AI Portfolio Summary
In 2026 Q1, MYECFO, LLC maintained a portfolio of 69 distinct positions. The most significant new addition to the portfolio was BLACKROCK MUNIHLDNGS, which now represents 0.28% of the total fund value. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing their position by 3.1%. The fund also reduced its exposure to ISHARES TR by 8.3%.
Total Positions
69
Quarter
2026 Q1
Top Holding
SCHB (26.9%)
Top 10 Concentration
71.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 69
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHB
SCHWAB STRATEGI...
|
ETF | 26.86% | 27.62% |
#1
Prev: #1
|
6.5 | 76,674 | 3.1% |
P
S
|
2,557,723 | $64,193,818 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 12.20% | 11.65% |
#2
Prev: #2
|
6.0 | 15,654 | 3.6% |
P
S
|
455,174 | $29,167,578 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CMF
ISHARES TR
|
ETF | 6.25% | 6.13% |
#3
Prev: #3
|
4.0 | 11,340 | 4.5% |
P
S
|
262,542 | $14,928,154 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 6.09% | 6.11% |
#4
Prev: #4
|
3.4 | -10,900 | -1.8% |
P
S
|
587,857 | $14,549,457 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 5.12% | 5.09% |
#5
Prev: #5
|
3.0 | 13,316 | 2.6% |
P
S
|
526,687 | $12,229,661 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.80% | 3.39% |
#6
Prev: #6
|
3.5 | 19,363 | 13.0% |
P
S
|
167,815 | $9,070,392 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
CORP
PIMCO ETF TR
|
ETF | 3.35% | 3.18% |
#7
1
Prev: #8
|
3.3 | 6,495 | 8.5% |
P
S
|
82,766 | $8,011,749 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VT
VANGUARD INTL E...
|
ETF | 3.14% | 3.31% |
#8
1
Prev: #7
|
1.8 | -957 | -1.7% |
P
S
|
54,335 | $7,515,617 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NYF
ISHARES TR
|
ETF | 2.66% | 2.85% |
#9
Prev: #9
|
1.6 | -5,760 | -4.6% |
P
S
|
119,530 | $6,349,434 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 2.48% | 2.37% |
#10
Prev: #10
|
3.0 | 15,313 | 6.9% |
P
S
|
237,678 | $5,920,569 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCMB
SCHWAB STRATEGI...
|
ETF | 1.88% | 1.89% |
#11
1
Prev: #12
|
1.3 | 3,740 | 2.2% |
P
S
|
176,180 | $4,489,066 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.79% | 2.03% |
#12
1
Prev: #11
|
1.2 | -475 | -3.1% |
P
S
|
14,809 | $4,268,635 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SIVR
ABRDN SILVER ET...
|
ETF | 1.54% | 1.61% |
#13
Prev: #13
|
1.1 | -4,650 | -8.3% |
P
S
|
51,457 | $3,684,836 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 1.50% | 1.53% |
#14
Prev: #14
|
1.1 | -1,200 | -1.1% |
P
S
|
108,701 | $3,581,687 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.24% | 1.39% |
#15
Prev: #15
|
1.0 | -53 | -0.5% |
P
S
|
10,370 | $2,974,860 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.22% | 1.04% |
#16
2
Prev: #18
|
2.5 | 6,107 | 6.8% |
P
S
|
95,292 | $2,923,571 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.16% | 1.30% |
#17
1
Prev: #16
|
1.0 | -265 | -5.4% |
P
S
|
4,620 | $2,760,681 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.09% | 0.89% |
#18
4
Prev: #22
|
2.9 | 1,914 | 30.7% |
P
S
|
8,156 | $2,616,458 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.08% | 1.23% |
#19
2
Prev: #17
|
0.9 | -151 | -1.2% |
P
S
|
12,353 | $2,572,831 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.02% | 1.03% |
#20
1
Prev: #19
|
0.9 | -340 | -1.0% |
P
S
|
32,495 | $2,440,375 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 0.96% | 0.92% |
#21
Prev: #21
|
0.9 | 2,000 | 2.7% |
P
S
|
74,940 | $2,285,670 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GNMA
ISHARES TR
|
Bond/Debt | 0.93% | 0.87% |
#22
1
Prev: #23
|
2.4 | 3,981 | 8.7% |
P
S
|
49,926 | $2,213,218 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.92% | 0.81% |
#23
1
Prev: #24
|
2.4 | 1,390 | 6.2% |
P
S
|
23,713 | $2,197,958 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AAPL
APPLE INC
|
Technology | 0.91% | 0.95% |
#24
4
Prev: #20
|
0.9 | 303 | 3.7% |
P
S
|
8,497 | $2,167,635 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IWD
ISHARES TR
|
ETF | 0.73% | 0.74% |
#25
Prev: #25
|
0.8 | -100 | -1.2% |
P
S
|
8,215 | $1,755,299 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.70% | 0.66% |
#26
Prev: #26
|
0.8 | -200 | -1.0% |
P
S
|
19,065 | $1,680,770 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MUB
ISHARES TR
|
ETF | 0.49% | 0.54% |
#27
Prev: #27
|
0.7 | -992 | -8.3% |
P
S
|
10,961 | $1,163,510 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
ARWR
ARROWHEAD PHARM...
