2026 Q3 Portfolio Activity
In 2026 Q3, MYECFO, LLC maintained a portfolio of 74 distinct positions. The most significant new addition was SALESFORCE INC, now representing 0.19% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 49.5%.
Position History
hover any row below to update
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Total Positions
74
Quarter
2026 Q3
Top Holding
SCHB (28.2%)
Top 10 Concentration
70.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 74
MYECFO, LLC Full Holdings List — 2026 Q3
| 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 | 28.15% | 28.17% |
#1
Prev: #1
|
6.5 |
—
|
-19,242 | -0.7% |
P
S
|
2,557,813 | $74,969,500 |
$20.86
+35.7%
|
2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | ||
|
VEA
VANGUARD TAX-MA...
|
ETF | 12.69% | 12.70% |
#2
Prev: #2
|
6.0 |
—
|
6,449 | 1.4% |
P
S
|
478,746 | $33,804,264 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 5.92% | 6.11% |
#3
Prev: #3
|
3.9 |
—
|
-11,170 | -1.9% |
P
S
|
573,755 | $15,761,045 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
CMF
ISHARES TR
|
ETF | 4.97% | 5.26% |
#4
Prev: #4
|
3.0 |
—
|
2,715 | 1.1% |
P
S
|
244,324 | $13,222,826 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 4.73% | 4.91% |
#5
Prev: #5
|
2.9 |
—
|
7,353 | 1.3% |
P
S
|
570,273 | $12,603,044 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 4.18% | 4.11% |
#6
Prev: #6
|
2.2 |
—
|
5,083 | 2.8% |
P
S
|
187,703 | $11,132,672 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
CORP
PIMCO ETF TR
|
ETF | 3.16% | 3.24% |
#7
Prev: #7
|
1.8 |
—
|
2,990 | 3.4% |
P
S
|
91,566 | $8,405,759 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VT
VANGUARD INTL E...
|
ETF | 2.50% | 2.53% |
#8
Prev: #8
|
1.5 |
—
|
-575 | -1.3% |
P
S
|
42,165 | $6,655,745 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 2.23% | 2.36% |
#9
Prev: #9
|
1.4 |
—
|
-2,441 | -1.0% |
P
S
|
250,820 | $5,944,442 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
NYF
ISHARES TR
|
ETF | 2.08% | 2.29% |
#10
Prev: #10
|
1.3 |
—
|
-3,340 | -3.0% |
P
S
|
109,390 | $5,526,383 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.93% | 2.06% |
#11
Prev: #11
|
1.3 |
—
|
-264 | -1.7% |
P
S
|
14,972 | $5,151,679 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.77% | 1.17% |
#12
4
Prev: #16
|
3.2 |
—
|
4,167 | 49.5% |
P
S
|
12,577 | $4,706,993 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCMB
SCHWAB STRATEGI...
|
ETF | 1.70% | 1.63% |
#13
1
Prev: #12
|
2.7 |
—
|
19,680 | 11.8% |
P
S
|
186,910 | $4,515,746 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 1.43% | 1.47% |
#14
1
Prev: #13
|
1.1 |
—
|
-3,270 | -3.0% |
P
S
|
104,491 | $3,808,685 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.39% | 1.44% |
#15
1
Prev: #14
|
1.1 |
—
|
111 | 1.0% |
P
S
|
10,881 | $3,707,425 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.21% | 1.20% |
#16
1
Prev: #15
|
1.0 |
—
|
-55 | -1.2% |
P
S
|
4,580 | $3,209,588 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.17% | 1.02% |
#17
4
Prev: #21
|
1.0 |
—
|
-52 | -0.6% |
P
S
|
9,330 | $3,107,096 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.16% | 1.11% |
#18
1
Prev: #17
|
1.5 |
—
|
no change | no change |
P
S
|
12,375 | $3,083,317 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SIVR
ABRDN SILVER ET...
