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Home > Institutional Investor > Myecfo, Llc > Profile

Instuitional Investor - Myecfo, Llc

Fund Profile
Filing Period:
Fund Name: Myecfo, Llc
Portfolio Value $158,731,040
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 720,615 $40,123,882 25.27%
2.
Vanguard Tax-Managed Fds
 356,206 $17,063,213 10.74%
3.
Schwab Strategic Trust
 FNDF 352,351 $13,022,899 8.2%
4.
Ishares Tr
 192,121 $11,178,991 7.04%
5.
Schwab Strategic Trust
 FNDF 221,420 $10,333,794 6.51%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)