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Home > Institutional Investor > Myecfo, Llc > Profile

Instuitional Investor - Myecfo, Llc

Fund Profile
Filing Period:
Fund Name: Myecfo, Llc
Portfolio Value $203,886,512
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,399,036 $57,169,030 28.04%
2.
Vanguard Tax-Managed Fds
 406,528 $23,176,169 11.37%
3.
Schwab Strategic Trust
 FNDF 629,580 $13,913,714 6.82%
4.
Ishares Tr - CALIF MUN BD ETF
 227,283 $12,880,577 6.32%
5.
Schwab Strategic Trust
 FNDF 483,048 $11,231,853 5.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)