Portfolio (Quarterly)
Guide ↗
MYECFO, LLC
· CIK 0001986457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VNQ | VANGUARD INDEX FDS | — | 7,427.0 | $657K | 0.28% | NEW | — | $88.49 | +13.0% |
| 42 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 53,200.0 | $619K | 0.26% | NEW | — | $11.63 | -1.0% |
| 43 | BOX | BOX INC | Technology | 19,330.0 | $578K | 0.24% | NEW | — | $29.91 | +1.9% |
| 44 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,095.0 | $550K | 0.23% | NEW | — | $502.65 | — |
| 45 | META | META PLATFORMS INC | Communication Services | 768.0 | $507K | 0.21% | NEW | — | $660.09 | -2.1% |
| 46 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,232.0 | $491K | 0.21% | NEW | — | $219.78 | +8.1% |
| 47 | — | BLACKROCK CALIF MUN INCOME T | — | 44,600.0 | $479K | 0.20% | NEW | — | $10.74 | — |
| 48 | MSFT | MICROSOFT CORP | Technology | 981.0 | $474K | 0.20% | NEW | — | $483.66 | -18.6% |
| 49 | VSGX | VANGUARD WORLD FD | — | 6,330.0 | $453K | 0.19% | NEW | — | $71.62 | +10.8% |
| 50 | VO | VANGUARD INDEX FDS | — | 1,530.0 | $444K | 0.19% | NEW | — | $290.22 | -72.4% |
| 51 | DSI | ISHARES TR | — | 3,430.0 | $442K | 0.19% | NEW | — | $128.83 | +8.4% |
| 52 | QQQ | INVESCO QQQ TR | Financial Services | 710.0 | $436K | 0.18% | NEW | — | $614.31 | +13.2% |
| 53 | XLU | SELECT SECTOR SPDR TR | — | 9,280.0 | $396K | 0.17% | NEW | — | $42.69 | +5.8% |
| 54 | XCEM | COLUMBIA ETF TR II | — | 8,840.0 | $339K | 0.14% | NEW | — | $38.36 | +24.4% |
| 55 | VPU | VANGUARD WORLD FD | — | 1,766.0 | $327K | 0.14% | NEW | — | $185.04 | +5.5% |
| 56 | VDE | VANGUARD WORLD FD | — | 2,487.0 | $313K | 0.13% | NEW | — | $125.92 | +29.3% |
| 57 | IVV | ISHARES TR | — | 428.0 | $293K | 0.12% | NEW | — | $684.20 | +9.1% |
| 58 | IWM | ISHARES TR | — | 869.0 | $214K | 0.09% | NEW | — | $246.16 | +19.5% |
| 59 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,304.0 | $214K | 0.09% | NEW | — | $49.65 | -26.8% |
| 60 | SCHO | SCHWAB STRATEGIC TR | — | 8,763.0 | $214K | 0.09% | NEW | — | $24.37 | -1.1% |
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
33.2%
Communication Services
29.1%
Technology
20.4%
Consumer Cyclical
12.3%
Healthcare
4.2%
Consumer Defensive
0.7%
Real Estate
0.2%