2026 Q2 Portfolio Activity
In 2026 Q2, MYECFO, LLC maintained a portfolio of 73 distinct positions. The most significant new addition was ISHARES TR, now representing 0.18% of the total fund value. They heavily accumulated shares in VANGUARD INTL EQUITY INDEX F, increasing the position by 8.8%. The fund also reduced its exposure to VANGUARD INTL EQUITY INDEX F by 21.3%.
Position History
hover any row below to update
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Total Positions
73
Quarter
2026 Q2
Top Holding
SCHB (28.2%)
Top 10 Concentration
71.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 73
MYECFO, LLC Full Holdings List — 2026 Q2
| 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 | 28.17% | 26.86% |
#1
Prev: #1
|
6.5 |
—
|
19,332 | 0.8% |
P
S
|
2,577,055 | $74,632,677 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 12.70% | 12.20% |
#2
Prev: #2
|
6.0 |
—
|
17,123 | 3.8% |
P
S
|
472,297 | $33,651,158 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 6.11% | 6.09% |
#3
1
Prev: #4
|
3.9 |
—
|
-2,932 | -0.5% |
P
S
|
584,925 | $16,202,418 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
CMF
ISHARES TR
|
ETF | 5.26% | 6.25% |
#4
1
Prev: #3
|
3.1 |
—
|
-20,933 | -8.0% |
P
S
|
241,609 | $13,926,905 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 4.91% | 5.12% |
#5
Prev: #5
|
4.5 |
—
|
36,233 | 6.9% |
P
S
|
562,920 | $13,020,339 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 4.11% | 3.80% |
#6
Prev: #6
|
3.6 |
—
|
14,805 | 8.8% |
P
S
|
182,620 | $10,900,604 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
CORP
PIMCO ETF TR
|
ETF | 3.24% | 3.35% |
#7
Prev: #7
|
3.3 |
—
|
5,810 | 7.0% |
P
S
|
88,576 | $8,585,921 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VT
VANGUARD INTL E...
|
ETF | 2.53% | 3.14% |
#8
Prev: #8
|
1.0 |
—
|
-11,595 | -21.3% |
P
S
|
42,740 | $6,708,043 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 2.36% | 2.48% |
#9
1
Prev: #10
|
2.9 |
—
|
15,583 | 6.6% |
P
S
|
253,261 | $6,245,408 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NYF
ISHARES TR
|
ETF | 2.29% | 2.66% |
#10
1
Prev: #9
|
1.4 |
—
|
-6,800 | -5.7% |
P
S
|
112,730 | $6,076,711 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.06% | 1.79% |
#11
1
Prev: #12
|
1.3 |
—
|
427 | 2.9% |
P
S
|
15,236 | $5,445,007 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCMB
SCHWAB STRATEGI...
|
ETF | 1.63% | 1.88% |
#12
1
Prev: #11
|
1.2 |
—
|
-8,950 | -5.1% |
P
S
|
167,230 | $4,317,879 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 1.47% | 1.50% |
#13
1
Prev: #14
|
1.1 |
—
|
-940 | -0.9% |
P
S
|
107,761 | $3,907,402 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.44% | 1.24% |
#14
1
Prev: #15
|
1.1 |
—
|
400 | 3.9% |
P
S
|
10,770 | $3,805,515 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.20% | 1.16% |
#15
2
Prev: #17
|
1.0 |
—
|
15 | 0.3% |
P
S
|
4,635 | $3,183,364 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.17% | 1.09% |
#16
2
Prev: #18
|
1.0 |
—
|
254 | 3.1% |
P
S
|
8,410 | $3,112,000 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.11% | 1.08% |
#17
2
Prev: #19
|
0.9 |
—
|
22 | 0.2% |
P
S
|
12,375 | $2,949,539 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.10% | 1.22% |
#18
2
Prev: #16
|
0.9 |
—
|
-3,137 | -3.3% |
P
S
|
92,155 | $2,922,221 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SIVR
ABRDN SILVER ET...
|
ETF | 1.09% | 1.54% |
#19
6
Prev: #13
|
0.9 |
—
|
-30 | -0.1% |
P
S
|
51,427 | $2,891,226 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.03% | 1.02% |
#20
Prev: #20
|
0.9 |
—
|
-50 | -0.2% |
P
S
|
32,445 | $2,717,269 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AAPL
APPLE INC
|
Technology | 1.02% | 0.91% |
#21
3
Prev: #24
|
2.4 |
—
|
885 | 10.4% |
P
S
|
9,382 | $2,714,792 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 1.00% | 0.96% |
#22
1
Prev: #21
|
0.9 |
—
|
1,350 | 1.8% |
P
S
|
76,290 | $2,655,655 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.80% | 0.92% |
#23
Prev: #23
|
2.3 |
—
|
2,938 | 12.4% |
P
S
|
26,651 | $2,116,593 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GNMA
ISHARES TR
|
Bond/Debt | 0.76% | 0.93% |
#24
2
Prev: #22
|
0.8 |
—
|
-4,549 | -9.1% |
P
S
|
45,377 | $2,007,007 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IWD
ISHARES TR
|
ETF | 0.75% | 0.73% |
#25
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
8,215 | $1,991,562 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.54% | 0.70% |
#26
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
19,065 | $1,439,598 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ARWR
ARROWHEAD PHARM...