|
ETF | 1.15% | 1.09% |
#19
Prev: #19
|
1.0 |
—
|
1,893 | 3.7% |
P
S
|
53,320 | $3,055,758 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.12% | 1.10% |
#20
2
Prev: #18
|
0.9 |
—
|
-133 | -0.1% |
P
S
|
92,022 | $2,993,472 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 1.01% | 1.00% |
#21
1
Prev: #22
|
2.4 |
—
|
4,670 | 6.1% |
P
S
|
80,960 | $2,696,778 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.99% | 1.03% |
#22
2
Prev: #20
|
0.9 |
—
|
-630 | -1.9% |
P
S
|
31,815 | $2,639,691 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.85% | 0.80% |
#23
Prev: #23
|
0.8 |
—
|
1,036 | 3.9% |
P
S
|
27,687 | $2,275,281 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IWD
ISHARES TR
|
ETF | 0.76% | 0.75% |
#24
1
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
8,215 | $2,036,745 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
GNMA
ISHARES TR
|
Bond/Debt | 0.72% | 0.76% |
#25
1
Prev: #24
|
0.8 |
—
|
140 | 0.3% |
P
S
|
45,517 | $1,905,332 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.59% | 0.54% |
#26
Prev: #26
|
2.2 |
—
|
978 | 5.1% |
P
S
|
20,043 | $1,565,386 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.55% | 0.18% |
#27
25
Prev: #52
|
3.2 |
—
|
20,450 | 213.5% |
P
S
|
30,030 | $1,477,476 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.51% | 0.50% |
#28
Prev: #28
|
0.7 |
—
|
11 | 0.6% |
P
S
|
1,775 | $1,353,766 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.47% | 0.45% |
#29
1
Prev: #30
|
0.7 |
—
|
-42 | -0.3% |
P
S
|
13,770 | $1,240,815 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.43% | 0.48% |
#30
1
Prev: #29
|
0.7 |
—
|
300 | 0.9% |
P
S
|
35,231 | $1,149,577 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
ARWR
ARROWHEAD PHARM...
|
Healthcare | 0.43% | 0.54% |
#31
4
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
17,497 | $1,145,179 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
MUB
ISHARES TR
|
ETF | 0.41% | 0.44% |
#32
1
Prev: #31
|
0.7 |
—
|
-230 | -2.1% |
P
S
|
10,681 | $1,079,849 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.39% | 0.43% |
#33
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
2,990 | $1,050,058 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.37% | 0.34% |
#34
Prev: #34
|
0.6 |
—
|
308 | 4.1% |
P
S
|
7,892 | $991,788 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.35% | 0.29% |
#35
2
Prev: #37
|
2.1 |
—
|
320 | 8.4% |
P
S
|
4,139 | $945,265 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.35% | 0.27% |
#36
3
Prev: #39
|
2.6 |
—
|
3,456 | 35.7% |
P
S
|
13,141 | $921,841 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 0.34% | 0.43% |
#37
5
Prev: #32
|
0.6 |
—
|
-746 | -5.4% |
P
S
|
13,175 | $912,105 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHY
SCHWAB STRATEGI...
|
Bond/Debt | 0.32% | 0.31% |
#38
3
Prev: #35
|
0.6 |
—
|
1,081 | 4.2% |
P
S
|
26,817 | $842,055 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
MUC
BLACKROCK MUNIH...
|
Financial Services | 0.28% | 0.31% |
#39
3
Prev: #36
|
0.6 |
—
|
1,512 | 2.0% |
P
S
|
75,350 | $734,661 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.26% | 0.28% |
#40
2
Prev: #38
|
0.6 |
—
|
-60 | -0.8% |
P
S
|
7,637 | $684,504 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.25% | 0.18% |
#41
12
Prev: #53
|
1.1 |
—
|
no change | no change |
P
S
|
1,299 | $666,257 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IGOV
ISHARES TR
|
Bond/Debt | 0.25% | 0.26% |
#42
2
Prev: #40
|
0.6 |
—
|
80 | 0.5% |
P
S
|
16,726 | $665,193 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.22% | 0.25% |
#43
1
Prev: #42
|
0.6 |
—
|
-1,140 | -4.6% |
P
S
|
23,528 | $591,259 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.21% | 0.26% |
#44
3
Prev: #41
|
0.6 |
—
|
-15 | -0.9% |
P
S
|
1,594 | $565,567 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.21% | 0.16% |
#45
9
Prev: #54
|
1.1 |
—
|
no change | no change |
P
S
|
769 | $557,663 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.21% | 0.21% |
#46
2
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
2,369 | $552,711 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
BOX
BOX INC
|
Technology | 0.21% | 0.16% |
#47
8
Prev: #55
|
0.6 |
—
|
304 | 1.9% |
P
S
|
16,476 | $551,616 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
XCEM
COLUMBIA ETF TR...
|
ETF | 0.20% | 0.21% |
#48
3
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
10,590 | $544,432 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.20% | 0.20% |
#49
2
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
1,066 | $530,815 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.20% | 0.20% |
#50
2
Prev: #48
|
0.6 |
—
|
-6 | -0.8% |
P
S
|
706 | $522,278 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 |
Showing 1-50 of 74 holdings