Portfolio (Quarterly)
Guide ↗
MYECFO, LLC
· CIK 0001986457| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SCHV | SCHWAB STRATEGIC TR | — | 72,940.0 | $2.2M | 0.92% | NEW | — | $29.61 | +13.5% |
| 22 | VTI | VANGUARD INDEX FDS | — | 6,242.0 | $2.1M | 0.89% | NEW | — | $335.26 | +10.2% |
| 23 | GNMA | ISHARES TR | — | 45,945.0 | $2.0M | 0.87% | NEW | — | $44.54 | -0.9% |
| 24 | GLDM | WORLD GOLD TR | Financial Services | 22,323.0 | $1.9M | 0.81% | NEW | — | $85.37 | +4.5% |
| 25 | IWD | ISHARES TR | — | 8,315.0 | $1.7M | 0.74% | NEW | — | $210.34 | +13.3% |
| 26 | IAU | ISHARES GOLD TR | Financial Services | 19,265.0 | $1.6M | 0.66% | NEW | — | $81.17 | +4.5% |
| 27 | MUB | ISHARES TR | — | 11,953.0 | $1.3M | 0.54% | NEW | — | $107.11 | -0.4% |
| 28 | SPY | SPDR S&P 500 ETF TR | Financial Services | 1,812.0 | $1.2M | 0.52% | NEW | — | $681.92 | +10.1% |
| 29 | ARWR | ARROWHEAD PHARMACEUTICALS IN | Healthcare | 18,497.0 | $1.2M | 0.52% | NEW | — | $66.39 | +18.5% |
| 30 | VUG | VANGUARD INDEX FDS | — | 2,214.0 | $1.1M | 0.46% | NEW | — | $487.86 | -81.9% |
| 31 | AVGO | BROADCOM INC | Technology | 2,890.0 | $1.0M | 0.42% | NEW | — | $346.10 | +21.9% |
| 32 | AFRM | AFFIRM HLDGS INC | Technology | 13,274.0 | $988K | 0.42% | NEW | — | $74.43 | -6.9% |
| 33 | BNDX | VANGUARD CHARLOTTE FDS | — | 20,296.0 | $981K | 0.42% | NEW | — | $48.32 | -0.2% |
| 34 | SCHA | SCHWAB STRATEGIC TR | — | 33,281.0 | $948K | 0.40% | NEW | — | $28.48 | +19.3% |
| 35 | SCHY | SCHWAB STRATEGIC TR | — | 25,646.0 | $765K | 0.33% | NEW | — | $29.82 | +8.9% |
| 36 | TSLA | TESLA INC | Consumer Cyclical | 1,615.0 | $726K | 0.31% | NEW | — | $449.72 | -3.6% |
| 37 | VGT | VANGUARD WORLD FD | — | 963.0 | $726K | 0.31% | NEW | — | $753.78 | -84.3% |
| 38 | NVDA | NVIDIA CORPORATION | Technology | 3,880.0 | $724K | 0.31% | NEW | — | $186.50 | +15.2% |
| 39 | BND | VANGUARD BD INDEX FDS | — | 9,733.0 | $721K | 0.31% | NEW | — | $74.07 | -1.2% |
| 40 | SCHP | SCHWAB STRATEGIC TR | — | 25,488.0 | $675K | 0.29% | NEW | — | $26.49 | +0.9% |
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
33.2%
Communication Services
29.1%
Technology
20.4%
Consumer Cyclical
12.3%
Healthcare
4.2%
Consumer Defensive
0.7%
Real Estate
0.2%