MYECFO, LLC
CIK: 0001986457SEC EDGAR →
Portfolio Value
$235.6M
Holdings
64
As of
Q4 2025
New Positions
5
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 2,481,049 | $65.1M | 27.62% |
| 2 | VANGUARD TAX-MANAGED FDS | 439,520 | $27.5M | 11.65% |
| 3 | ISHARES TR | 251,202 | $14.4M | 6.13% |
| 4 | SCHWAB STRATEGIC TR | 598,757 | $14.4M | 6.11% |
| 5 | SCHWAB STRATEGIC TR | 513,371 | $12.0M | 5.09% |
| 6 | VANGUARD INTL EQUITY INDEX F | 148,452 | $8.0M | 3.39% |
| 7 | VANGUARD INTL EQUITY INDEX F | 55,292 | $7.8M | 3.31% |
| 8 | PIMCO ETF TR | 76,271 | $7.5M | 3.18% |
| 9 | ISHARES TR | 125,290 | $6.7M | 2.85% |
| 10 | SCHWAB STRATEGIC TR | 222,365 | $5.6M | 2.37% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $199.1M | 84.5% |
| Technology | 8 | $11.7M | 5.0% |
| Unknown | 6 | $11.1M | 4.7% |
| Communication Services | 3 | $8.6M | 3.6% |
| Consumer Cyclical | 2 | $3.6M | 1.5% |
| Healthcare | 1 | $1.2M | 0.5% |
| Consumer Defensive | 1 | $211K | 0.1% |
| Real Estate | 1 | $67K | 0.0% |