Portfolio (Quarterly)
Guide ↗
MYECFO, LLC
· CIK 0001986457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | — | 587,857.0 | $14.5M | 6.09% | -11K | -1.8% | $24.75 | +12.2% |
| 2 | VT | VANGUARD INTL EQUITY INDEX F | — | 54,335.0 | $7.5M | 3.15% | -957.0 | -1.7% | $138.32 | +13.8% |
| 3 | NYF | ISHARES TR | — | 119,530.0 | $6.3M | 2.66% | -6K | -4.6% | $53.12 | +0.5% |
| 4 | GOOGL | ALPHABET INC | Communication Services | 14,809.0 | $4.3M | 1.79% | -475.0 | -3.1% | $288.25 | +34.9% |
| 5 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 51,457.0 | $3.7M | 1.54% | -5K | -8.3% | $71.61 | +2.2% |
| 6 | SCHE | SCHWAB STRATEGIC TR | — | 108,701.0 | $3.6M | 1.50% | -1K | -1.1% | $32.95 | +10.6% |
| 7 | GOOG | ALPHABET INC | Communication Services | 10,370.0 | $3.0M | 1.25% | -53.0 | -0.5% | $286.87 | +34.2% |
| 8 | VOO | VANGUARD INDEX FDS | — | 4,620.0 | $2.8M | 1.16% | -265.0 | -5.4% | $597.55 | +15.5% |
| 9 | AMZN | AMAZON COM INC | Consumer Cyclical | 12,353.0 | $2.6M | 1.08% | -151.0 | -1.2% | $208.28 | +27.4% |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | — | 32,495.0 | $2.4M | 1.02% | -340.0 | -1.0% | $75.10 | +12.0% |
| 11 | IWD | ISHARES TR | — | 8,215.0 | $1.8M | 0.73% | -100.0 | -1.2% | $213.67 | +11.5% |
| 12 | IAU | ISHARES GOLD TR | Financial Services | 19,065.0 | $1.7M | 0.70% | -200.0 | -1.0% | $88.16 | -3.8% |
| 13 | MUB | ISHARES TR | — | 10,961.0 | $1.2M | 0.49% | -992.0 | -8.3% | $106.15 | +0.5% |
| 14 | SPY | SPDR S&P 500 ETF TR | Financial Services | 1,764.0 | $1.1M | 0.48% | -48.0 | -2.6% | $650.34 | +15.4% |
| 15 | VGT | VANGUARD WORLD FD | — | 938.0 | $654K | 0.27% | -25.0 | -2.6% | $697.72 | -83.1% |
| 16 | TSLA | TESLA INC | Consumer Cyclical | 1,605.0 | $607K | 0.25% | -10.0 | -0.6% | $378.24 | +14.6% |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,214.0 | $476K | 0.20% | -18.0 | -0.8% | $215.06 | +8.5% |
| 18 | BOX | BOX INC | Technology | 16,953.0 | $401K | 0.17% | -2K | -12.3% | $23.64 | +8.5% |
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%