Data as of Q4 2025 (Dec 31, 2025)

MYECFO, LLC

โ€ขCIK: 1986457โ€ขFiling: Q4 2025

**MYECFO, LLC** manages $236M across a diversified portfolio of 64 holdings. The strategy exhibits a significant allocation to broad market indices, notably SCHB, representing $65.1M, and VEA at $27.5M. Further concentration is visible in international and sector-specific ETFs, including CMF ($14.4M) and SCHF ($14.4M). The top ten positions account for substantial exposure to global equity markets, underpinning the fund's core investment thesis.

Total AUM
$235.6M
QoQ Performance
+7.2%
Positions
35
Top 10 Concentration
71.7%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHB
VEA
CMF
SCHF
SCHZ
SCHB27.6%
VEA11.7%
CMF6.1%
SCHF6.1%
SCHZ5.1%
VWO3.4%
VT3.3%
CORP3.2%

๐Ÿ“ˆ Biggest Buys

SCHB
SCHWAB STRATEGIC TR
+2.6%
27.6% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+5.1%
11.7% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
+18.1%
3.4% of portfolio
CMF
ISHARES TR
+7.8%
6.1% of portfolio
AVGO
BROADCOM INC
NEW
0.4% of portfolio

๐Ÿ“‰ Biggest Sells

SIVR
ABRDN SILVER ETF TRUST
-12.8%
1.6% of portfolio
IAU*
ISHARES GOLD TR
-21.4%
0.7% of portfolio
GNMA
ISHARES TR
-14.1%
0.9% of portfolio
SCHF
SCHWAB STRATEGIC TR
-1.9%
6.1% of portfolio
NYF
ISHARES TR
-1.8%
2.8% of portfolio

Sector Breakdown

Other90.8%
Technology5.5%
ETF1.9%
Consumer1.5%
Financial0.2%

๐Ÿšช Exited Positionssold since Q3 2025

โ€”
EATON VANCE CALIF MUN BD FD
SOLD
$963.7K
BITX
VOLATILITY SHS TR
SOLD
$206.6K
ETHE
GRAYSCALE ETHEREUM TRUST ETF
SOLD
$202.2K

Changes from Q3 2025

NEW6 new positions
โ†‘26 increased
โ†“24 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023