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Latest MYECFO, LLC Stock Portfolio

$239Million | No. of Holdings #66

MYECFO, LLC Performance

2026 Q1-1.54%
YTD-1.54%
2025+16.81%

About MYECFO, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, MYECFO, LLC reported an equity portfolio of $239 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of MYECFO, LLC are FNDA, VEA, AAXJ. The fund has invested 26.9% of it's portfolio in SCHWAB STRATEGIC TR and 12.2% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off BLACKROCK CALIF MUN INCOME T and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in BOX INC (BOX), ISHARES TR (AAXJ) and ABRDN SILVER ETF TRUST (SIVR). MYECFO, LLC opened new stock positions in BLACKROCK MUNIHLDNGS CALI QL, ISHARES TR (AAXJ) and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), COLUMBIA ETF TR II (ECON) and VANGUARD INTL EQUITY INDEX F (VEU).
MYECFO, LLC Equity Portfolio Value
Last Reported on: 08 Apr, 2026
$239Million
  as of Apr 08, 2026

MYECFO, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MYECFO, LLC made a return of -1.54% in the last quarter. In trailing 12 months, it's portfolio return was 16.22%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock munihldngs cali ql667,368
ishares tr507,091
ishares inc383,366
ishares tr289,133
exxon mobil corp280,618
New stocks bought by MYECFO, LLC

Additions

Ticker% Inc.
vanguard index fds30.66
columbia etf tr ii19.8
vanguard intl equity index f13.04
ishares tr8.75
ishares tr8.66
pimco etf tr8.52
schwab strategic tr8.19
schwab strategic tr7.42
Additions to existing portfolio by MYECFO, LLC

Reductions

Ticker% Reduced
box inc-12.3
ishares tr-8.3
abrdn silver etf trust-8.29
vanguard index fds-5.42
ishares tr-4.6
alphabet inc-3.11
spdr s&p 500 etf tr-2.65
vanguard world fd-2.6
MYECFO, LLC reduced stake in above stock

Sold off

Ticker$ Sold
blackrock calif mun income t-479,004
ishares bitcoin trust etf-213,694
select sector spdr tr-209,221
MYECFO, LLC got rid off the above stocks

Sector Distribution

MYECFO, LLC has about 91.6% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Technology
  • Consumer Cyclical
Sector%
Others91.6
Communication Services3.2
Technology2.2
Consumer Cyclical1.3

Market Cap. Distribution

MYECFO, LLC has about 6.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED91.6
MEGA-CAP6.5
MID-CAP1.6

Stocks belong to which Index?

About 8.1% of the stocks held by MYECFO, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others91.9
S&P 5006.5
RUSSELL 20001.6
Top 5 Winners (%)%
VAW
vanguard world fd
37.4 %
FNDA
schwab strategic tr
11.4 %
IAU
ishares gold tr
8.6 %
GLDM
world gold tr
8.3 %
XLB
select sector spdr tr
7.5 %
Top 5 Winners ($)$
VEA
vanguard tax-managed fds
0.7 M
FNDA
schwab strategic tr
0.4 M
FNDA
schwab strategic tr
0.3 M
SIVR
abrdn silver etf trust
0.2 M
GLDM
world gold tr
0.2 M
Top 5 Losers (%)%
AFRM
affirm hldgs inc
-37.9 %
MSFT
microsoft corp
-21.0 %
OPEN
opendoor technologies inc
-19.7 %
BOX
box inc
-19.7 %
TSLA
tesla inc
-15.8 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-2.9 M
AFRM
affirm hldgs inc
-0.4 M
GOOG
alphabet inc
-0.4 M
AMZN
amazon com inc
-0.3 M
GOOG
alphabet inc
-0.3 M

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 66 stocks in it's portfolio. About 71.9% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for MYECFO, LLC last quarter.

$239.00MTotal Value
69.00Positions
08 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of MYECFO, LLC, last reported on 08 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
6.25%262,542
$14.93M
6.25%
increased 4.51 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
2.66%119,530
$6.35M
2.66%
decreased 4.6 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
0.49%10,961
$1.16M
0.49%
decreased 8.3 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
0.21%12,350
$507.1K
0.21%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MYECFO, LLC's holding in Ishares Tr over time
0.18%3,500
$424.2K
0.18%
increased 2.04 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
MYECFO, LLC's holding in Ishares Inc over time
0.16%13,810
$383.4K
0.16%
new position
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
MYECFO, LLC's holding in Vanguard Bd Index Fds over time
0.3%9,685
$713.2K
0.3%
decreased 0.49 percentreduced
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
MYECFO, LLC's holding in Vanguard Charlotte Fds over time
0.41%20,366
$978.6K
0.41%
increased 0.34 percentadded
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
MYECFO, LLC's holding in Pimco Etf Tr over time
3.35%82,766
$8.01M
3.35%
increased 8.52 percentadded
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
MYECFO, LLC's holding in Spdr Index Shs Fds over time
0.09%4,758
$217.0K
0.09%
unchanged 0 percentunchanged
ECON
Columbia Etf Tr Ii

Columbia Etf Tr Ii

ECON
MYECFO, LLC's holding in Columbia Etf Tr Ii over time
0.18%10,590
$432.2K
0.18%
increased 19.8 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
MYECFO, LLC's holding in Vanguard World Fd over time
0.19%6,330
$454.1K
0.19%
unchanged 0 percentunchanged
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
MYECFO, LLC's holding in Schwab Strategic Tr over time
26.86%2,557,720
$64.19M
26.86%
increased 3.09 percentadded