MYECFO, LLC

Registered adviser

CIK

1986457

Location

La Jolla, CA

Portfolio Value

Small $238,497,217

Diversification

Highly concentrated

Filing Date

Global Rank

#5,471 / 8,814 ▼ 38 · as of Jun 2026

Top Industry

Internet Content & Information 38.3%

Period ended 22 days ago

Filed Oct 14, 2026 · 8d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 166919

Roster of Oct 1, 2026

Regulatory AUM

$263,380,305

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$263,380,305	Individuals and high net worth (100%)
Mar 2025 to Feb 2026	$211,316,905	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$186,218,018	Individuals and high net worth (100%)
May 2023 to Mar 2024	$144,161,498	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$144,161,498	Individuals and high net worth (100%)
Apr 2022 to Feb 2023	$139,795,224	Individuals and high net worth (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.1% of the book (60%+)

Turnover

Low turnover

5.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.4 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 87.7%; sector active share 81.4% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

72 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

52.9%

+5.0 pts

Top 5

83.4%

+1.8 pts

Top 10

91.8%

+0.7 pts

HHI

3,125

Highly concentrated+474

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.7%	$213,921,276	51
Communication Services	3.9%	$9,416,819	3
Technology	3.0%	$7,151,493	7
Consumer Cyclical	1.5%	$3,648,798	2
Financial Services	1.1%	$2,674,086	5
Healthcare	0.5%	$1,145,178	1
Energy	0.1%	$269,188	1
Consumer Defensive	0.1%	$206,297	1
Real Estate	0.0%	$64,082	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAGG	iShares Core International Aggregate Bond ETF	+20,450	30,030	$0
SCMB	Schwab Municipal Bond ETF	+19,680	186,910	$4,515,745
OPEN	Opendoor Technologies Inc.	+11,539	27,039	$64,082
SCHZ	Schwab U.S. Aggregate Bond ETF	+7,353	570,273	$12,603,033
VEA	Vanguard FTSE Developed Markets ETF	+6,449	478,746	$33,804,255
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+5,083	187,703	$11,132,664
SCHV	Schwab U.S. Large-Cap Value ETF	+4,670	80,960	$2,696,777
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+4,167	12,577	$4,706,816
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+3,456	13,141	$921,841
CORP	PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund	+2,990	91,566	$8,405,758
CMF	iShares California Muni Bond ETF	+2,715	244,324	$0
SIVR	abrdn Silver ETF Trust	+1,893	53,320	$3,055,769
MUC	Blackrock Muniholdings California Quality Fund, Inc.	+1,512	75,350	$734,662
SCHY	Schwab International Dividend Equity ETF	+1,081	26,817	$842,053
GLDM	World Gold Trust	+1,036	27,687	$2,275,317
IAU	Ishares Gold Trust	+978	20,043	$1,565,358
SCHO	Schwab Short-Term U.S. Treasury ETF	+500	12,663	$302,139
NVDA	Nvidia Corp	+320	4,139	$945,264
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+308	7,892	$991,787
BOX	Box Inc	+304	16,476	$551,616
SCHA	Schwab U.S. Small-Cap ETF	+300	35,231	$1,149,587
—		+140	45,517	$0
GOOG	Alphabet Inc.	+111	10,881	$3,707,591
IGOV	iShares International Treasury Bond ETF	+80	16,726	$0
MUNY	Vanguard New York Tax-Exempt Bond ETF	+70	3,630	$353,344
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	−19,242	2,557,813	$74,969,499
SCHF	Schwab International Equity ETF	−11,170	573,755	$15,761,049
NYF	iShares New York Muni Bond ETF	−3,340	109,390	$0
SCHE	Schwab Emerging Markets Equity ETF	−3,270	104,491	$3,808,696
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−2,441	250,820	$5,944,434
SCHP	Schwab U.S. TIPS ETF	−1,140	23,528	$591,258
AFRM	Affirm Holdings, Inc.	−746	13,175	$912,105
VEU	Vanguard International Equity Index Funds	−630	31,815	$2,639,690
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−575	42,165	$6,655,745
BNDX	Vanguard Total International Bond ETF	−400	10,793	$505,867
GOOGL	Alphabet Inc.	−264	14,972	$5,151,565
MUB	iShares National Muni Bond ETF	−230	10,681	$0
SCHD	Schwab U.S. Dividend Equity ETF	−133	92,022	$2,993,475
VNQ	VANGUARD REAL ESTATE INDEX FUND	−60	7,637	$684,504
VOO	VANGUARD 500 INDEX FUND	−55	4,580	$3,209,938
PG	PROCTER & GAMBLE Co	−53	1,420	$206,297
AAPL	Apple Inc.	−52	9,330	$3,107,076
VDE	VANGUARD ENERGY INDEX FUND	−50	1,872	$322,283
VUG	VANGUARD GROWTH INDEX FUND	−42	13,770	$1,240,814
TSLA	Tesla, Inc.	−15	1,594	$565,567
IVV	iShares Core S&P 500 ETF	−12	416	$0
QQQ	Invesco Qqq Trust, Series 1	−6	706	$522,277
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CRM	Salesforce, Inc.	2,189	$502,528
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	1,685	$235,276
—		10,389	$54,750
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $238,497,217 total · filing declares 72 positions · $266,296,230 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Real Estate Technology

