account_balance

Investment manager · 13F filer · SEC CIK 1986457

Myecfo, LLC

Reported value$266Mas of Sep 30, 2026
Positions72 1 new, 2 sold out
Top 10 weight70.6%SCHB alone is 28%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHB Schwab Strategic Tr 28.2% Held
VEA Vanguard Tax-Managed FDS 12.7% Held
SCHF Schwab Strategic Tr 5.9% Held
CMF iShares Tr 5.0% Held
SCHZ Schwab Strategic Tr 4.7% Held
VWO Vanguard Intl Equity Index F 4.2% Added +3%
CORP Pimco ETF Tr 3.2% Added +3%
VT Vanguard Intl Equity Index F 2.5% Held
SCHR Schwab Strategic Tr 2.2% Held
NYF iShares Tr 2.1% Trimmed −3%
GOOGL Alphabet Inc. 1.9% Held
VTI Vanguard Index FDS 1.8% Added +50%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
  • IAGG +213%
  • VTI +50%
  • BND +36%
  • SCMB +12%
arrow_downwardTrimmed
  • AFRM −5%
  • SCHP −5%
  • SCHE −3%
  • NYF −3%
remove_circleSold out
  • INTC $235K
  • ATAI $54.8K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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