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Home > Institutional Investor > Myecfo, Llc > Profile

Instuitional Investor - Myecfo, Llc

Fund Profile
Filing Period:
Fund Name: Myecfo, Llc
Portfolio Value $264,963,140
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 2,577,055 $74,632,677 28.17%
2.
Vanguard Tax-Managed Fds
 472,297 $33,651,158 12.7%
3.
Schwab Strategic Trust
 SCHD 584,925 $16,202,418 6.11%
4.
Ishares Tr - CALIF MUN BD ETF
 241,609 $13,926,905 5.26%
5.
Schwab Strategic Trust
 SCHD 562,920 $13,020,339 4.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.