Portfolio (Quarterly)
Guide ↗
MYECFO, LLC
· CIK 0001986457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MUC | BLACKROCK MUNIHLDNGS CALI QL | Financial Services | 64,170.0 | $667K | 0.28% | NEW | — | $10.40 | +3.0% |
| 2 | IGOV | ISHARES TR | — | 12,350.0 | $507K | 0.21% | NEW | — | $41.06 | +1.5% |
| 3 | EWA | ISHARES INC | — | 13,810.0 | $383K | 0.16% | NEW | — | $27.76 | +4.3% |
| 4 | ITOT | ISHARES TR | — | 2,030.0 | $289K | 0.12% | NEW | — | $142.43 | +15.2% |
| 5 | XOM | EXXON MOBIL CORP | Energy | 1,654.0 | $281K | 0.12% | NEW | — | $169.66 | -8.7% |
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
36.9%
Communication Services
27.3%
Technology
18.5%
Consumer Cyclical
11.3%
Healthcare
4.1%
Energy
1.0%
Consumer Defensive
0.8%
Real Estate
0.2%