MYECFO, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, MYECFO, LLC held in its portfolio 64 assets valued at $235,594,629 (i.e. $235.60M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($65.08M), VANGUARD TAX-MANAGED FDS ($27.46M), and ISHARES TR ($14.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 64 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MYECFO, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 2481049 | 65080536 | US BRD MKT ETF |
| VANGUARD TAX-MANAGED FDS | 439520 | 27456798 | VAN FTSE DEV MKT |
| ISHARES TR | 251202 | 14440860 | CALIF MUN BD ETF |
| SCHWAB STRATEGIC TR | 598757 | 14394114 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 513371 | 11998232 | US AGGREGATE B |
| VANGUARD INTL EQUITY INDEX F | 148452 | 7986147 | FTSE EMR MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 55292 | 7799490 | TT WRLD ST ETF |
| PIMCO ETF TR | 76271 | 7503236 | INV GRD CRP BD |
| ISHARES TR | 125290 | 6704268 | NEW YORK MUN ETF |
| SCHWAB STRATEGIC TR | 222365 | 5576914 | INT-TRM U.S TRES |
| ALPHABET INC | 15284 | 4783995 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 172440 | 4444373 | MUN BD ETF |
| ABRDN SILVER ETF TRUST | 56107 | 3784255 | PHYSCL SILVR SHS |
| SCHWAB STRATEGIC TR | 109901 | 3599247 | EMRG MKTEQ ETF |
| ALPHABET INC | 10423 | 3270871 | CAP STK CL C |
| VANGUARD INDEX FDS | 4885 | 3063530 | S&P 500 ETF SHS |
| AMAZON COM INC | 12504 | 2886253 | COM |
| SCHWAB STRATEGIC TR | 89185 | 2446354 | US DIVIDEND EQ |
| VANGUARD INTL EQUITY INDEX F | 32835 | 2415343 | ALLWRLD EX US |
| APPLE INC | 8194 | 2227637 | COM |
| SCHWAB STRATEGIC TR | 72940 | 2159753 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 6242 | 2092684 | TOTAL STK MKT |
| ISHARES TR | 45945 | 2046390 | GNMA BOND ETF |
| WORLD GOLD TR | 22323 | 1905715 | SPDR GLD MINIS |
| ISHARES TR | 8315 | 1748977 | RUS 1000 VAL ETF |
| ISHARES GOLD TR | 19265 | 1563740 | ISHARES NEW |
| ISHARES TR | 11953 | 1280286 | NATIONAL MUN ETF |
| SPDR S&P 500 ETF TR | 1812 | 1235639 | TR UNIT |
| ARROWHEAD PHARMACEUTICALS IN | 18497 | 1228016 | COM |
| VANGUARD INDEX FDS | 2214 | 1080122 | GROWTH ETF |
| BROADCOM INC | 2890 | 1000229 | COM |
| AFFIRM HLDGS INC | 13274 | 987984 | COM CL A |
| VANGUARD CHARLOTTE FDS | 20296 | 980703 | TOTAL INT BD ETF |
| SCHWAB STRATEGIC TR | 33281 | 947833 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 25646 | 764754 | INTERNL DIVID |
| TESLA INC | 1615 | 726298 | COM |
| VANGUARD WORLD FD | 963 | 725890 | INF TECH ETF |
| NVIDIA CORPORATION | 3880 | 723620 | COM |
| VANGUARD BD INDEX FDS | 9733 | 720923 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 25488 | 675177 | US TIPS ETF |
| VANGUARD INDEX FDS | 7427 | 657215 | REAL ESTATE ETF |
| NUVEEN AMT FREE QLTY MUN INC | 53200 | 618716 | COM |
| BOX INC | 19330 | 578160 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 1095 | 550402 | CL B NEW |
| META PLATFORMS INC | 768 | 506949 | CL A |
| VANGUARD SPECIALIZED FUNDS | 2232 | 490549 | DIV APP ETF |
| BLACKROCK CALIF MUN INCOME T | 44600 | 479004 | SH BEN INT |
| MICROSOFT CORP | 981 | 474467 | COM |
| VANGUARD WORLD FD | 6330 | 453355 | ESG INTL STK ETF |
| VANGUARD INDEX FDS | 1530 | 444037 | MID CAP ETF |
| ISHARES TR | 3430 | 441887 | ESG MSCI KLD 400 |
| INVESCO QQQ TR | 710 | 436160 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 9280 | 396163 | STATE STREET UTI |
| COLUMBIA ETF TR II | 8840 | 339102 | EM CORE EX ETF |
| VANGUARD WORLD FD | 1766 | 326781 | UTILITIES ETF |
| VANGUARD WORLD FD | 2487 | 313163 | ENERGY ETF |
| ISHARES TR | 428 | 292837 | CORE S&P500 ETF |
| ISHARES TR | 869 | 213913 | RUSSELL 2000 ETF |
| ISHARES BITCOIN TRUST ETF | 4304 | 213694 | SHS BEN INT |
| SCHWAB STRATEGIC TR | 8763 | 213549 | SHT TM US TRES |
| PROCTER AND GAMBLE CO | 1473 | 211166 | COM |
| SELECT SECTOR SPDR TR | 3820 | 209221 | STATE STREET FIN |
| SPDR INDEX SHS FDS | 4758 | 209033 | S&P INTL ETF |
| OPENDOOR TECHNOLOGIES INC | 11650 | 67920 | COM |
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