Portfolio (Quarterly)
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MYECFO, LLC
· CIK 0001986457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IVV | ISHARES TR | — | 428.0 | $320K | 0.12% | — | — | $748.08 | +3.5% |
| 62 | SCHO | SCHWAB STRATEGIC TR | — | 12,163.0 | $294K | 0.11% | +3K | +29.2% | $24.14 | -0.5% |
| 63 | VDE | VANGUARD WORLD FD | — | 1,922.0 | $289K | 0.11% | -565.0 | -22.7% | $150.13 | +20.3% |
| 64 | IWM | ISHARES TR | — | 945.0 | $284K | 0.11% | — | — | $300.45 | -1.5% |
| 65 | SNOW | SNOWFLAKE INC | Technology | 930.0 | $237K | 0.09% | NEW | — | $254.41 | +32.5% |
| 66 | INTC | INTEL CORP | Technology | 1,685.0 | $235K | 0.09% | NEW | — | $139.63 | -31.4% |
| 67 | XOM | EXXON MOBIL CORP | Energy | 1,654.0 | $226K | 0.09% | — | — | $136.72 | +16.6% |
| 68 | DWX | SPDR INDEX SHS FDS | — | 4,731.0 | $217K | 0.08% | -27.0 | -0.6% | $45.96 | +4.8% |
| 69 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 1,473.0 | $216K | 0.08% | — | — | $146.69 | -0.2% |
| 70 | XLF | SELECT SECTOR SPDR TR | — | 3,820.0 | $205K | 0.08% | NEW | — | $53.61 | +8.4% |
| 71 | IXN | ISHARES TR | — | 1,400.0 | $202K | 0.08% | NEW | — | $144.48 | -1.1% |
| 72 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 15,500.0 | $72K | 0.03% | +4K | +33.0% | $4.62 | -31.8% |
| 73 | — | 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%