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Home > Institutional Investor > Myecfo, Llc > 13F Holdings

Instuitional Investor - Myecfo, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,557,723 $64,193,818 26.86%
2.
Vanguard Tax-Managed Fds
 455,174 $29,167,578 12.2%
3.
Ishares Tr - CALIF MUN BD ETF
 262,542 $14,928,154 6.25%
4.
Schwab Strategic Trust
 FNDF 587,857 $14,549,457 6.09%
5.
Schwab Strategic Trust
 FNDF 526,687 $12,229,661 5.12%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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