|
Healthcare | 0.54% | 0.49% |
#27
1
Prev: #28
|
0.7 |
—
|
-1,000 | -5.4% |
P
S
|
17,497 | $1,426,180 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.50% | 0.48% |
#28
1
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
1,764 | $1,317,352 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.48% | 0.42% |
#29
1
Prev: #30
|
0.7 |
—
|
750 | 2.2% |
P
S
|
34,931 | $1,262,045 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.45% | 0.40% |
#30
2
Prev: #32
|
3.2 |
—
|
11,598 | 523.8% |
P
S
|
13,812 | $1,189,766 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MUB
ISHARES TR
|
ETF | 0.44% | 0.49% |
#31
4
Prev: #27
|
0.7 |
—
|
-50 | -0.5% |
P
S
|
10,911 | $1,174,242 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 0.43% | 0.27% |
#32
9
Prev: #41
|
1.2 |
—
|
no change | no change |
P
S
|
13,921 | $1,135,258 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.43% | 0.39% |
#33
Prev: #33
|
0.7 |
—
|
15 | 0.5% |
P
S
|
2,990 | $1,129,473 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.34% | 0.27% |
#34
6
Prev: #40
|
3.1 |
—
|
6,646 | 708.5% |
P
S
|
7,584 | $906,440 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHY
SCHWAB STRATEGI...
|
Bond/Debt | 0.31% | 0.37% |
#35
1
Prev: #34
|
0.6 |
—
|
-2,010 | -7.2% |
P
S
|
25,736 | $816,609 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MUC
BLACKROCK MUNIH...
|
Financial Services | 0.31% | 0.28% |
#36
2
Prev: #38
|
2.1 |
—
|
9,668 | 15.1% |
P
S
|
73,838 | $812,579 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.29% | 0.29% |
#37
Prev: #37
|
0.6 |
—
|
-47 | -1.2% |
P
S
|
3,819 | $764,144 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.28% | 0.28% |
#38
1
Prev: #39
|
0.6 |
—
|
270 | 3.6% |
P
S
|
7,697 | $742,222 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.27% | 0.30% |
#39
4
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
9,685 | $710,976 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
IGOV
ISHARES TR
|
Bond/Debt | 0.26% | 0.21% |
#40
5
Prev: #45
|
2.6 |
—
|
4,296 | 34.8% |
P
S
|
16,646 | $682,985 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.26% | 0.25% |
#41
1
Prev: #42
|
0.6 |
—
|
4 | 0.2% |
P
S
|
1,609 | $676,745 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.25% | 0.29% |
#42
6
Prev: #36
|
0.6 |
—
|
-1,820 | -6.9% |
P
S
|
24,668 | $653,702 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
NEA
NUVEEN AMT FREE...
|
Financial Services | 0.22% | 0.25% |
#43
Prev: #43
|
0.6 |
—
|
-3,300 | -6.2% |
P
S
|
49,900 | $585,826 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.21% | 0.20% |
#44
2
Prev: #46
|
2.1 |
—
|
155 | 7.0% |
P
S
|
2,369 | $560,553 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
XCEM
COLUMBIA ETF TR...
|
ETF | 0.21% | 0.18% |
#45
5
Prev: #50
|
1.1 |
—
|
no change | no change |
P
S
|
10,590 | $559,999 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.20% | 0.41% |
#46
15
Prev: #31
|
0.1 |
—
|
-9,173 | -45.0% |
P
S
|
11,193 | $542,077 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.20% | 0.22% |
#47
3
Prev: #44
|
0.6 |
—
|
-29 | -2.6% |
P
S
|
1,066 | $533,416 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.20% | 0.17% |
#48
6
Prev: #54
|
1.1 |
—
|
no change | no change |
P
S
|
712 | $524,317 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.20% | 0.19% |
#49
1
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
6,330 | $521,212 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.20% | 0.19% |
#50
3
Prev: #47
|
3.1 |
—
|
4,830 | 300.0% |
P
S
|
6,440 | $518,871 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-50 of 73 holdings