Latest MYECFO, LLC Stock Portfolio
MYECFO, LLC Performance:
2025 Q3: 1.58%YTD: 1.31%2024: 2.45%
Performance for 2025 Q3 is 1.58%, and YTD is 1.31%, and 2024 is 2.45%.
About MYECFO, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MYECFO, LLC reported an equity portfolio of $219.8 Millions as of 30 Sep, 2025.
The top stock holdings of MYECFO, LLC are FNDA, VEA, FNDA. The fund has invested 28.3% of it's portfolio in SCHWAB STRATEGIC TR and 11.4% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and FISERV INC stocks. They significantly reduced their stock positions in APPLE INC (AAPL), SCHWAB STRATEGIC TR (FNDA) and SELECT SECTOR SPDR TR (XLB). MYECFO, LLC opened new stock positions in VANGUARD CHARLOTTE FDS (BNDX), SPDR INDEX SHS FDS (CWI) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (EDV), VANGUARD INDEX FDS (VB) and PIMCO ETF TR (BOND).
The top stock holdings of MYECFO, LLC are FNDA, VEA, FNDA. The fund has invested 28.3% of it's portfolio in SCHWAB STRATEGIC TR and 11.4% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and FISERV INC stocks. They significantly reduced their stock positions in APPLE INC (AAPL), SCHWAB STRATEGIC TR (FNDA) and SELECT SECTOR SPDR TR (XLB). MYECFO, LLC opened new stock positions in VANGUARD CHARLOTTE FDS (BNDX), SPDR INDEX SHS FDS (CWI) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (EDV), VANGUARD INDEX FDS (VB) and PIMCO ETF TR (BOND).
MYECFO, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that MYECFO, LLC made a return of 1.58% in the last quarter. In trailing 12 months, it's portfolio return was 2.16%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard charlotte fds | 595,548 |
| spdr index shs fds | 241,569 |
| ishares tr | 210,263 |
| volatility shs tr | 206,605 |
| grayscale ethereum trust etf | 202,193 |
New stocks bought by MYECFO, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 41.35 |
| vanguard index fds | 15.97 |
| pimco etf tr | 15.86 |
| nvidia corporation | 14.57 |
| schwab strategic tr | 14.12 |
| world gold tr | 11.79 |
| vanguard intl equity index f | 9.31 |
| vanguard world fd | 6.51 |
Additions to existing portfolio by MYECFO, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -43.1 |
| schwab strategic tr | -33.87 |
| select sector spdr tr | -16.29 |
| schwab strategic tr | -14.41 |
| vanguard world fd | -13.09 |
| schwab strategic tr | -6.87 |
| ishares tr | -6.09 |
| eaton vance calif mun bd fd | -4.6 |
MYECFO, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| nuveen california amt qlt mu | -176,550 |
| select sector spdr tr | -228,071 |
| fiserv inc | -202,409 |
MYECFO, LLC got rid off the above stocks
Sector Distribution
MYECFO, LLC has about 91.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 91.9 |
| Communication Services | 2.8 |
| Technology | 2.2 |
| Consumer Cyclical | 1.6 |
| Utilities | 1.1 |
Market Cap. Distribution
MYECFO, LLC has about 6.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 91.9 |
| MEGA-CAP | 6.1 |
| SMALL-CAP | 1.1 |
Stocks belong to which Index?
About 7.7% of the stocks held by MYECFO, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 92.3 |
| S&P 500 | 6.1 |
| RUSSELL 2000 | 1.6 |
MYECFO, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MYECFO, LLC
MYECFO, LLC has 61 stocks in it's portfolio. About 72.4% of the portfolio is in top 10 stocks. BOX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for MYECFO, LLC last quarter.
Last Reported on: 10 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.99 | 8,544 | 2,175,570 | reduced | -43.1 | ||
| AAXJ | ishares tr | 6.05 | 232,992 | 13,289,800 | added | 2.51 | ||
| AAXJ | ishares tr | 3.10 | 127,590 | 6,806,930 | reduced | -2.33 | ||
| AAXJ | ishares tr | 0.62 | 12,753 | 1,358,070 | reduced | -3.41 | ||
| AAXJ | ishares tr | 0.15 | 2,560 | 322,432 | unchanged | 0.00 | ||
| AFRM | affirm hldgs inc | 0.42 | 12,545 | 916,789 | added | 2.00 | ||
| AMPS | ishares tr | 1.08 | 53,473 | 2,371,530 | reduced | -6.09 | ||
| AMZN | amazon com inc | 1.25 | 12,521 | 2,749,310 | added | 0.16 | ||
| ARWR | arrowhead pharmaceuticals in | 0.29 | 18,497 | 637,962 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.31 | 9,068 | 674,387 | reduced | -3.06 | ||
| BNDX | vanguard charlotte fds | 0.27 | 12,041 | 595,548 | new | |||
| BOND | pimco etf tr | 2.98 | 66,406 | 6,561,780 | added | 15.86 | ||
| BOX | box inc | 0.27 | 18,279 | 589,863 | reduced | -1.85 | ||
| CWI | spdr index shs fds | 0.11 | 5,657 | 241,569 | new | |||
| EDV | vanguard world fd | 0.16 | 5,230 | 362,805 | added | 41.35 | ||
| FNDA | schwab strategic tr | 28.28 | 2,417,550 | 62,166,900 | added | 0.77 | ||
| FNDA | schwab strategic tr | 6.46 | 610,307 | 14,207,900 | reduced | -3.06 | ||
| FNDA | schwab strategic tr | 5.29 | 495,524 | 11,629,900 | added | 2.58 | ||
| FNDA | schwab strategic tr | 2.32 | 203,248 | 5,107,630 | added | 5.37 | ||
| FNDA | schwab strategic tr | 1.74 | 149,700 | 3,833,820 | added | 3.13 | ||