Investor
MYECFO, LLC
CIK 0001986457 · filed 2026-04-08 · SEC filing
13F book
$239M
Positions
66
5 new · 3 sold
Largest name
26.9%
Schwab Strategic Tr
Est. mark
−$3.7M
Price effect on 61 names still held. Flow $7.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 2.56M | $64.2M | 26.9% | −$2.81M | Added−$886.7K |
| Vanguard Tax-Managed Fds | — | 455.2K | $29.2M | 12.2% | $707.7K | Added$1.71M |
| Ishares Tr | — | 262.5K | $14.9M | 6.2% | −$157.5K | Added$487.3K |
| Schwab Strategic Tr | — | 587.9K | $14.5M | 6.1% | $417.4K | Cut$155.3K |
| Schwab Us Aggregate Bond | — | 526.7K | $12.2M | 5.1% | −$77.8K | Added$231.4K |
| Vanguard Intl Equity Index F | — | 167.8K | $9.07M | 3.8% | $37.7K | Added$1.08M |
| Pimco Etf Tr | — | 82.8K | $8.01M | 3.4% | −$120.2K | Added$508.5K |
| Vanguard Intl Equity Index F | — | 54.3K | $7.52M | 3.1% | −$148.9K | Cut−$283.9K |
| Ishares Tr | — | 119.5K | $6.35M | 2.7% | −$46.6K | Cut−$354.8K |
| Schwab Strategic Tr | — | 237.7K | $5.92M | 2.5% | −$37.8K | Added$343.7K |
| Schwab Strategic Tr | — | 176.2K | $4.49M | 1.9% | −$50.6K | Added$44.7K |
| Alphabet Inc | — | 14.8K | $4.27M | 1.8% | −$366.7K | Cut−$515.4K |
| Abrdn Silver Etf Trust | SIVR | 51.5K | $3.68M | 1.5% | $214.2K | Cut−$99.4K |
| Schwab Strategic Tr | — | 108.7K | $3.58M | 1.5% | $21.7K | Cut−$17.6K |
| Alphabet Inc | — | 10.4K | $2.97M | 1.2% | −$279.4K | Cut−$296K |
| Schwab Strategic Tr | — | 95.3K | $2.92M | 1.2% | $289.9K | Added$477.2K |
| Vanguard Index Fds | — | 4.62K | $2.76M | 1.2% | −$136.7K | Cut−$302.8K |
| Vanguard Index Fds | — | 8.16K | $2.62M | 1.1% | −$90.2K | Added$523.8K |
| Amazon Com Inc | AMZN | 12.4K | $2.57M | 1.1% | −$278.6K | Cut−$313.4K |
| Vanguard Intl Equity Index F | — | 32.5K | $2.44M | 1.0% | $50K | Cut$25K |
| Schwab Strategic Tr | — | 74.9K | $2.29M | 1.0% | $64.9K | Added$125.9K |
| Ishares Tr | — | 49.9K | $2.21M | 0.9% | −$9.65K | Added$166.8K |
| World Gold Tr | — | 23.7K | $2.2M | 0.9% | $163.4K | Added$292.2K |
| Apple Inc. | AAPL | 8.5K | $2.17M | 0.9% | −$137.3K | Added−$60K |
| Ishares Tr | — | 8.21K | $1.76M | 0.7% | $27.4K | Cut$6.32K |
| Ishares Gold Tr | — | 19.1K | $1.68M | 0.7% | $133.3K | Cut$117K |
| Ishares Tr | — | 11K | $1.16M | 0.5% | −$10.5K | Cut−$116.8K |
| Arrowhead Pharmaceuticals In | — | 18.5K | $1.16M | 0.5% | −$68.3K | Held |
| Spdr S&P 500 Etf Tr | — | 1.76K | $1.15M | 0.5% | −$55.7K | Cut−$88.4K |
| Schwab Strategic Tr | — | 34.2K | $994K | 0.4% | $20K | Added$46.1K |
| Vanguard Charlotte Fds | — | 20.4K | $978.6K | 0.4% | −$5.48K | Added−$2.12K |
