Myecfo, LLC Portfolio Holdings

Myecfo, LLC

$185 Billion
Q3 2024

Myecfo, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $185 Billion distributed in 57 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 $49.3B, Vanguard Ftse Developed Market with a value of $19.2B, Schwab Strategic Tr Intl Eqty with a value of $13.7B, Ishares California Muni Bond E with a value of $12.2B, and Schwab Us Aggregate Bond ETF with a value of $11.1B.

Examining the 13F form we can see an increase of $11.2B in the current position value, from $173B to 185B.

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 $185 Billion

ETFs: $165 Billion

Technology: $5.6 Billion

Communication Services: $4.03 Billion

Financial Services: $3.38 Billion

Consumer Cyclical: $2.72 Billion

Healthcare: $358 Million

Consumer Defensive: $255 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$49.3 Billion 26.71% of portfolio	740,974	Q3 2024 Reduced 1.9%
VEA Vanguard Ftse Developed Market ETFs	$0	$19.2 Billion 10.4% of portfolio	363,307	Q3 2024 Added 1.86%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$13.7 Billion 7.44% of portfolio	334,050	Q3 2024 Reduced 1.55%
CMF Ishares California Muni Bond E ETFs	$0	$12.2 Billion 6.6% of portfolio	209,228	Q3 2024 Added 0.62%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$11.1 Billion 6.03% of portfolio	234,106	Q3 2024 Added 2.5%
NYF Ishares New York Muni Bond ETF ETFs	$0	$7.39 Billion 4.01% of portfolio	136,080	Q3 2024 Added 4.4%
VT Vanguard Total World Stk Index ETFs	$0	$6.56 Billion 3.56% of portfolio	54,840	Q3 2024 Reduced 0.53%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$4.72 Billion 2.56% of portfolio	98,604	Q3 2024 Reduced 0.93%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$4.72 Billion 2.55% of portfolio	93,200	Q3 2024 Added 2.46%
CORP Pimco Investment Grade Corp Bd ETFs	$0	$4.3 Billion 2.33% of portfolio	43,106	Q3 2024 Added 7.72%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$3.37 Billion 1.83% of portfolio	115,661	Q3 2024 Reduced 2.8%
GNMA Ishares Gnma Bond ETF ETFs	$0	$2.56 Billion 1.39% of portfolio	57,090	Q3 2024 Added 0.08%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.34 Billion 1.27% of portfolio	4,437	Q3 2024 Reduced 5.43%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$2.21 Billion 1.2% of portfolio	35,113	Q3 2024 Reduced 0.43%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$2.21 Billion 1.2% of portfolio	26,193	Q3 2024 Added 5.76%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.94 Billion 1.05% of portfolio	6,841	Q3 2024 Added 65.96%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.9 Billion 1.03% of portfolio	17,453	Q3 2024 Reduced 10.88%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$1.83 Billion 0.99% of portfolio	9,618	Q3 2024 Added 0.06%
SIVR Abrdn Silver ETF Trust ETFs	$1.38B	$1.69 Billion 0.92% of portfolio	56,961	Q3 2024 Added 0.96%
IAU Ishares Gold Trust ETFs	$42B	$1.29 Billion 0.7% of portfolio	25,950	Q3 2024 Added 0.39%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.06 Billion 0.57% of portfolio	1,844	Q3 2024 Added 3.31%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$985 Million 0.53% of portfolio	18,370	Q3 2024 Added 3.49%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$968 Million 0.52% of portfolio	12,033	Q3 2024 Added 38.26%
VUG Vanguard Growth ETF ETFs	$0	$885 Million 0.48% of portfolio	2,306	Q3 2024 Added 3.13%
GLDM World Gold Trust ETFs	$7.63B	$793 Million 0.43% of portfolio	15,205	Q3 2024 Added 18.1%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$799 Million 0.43% of portfolio	15,481	Q3 2024 Added 30.41%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$714 Million 0.39% of portfolio	9,504	Q3 2024 Reduced 1.35%
SCHY Schwab Strategic Tr Intl Divid ETFs	$0	$541 Million 0.29% of portfolio	20,672	Q3 2024 Added 13.51%
XLU Utilities Sector Spdr ETFs	$0	$534 Million 0.29% of portfolio	6,610	Q2 2024 Reduced 3.5%
VIG Vanguard Dividend Appreciation ETFs	$0	$497 Million 0.27% of portfolio	2,509	Q3 2024 Reduced 0.79%
VPU Vanguard Utilities ETF ETFs	$0	$385 Million 0.21% of portfolio	2,212	Q3 2024 Added 58.91%
VNQ Vanguard Specialized Funds Van ETFs	$0	$374 Million 0.2% of portfolio	3,837	Q3 2024 New
DSI Ishares Msci Kld 400 Social Et ETFs	$0	$344 Million 0.19% of portfolio	3,160	Q3 2024 Reduced 5.33%
VDE Vanguard Energy ETF ETFs	$0	$308 Million 0.17% of portfolio	2,517	Q3 2024 Added 0.4%
VO Vanguard Mid Cap ETF ETFs	$0	$298 Million 0.16% of portfolio	1,130	Q3 2024 Reduced 13.74%
VGT Vanguard Information Technolog ETFs	$0	$269 Million 0.15% of portfolio	459	Q3 2024 Added 3.38%
IVV Ishares Core S&P 500 ETF ETFs	$0	$240 Million 0.13% of portfolio	416	Q3 2024 Added 6.39%
XLF Financial Sector Spdr ETFs	$0	$220 Million 0.12% of portfolio	4,855	Q3 2024 Reduced 3.96%
PWZ Invesco California Amt Free Mu ETFs	$0	$211 Million 0.11% of portfolio	8,400	Q4 2023 New

Summary

Portfolio
No. of Stocks 57
Current Value $185 Billion
Prior Value $173 Billion
Filing
Period Q3 2024
Filing Date October 07, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 2 stocks
Additional Purchases 29 stocks
Sold out of 0 stocks
Reduced holdings in 21 stocks

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