MYECFO, LLC
CIK 1986457 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $265.0M
- Posisi
- 73
- Per tanggal
- 30 Juni 2026
#5.555 dari 9.443 berdasarkan nilai 13F · top 58.8%
Nilai portofolio QoQ: +10.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 71,69%
- Bobot 25 kepemilikan teratas
- 89,33%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 9,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,93% Perkiraan pembelian $9.979.214 · penjualan $4.858.551
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 88,0% masih dipegang
- Posisi baru
- 7
- Meningkat
- 29
- Menurun
- 21
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
91,5%
Portofolio lengkap 73 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHB | $74.632.677 | 28,17% | 2.577.055 | $10.438.859 | Naik ×6 | ||
| VEA | $33.651.158 | 12,70% | 472.297 | $4.483.580 | Naik ×6 | ||
| SCHF | $16.202.418 | 6,11% | 584.925 | $1.652.961 | Turun ×6 | ||
| CMF | $13.926.905 | 5,26% | 241.609 | $-1.001.249 | Turun ×1 | ||
| SCHZ | $13.020.339 | 4,91% | 562.920 | $790.678 | Naik ×6 | ||
| VWO | $10.900.604 | 4,11% | 182.620 | $1.830.212 | Naik ×6 | ||
| CORP | $8.585.921 | 3,24% | 88.576 | $574.172 | Naik ×6 | ||
| VT | $6.708.043 | 2,53% | 42.740 | $-807.574 | Turun ×2 | ||
| SCHR | $6.245.408 | 2,36% | 253.261 | $324.839 | Naik ×6 | ||
| NYF | $6.076.711 | 2,29% | 112.730 | $-272.723 | Turun ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5.445.007 | 2,06% | 15.236 | $1.176.372 | Naik ×1 | ||
| SCMB | $4.317.879 | 1,63% | 167.230 | $-171.187 | Turun ×1 | ||
| SCHE | $3.907.402 | 1,47% | 107.761 | $325.715 | Turun ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.805.515 | 1,44% | 10.770 | $830.655 | Naik ×1 | ||
| VOO | $3.183.364 | 1,20% | 4.635 | $422.683 | Naik ×1 | ||
| VTI | $3.112.000 | 1,17% | 8.410 | $495.542 | Naik ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.949.539 | 1,11% | 12.375 | $376.708 | Naik ×1 | ||
| SCHD | $2.922.221 | 1,10% | 92.155 | $-1.350 | Turun ×1 | ||
| SIVR | $2.891.226 | 1,09% | 51.427 | $-793.610 | Turun ×3 | ||
| VEU | $2.717.269 | 1,03% | 32.445 | $276.894 | Turun ×3 | ||
| AAPL Apple Inc. - Common Stock | $2.714.792 | 1,02% | 9.382 | $547.157 | Naik ×2 | ||
| SCHV | $2.655.655 | 1,00% | 76.290 | $369.985 | Naik ×3 | ||
| GLDM | $2.116.593 | 0,80% | 26.651 | $-81.365 | Naik ×2 | ||
| GNMA iShares GNMA Bond ETF | $2.007.007 | 0,76% | 45.377 | $-206.211 | Turun ×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 | Turun ×1 | ||
| SPY SPY | $1.317.352 | 0,50% | 1.764 | $170.148 | |||
| SCHA | $1.262.045 | 0,48% | 34.931 | $268.071 | Naik ×2 | ||
| VUG | $1.189.766 | 0,45% | 13.812 | $222.713 | Naik ×1 | ||
| MUB | $1.174.242 | 0,44% | 10.911 | $10.732 | Turun ×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 | Naik ×2 | ||
| VGT | $906.440 | 0,34% | 7.584 | $251.979 | Naik ×1 | ||
| SCHY | $816.609 | 0,31% | 25.736 | $-61.835 | Turun ×1 | ||
| MUC Blackrock MuniHoldings California Quality Fund, Inc. Common Stock | $812.579 | 0,31% | 73.838 | $145.211 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $764.144 | 0,29% | 3.819 | $79.101 | Turun ×2 | ||
| VNQ | $742.222 | 0,28% | 7.697 | $83.447 | Naik ×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 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $676.745 | 0,26% | 1.609 | $69.677 | Naik ×1 | ||
