Portfolio (Quarterly)
Guide ↗
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 | $279K | 0.12% | — | — | $652.50 | +15.6% |
| 62 | IWM | ISHARES TR | — | 945.0 | $234K | 0.10% | +76.0 | +8.8% | $248.00 | +17.0% |
| 63 | SCHO | SCHWAB STRATEGIC TR | — | 9,413.0 | $228K | 0.10% | +650.0 | +7.4% | $24.27 | -0.4% |
| 64 | DWX | SPDR INDEX SHS FDS | — | 4,758.0 | $217K | 0.09% | — | — | $45.60 | +2.7% |
| 65 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,473.0 | $213K | 0.09% | — | — | $144.49 | +2.2% |
| 66 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 11,650.0 | $55K | 0.02% | — | — | $4.68 | +2.8% |
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%