MYECFO, LLC — 13F Holdings & Portfolio
CIK 1986457 · latest 13F-HR filed 2026-04-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$239.0M
Long-equity book
Holdings
66
Distinct positions
Period
2026-03-31
Filed 2026-04-08
Q/Q Activity
+5 / −3 / ↑17 / ↓19
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD TAX-MANAGED FDS$1.7M +6.2%
- VANGUARD INTL EQUITY INDEX F$1.1M +13.6%
- VANGUARD INDEX FDS$523.8K +25.0%
- PIMCO ETF TR$508.5K +6.8%
- SCHWAB STRATEGIC TR$477.2K +19.5%
Top Trims
- ALPHABET INC-$515.4K -10.8%
- ISHARES TR-$354.8K -5.3%
- AFFIRM HLDGS INC-$350.1K -35.4%
- AMAZON COM INC-$313.4K -10.9%
- VANGUARD INDEX FDS-$302.8K -9.9%
New Positions
- BLACKROCK MUNIHLDNGS CALI QL$667.4K
- ISHARES TR$507.1K
- ISHARES INC$383.4K
- ISHARES TR$289.1K
- EXXON MOBIL CORP$280.6K
Exited Positions
- BLACKROCK CALIF MUN INCOME T$479.0K
- ISHARES BITCOIN TRUST ETF$213.7K
- SELECT SECTOR SPDR TR$209.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $64.2M | 26.86% | 2,557,723 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $29.2M | 12.20% | 455,174 | SH |
| 3 | ISHARES TR | CMF | 464288356 | $14.9M | 6.25% | 262,542 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $14.5M | 6.09% | 587,857 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $12.2M | 5.12% | 526,687 | SH |
| 6 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $9.1M | 3.80% | 167,815 | SH |
| 7 | PIMCO ETF TR | CORP | 72201R817 | $8.0M | 3.35% | 82,766 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $7.5M | 3.14% | 54,335 | SH |
| 9 | ISHARES TR | NYF | 464288323 | $6.3M | 2.66% | 119,530 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $5.9M | 2.48% | 237,678 | SH |
| 11 | SCHWAB STRATEGIC TR | SCMB | 808524649 | $4.5M | 1.88% | 176,180 | SH |
| 12 | ALPHABET INC | GOOGL | 02079K305 | $4.3M | 1.79% | 14,809 | SH |
| 13 | ABRDN SILVER ETF TRUST | SIVR | 003264108 | $3.7M | 1.54% | 51,457 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $3.6M | 1.50% | 108,701 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $3.0M | 1.24% | 10,370 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $2.9M | 1.22% | 95,292 | SH |
| 17 | VANGUARD INDEX FDS | VOO | 922908363 | $2.8M | 1.16% | 4,620 | SH |
| 18 | VANGUARD INDEX FDS | VTI | 922908769 | $2.6M | 1.09% | 8,156 | SH |
| 19 | AMAZON COM INC | AMZN | 023135106 | $2.6M | 1.08% | 12,353 | SH |
| 20 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $2.4M | 1.02% | 32,495 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $2.3M | 0.96% | 74,940 | SH |
| 22 | ISHARES TR | GNMA | 46429B333 | $2.2M | 0.93% | 49,926 | SH |
| 23 | WORLD GOLD TR | GLDM | 98149E303 | $2.2M | 0.92% | 23,713 | SH |
| 24 | APPLE INC | AAPL | 037833100 | $2.2M | 0.91% | 8,497 | SH |
| 25 | ISHARES TR | IWD | 464287598 | $1.8M | 0.73% | 8,215 | SH |
| 26 | ISHARES GOLD TR | IAU | 464285204 | $1.7M | 0.70% | 19,065 | SH |
| 27 | ISHARES TR | MUB | 464288414 | $1.2M | 0.49% | 10,961 | SH |
| 28 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 04280A100 | $1.2M | 0.49% | 18,497 | SH |
| 29 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $1.1M | 0.48% | 1,764 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $994.0K | 0.42% | 34,181 | SH |
| 31 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $978.6K | 0.41% | 20,366 | SH |
| 32 | VANGUARD INDEX FDS | VUG | 922908736 | $967.1K | 0.40% | 2,214 | SH |
| 33 | BROADCOM INC | AVGO | 11135F101 | $920.8K | 0.39% | 2,975 | SH |
| 34 | SCHWAB STRATEGIC TR | SCHY | 808524672 | $878.4K | 0.37% | 27,746 | SH |
| 35 | VANGUARD BD INDEX FDS | BND | 921937835 | $713.2K | 0.30% | 9,685 | SH |
| 36 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $704.8K | 0.29% | 26,488 | SH |
| 37 | NVIDIA CORPORATION | NVDA | 67066G104 | $685.0K | 0.29% | 3,866 | SH |
| 38 | BLACKROCK MUNIHLDNGS CALI QL | MUC | 09254L107 | $667.4K | 0.28% | 64,170 | SH |
| 39 | VANGUARD INDEX FDS | VNQ | 922908553 | $658.8K | 0.28% | 7,427 | SH |
| 40 | VANGUARD WORLD FD | VGT | 92204A702 | $654.5K | 0.27% | 938 | SH |
| 41 | AFFIRM HLDGS INC | AFRM | 00827B106 | $637.9K | 0.27% | 13,921 | SH |
| 42 | TESLA INC | TSLA | 88160R101 | $607.1K | 0.25% | 1,605 | SH |
| 43 | NUVEEN AMT FREE QLTY MUN INC | NEA | 670657105 | $597.4K | 0.25% | 53,200 | SH |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $524.7K | 0.22% | 1,095 | SH |
| 45 | ISHARES TR | IGOV | 464288117 | $507.1K | 0.21% | 12,350 | SH |
| 46 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $476.1K | 0.20% | 2,214 | SH |
| 47 | VANGUARD INDEX FDS | VO | 922908629 | $462.4K | 0.19% | 1,610 | SH |
| 48 | VANGUARD WORLD FD | VSGX | 921910725 | $454.1K | 0.19% | 6,330 | SH |
| 49 | META PLATFORMS INC | META | 30303M102 | $450.3K | 0.19% | 769 | SH |
| 50 | COLUMBIA ETF TR II | XCEM | 19762B202 | $432.2K | 0.18% | 10,590 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $239.0M | 66 | 0001941040-26-000210 |
| 2025-12-31 | 2026-01-12 | $235.6M | 64 | 0001941040-26-000015 |