Portfolio (Quarterly)
Guide ↗
MYECFO, LLC
· CIK 0001986457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VO | VANGUARD INDEX FDS | — | 6,440.0 | $519K | 0.20% | +5K | +300.0% | $80.57 | +2.1% |
| 22 | MSFT | MICROSOFT CORP | Technology | 1,299.0 | $485K | 0.18% | +284.0 | +28.0% | $373.02 | +34.0% |
| 23 | ITOT | ISHARES TR | — | 2,293.0 | $377K | 0.14% | +263.0 | +13.0% | $164.27 | +2.7% |
| 24 | VPU | VANGUARD WORLD FD | — | 1,796.0 | $352K | 0.13% | +30.0 | +1.7% | $195.73 | -4.8% |
| 25 | SCHO | SCHWAB STRATEGIC TR | — | 12,163.0 | $294K | 0.11% | +3K | +29.2% | $24.14 | -0.5% |
| 26 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 15,500.0 | $72K | 0.03% | +4K | +33.0% | $4.62 | -31.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
34.3%
Technology
25.2%
Communication Services
20.8%
Consumer Cyclical
12.8%
Healthcare
5.0%
Energy
0.8%
Consumer Defensive
0.8%
Real Estate
0.3%