Portfolio (Quarterly)
Guide ↗
MYECFO, LLC
· CIK 0001986457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | XCEM | COLUMBIA ETF TR II | — | 10,590.0 | $432K | 0.18% | +2K | +19.8% | $40.81 | +27.0% |
| 22 | DSI | ISHARES TR | — | 3,500.0 | $424K | 0.18% | +70.0 | +2.0% | $121.19 | +17.0% |
| 23 | MSFT | MICROSOFT CORP | Technology | 1,015.0 | $386K | 0.16% | +34.0 | +3.5% | $380.78 | +8.4% |
| 24 | IWM | ISHARES TR | — | 945.0 | $234K | 0.10% | +76.0 | +8.8% | $248.00 | +17.1% |
| 25 | SCHO | SCHWAB STRATEGIC TR | — | 9,413.0 | $228K | 0.10% | +650.0 | +7.4% | $24.27 | -0.4% |
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%