MYECFO, LLC
CIK 1986457 · View on SEC EDGAR ↗
- Portfolio value
- $265.0M
- Positions
- 73
- As of
- June 30, 2026
#5,555 of 9,443 by 13F value · top 58.8%
Portfolio value QoQ: +10.9% 13F does not disclose cash
- Top 10 holdings weight
- 71.69%
- Top 25 holdings weight
- 89.33%
- Positions above 1%
- 22
- Effective number of positions
- 9.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.93% Est. buys $9,979,214 · sells $4,858,551
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 88.0% still held
- New positions
- 7
- Increased
- 29
- Decreased
- 21
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Communication Services
3.7%
Technology
2.3%
Retail
1.1%
Healthcare
0.6%
Financial Services
0.4%
Consumer Discretionary
0.3%
Energy
0.1%
Consumer products
0.1%
Real Estate
0.0%
Other/Unmapped
91.5%
Full portfolio 73 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHB | $74,632,677 | 28.17% | 2,577,055 | $10,438,859 | Up ×6 | ||
| VEA | $33,651,158 | 12.70% | 472,297 | $4,483,580 | Up ×6 | ||
| SCHF | $16,202,418 | 6.11% | 584,925 | $1,652,961 | Down ×6 | ||
| CMF | $13,926,905 | 5.26% | 241,609 | $-1,001,249 | Down ×1 | ||
| SCHZ | $13,020,339 | 4.91% | 562,920 | $790,678 | Up ×6 | ||
| VWO | $10,900,604 | 4.11% | 182,620 | $1,830,212 | Up ×6 | ||
| CORP | $8,585,921 | 3.24% | 88,576 | $574,172 | Up ×6 | ||
| VT | $6,708,043 | 2.53% | 42,740 | $-807,574 | Down ×2 | ||
| SCHR | $6,245,408 | 2.36% | 253,261 | $324,839 | Up ×6 | ||
| NYF | $6,076,711 | 2.29% | 112,730 | $-272,723 | Down ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5,445,007 | 2.06% | 15,236 | $1,176,372 | Up ×1 | ||
| SCMB | $4,317,879 | 1.63% | 167,230 | $-171,187 | Down ×1 | ||
| SCHE | $3,907,402 | 1.47% | 107,761 | $325,715 | Down ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,805,515 | 1.44% | 10,770 | $830,655 | Up ×1 | ||
| VOO | $3,183,364 | 1.20% | 4,635 | $422,683 | Up ×1 | ||
| VTI | $3,112,000 | 1.17% | 8,410 | $495,542 | Up ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,949,539 | 1.11% | 12,375 | $376,708 | Up ×1 | ||
| SCHD | $2,922,221 | 1.10% | 92,155 | $-1,350 | Down ×1 | ||
| SIVR | $2,891,226 | 1.09% | 51,427 | $-793,610 | Down ×3 | ||
| VEU | $2,717,269 | 1.03% | 32,445 | $276,894 | Down ×3 | ||
| AAPL Apple Inc. - Common Stock | $2,714,792 | 1.02% | 9,382 | $547,157 | Up ×2 | ||
| SCHV | $2,655,655 | 1.00% | 76,290 | $369,985 | Up ×3 | ||
| GLDM | $2,116,593 | 0.80% | 26,651 | $-81,365 | Up ×2 | ||
| GNMA iShares GNMA Bond ETF | $2,007,007 | 0.76% | 45,377 | $-206,211 | Down ×1 | ||
| IWD | $1,991,562 | 0.75% | 8,215 | $236,263 | |||
| IAU | $1,439,598 | 0.54% | 19,065 | $-241,172 | |||
| ARWR Arrowhead Pharmaceuticals, Inc. - Common Stock | $1,426,180 | 0.54% | 17,497 | $266,418 | Down ×1 | ||
| SPY SPY | $1,317,352 | 0.50% | 1,764 | $170,148 | |||
| SCHA | $1,262,045 | 0.48% | 34,931 | $268,071 | Up ×2 | ||
| VUG | $1,189,766 | 0.45% | 13,812 | $222,713 | Up ×1 | ||
| MUB | $1,174,242 | 0.44% | 10,911 | $10,732 | Down ×6 | ||
| AFRM Affirm Holdings, Inc. - Class A Common Stock | $1,135,258 | 0.43% | 13,921 | $497,398 | |||
| AVGO Broadcom Inc. - Common Stock | $1,129,473 | 0.43% | 2,990 | $208,681 | Up ×2 | ||
| VGT | $906,440 | 0.34% | 7,584 | $251,979 | Up ×1 | ||
| SCHY | $816,609 | 0.31% | 25,736 | $-61,835 | Down ×1 | ||
| MUC Blackrock MuniHoldings California Quality Fund, Inc. Common Stock | $812,579 | 0.31% | 73,838 | $145,211 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $764,144 | 0.29% | 3,819 | $79,101 | Down ×2 | ||
| VNQ | $742,222 | 0.28% | 7,697 | $83,447 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $710,976 | 0.27% | 9,685 | $-2,227 | |||
