Myecfo, LLC Portfolio Holdings

Myecfo, LLC

  • $189 Billion
  • Q1 2025

Myecfo, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $189 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $51B, Vanguard Ftse Developed Market with a value of $20.4B, Ishares California Muni Bond E with a value of $12.9B, Schwab Strategic Tr Intl Eqty with a value of $12.7B, and Schwab Us Aggregate Bond ETF with a value of $11.2B.

Examining the 13F form we can see an increase of $3.7B in the current position value, from $185B to 189B.

Myecfo, LLC is based out at La Jolla, CA

Below you can find more details about Myecfo, LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Billion
ETFs: $170 Billion
Technology: $5.45 Billion
Communication Services: $3.98 Billion
Financial Services: $3.25 Billion
Consumer Cyclical: $2.8 Billion
Consumer Defensive: $251 Million
Healthcare: $236 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.8T
$315 Million 0.17% of portfolio
838
Q1 2025 Reduced 8.32%
$79.5B
$259 Million 0.14% of portfolio
1,174
Q3 2024 New
$0
$240 Million 0.13% of portfolio
428
Q4 2024 Added 2.88%
$404B
$251 Million 0.13% of portfolio
1,473
Q1 2024 New
$0
$247 Million 0.13% of portfolio
4,955
Q4 2024 Added 2.06%
$1.46B
$236 Million 0.12% of portfolio
18,497
Q1 2024 New
$0
$200 Million 0.11% of portfolio
8,400
Q4 2023 New
$0
$114 Million 0.06% of portfolio
10,700
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $189 Billion
  • Prior Value $185 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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