|
Healthcare | 0.49% | 0.52% |
#28
1
Prev: #29
|
1.2 | no change | no change |
P
S
|
18,497 | $1,159,762 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.48% | 0.52% |
#29
1
Prev: #28
|
0.7 | -48 | -2.6% |
P
S
|
1,764 | $1,147,204 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.42% | 0.40% |
#30
4
Prev: #34
|
0.7 | 900 | 2.7% |
P
S
|
34,181 | $993,974 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.41% | 0.42% |
#31
2
Prev: #33
|
0.7 | 70 | 0.3% |
P
S
|
20,366 | $978,586 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.40% | 0.46% |
#32
2
Prev: #30
|
1.2 | no change | no change |
P
S
|
2,214 | $967,053 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.39% | 0.42% |
#33
2
Prev: #31
|
0.7 | 85 | 2.9% |
P
S
|
2,975 | $920,792 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHY
SCHWAB STRATEGI...
|
Bond/Debt | 0.37% | 0.32% |
#34
1
Prev: #35
|
2.1 | 2,100 | 8.2% |
P
S
|
27,746 | $878,444 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.30% | 0.31% |
#35
4
Prev: #39
|
0.6 | -48 | -0.5% |
P
S
|
9,685 | $713,203 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.29% | 0.29% |
#36
4
Prev: #40
|
0.6 | 1,000 | 3.9% |
P
S
|
26,488 | $704,846 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.29% | 0.31% |
#37
1
Prev: #38
|
0.6 | -14 | -0.4% |
P
S
|
3,866 | $685,043 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
MUC
BLACKROCK MUNIH...
|
Financial Services | 0.28% | — |
#38
Prev: #—
|
3.6 | 64,170 | no change |
NEW
|
64,170 | $667,368 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.28% | 0.28% |
#39
2
Prev: #41
|
1.1 | no change | no change |
P
S
|
7,427 | $658,775 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.27% | 0.31% |
#40
3
Prev: #37
|
0.6 | -25 | -2.6% |
P
S
|
938 | $654,461 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 0.27% | 0.42% |
#41
9
Prev: #32
|
0.6 | 647 | 4.9% |
P
S
|
13,921 | $637,860 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.25% | 0.31% |
#42
6
Prev: #36
|
0.6 | -10 | -0.6% |
P
S
|
1,605 | $607,068 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
NEA
NUVEEN AMT FREE...
|
Financial Services | 0.25% | 0.26% |
#43
1
Prev: #42
|
1.1 | no change | no change |
P
S
|
53,200 | $597,436 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.22% | 0.23% |
#44
Prev: #44
|
1.1 | no change | no change |
P
S
|
1,095 | $524,724 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
IGOV
ISHARES TR
|
Bond/Debt | 0.21% | — |
#45
Prev: #—
|
3.6 | 12,350 | no change |
NEW
|
12,350 | $507,091 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.20% | 0.21% |
#46
Prev: #46
|
0.6 | -18 | -0.8% |
P
S
|
2,214 | $476,143 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.19% | 0.19% |
#47
3
Prev: #50
|
2.1 | 80 | 5.2% |
P
S
|
1,610 | $462,360 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.19% | 0.19% |
#48
1
Prev: #49
|
1.1 | no change | no change |
P
S
|
6,330 | $454,051 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.19% | 0.22% |
#49
4
Prev: #45
|
0.6 | 1 | 0.1% |
P
S
|
769 | $450,266 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-08 | |||
|
XCEM
COLUMBIA ETF TR...
|
ETF | 0.18% | 0.14% |
#50
4
Prev: #54
|
2.1 | 1,750 | 19.8% |
P
S
|
10,590 | $432,178 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-08 |
Showing 1-50 of 69 holdings