| IGOV iShares International Treasury Bond ETF | $682,985 | 0.26% | 16,646 | $175,894 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $676,745 | 0.26% | 1,609 | $69,677 | Up ×1 | ||
| SCHP | $653,702 | 0.25% | 24,668 | $-51,144 | Down ×1 | ||
| NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 | $585,826 | 0.22% | 49,900 | $-11,610 | Down ×1 | ||
| VIG | $560,553 | 0.21% | 2,369 | $84,410 | Up ×1 | ||
| XCEM | $559,999 | 0.21% | 10,590 | $127,821 | |||
| BNDX Vanguard Total International Bond ETF | $542,077 | 0.20% | 11,193 | $-436,509 | Down ×1 | ||
| BRKB | $533,416 | 0.20% | 1,066 | $8,692 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $524,317 | 0.20% | 712 | $113,365 | |||
| VSGX | $521,212 | 0.20% | 6,330 | $67,161 | |||
| VO | $518,871 | 0.20% | 6,440 | $56,511 | Up ×2 | ||
| DSI | $498,365 | 0.19% | 3,500 | $74,200 | |||
| IAGG | $484,748 | 0.18% | 9,580 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $484,553 | 0.18% | 1,299 | $98,064 | Up ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $433,170 | 0.16% | 769 | $-17,096 | |||
| BOX Box, Inc. Class A Common Stock | $429,205 | 0.16% | 16,172 | $28,436 | Down ×2 | ||
| XLU XLU | $420,755 | 0.16% | 9,280 | $-5,104 | |||
| EWA | $388,890 | 0.15% | 13,810 | $5,524 | |||
| ITOT | $376,671 | 0.14% | 2,293 | $87,538 | Up ×1 | ||
| MUNY | $370,240 | 0.14% | 3,560 | Up ×1 | |||
| VPU | $351,531 | 0.13% | 1,796 | $1,616 | Up ×1 | ||
| IVV | $320,178 | 0.12% | 428 | $40,906 | |||
| SCHO | $293,615 | 0.11% | 12,163 | $65,165 | Up ×2 | ||
| VDE | $288,550 | 0.11% | 1,922 | $-141,800 | Down ×1 | ||
| IWM | $283,925 | 0.11% | 945 | $49,565 | |||
| SNOW Snowflake Inc. Common Stock | $236,601 | 0.09% | 930 | Up ×1 | |||
| INTC Intel Corporation - Common Stock | $235,277 | 0.09% | 1,685 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $226,135 | 0.09% | 1,654 | $-54,483 | |||
| DWX | $217,435 | 0.08% | 4,731 | $467 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $216,072 | 0.08% | 1,473 | $3,241 | |||
| XLF XLF | $204,790 | 0.08% | 3,820 | ||||
| IXN | $202,272 | 0.08% | 1,400 | Up ×1 | |||
| OPEN Opendoor Technologies Inc - Common Stock | $71,610 | 0.03% | 15,500 | $17,088 | Up ×1 | ||
| ATAI AtaiBeckley Inc. - Common Stock | $54,750 | 0.02% | 10,389 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SCHB | $74,632,677 | 28.17% | up ×6 |
| VEA | $33,651,158 | 12.70% | up ×6 |
| SCHZ | $13,020,339 | 4.91% | up ×6 |
| VWO | $10,900,604 | 4.11% | up ×6 |
| CORP | $8,585,921 | 3.24% | up ×6 |
| SCHR | $6,245,408 | 2.36% | up ×6 |
| VTI | $3,112,000 | 1.17% | up ×4 |
| SCHV | $2,655,655 | 1.00% | up ×3 |
| MSFT | $484,553 | 0.18% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SCHB | Bought more | +19K | +$10.4M |
| VEA | Bought more | +17K | +$4.5M |
| VWO | Bought more | +15K | +$1.8M |
| SCHF | Trimmed | -3K | +$1.7M |
| GOOGL | Bought more | +427 | +$1.2M |
| CMF | Trimmed | -21K | -$1.0M |
| GOOG | Bought more | +400 | +$831K |
| VT | Trimmed | -12K | -$808K |
| SIVR | Trimmed | -30 | -$794K |
| SCHZ | Bought more | +36K | +$791K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EVM | Dec. 31, 2025 | 101,550 | $963,710 | No longer tracked |
| BFZ | March 31, 2026 | 44,600 | $479,004 | No longer tracked |
| XLF | Sept. 30, 2025 | 4,355 | $228,071 | No longer tracked |
| IBIT | March 31, 2026 | 4,304 | $213,694 | |
| XLF | March 31, 2026 | 3,820 | $209,221 | No longer tracked |
| BITX | Dec. 31, 2025 | 3,751 | $206,605 | No longer tracked |
| FISV | Sept. 30, 2025 | 1,174 | $202,409 | -59.1% |
| ETHE | Dec. 31, 2025 | 5,900 | $202,193 | No longer tracked |
| PWZ | June 30, 2025 | 8,400 | $200,340 | No longer tracked |
| RCAT | March 31, 2025 | 15,000 | $192,750 | 65.1% |
| NKX | Sept. 30, 2025 | 15,000 | $176,550 | -3.2% |
| VCV | June 30, 2025 | 10,700 | $113,527 | 2.2% |