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Myecfo LLC 13F Portfolio

Portfolio Manager
Myecfo LLC
Performance
-1.03% (2026 Q3)
AUM (13F)
$266.30M
# of Holdings
72
Performance Rank
Allocation (Top 20)
84.64%
Latest filing
Q3 2026

Myecfo LLC Holdings Map

Top 50 Myecfo LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHB
SCHWAB STRATEGIC TR
28.15%2.56M$75.0M
-0.75%(-19.24K)
2025-Q3: 2.42M shares2025-Q4: 2.48M shares2026-Q1: 2.56M shares2026-Q2: 2.58M shares2026-Q3: 2.56M shares
$16.24(+81.08%)
2026-09-30
VEA
VANGUARD TAX-MANAGED FDS
12.69%478.7K$33.8M
+1.37%(+6.45K)
2025-Q3: 418.1K shares2025-Q4: 439.5K shares2026-Q1: 455.2K shares2026-Q2: 472.3K shares2026-Q3: 478.7K shares
$45.06(+53.93%)
2026-09-30
SCHF
SCHWAB STRATEGIC TR
5.92%573.8K$15.8M
-1.91%(-11.17K)
2025-Q3: 610.3K shares2025-Q4: 598.8K shares2026-Q1: 587.9K shares2026-Q2: 584.9K shares2026-Q3: 573.8K shares
$15.20(+77.08%)
2026-09-30
CMF
ISHARES TR
4.97%244.3K$13.2M
+1.12%(+2.71K)
2025-Q3: 233.0K shares2025-Q4: 251.2K shares2026-Q1: 262.5K shares2026-Q2: 241.6K shares2026-Q3: 244.3K shares
$56.03(-2.22%)
2026-09-30
SCHZ
SCHWAB STRATEGIC TR
4.73%570.3K$12.6M
+1.31%(+7.35K)
2025-Q3: 495.5K shares2025-Q4: 513.4K shares2026-Q1: 526.7K shares2026-Q2: 562.9K shares2026-Q3: 570.3K shares
$22.85(-2.69%)
2026-09-30
VWO
VANGUARD INTL EQUITY INDEX F
4.18%187.7K$11.1M
+2.78%(+5.08K)
2025-Q3: 125.7K shares2025-Q4: 148.5K shares2026-Q1: 167.8K shares2026-Q2: 182.6K shares2026-Q3: 187.7K shares
$45.17(+28.46%)
2026-09-30
CORP
PIMCO ETF TR
3.16%91.6K$8.4M
+3.38%(+2.99K)
2025-Q3: 66.4K shares2025-Q4: 76.3K shares2026-Q1: 82.8K shares2026-Q2: 88.6K shares2026-Q3: 91.6K shares
$95.52(-3.40%)
2026-09-30
VT
VANGUARD INTL EQUITY INDEX F
2.5%42.2K$6.7M
-1.35%(-575)
2025-Q3: 54.6K shares2025-Q4: 55.3K shares2026-Q1: 54.3K shares2026-Q2: 42.7K shares2026-Q3: 42.2K shares
$83.85(+87.38%)
2026-09-30
SCHR
SCHWAB STRATEGIC TR
2.23%250.8K$5.9M
-0.96%(-2.44K)
2025-Q3: 203.2K shares2025-Q4: 222.4K shares2026-Q1: 237.7K shares2026-Q2: 253.3K shares2026-Q3: 250.8K shares
$24.71(-3.53%)
2026-09-30
NYF
ISHARES TR
2.08%109.4K$5.5M
-2.96%(-3.34K)
2025-Q3: 127.6K shares2025-Q4: 125.3K shares2026-Q1: 119.5K shares2026-Q2: 112.7K shares2026-Q3: 109.4K shares
$53.37(-4.10%)
2026-09-30

About Myecfo LLCโ€™s portfolio

Myecfo LLC reports $266.30M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (28.1%), VEA (12.7%) and SCHF (5.9%). The top 20 holdings account for 84.64% of reported assets. Its disclosed equity book has returned +47.83% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
SCHB โ€” 29.0% ($74.97M)VEA โ€” 13.1% ($33.80M)SCHF โ€” 6.1% ($15.76M)CMF โ€” 5.1% ($13.22M)SCHZ โ€” 4.9% ($12.60M)VWO โ€” 4.3% ($11.13M)CORP โ€” 3.2% ($8.41M)VT โ€” 2.6% ($6.66M)SCHR โ€” 2.3% ($5.94M)NYF โ€” 2.1% ($5.53M)Other โ€” 27.3% ($70.74M)
73%in top 10
  • SCHB29.0%
  • VEA13.1%
  • SCHF6.1%
  • CMF5.1%
  • SCHZ4.9%
  • VWO4.3%
  • CORP3.2%
  • VT2.6%
  • SCHR2.3%
  • NYF2.1%
  • Other27.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
23
VTIVANGUARD INDEX FDS+49.5%
IAGGISHARES TR+213.5%
SCMBSCHWAB STRATEGIC TR+11.8%
VEAVANGUARD TAX-MANAGED FDS+1.4%
+19 more
Trimmed
18
SCHBSCHWAB STRATEGIC TR-0.7%
SCHFSCHWAB STRATEGIC TR-1.9%
NYFISHARES TR-3.0%
SCHESCHWAB STRATEGIC TR-3.0%
+14 more

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Source filings

Holdings on this page are parsed from Myecfo LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1986457). View Myecfo LLCโ€™s 13F filings on SEC

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