| Vanguard Growth Etf | — | 2.21K | $967.1K | 0.4% | −$113.1K | Held |
| Broadcom Inc. | AVGO | 2.98K | $920.8K | 0.4% | −$105.7K | Added−$79.4K |
| Schwab Strategic Tr | — | 27.7K | $878.4K | 0.4% | $47.2K | Added$113.7K |
| Vanguard Bd Index Fds | — | 9.69K | $713.2K | 0.3% | −$4.16K | Cut−$7.72K |
| Schwab Us Tips Etf | — | 26.5K | $704.8K | 0.3% | $3.06K | Added$29.7K |
| Nvidia Corp | NVDA | 3.87K | $685K | 0.3% | −$36K | Cut−$38.6K |
| Blackrock Munihldngs Cali Ql | — | 64.2K | $667.4K | 0.3% | — | New |
| Vanguard Index Fds | — | 7.43K | $658.8K | 0.3% | $1.56K | Held |
| Vanguard World Fd | — | 938 | $654.5K | 0.3% | −$52.6K | Cut−$71.4K |
| Affirm Hldgs Inc | — | 13.9K | $637.9K | 0.3% | −$379.8K | Added−$350.1K |
| Tesla, Inc. | TSLA | 1.6K | $607.1K | 0.3% | −$114.7K | Cut−$119.2K |
| Nuveen Amt Free Qlty Mun Inc | — | 53.2K | $597.4K | 0.3% | −$21.3K | Held |
| Berkshire Hathaway Inc Del | — | 1.09K | $524.7K | 0.2% | −$25.7K | Held |
| Ishares Tr | — | 12.3K | $507.1K | 0.2% | — | New |
| Vanguard Specialized Funds | — | 2.21K | $476.1K | 0.2% | −$10.4K | Cut−$14.4K |
| Vanguard Index Fds | — | 1.61K | $462.4K | 0.2% | −$4.65K | Added$18.3K |
| Vanguard World Fd | — | 6.33K | $454.1K | 0.2% | $696 | Held |
| Meta Platforms, Inc. | META | 769 | $450.3K | 0.2% | −$57.3K | Added−$56.7K |
| Columbia Etf Tr Ii | — | 10.6K | $432.2K | 0.2% | $21.7K | Added$93.1K |
| Vanguard World Fd | — | 2.49K | $430.4K | 0.2% | $117.2K | Held |
| Select Sector Spdr Tr | — | 9.28K | $425.9K | 0.2% | $29.7K | Held |
| Ishares Tr | — | 3.5K | $424.2K | 0.2% | −$26.2K | Added−$17.7K |
| Invesco Qqq Tr | — | 712 | $411K | 0.2% | −$26.4K | Added−$25.2K |
| Box Inc | — | 17K | $400.8K | 0.2% | −$106.3K | Cut−$177.4K |
| Microsoft Corp | MSFT | 1.01K | $386.5K | 0.2% | −$100.9K | Added−$88K |
| Ishares Inc | — | 13.8K | $383.4K | 0.2% | — | New |
| Vanguard World Fd | — | 1.77K | $349.9K | 0.1% | $23.1K | Held |
| Ishares Tr | — | 2.03K | $289.1K | 0.1% | — | New |
| Exxon Mobil Corp | — | 1.65K | $280.6K | 0.1% | — | New |
| Ishares Tr | — | 428 | $279.3K | 0.1% | −$13.6K | Held |
| Ishares Tr | — | 945 | $234.4K | 0.1% | $1.6K | Added$20.4K |
| Schwab Strategic Tr | — | 9.41K | $228.4K | 0.1% | −$874 | Added$14.9K |
| Spdr Index Shs Fds | — | 4.76K | $217K | 0.1% | $7.94K | Held |
| Procter And Gamble Co | PG | 1.47K | $212.8K | 0.1% | $1.66K | Held |
| Opendoor Technologies Inc | — | 11.7K | $54.5K | 0.0% | −$13.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.