Institutional Fund
Myecfo, LLC
La Jolla, CACIK 19864575 filings on record
Portfolio Value
$239.00M
Q1 2026
Holdings
66
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+1.4%
from $235.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr26.9%
- Vanguard Tax-Managed Fds12.2%
- Ishares Tr6.2%
- Schwab Strategic Tr6.1%
- Schwab Strategic Tr5.1%
- Vanguard Intl Equity Index F3.8%
- Other39.7%
Portfolio Holdings
66 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.56M | $64.19M | 26.9% | +76.7K | Added |
| 2 | Vanguard Tax-Managed Fds | 455.2K | $29.17M | 12.2% | +15.7K | Added |
| 3 | Ishares Tr | 262.5K | $14.93M | 6.2% | +11.3K | Added |
| 4 | Schwab Strategic Tr | 587.9K | $14.55M | 6.1% | −10.9K | Reduced |
| 5 | Schwab Strategic Tr | 526.7K | $12.23M | 5.1% | +13.3K | Added |
| 6 | Vanguard Intl Equity Index F | 167.8K | $9.07M | 3.8% | +19.4K | Added |
| 7 | Pimco ETF Tr | 82.8K | $8.01M | 3.4% | +6.5K | Added |
| 8 | Vanguard Intl Equity Index F | 54.3K | $7.52M | 3.1% | −957 | Reduced |
| 9 | Ishares Tr | 119.5K | $6.35M | 2.7% | −5.8K | Reduced |
| 10 | Schwab Strategic Tr | 237.7K | $5.92M | 2.5% | +15.3K | Added |
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