Portfolio (Quarterly)
Guide ↗
MYECFO, LLC
· CIK 0001986457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | TSLA | TESLA INC | Consumer Cyclical | 1,609.0 | $677K | 0.26% | — | — | $420.60 | -15.8% |
| 42 | SCHP | SCHWAB STRATEGIC TR | — | 24,668.0 | $654K | 0.25% | -2K | -6.9% | $26.50 | -2.5% |
| 43 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 49,900.0 | $586K | 0.22% | -3K | -6.2% | $11.74 | -6.0% |
| 44 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,369.0 | $561K | 0.21% | +155.0 | +7.0% | $236.62 | +2.3% |
| 45 | XCEM | COLUMBIA ETF TR II | — | 10,590.0 | $560K | 0.21% | — | — | $52.88 | -1.0% |
| 46 | BNDX | VANGUARD CHARLOTTE FDS | — | 11,193.0 | $542K | 0.20% | -9K | -45.0% | $48.43 | -2.0% |
| 47 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,066.0 | $533K | 0.20% | -29.0 | -2.6% | $500.39 | — |
| 48 | QQQ | INVESCO QQQ TR | Financial Services | 712.0 | $524K | 0.20% | — | — | $736.40 | -2.4% |
| 49 | VSGX | VANGUARD WORLD FD | — | 6,330.0 | $521K | 0.20% | — | — | $82.34 | +2.5% |
| 50 | VO | VANGUARD INDEX FDS | — | 6,440.0 | $519K | 0.20% | +5K | +300.0% | $80.57 | +2.1% |
| 51 | DSI | ISHARES TR | — | 3,500.0 | $498K | 0.19% | — | — | $142.39 | +3.5% |
| 52 | IAGG | ISHARES TR | — | 9,580.0 | $485K | 0.18% | NEW | — | $50.60 | -1.7% |
| 53 | MSFT | MICROSOFT CORP | Technology | 1,299.0 | $485K | 0.18% | +284.0 | +28.0% | $373.02 | +34.0% |
| 54 | META | META PLATFORMS INC | Communication Services | 769.0 | $433K | 0.16% | — | — | $563.29 | +9.5% |
| 55 | BOX | BOX INC | Technology | 16,172.0 | $429K | 0.16% | -781.0 | -4.6% | $26.54 | +32.6% |
| 56 | XLU | SELECT SECTOR SPDR TR | — | 9,280.0 | $421K | 0.16% | — | — | $45.34 | -5.0% |
| 57 | EWA | ISHARES INC | — | 13,810.0 | $389K | 0.15% | — | — | $28.16 | +7.4% |
| 58 | ITOT | ISHARES TR | — | 2,293.0 | $377K | 0.14% | +263.0 | +13.0% | $164.27 | +2.7% |
| 59 | — | VANGUARD NY TAX FREE FDS | — | 3,560.0 | $370K | 0.14% | NEW | — | $104.00 | — |
| 60 | VPU | VANGUARD WORLD FD | — | 1,796.0 | $352K | 0.13% | +30.0 | +1.7% | $195.73 | -4.8% |
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%