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 Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BOX Box Inc Technology	$4.56B	$599 Million 0.32% of portfolio	18,299	Q3 2024 Reduced 16.51%
ARWR Arrowhead Pharmaceuticals, Inc. Healthcare	$2.06B	$358 Million 0.19% of portfolio	18,497	Q1 2024 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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Myecfo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Myecfo, LLC with notifications on news.

Account