%-0.12pp15q-3.3%-$99.5K
ABRDN SILVER ETF TRUSTSIVR$2.9M51,4271.09%-0.45pp15qHELD
VANGUARD INTL EQUITY INDEX FVEU$2.7M32,4451.03%flat15qHELD
APPLE INCAAPL$2.7M9,3821.02%+0.12pp15q+10.4%+$256.1K
SCHWAB STRATEGIC TRSCHV$2.7M76,2901.00%+0.05pp11q+1.8%+$47.0K
WORLD GOLD TRGLDM$2.1M26,6510.80%-0.12pp12q+12.4%+$233.3K
ISHARES TRGNMA$2.0M45,3770.76%-0.17pp15q-9.1%-$201.2K
ISHARES TRIWD$2.0M8,2150.75%+0.02pp15qHELD
ISHARES GOLD TRIAU$1.4M19,0650.54%-0.16pp15qHELD
ARROWHEAD PHARMACEUTICALS INARWR$1.4M17,4970.54%+0.05pp10q-5.4%-$81.5K
STATE STR SPDR S&P 500 ETF TSPY$1.3M1,7640.50%+0.02pp15qHELD
SCHWAB STRATEGIC TRSCHA$1.3M34,9310.48%+0.06pp15q+2.2%+$27.1K
VANGUARD INDEX FDSVUG$1.2M13,8120.45%+0.04pp15q+523.8%+$999.1K
ISHARES TRMUB$1.2M10,9110.44%-0.04pp15qHELD
AFFIRM HLDGS INCAFRM$1.1M13,9210.43%+0.16pp12qHELD
BROADCOM INCAVGO$1.1M2,9900.43%+0.04pp3q+0.5%+$5.7K
VANGUARD WORLD FDVGT$906.4K7,5840.34%+0.07pp10q+708.5%+$794.3K
SCHWAB STRATEGIC TRSCHY$816.6K25,7360.31%-0.06pp15q-7.2%-$63.8K
BLACKROCK MUNIHLDNGS CALIMUC$812.6K73,8380.31%+0.03pp2q+15.1%+$106.4K
NVIDIA CORPORATIONNVDA$764.1K3,8190.29%flat10q-1.2%-$9.4K
VANGUARD INDEX FDSVNQ$742.2K7,6970.28%flat6q+3.6%+$26.0K
VANGUARD BD INDEX FDSBND$711.0K9,6850.27%-0.03pp13qHELD
ISHARES TRIGOV$683.0K16,6460.26%+0.05pp2q+34.8%+$176.3K
TESLA INCTSLA$676.7K1,6090.26%flat15qHELD
SCHWAB STRATEGIC TRSCHP$653.7K24,6680.25%-0.05pp15q-6.9%-$48.2K
NUVEEN AMT FREE QLTY MUN INCNEA$585.8K49,9000.22%-0.03pp15q-6.2%-$38.7K
VANGUARD SPECIALIZED FUNDSVIG$560.6K2,3690.21%+0.01pp12q+7.0%+$36.7K
COLUMBIA ETF TR IIXCEM$560.0K10,5900.21%+0.03pp3qHELD
VANGUARD CHARLOTTE FDSBNDX$542.1K11,1930.20%-0.20pp4q-45.0%-$444.2K
BERKSHIRE HATHAWAY INC DELBRKB$533.4K1,0660.20%-0.02pp14q-2.6%-$14.5K
INVESCO QQQ TRQQQ$524.3K7120.20%+0.03pp5qHELD
VANGUARD WORLD FDVSGX$521.2K6,3300.20%+0.01pp5qHELD
VANGUARD INDEX FDSVO$518.9K6,4400.20%flat10q+300.0%+$389.2K
ISHARES TRDSI$498.4K3,5000.19%+0.01pp13qHELD
ISHARES TRIAGG$484.7K9,5800.18%-newNEW
MICROSOFT CORPMSFT$484.6K1,2990.18%+0.02pp14q+28.0%+$105.9K
META PLATFORMS INCMETA$433.2K7690.16%-0.02pp13qHELD
BOX INCBOX$429.2K16,1720.16%-0.01pp15q-4.6%-$20.7K
SELECT SECTOR SPDR TRXLU$420.8K9,2800.16%-0.02pp12qHELD
ISHARES INCEWA$388.9K13,8100.15%-0.01pp2qHELD
ISHARES TRITOT$376.7K2,2930.14%+0.02pp2q+13.0%+$43.2K
VANGUARD NY TAX FREE FDSMUNY$370.2K3,5600.14%-newNEW
VANGUARD WORLD FDVPU$351.5K1,7960.13%-0.01pp9q+1.7%+$5.9K
ISHARES TRIVV$320.2K4280.12%flat10qHELD
SCHWAB STRATEGIC TRSCHO$293.6K12,1630.11%+0.02pp5q+29.2%+$66.4K
VANGUARD WORLD FDVDE$288.6K1,9220.11%-0.07pp15q-22.7%-$84.8K
ISHARES TRIWM$283.9K9450.11%+0.01pp4qHELD
SNOWFLAKE INCSNOW$236.6K9300.09%-newNEW
INTEL CORPINTC$235.3K1,6850.09%-newNEW
EXXON MOBIL CORPXOMXXXX$226.1K1,6540.09%-0.03pp2qHELD
SPDR INDEX SHS FDSDWX$217.4K4,7310.08%-0.01pp4q-0.6%-$1.2K
PROCTER & GAMBLE COPG$216.1K1,4730.08%-0.01pp10qHELD
SELECT SECTOR SPDR TRXLF$204.8K3,8200.08%-newNEW
ISHARES TRIXN$202.3K1,4000.08%-newNEW
OPENDOOR TECHNOLOGIES INCOPEN$71.6K15,5000.03%flat3q+33.0%+$17.8K
ATAIBECKLEY INCATAI$54.8K10,3890.02%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Software & IT Services 4.1%Capital Markets 2.4%Other sectors 5.7%Not classified 87.8%
 
SectorValueShare
Software & IT Services$10.8M4.1%
Capital Markets$6.4M2.4%
Other sectors$15.1M5.7%
Not classified$232.5M87.8%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$265.0M7372617071.7%41
Q1 2026$239.0M6652518371.9%8
Q4 2025$235.6M6462520371.7%12
Q3 2025$219.8M6152322372.4%10
Q2 2025$203.9M5931822272.8%11
Q1 2025$189.0M5822515172.2%8
Q4 2024$185.3M5712815171.9%14
Q3 2024$184.6M5722420072.2%7
Q2 2024$173.4M5511918272.8%9
Q1 2024$170.5M5662315171.9%18
Q4 2023$158.7M5142019172.9%16
Q3 2023$144.2M4852316272.8%26
Q2 2023$137.6M4532017474.3%60
Q1 2023$133.3M4651720274.4%131
Q4 2022$121.7M43000076.6%223

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.