MYECFO, LLC
CIK
1986457
Location
La Jolla, CA
Portfolio Value
Small
$264,957,996
Diversification
Highly concentrated
Filing Date
Global Rank
#5,590
/ 8,798
▼ 103
· as of Jun 2026
Top Industry
Internet Content & Information
39.4%
Period ended 3 months ago
Filed Aug 10, 2026 · 2mo
15 quarters · since Dec 2022
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
47.9%
−5.6 pts
Top 5
81.6%
−1.9 pts
Top 10
91.1%
−0.1 pts
HHI
2,651
Highly concentrated−525
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 90.7% | $240,388,823 |
| Communication Services | 3.7% | $9,683,423 |
| Technology | 2.3% | $5,994,107 |
| Consumer Cyclical | 1.4% | $3,626,202 |
| Financial Services | 1.2% | $3,270,767 |
| Healthcare | 0.6% | $1,480,930 |
| Energy | 0.1% | $226,134 |
| Consumer Defensive | 0.1% | $216,000 |
| Real Estate | 0.0% | $71,610 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNDA | Schwab Fundamental U.S. Small Company ETF | +56,209 | 4,519,095 | $126,928,845 | |
| VEA | Vanguard FTSE Developed Markets ETF | +17,123 | 472,297 | $33,651,161 | |
| VB | Vanguard Morningstar Small-Cap ETF | +16,697 | 33,297 | $8,004,035 | |
| MUC | Blackrock Muniholdings California Quality Fund, Inc. | +9,668 | 73,838 | $811,479 | |
| EDV | Vanguard World Funds Extended Duration ETF | +6,111 | 17,632 | $2,067,731 | |
| BILZ | PIMCO Ultra Short Government Active ETF | +5,810 | 88,576 | $8,583,014 | |
| OPEN | Opendoor Technologies Inc. | +3,850 | 15,500 | $71,610 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | +3,160 | 257,805 | $20,325,898 | |
| GLDM | World Gold Trust | +2,938 | 26,651 | $2,116,622 | |
| AAPL | Apple Inc. | +885 | 9,382 | $2,714,775 | |
| GOOGL | Alphabet Inc. | +827 | 26,006 | $9,250,253 | |
| VIG | Vanguard Dividend Appreciation ETF | +425 | 10,066 | $1,302,773 | |
| MSFT | Microsoft Corp | +284 | 1,299 | $484,552 | |
| AMZN | Amazon Com Inc | +22 | 12,375 | $2,949,457 | |
| AVGO | Broadcom Inc. | +15 | 2,990 | $1,129,472 | |
| TSLA | Tesla, Inc. | +4 | 1,609 | $676,745 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −12,244 | 408,257 | $26,018,909 | |
| BNDX | Vanguard Total International Bond ETF | −9,173 | 11,193 | $542,076 | |
| — | −4,549 | 45,377 | $2,007,024 | ||
| NEA | Nuveen AMT-Free Quality Municipal Income Fund | −3,300 | 49,900 | $585,826 | |
| ARWR | Arrowhead Pharmaceuticals, Inc. | −1,000 | 17,497 | $1,426,180 | |
| BOX | Box Inc | −781 | 16,172 | $429,204 | |
| NVDA | Nvidia Corp | −47 | 3,819 | $764,143 | |
| SIVR | abrdn Silver ETF Trust | −30 | 51,427 | $2,891,225 | |
| BRK-B | Berkshire Hathaway Inc | −29 | 1,066 | $533,415 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | −27 | 4,731 | $217,436 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
42 tracked positions ·
$264,957,996 total
· filing declares
73 positions · $264,963,140
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 4,519,095 | $126,928,845 | 47.91% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 472,297 | $33,651,161 | 12.70% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 408,257 | $26,018,909 | 9.82% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 257,805 | $20,325,898 | 7.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 26,006 | $9,250,253 | 3.49% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Added | 88,576 | $8,583,014 | 3.24% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 33,297 | $8,004,035 | 3.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,375 | $2,949,457 | 1.11% | |
| SIVR |
abrdn Silver ETF Trust
|
Reduced | 51,427 | $2,891,225 | 1.09% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,382 | $2,714,775 | 1.02% | |
| GLDM |
World Gold Trust
|
Added | 26,651 | $2,116,622 | 0.80% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 17,632 | $2,067,731 | 0.78% | |
|
|
Reduced | 45,377 | $2,007,024 | 0.76% | ||
| IAU |
Ishares Gold Trust
|
Held | 19,065 | $1,439,598 | 0.54% | |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
Reduced | 17,497 | $1,426,180 | 0.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,764 | $1,317,302 | 0.50% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 10,066 | $1,302,773 | 0.49% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
Held | 13,921 | $1,135,257 | 0.43% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,990 | $1,129,472 | 0.43% | |
| MUC |
Blackrock Muniholdings California Quality Fund, Inc.
Financial Services
|
Added | 73,838 | $811,479 | 0.31% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,819 | $764,143 | 0.29% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Held | 9,685 | $710,975 | 0.27% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,609 | $676,745 | 0.26% | |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
Reduced | 49,900 | $585,826 | 0.22% | |
| INCO |
Columbia India Consumer ETF
|
Held | 10,590 | $559,999 | 0.21% | |
| BNDX |
Vanguard Total International Bond ETF
|
Reduced | 11,193 | $542,076 | 0.20% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,066 | $533,415 | 0.20% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 712 | $524,316 | 0.20% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,299 | $484,552 | 0.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 769 | $433,170 | 0.16% | |
| BOX |
Box Inc
Technology
|
Reduced | 16,172 | $429,204 | 0.16% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Held | 9,280 | $420,755 | 0.16% | |
| BKF |
iShares MSCI BIC ETF
|
Held | 13,810 | $388,889 | 0.15% | |
| MUNY |
Vanguard New York Tax-Exempt Bond ETF
|
NEW | 3,560 | $370,240 | 0.14% | |
| SNOW |
Snowflake Inc.
Technology
|
NEW | 930 | $236,685 | 0.09% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,685 | $235,276 | 0.09% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 1,654 | $226,134 | 0.09% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Reduced | 4,731 | $217,436 | 0.08% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,473 | $216,000 | 0.08% | |
| STT |
State Street Corp
Financial Services
|
NEW | 3,820 | $204,790 | 0.08% | |
| OPEN |
Opendoor Technologies Inc.
Real Estate
|
Added | 15,500 | $71,610 | 0.03% | |
|
|
NEW | 10,389 | $54,750 | 0.02% |
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.