Portfolio (Quarterly)
Guide ↗
MYECFO, LLC
· CIK 0001986457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IAGG | ISHARES TR | — | 9,580.0 | $485K | 0.18% | NEW | — | $50.60 | -1.7% |
| 2 | — | VANGUARD NY TAX FREE FDS | — | 3,560.0 | $370K | 0.14% | NEW | — | $104.00 | — |
| 3 | SNOW | SNOWFLAKE INC | Technology | 930.0 | $237K | 0.09% | NEW | — | $254.41 | +32.5% |
| 4 | INTC | INTEL CORP | Technology | 1,685.0 | $235K | 0.09% | NEW | — | $139.63 | -31.4% |
| 5 | XLF | SELECT SECTOR SPDR TR | — | 3,820.0 | $205K | 0.08% | NEW | — | $53.61 | +8.4% |
| 6 | IXN | ISHARES TR | — | 1,400.0 | $202K | 0.08% | NEW | — | $144.48 | -1.1% |
| 7 | — | ATAIBECKLEY INC | — | 10,389.0 | $55K | 0.02% | NEW | — | $5.27 | — |
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%