Portfolio (Quarterly)
Guide ↗
MYECFO, LLC
· CIK 0001986457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AFRM | AFFIRM HLDGS INC | Technology | 13,921.0 | $638K | 0.27% | +647.0 | +4.9% | $45.82 | +51.2% |
| 42 | TSLA | TESLA INC | Consumer Cyclical | 1,605.0 | $607K | 0.25% | -10.0 | -0.6% | $378.24 | +14.6% |
| 43 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 53,200.0 | $597K | 0.25% | — | — | $11.23 | +1.3% |
| 44 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,095.0 | $525K | 0.22% | — | — | $479.20 | — |
| 45 | IGOV | ISHARES TR | — | 12,350.0 | $507K | 0.21% | NEW | — | $41.06 | +1.5% |
| 46 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,214.0 | $476K | 0.20% | -18.0 | -0.8% | $215.06 | +8.5% |
| 47 | VO | VANGUARD INDEX FDS | — | 1,610.0 | $462K | 0.19% | +80.0 | +5.2% | $287.18 | -72.6% |
| 48 | VSGX | VANGUARD WORLD FD | — | 6,330.0 | $454K | 0.19% | — | — | $71.73 | +14.5% |
| 49 | META | META PLATFORMS INC | Communication Services | 769.0 | $450K | 0.19% | — | — | $585.52 | +4.6% |
| 50 | XCEM | COLUMBIA ETF TR II | — | 10,590.0 | $432K | 0.18% | +2K | +19.8% | $40.81 | +26.3% |
| 51 | VDE | VANGUARD WORLD FD | — | 2,487.0 | $430K | 0.18% | — | — | $173.04 | -5.4% |
| 52 | XLU | SELECT SECTOR SPDR TR | — | 9,280.0 | $426K | 0.18% | — | — | $45.89 | -1.2% |
| 53 | DSI | ISHARES TR | — | 3,500.0 | $424K | 0.18% | +70.0 | +2.0% | $121.19 | +17.4% |
| 54 | QQQ | INVESCO QQQ TR | Financial Services | 712.0 | $411K | 0.17% | — | — | $577.18 | +26.5% |
| 55 | BOX | BOX INC | Technology | 16,953.0 | $401K | 0.17% | -2K | -12.3% | $23.64 | +8.5% |
| 56 | MSFT | MICROSOFT CORP | Technology | 1,015.0 | $386K | 0.16% | +34.0 | +3.5% | $380.78 | +9.3% |
| 57 | EWA | ISHARES INC | — | 13,810.0 | $383K | 0.16% | NEW | — | $27.76 | +4.3% |
| 58 | VPU | VANGUARD WORLD FD | — | 1,766.0 | $350K | 0.15% | — | — | $198.14 | -0.8% |
| 59 | ITOT | ISHARES TR | — | 2,030.0 | $289K | 0.12% | NEW | — | $142.43 | +15.2% |
| 60 | 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%