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Myecfo LLC 13F Portfolio

Portfolio Manager
Myecfo LLC
Performance
+9.77% (2026 Q2)
AUM (13F)
$264.96M
# of Holdings
73
Performance Rank
Allocation (Top 20)
84.98%
Latest filing
Q2 2026

Myecfo LLC Holdings Map

Top 50 Myecfo LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHB
SCHWAB STRATEGIC TR
28.17%2.58M$74.6M
+0.76%(+19.33K)
2025-Q2: 2.40M shares2025-Q3: 2.42M shares2025-Q4: 2.48M shares2026-Q1: 2.56M shares2026-Q2: 2.58M shares
$16.24(+84.84%)
2026-06-30
VEA
VANGUARD TAX-MANAGED FDS
12.7%472.3K$33.7M
+3.76%(+17.12K)
2025-Q2: 406.5K shares2025-Q3: 418.1K shares2025-Q4: 439.5K shares2026-Q1: 455.2K shares2026-Q2: 472.3K shares
$44.71(+65.55%)
2026-06-30
SCHF
SCHWAB STRATEGIC TR
6.11%584.9K$16.2M
-0.50%(-2.93K)
2025-Q2: 629.6K shares2025-Q3: 610.3K shares2025-Q4: 598.8K shares2026-Q1: 587.9K shares2026-Q2: 584.9K shares
$15.20(+88.56%)
2026-06-30
CMF
ISHARES TR
5.26%241.6K$13.9M
-7.97%(-20.93K)
2025-Q2: 227.3K shares2025-Q3: 233.0K shares2025-Q4: 251.2K shares2026-Q1: 262.5K shares2026-Q2: 241.6K shares
$56.03(+1.38%)
2026-06-30
SCHZ
SCHWAB STRATEGIC TR
4.91%562.9K$13.0M
+6.88%(+36.23K)
2025-Q2: 483.0K shares2025-Q3: 495.5K shares2025-Q4: 513.4K shares2026-Q1: 526.7K shares2026-Q2: 562.9K shares
$22.85(-0.34%)
2026-06-30
VWO
VANGUARD INTL EQUITY INDEX F
4.11%182.6K$10.9M
+8.82%(+14.80K)
2025-Q2: 115.0K shares2025-Q3: 125.7K shares2025-Q4: 148.5K shares2026-Q1: 167.8K shares2026-Q2: 182.6K shares
$44.78(+34.86%)
2026-06-30
CORP
PIMCO ETF TR
3.24%88.6K$8.6M
+7.02%(+5.81K)
2025-Q2: 57.3K shares2025-Q3: 66.4K shares2025-Q4: 76.3K shares2026-Q1: 82.8K shares2026-Q2: 88.6K shares
$95.56(-0.50%)
2026-06-30
VT
VANGUARD INTL EQUITY INDEX F
2.53%42.7K$6.7M
-21.34%(-11.60K)
2025-Q2: 54.1K shares2025-Q3: 54.6K shares2025-Q4: 55.3K shares2026-Q1: 54.3K shares2026-Q2: 42.7K shares
$83.85(+91.66%)
2026-06-30
SCHR
SCHWAB STRATEGIC TR
2.36%253.3K$6.2M
+6.56%(+15.58K)
2025-Q2: 192.9K shares2025-Q3: 203.2K shares2025-Q4: 222.4K shares2026-Q1: 237.7K shares2026-Q2: 253.3K shares
$24.71(-1.10%)
2026-06-30
NYF
ISHARES TR
2.29%112.7K$6.1M
-5.69%(-6.80K)
2025-Q2: 130.6K shares2025-Q3: 127.6K shares2025-Q4: 125.3K shares2026-Q1: 119.5K shares2026-Q2: 112.7K shares
$53.37(-0.68%)
2026-06-30

About Myecfo LLCโ€™s portfolio

Myecfo LLC reports $264.96M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (28.2%), VEA (12.7%) and SCHF (6.1%). The top 20 holdings account for 84.98% of reported assets. Its disclosed equity book has returned +44.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
SCHB โ€” 28.9% ($74.63M)VEA โ€” 13.0% ($33.65M)SCHF โ€” 6.3% ($16.20M)CMF โ€” 5.4% ($13.93M)SCHZ โ€” 5.0% ($13.02M)VWO โ€” 4.2% ($10.90M)CORP โ€” 3.3% ($8.59M)VT โ€” 2.6% ($6.71M)SCHR โ€” 2.4% ($6.25M)NYF โ€” 2.4% ($6.08M)Other โ€” 26.3% ($67.92M)
74%in top 10
  • SCHB28.9%
  • VEA13.0%
  • SCHF6.3%
  • CMF5.4%
  • SCHZ5.0%
  • VWO4.2%
  • CORP3.3%
  • VT2.6%
  • SCHR2.4%
  • NYF2.4%
  • Other26.3%

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
VEAVANGUARD TAX-MANAGED FDS+3.8%
VWOVANGUARD INTL EQUITY INDEX F+8.8%
SCHZSCHWAB STRATEGIC TR+6.9%
CORPPIMCO ETF TR+7.0%
+19 more
Trimmed
18
VTVANGUARD INTL EQUITY INDEX F-21.3%
CMFISHARES TR-8.0%
BNDXVANGUARD CHARLOTTE FDS-45.0%
NYFISHARES TR-5.7%
+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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