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHB	Schwab U.S. Broad Market ETF	Reduced	2,557,813	-19,242	$74,969,499	+0.5%	31.43%
VEA	Vanguard FTSE Developed Markets ETF	Added	478,746	+6,449	$33,804,255	+0.5%	14.17%
SCHF	Schwab International Equity ETF	Reduced	573,755	-11,170	$15,761,049	−2.7%	6.61%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	570,273	+7,353	$12,603,033	−3.2%	5.28%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	187,703	+5,083	$11,132,664	+2.1%	4.67%
CORP	PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund	Added	91,566	+2,990	$8,405,758	−2.1%	3.52%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	42,165	-575	$6,655,745	−0.8%	2.79%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Reduced	250,820	-2,441	$5,944,434	−4.8%	2.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,972	-264	$5,151,565	−5.4%	2.16%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	12,577	+4,167	$4,706,816	+51.2%	1.97%
SCMB	Schwab Municipal Bond ETF	Added	186,910	+19,680	$4,515,745	+4.6%	1.89%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	104,491	-3,270	$3,808,696	−2.5%	1.60%
GOOG	Alphabet Inc. Communication Services	Added	10,881	+111	$3,707,591	−2.6%	1.55%
VOO	VANGUARD 500 INDEX FUND	Reduced	4,580	-55	$3,209,938	+0.8%	1.35%
AAPL	Apple Inc. Technology	Reduced	9,330	-52	$3,107,076	+14.5%	1.30%
AMZN	Amazon Com Inc Consumer Cyclical	Held	12,375	0	$3,083,231	+4.5%	1.29%
SIVR	abrdn Silver ETF Trust	Added	53,320	+1,893	$3,055,769	+5.7%	1.28%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	92,022	-133	$2,993,475	+2.4%	1.26%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	80,960	+4,670	$2,696,777	+1.5%	1.13%
VEU	Vanguard International Equity Index Funds	Reduced	31,815	-630	$2,639,690	−2.9%	1.11%
GLDM	World Gold Trust	Added	27,687	+1,036	$2,275,317	+7.5%	0.95%
IAU	Ishares Gold Trust	Added	20,043	+978	$1,565,358	+8.7%	0.66%
SPY	Spdr S&P 500 ETF Trust	Added	1,775	+11	$1,353,668	+2.8%	0.57%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	13,770	-42	$1,240,814	+4.3%	0.52%
SCHA	Schwab U.S. Small-Cap ETF	Added	35,231	+300	$1,149,587	−8.9%	0.48%
ARWR	Arrowhead Pharmaceuticals, Inc. Healthcare	Held	17,497	0	$1,145,178	−19.7%	0.48%
AVGO	Broadcom Inc. Technology	Held	2,990	0	$1,050,058	−7.0%	0.44%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	7,892	+308	$991,787	+9.4%	0.42%
NVDA	Nvidia Corp Technology	Added	4,139	+320	$945,264	+23.7%	0.40%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	13,141	+3,456	$921,841	+29.7%	0.39%
AFRM	Affirm Holdings, Inc. Financial Services	Reduced	13,175	-746	$912,105	−19.7%	0.38%
SCHY	Schwab International Dividend Equity ETF	Added	26,817	+1,081	$842,053	+3.1%	0.35%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	Added	75,350	+1,512	$734,662	−9.5%	0.31%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	7,637	-60	$684,504	−7.8%	0.29%
MSFT	Microsoft Corp Technology	Held	1,299	0	$666,257	+37.5%	0.28%
SCHP	Schwab U.S. TIPS ETF	Reduced	23,528	-1,140	$591,258	−9.6%	0.25%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,594	-15	$565,567	−16.4%	0.24%
META	Meta Platforms, Inc. Communication Services	Held	769	0	$557,663	+28.7%	0.23%
VIG	Vanguard Specialized Funds	Held	2,369	0	$552,711	−1.4%	0.23%
BOX	Box Inc Technology	Added	16,476	+304	$551,616	+28.5%	0.23%
XCEM	Columbia EM Core ex-China ETF	Held	10,590	0	$544,431	−2.8%	0.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,066	0	$530,814	−0.5%	0.22%
QQQ	Invesco Qqq Trust, Series 1	Reduced	706	-6	$522,277	−0.4%	0.22%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Held	6,330	0	$513,173	−1.5%	0.22%
BNDX	Vanguard Total International Bond ETF	Reduced	10,793	-400	$505,867	−6.7%	0.21%
VO	VANGUARD MID-CAP INDEX FUND	Held	6,440	0	$505,024	−2.7%	0.21%
CRM	Salesforce, Inc. Technology	NEW	2,189	NEW	$502,528	NEW	0.21%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Held	49,900	0	$496,505	−15.2%	0.21%
EWA	iShares MSCI Australia ETF	Held	13,810	0	$390,961	+0.5%	0.16%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Held	9,280	0	$366,003	−13.0%	0.15%

Showing the top 50 of 72 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.