| SCHP | $653.702 | 0,25% | 24.668 | $-51.144 | Turun ×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 | Turun ×1 | ||
| VIG | $560.553 | 0,21% | 2.369 | $84.410 | Naik ×1 | ||
| XCEM | $559.999 | 0,21% | 10.590 | $127.821 | |||
| BNDX Vanguard Total International Bond ETF | $542.077 | 0,20% | 11.193 | $-436.509 | Turun ×1 | ||
| BRKB | $533.416 | 0,20% | 1.066 | $8.692 | Turun ×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 | Naik ×2 | ||
| DSI | $498.365 | 0,19% | 3.500 | $74.200 | |||
| IAGG | $484.748 | 0,18% | 9.580 | Naik ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $484.553 | 0,18% | 1.299 | $98.064 | Naik ×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 | Turun ×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 | Naik ×1 | ||
| MUNY | $370.240 | 0,14% | 3.560 | Naik ×1 | |||
| VPU | $351.531 | 0,13% | 1.796 | $1.616 | Naik ×1 | ||
| IVV | $320.178 | 0,12% | 428 | $40.906 | |||
| SCHO | $293.615 | 0,11% | 12.163 | $65.165 | Naik ×2 | ||
| VDE | $288.550 | 0,11% | 1.922 | $-141.800 | Turun ×1 | ||
| IWM | $283.925 | 0,11% | 945 | $49.565 | |||
| SNOW Snowflake Inc. Common Stock | $236.601 | 0,09% | 930 | Naik ×1 | |||
| INTC Intel Corporation - Common Stock | $235.277 | 0,09% | 1.685 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $226.135 | 0,09% | 1.654 | $-54.483 | |||
| DWX | $217.435 | 0,08% | 4.731 | $467 | Turun ×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 | Naik ×1 | |||
| OPEN Opendoor Technologies Inc - Common Stock | $71.610 | 0,03% | 15.500 | $17.088 | Naik ×1 | ||
| ATAI AtaiBeckley Inc. - Common Stock | $54.750 | 0,02% | 10.389 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SCHB | $74.632.677 | 28,17% | naik ×6 |
| VEA | $33.651.158 | 12,70% | naik ×6 |
| SCHZ | $13.020.339 | 4,91% | naik ×6 |
| VWO | $10.900.604 | 4,11% | naik ×6 |
| CORP | $8.585.921 | 3,24% | naik ×6 |
| SCHR | $6.245.408 | 2,36% | naik ×6 |
| VTI | $3.112.000 | 1,17% | naik ×4 |
| SCHV | $2.655.655 | 1,00% | naik ×3 |
| MSFT | $484.553 | 0,18% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SCHB | Beli lebih banyak | +19K | +$10.4M |
| VEA | Beli lebih banyak | +17K | +$4.5M |
| VWO | Beli lebih banyak | +15K | +$1.8M |
| SCHF | Dipangkas | -3K | +$1.7M |
| GOOGL | Beli lebih banyak | +427 | +$1.2M |
| CMF | Dipangkas | -21K | -$1.0M |
| GOOG | Beli lebih banyak | +400 | +$831K |
| VT | Dipangkas | -12K | -$808K |
| SIVR | Dipangkas | -30 | -$794K |
| SCHZ | Beli lebih banyak | +36K | +$791K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| EVM | 31 Des. 2025 | 101.550 | $963.710 | Tidak lagi dilacak |
| BFZ | 31 Maret 2026 | 44.600 | $479.004 | Tidak lagi dilacak |
| XLF | 30 Sep. 2025 | 4.355 | $228.071 | Tidak lagi dilacak |
| IBIT | 31 Maret 2026 | 4.304 | $213.694 | |
| XLF | 31 Maret 2026 | 3.820 | $209.221 | Tidak lagi dilacak |
| BITX | 31 Des. 2025 | 3.751 | $206.605 | Tidak lagi dilacak |
| FISV | 30 Sep. 2025 | 1.174 | $202.409 | -59,1% |
| ETHE | 31 Des. 2025 | 5.900 | $202.193 | Tidak lagi dilacak |
| PWZ | 30 Juni 2025 | 8.400 | $200.340 | Tidak lagi dilacak |
| RCAT | 31 Maret 2025 | 15.000 | $192.750 | 65,1% |
| NKX | 30 Sep. 2025 | 15.000 | $176.550 | -3,2% |
| VCV | 30 Juni 2025 | 10.700 | $113.527 | 2,2% |